Earnings Surprises: Q4 2025
The season's beats and misses, frozen for the record
Updated August 30, 2026 · final
This is the closed book on the Q4 2025 reporting season — every S&P 500 earnings report filed between October 1, 2025 and December 31, 2025 (for most companies, the prior fiscal quarter’s results). Of 499 reports, 419 beat the analyst consensus and 73 missed, putting the beat rate at 84% — the usual tell that estimates are managed down into the print.
Because this page is final, the price columns use fixed windows rather than a running “since report”: the day-1 move (what the market said first) and the 21-session drift (whether it kept saying it). This season, the median big beat (+10% or more) moved +0.6% on day one and sat +3.6% a month later, while the median big miss managed −1.8% on the day — the post-earnings drift pattern in action.
Biggest beats
| # | Stock | EPS surprise | Day-1 move | 1-month drift |
|---|---|---|---|---|
| 1 | DDDuPontNov 6 | +602% | −1.2% | +2.2% |
| Materials — beat estimates by +602% on Nov 6; the stock moved −1.2% the first session and was +2.2% a month on. | ||||
| 2 | CNCCentene CorporationOct 29 | +445% | +12.5% | +18.9% |
| Health Care — beat estimates by +445% on Oct 29; the stock moved +12.5% the first session and was +18.9% a month on. | ||||
| 3 | LUVSouthwest AirlinesOct 22 | +399% | −2.7% | −8.0% |
| Industrials — beat estimates by +399% on Oct 22; the stock moved −2.7% the first session and was −8.0% a month on. | ||||
| 4 | UBERUberNov 4 | +351% | −5.1% | −9.1% |
| Industrials — beat estimates by +351% on Nov 4; the stock moved −5.1% the first session and was −9.1% a month on. | ||||
| 5 | CPTCamden Property TrustNov 6 | +243% | −2.5% | +2.0% |
| Real Estate — beat estimates by +243% on Nov 6; the stock moved −2.5% the first session and was +2.0% a month on. | ||||
| 6 | WYWeyerhaeuserOct 30 | +186% | +1.3% | −4.3% |
| Real Estate — beat estimates by +186% on Oct 30; the stock moved +1.3% the first session and was −4.3% a month on. | ||||
| 7 | AVBAvalonBay CommunitiesOct 29 | +96% | −4.3% | −1.2% |
| Real Estate — beat estimates by +96% on Oct 29; the stock moved −4.3% the first session and was −1.2% a month on. | ||||
| 8 | ELEstée Lauder Companies (The)Oct 30 | +82% | +0.3% | −3.4% |
| Consumer Staples — beat estimates by +82% on Oct 30; the stock moved +0.3% the first session and was −3.4% a month on. | ||||
| 9 | ALBAlbemarle CorporationNov 5 | +78% | +4.0% | +34.7% |
| Materials — beat estimates by +78% on Nov 5; the stock moved +4.0% the first session and was +34.7% a month on. | ||||
| 10 | EQREquity ResidentialOct 28 | +78% | −2.9% | −3.5% |
| Real Estate — beat estimates by +78% on Oct 28; the stock moved −2.9% the first session and was −3.5% a month on. | ||||
| 11 | MRNAModernaNov 6 | +73% | +3.3% | +17.6% |
| Health Care — beat estimates by +73% on Nov 6; the stock moved +3.3% the first session and was +17.6% a month on. | ||||
| 12 | ESSEssex Property TrustOct 29 | +64% | −3.5% | +2.3% |
| Real Estate — beat estimates by +64% on Oct 29; the stock moved −3.5% the first session and was +2.3% a month on. | ||||
| 13 | TTWOTake-Two InteractiveNov 6 | +55% | −0.9% | −2.7% |
| Communication Services — beat estimates by +55% on Nov 6; the stock moved −0.9% the first session and was −2.7% a month on. | ||||
| 14 | CTVACortevaNov 4 | +55% | +0.7% | +5.2% |
| Materials — beat estimates by +55% on Nov 4; the stock moved +0.7% the first session and was +5.2% a month on. | ||||
| 15 | PTCPTC Inc.Nov 5 | +53% | −1.1% | −7.0% |
| Information Technology — beat estimates by +53% on Nov 5; the stock moved −1.1% the first session and was −7.0% a month on. | ||||
Biggest misses
| # | Stock | EPS surprise | Day-1 move | 1-month drift |
|---|---|---|---|---|
| 1 | SATSEchoStarNov 6 | −3567% | −2.3% | +13.4% |
| Communication Services — missed estimates by −3567% on Nov 6; the stock moved −2.3% the first session and was +13.4% a month on. | ||||
| 2 | DOCHealthpeak PropertiesOct 23 | −383% | −0.4% | −6.6% |
| Real Estate — missed estimates by −383% on Oct 23; the stock moved −0.4% the first session and was −6.6% a month on. | ||||
| 3 | AREAlexandria Real Estate EquitiesOct 27 | −378% | +0.6% | −33.8% |
| Real Estate — missed estimates by −378% on Oct 27; the stock moved +0.6% the first session and was −33.8% a month on. | ||||
| 4 | BXPBXP, Inc.Oct 28 | −251% | −0.6% | −2.8% |
| Real Estate — missed estimates by −251% on Oct 28; the stock moved −0.6% the first session and was −2.8% a month on. | ||||
| 5 | IPInternational PaperOct 30 | −192% | −12.7% | −10.7% |
| Materials — missed estimates by −192% on Oct 30; the stock moved −12.7% the first session and was −10.7% a month on. | ||||
| 6 | PSKYParamount Skydance CorporationNov 10 | −108% | +1.0% | −3.0% |
| Communication Services — missed estimates by −108% on Nov 10; the stock moved +1.0% the first session and was −3.0% a month on. | ||||
| 7 | METAMeta PlatformsOct 29 | −84% | +0.0% | −15.7% |
| Communication Services — missed estimates by −84% on Oct 29; the stock moved +0.0% the first session and was −15.7% a month on. | ||||
| 8 | INVHInvitation HomesOct 29 | −53% | −2.6% | −0.9% |
| Real Estate — missed estimates by −53% on Oct 29; the stock moved −2.6% the first session and was −0.9% a month on. | ||||
| 9 | EGEverest GroupOct 27 | −48% | −1.4% | −11.2% |
| Financials — missed estimates by −48% on Oct 27; the stock moved −1.4% the first session and was −11.2% a month on. | ||||
| 10 | DLRDigital RealtyOct 23 | −45% | +1.7% | −8.6% |
| Real Estate — missed estimates by −45% on Oct 23; the stock moved +1.7% the first session and was −8.6% a month on. | ||||
| 11 | BABoeingOct 29 | −45% | −4.4% | −16.3% |
| Industrials — missed estimates by −45% on Oct 29; the stock moved −4.4% the first session and was −16.3% a month on. | ||||
| 12 | LYVLive Nation EntertainmentNov 4 | −44% | +0.6% | −9.2% |
| Communication Services — missed estimates by −44% on Nov 4; the stock moved +0.6% the first session and was −9.2% a month on. | ||||
| 13 | MGMMGM ResortsOct 29 | −35% | −2.3% | +8.9% |
| Consumer Discretionary — missed estimates by −35% on Oct 29; the stock moved −2.3% the first session and was +8.9% a month on. | ||||
| 14 | EXRExtra Space StorageOct 29 | −34% | −3.5% | −9.3% |
| Real Estate — missed estimates by −34% on Oct 29; the stock moved −3.5% the first session and was −9.3% a month on. | ||||
| 15 | WELLWelltowerOct 27 | −31% | +2.6% | +13.7% |
| Real Estate — missed estimates by −31% on Oct 27; the stock moved +2.6% the first session and was +13.7% a month on. | ||||