Earnings Scoreboard: All 10 reporting firms beat EPS estimates across seven sectors; 8 grow Y/Y profits
All 10 reporting companies beat EPS estimates, with 8 showing Y/Y earnings growth. Constellation Energy (CEG) and Ferguson Enterprises (FERG) rose over 10% after strong results. Applied Materials (AMAT) and Cisco (CSCO) also reported beats, while Take-Two (TTWO) fell despite a GTA 6 update. Key financials and guidance were provided.
How this was made
The 30-second read
Why it matters
Overall market sentiment is bullish as earnings beats and guidance upgrades dominate, suggesting continued risk‑on positioning.
Market read
The earnings beat roundup signals a broadly strong earnings season, likely supporting equity rally across sectors.
What to watch
Rising input costs and macro headwinds could pressure margins despite earnings beats.
Background
Mid‑November earnings season with ten companies across multiple sectors reporting better‑than‑expected results and raising guidance.
Ticker impact
Constellation Energy beat EPS and raised full-year guidance, sending the stock up ~10% post‑earnings.
upward bias from guidance raise
EPS beat and guidance lift are fresh, material data.
Ferguson Enterprises posted revenue beat and EPS beat, raising its 2026 sales outlook, lifting the share price ~11%.
upward pressure from sales outlook upgrade
First‑report earnings beat with guidance raise.
KKR delivered EPS beat and record fee‑related earnings, pushing the stock up 2% after earnings.
slight upward bias
Fresh earnings beat with strong fee revenue.
NRG Energy beat revenue and EPS, reaffirmed 2026 EPS guidance, stock rose ~10% with utility rally.
upward bias
First‑report earnings data.
Occidental Petroleum beat EPS despite revenue miss, aided by higher realized oil prices, stock up 2%.
moderate upside
Fresh earnings beat with commodity price context.
Take‑Two Interactive rose 8% after earnings beat EPS and announced GTA 6 update, despite revenue miss.
upward pressure
First‑report earnings and product update.
TransDigm Group posted revenue beat and modest EPS beat, stock up 0.5% after earnings.
limited upward bias
Fresh earnings data with mixed guidance.
Applied Materials beat Q4 revenue and EPS, raised FY2027 guidance, stock rose 1.4% in extended trading.
upward pressure
First‑report earnings with guidance raise.
Market effects
Broad earnings strength across utilities, industrials, tech and energy supports sector‑wide bullish sentiment.
U.S. equity markets likely to open higher on the earnings beat wave.
Positive U.S. earnings data may lift global risk appetite.
Counterpoint
Some beats may be priced in; valuation concerns could limit upside.
Key entities
- companyConstellation Energy
Utility/Energy
- companyFerguson Enterprises
Industrial distributor
- companyKKR & Co.
Private‑equity firm
- companyNRG Energy
Power generation
- companyOccidental Petroleum
Oil & gas
