Beyond Consensus: Earnings Surprises That Shook Wall Street Yesterday

Published on July 24, 2026 at 4:30 pm by Usman Kabir in Hedge Funds, News

As over 150 companies released their second-quarter earnings on July 23, investors were still absorbing the headline economic event of the day as the US Trade Representative announced new 10% to 12.5% tariffs under Section 301 on imports from 60 partner economies. Citing enforcement failures regarding forced labor, these sweeping levies directly affect standard trade supply chains, reinforcing the aggressive protectionist agenda of the Trump administration. This action coincided with Bureau of Labor Statistics data showing that US import prices jumped 7.1% year-over-year through June, marking the steepest annual rise in nearly four years.

Simultaneously, broader economic indicators painted a mixed picture of the economy. A Monetary Policy Report submitted to Congress on July 10 shows that Personal Consumption Expenditures (PCE) inflation remained elevated above 4%, fueled by supply shocks, high energy costs, and early tariff impacts. Consequently, the Federal Reserve has kept the benchmark interest rate target anchored at 3.50%–3.75%. The labor market has held stable, with unemployment hovering near 4.2%. US GDP expanded at a moderate 2.1% pace, driven by capital expenditure in AI infrastructure and high-tech manufacturing.

Beyond Consensus: The Earnings Surprises That Shook Wall Street Yesterday

24. Acme United Corporation (NYSE:ACU)

Acme United Corporation (NYSE:ACU) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $1.22, beating expectations by $0.82.

23. OP Bancorp (NASDAQ:OPBK)

OP Bancorp (NASDAQ:OPBK) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.48, beating expectations by $0.07.

22. JAKKS Pacific, Inc. (NASDAQ:JAKK)

JAKKS Pacific, Inc. (NASDAQ:JAKK) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.25, beating expectations by $0.31.

21. Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX)

Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX) posted earnings for the second quarter of 2026 on July 23. The earnings per share were MXN 10, beating expectations by MXN 9.45.

20. Esquire Financial Holdings, Inc. (NASDAQ:ESQ)

Esquire Financial Holdings, Inc. (NASDAQ:ESQ) posted earnings for the second quarter of 2026 on July 23. The revenue over the period was $42 million, up 18% year-on-year, and beating analyst expectations by $6.7 million.

19. Amerant Bancorp Inc. (NYSE:AMTB)

Amerant Bancorp Inc. (NYSE:AMTB) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.53, beating expectations by $0.14.

18. Universal Insurance Holdings, Inc. (NYSE:UVE)

Universal Insurance Holdings, Inc. (NYSE:UVE) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $1.84, beating expectations by $0.41.

17. Gentherm Incorporated (NASDAQ:THRM)

Gentherm Incorporated (NASDAQ:THRM) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.75, beating expectations by $0.19.

16. AtriCure, Inc. (NASDAQ:ATRC)

AtriCure, Inc. (NASDAQ:ATRC) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.18, beating expectations by $0.16.

15. World Kinect Corporation (NYSE:WKC)

World Kinect Corporation (NYSE:WKC) posted earnings for the fourth fiscal quarter of 2026 on July 23. The earnings per share were $1.29, beating expectations by $0.54. The revenue over the period was $13.5 billion, up 50% year-on-year, and beating analyst expectations by $3 billion.

14. IMAX Corporation (NYSE:IMAX)

IMAX Corporation (NYSE:IMAX) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.43, beating expectations by $0.16.

13. Harley-Davidson, Inc. (NYSE:HOG)

Harley-Davidson, Inc. (NYSE:HOG) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.75, beating expectations by $0.11.

12. First Interstate BancSystem, Inc. (NASDAQ:FIBK)

First Interstate BancSystem, Inc. (NASDAQ:FIBK) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.87, beating expectations by $0.23.

11. Mobileye Global Inc. (NASDAQ:MBLY)

Mobileye Global Inc. (NASDAQ:MBLY) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.19, beating expectations by $0.13.

10. American Airlines Group Inc. (NYSE:AAL)

American Airlines Group Inc. (NYSE:AAL) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.15, beating expectations by $0.10.

9. Popular, Inc. (NASDAQ:BPOP)

Popular, Inc. (NASDAQ:BPOP) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $4.35, beating expectations by $0.67.

8. Tenet Healthcare Corporation (NYSE:THC)

Tenet Healthcare Corporation (NYSE:THC) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $6.12, beating expectations by $1.86.

7. First Citizens BancShares, Inc. (NASDAQ:FCNCA)

First Citizens BancShares, Inc. (NASDAQ:FCNCA) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $57.09, beating expectations by $16.93.

6. Nokia Oyj (NYSE:NOK)

Nokia Oyj (NYSE:NOK) posted earnings for the second quarter of 2026 on July 23. The earnings per share were €0.07, beating expectations by €0.01.

5. argenx SE (NASDAQ:ARGX)

argenx SE (NASDAQ:ARGX) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $7.32, beating expectations by $1.12.

4. Comfort Systems USA, Inc. (NYSE:FIX)

Comfort Systems USA, Inc. (NYSE:FIX) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $12.53, beating expectations by $2.11.

3. Freeport-McMoRan Inc. (NYSE:FCX)

Freeport-McMoRan Inc. (NYSE:FCX) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.74, beating expectations by $0.12.

2. Blackstone Inc. (NYSE:BX)

Blackstone Inc. (NYSE:BX) posted earnings for the second quarter of 2026 on July 23. The revenue over the period was $5 billion, up 36% year-on-year, and beating analyst expectations by $1.7 billion.

1. Intel Corporation (NASDAQ:INTC)

Intel Corporation (NASDAQ:INTC) posted earnings for the second quarter of 2026 on July 23. The earnings per share were $0.42, beating expectations by $0.20.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Published on May 16, 2026 at by Inan Dogan, PhD

Dr. Ian Dogan

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Beyond Consensus: Earnings Surprises That Shook Wall Street Yesterday

Published on July 24, 2026 at 4:30 pm by Usman Kabir in Hedge Funds, News

Beyond Consensus: The Earnings Surprises That Shook Wall Street Yesterday

24. Acme United Corporation (NYSE:ACU)

23. OP Bancorp (NASDAQ:OPBK)

22. JAKKS Pacific, Inc. (NASDAQ:JAKK)

21. Betterware de México, S.A.P.I. de C.V. (NYSE:BWMX)

20. Esquire Financial Holdings, Inc. (NASDAQ:ESQ)

19. Amerant Bancorp Inc. (NYSE:AMTB)

18. Universal Insurance Holdings, Inc. (NYSE:UVE)

17. Gentherm Incorporated (NASDAQ:THRM)

16. AtriCure, Inc. (NASDAQ:ATRC)

15. World Kinect Corporation (NYSE:WKC)

14. IMAX Corporation (NYSE:IMAX)

13. Harley-Davidson, Inc. (NYSE:HOG)

12. First Interstate BancSystem, Inc. (NASDAQ:FIBK)

11. Mobileye Global Inc. (NASDAQ:MBLY)

10. American Airlines Group Inc. (NYSE:AAL)

9. Popular, Inc. (NASDAQ:BPOP)

8. Tenet Healthcare Corporation (NYSE:THC)

7. First Citizens BancShares, Inc. (NASDAQ:FCNCA)

6. Nokia Oyj (NYSE:NOK)

5. argenx SE (NASDAQ:ARGX)

4. Comfort Systems USA, Inc. (NYSE:FIX)

3. Freeport-McMoRan Inc. (NYSE:FCX)

2. Blackstone Inc. (NYSE:BX)

1. Intel Corporation (NASDAQ:INTC)

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Published on May 16, 2026 at by Inan Dogan, PhD

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