Stats Valuation Earnings surprises

Over ten years, 76% of S&P 500 companies beat estimates

EPS Q2 26: 86%86%EPSQ2 26EPS 5yr: 78%78%EPS5yrEPS 10yr: 76%76%EPS10yrRev Q2 26: 80%80%RevQ2 26Rev 5yr: 70%70%Rev5yrRev 10yr: 68%68%Rev10yr

Beating is the default outcome on both measures, and by a wide margin. Source: FactSet Earnings Insight, 24 July 2026.

US companies report earnings against an estimate set by analysts. Over ten years, 76% of S&P 500 companies have beaten that estimate, and 86% did in the second quarter of 2026. Beating is the normal outcome, so only the distance from that baseline carries information.

86%Beat rate, Q2 2026
76%Ten year average
39.3%Aggregate surprise
12.6%Excluding Alphabet

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