20 stocks of companies that delivered a double dose of growth this earnings season

AirdropHarvester · 2026-02-12T04:03:56+00:00

The essay discusses how most companies exceed earnings per share estimates during earnings season, highlighting the significance of sales growth and profit margins over typical "beat rates." It emphasizes analyzing companies in the S&P 500 that show increased revenue and expanding profit margins.

AirdropHarvester

2026-02-12 04:03:56

Abstract generation in progress

Each earnings season, most companies will report earnings per share that exceed the consensus estimates among analysts working for brokerage and research firms. A typical “beat rate” is 80%, so it means approximately nothing. What might be more interesting for investors is to look at sales growth and profit margins.

One-time events can affect companies’ bottom lines, but gross profit margins and operating margins will exclude some of those extraordinary items, such as goodwill write-downs or restructuring charges. So we have screened the S&P 500 SPX for companies showing the greatest increase in revenue per share this earnings season, while also expanding the two profit margins.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.