The corporate reporting season is in full swing, and some companies have a history of outperformance when it comes to earnings — and can give investors an edge. CNBC screened data from Bespoke Investment Group for companies that are reporting next week and have a record of topping expectations on earnings or revenue. Shares usually trend upward on news of outperformance. The listed stocks beat analyst estimates at least 65% of the time and average gains of 1% or more on earnings day. D.R. Horton , America’s largest homebuilder, beats analyst estimates 74% of the time. The company reports earnings Tuesday, and its stock rises an average of 1.6% after doing so. The stock is up over 6% in the past year, however, lagging the broader market’s 17% advance in that time. Despite D.R. Horton’s strong earnings performance, Wells Fargo downgraded the stock from overweight to equal weight on Jan. 6. “DHI is by far one of the best managed production builders out there, w/ unmatched scale & an enviable manufacturing model/attractive land strategy,” analyst Sam Reid noted. “But against persistent peer discounting (LEN took another leg down in our scrape this month; Ex 1) & DHI’s own investments in spec inventories (+4% m/m in December based on our data; Ex 2), it’s just too tough to recommend an entry level builder, however well run.” DHI 1Y mountain DHI 1-year chart Citizens Financial, set to release its earnings Wednesday , also made the list. The bank exceeds analyst expectations 80% of the time, with shares up an average of 1.4% on earnings day. Barclays upgraded the stock to overweight from equal weight last week and set its price target to $77, up 40% from its previous price target of $55. “We are upgrading CFG to OW from EW as we expect it to have the highest organic revenue growth rate in its peer group in 2026 and above-average earnings growth, yet it trades at a below-peer valuation,” analyst Jason Goldberg wrote. Citizens soared 30% in the last month.
