Week of October 19–23, 2026
Earnings Week Oct 19–23: Zions, RLI, Cleveland‑Cliffs
RLI Corp. delivered a staggering 48.28% EPS surprise, the biggest beat of the week, while Zions Bancorporation posted an 8.54% beat and Cleveland‑Cliffs topped the miners with a 16.67% surprise. Dive into the full earnings scorecard and next‑week outlook.
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The Week At A Glance
Moves come from stored closing prices around the report date. Before-the-open reports use the prior close to the report-day close, after-the-close reports use the report-day close to the next close, and reports with no stated time use the prior close to the next close. Moves above 100% are left out as likely data errors.
Earnings Scorecard
| Company | Ticker | Time | EPS Est | EPS Actual | Result | Stock | Watch |
|---|---|---|---|---|---|---|---|
 Fifth Third Bancorp | FITB | TBD | $1.09 | $1.13 | ✓ Beat | +4.1% | |
 Steel Dynamics, Inc. | STLD | TBD | $5.42 | $5.26 | ✗ Miss | +1.6% | |
 W.R. Berkley Corporation | WRB | TBD | $1.14 | $1.17 | ✓ Beat | -3.0% | |
 Grupo Aeroportuario Del Pacifico, S.A. de C.V. | PAC | TBD | $2.72 | $2.84 | ✓ Beat | +6.6% | |
 Crown Holdings, Inc. | CCK | TBD | $2.25 | $2.39 | ✓ Beat | 0.0% | |
 AGNC Investment Corp. | AGNC | TBD | $0.39 | $0.37 | ✗ Miss | +0.9% | |
 Wintrust Financial Corporation | WTFC | TBD | $3.29 | $3.37 | ✓ Beat | +1.5% | |
 Zions Bancorporation N.A. | ZION | TBD | $1.64 | $1.78 | ✓ Beat | +1.9% | |
 Western Alliance Bancorporation | WAL | TBD | $2.43 | $2.45 | ✓ Beat | +1.1% | |
 Cleveland-Cliffs Inc. | CLF | TBD | $0.24 | $0.28 | ✓ Beat | +12.6% | |
 BOK Financial Corporation | BOKF | TBD | $2.54 | $2.64 | ✓ Beat | +1.3% | |
 F.N.B. Corporation | FNB | TBD | $0.43 | $0.43 | Pending | +2.5% | |
 RLI Corp. | RLI | TBD | $0.58 | $0.86 | ✓ Beat | +2.7% | |
 ServisFirst Bancshares, Inc. | SFBS | TBD | $0.83 | $0.80 | ✗ Miss | +0.6% | |
 CBIZ, Inc. | CBZ | TBD | $1.28 | $1.21 | ✗ Miss | +0.2% | |
 Grupo Aeromexico, S.A.B. de C.V. | AERO | TBD | $0.29 | $0.28 | ✗ Miss | — | |
 Karooooo Ltd. | KARO | TBD | $0.57 | $0.57 | Pending | +3.8% | |
 SmartFinancial, Inc. | SMBK | TBD | $0.96 | $1.10 | ✓ Beat | -1.4% | |
 Washington Trust Bancorp, Inc. | WASH | TBD | $0.87 | $1.01 | ✓ Beat | +2.8% | |
 Home Bancorp, Inc. | HBCP | TBD | $1.51 | $1.28 | ✗ Miss | -9.8% |
The week of Oct 19‑23 saw a flurry of Q2 earnings, with 12 beats, six misses and two companies meeting expectations. RLI Corp. (RLI) stole the spotlight with a 48.28% EPS surprise, and Zions Bancorporation (ZION) impressed with an 8.54% beat.
Companies to Watch
RLI Corp. (RLI)
RLI delivered the largest EPS surprise of the week, beating estimates by 48.28%. The underwriting and reinsurance segments drove the outperformance, and the company reaffirmed its guidance, positioning it for continued strength.
Zions Bancorporation (ZION)
ZIONS posted an 8.54% EPS beat, helped by higher net interest income and solid loan growth. The regional bank’s balance sheet remains resilient amid a shifting rate environment.
Cleveland‑Cliffs Inc. (CLF)
CLF’s 16.67% EPS beat reflects higher iron‑ore prices and improved operational efficiencies. The miner’s cost‑control measures are paying off, supporting its outlook for the rest of 2026.
Key Themes
- Regional banks dominate the beat column, with nine of the twelve beats coming from financials.
- Materials sector showed strong pricing power, highlighted by Cleveland‑Cliffs and Steel Dynamics.
- Misses were concentrated in niche finance and transportation, signaling sector‑specific headwinds.
What to Watch Next Week
Investors should keep an eye on the big‑cap tech releases from Alphabet (GOOG/GOOGL) and Microsoft (MSFT) on Oct 28, followed by Amazon (AMZN) on Oct 29. Visa (V) also reports on Oct 27, and Eli Lilly (LLY) on Oct 29.
Frequently Asked Questions
Did RLI Corp. beat Q2 2026 earnings?
Yes, RLI Corp. reported EPS of $0.86 versus an estimate of $0.58, delivering a 48.28% surprise and beating expectations.
Did Zions Bancorporation beat Q2 2026 earnings?
Yes, ZIONS posted EPS of $1.78 compared with the $1.64 estimate, a surprise of 8.54%.
Did Cleveland‑Cliffs beat Q2 2026 earnings?
Yes, CLF reported EPS of $0.28 versus the $0.24 estimate, a 16.67% beat.
Did Steel Dynamics miss Q2 2026 earnings?
Yes, Steel Dynamics reported EPS of $5.26 against an estimate of $5.42, missing by 2.95%.
Did AGNC Investment Corp. miss Q2 2026 earnings?
Yes, AGNC posted EPS of $0.37 versus the $0.39 estimate, a 5.13% miss.
Did BOK Financial beat Q2 2026 earnings?
Yes, BOKF reported EPS of $2.64 compared with the $2.54 estimate, a 3.94% beat.
📅 Next Week's Key Earnings
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