Tuesday, February 24, 2026
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Earnings season is the heartbeat of the market, and every day brings fresh signals about where money is flowing. With each report, we learn not just how companies are performing, but how investors are reacting. In the Daily Beat, we spotlight the most important S&P 500 earnings moves from the prior session: the winners, the losers, and the reactions that reveal what really matters to the market right now. Whether it's a bellwether with broad economic implications or a niche name making waves, we cut through the noise to focus on the setups that matter most. |
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Here are the latest earnings stats from the S&P 500 👇 |
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*Click the image to enlarge it At the top of Monday's Beat Sheet was the $13B restaurant stock, Domino's Pizza $DPZ. After posting mixed headline results, shareholders were rewarded with a +3.76 reaction score. DPZ reported $1.54B in revenue, beating the expected $$1.52B, and earnings per share of $5.35, beating the expected $5.38. At the bottom of Monday's list was the $55B regulated electric utility stock, Dominion Energy $D. Following a double beat, shareholders received a -1.36 reaction score. D's revenues came in at $4.09B, beating the expected $3.65B, and earnings per share of $0.68, beating the expected $0.67. Let's talk about what else happened 👇 |
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DPZ had its 2nd-consecutive positive earnings reaction🔥 |
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Domino's Pizza had a +4.1% post-earnings reaction, and here's what happened: |
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- U.S. same-store sales grew 3.7% year-over-year, leading to an 8% increase in income from operations over the same period.
- The board approved a 15% increase in the quarterly dividend, and the company has a share repurchase program with $459.7M remaining.
- In addition to the strong quarter, the management team expects 6% growth in global retail sales and 8% growth in operating income in 2026. They also plan to add more than 175 new U.S. stores and 800 internationally.
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Over the past two years, DPZ shareholders have been consistently punished for the company's earnings events. This led to a decline of more than 30%. But this has changed over the past two quarters. The stock has now been rewarded for back-to-back earnings reports, and it's scoopin' and scorin'. So long as DPZ holds above its 2024 and 2025 lows, we expect the stock to stabilize here. |
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D had its worst earnings reaction since Q3 2023🩸 |
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Dominion Energy had a -2.6% post-earnings reaction, and here's what happened: |
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- The company increased its 5-year capital investment plan by $15B to $65B. This will dilute the total market capitalization by 2.5% annually.
- The Coastal Virginia Offshore Wind project is now over 70% complete, and it's on track for first power by the end of March. This has cost around $11.5B, and is set to be one of the world's largest offshore wind projects.
- Driving the selloff was the management team's 2026 and 2027 EPS trajectory, which fell short of expectations.
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Heading into this earnings report, D was breaking out to new multi-year highs and resolving a prolonged bearish-to-bullish reversal pattern. And while the breakout is still intact, it's looking vulnerable here. Not only is the momentum rolling over, but the earnings sentiment has decisively turned negative. So long as D holds its base breakout, the path of least resistance is higher for the foreseeable future. However, things could get ugly if the price slips back into the prior range. Thank you for reading, -The Beat Team |
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Editor's Note: Are you looking for a structured approach to identifying leadership as it emerges after earnings? Our Beat Report research is built just for you. |
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STAY HUNGRY. STAY FOOLISH |
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