Screening for signal strength rather than headline surprises, we isolated a narrow group of companies that haven't just beaten estimates — they've done so without breaking streak for multiple quarters. That level of consistency changes how the market treats a name, shifting it from “beat and fade” territory into a reliability signal that algorithms and discretionary desks alike start to weight differently.

In this note, we use the Earnings Surprises Bulk API and Earnings Report API to surface five such tickers and show how this signal can be codified rather than spotted after the fact.

5 Companies with Consistent EPS & Revenue Beats

LRCX — Lam Research Corporation

Beat Streak: 13 quarters.
Next quarterly report: Q1'26 on Oct 22, 2025 — EPS $1.22; revenue $5.22B (consensus).
Lam's streak reflects more than a cyclical lift; it's a read on continued share/positioning in advanced etch and deposition as leading-edge nodes migrate to GAA and HBM-adjacent packaging. The June quarter printed $5.17B revenue and 50.1% gross margin, validating mix discipline and cost execution heading into the new fiscal year. That combo tightens the band of potential downside around prints, which is exactly why the market has rewarded Lam with premium “reliability” status across the last year.

What to watch on 10/22: backlog quality versus shipment timing into HBM and advanced packaging; any color on foundry/logic spending cadence at 2nm; and gross-margin resilience as services and spares scale with the tool base. A clean revenue beat with margin >50% would extend the “execution premium”; softness in near-term memory tools but stronger services could still keep EPS near consensus.

NVDA — NVIDIA Corporation

Beat Streak: 11 consecutive quarters.

Next quarterly report: Q3'26 on Nov 19, 2025 — EPS $1.24; revenue $54.55B (consensus).
The streak here signals demand depth that continues to outpace supply normalization. Last quarter, NVIDIA posted $46.7B revenue with Data Center at $41.1B, and highlighted a 17% sequential ramp of Blackwell — while explicitly assuming zero China sales of advanced H20 parts, removing a key model swing factor. That resets the focus on ex-China visibility and mix, not one-off geography noise.

What to watch on 11/19: shipment conversion on Blackwell and NVL/NVL72 systems, networking attach, and any commentary on supply localization that could reduce risk to gross margin guide. If the company reiterates or tightens revenue outlook around the ~$54B mark with stable margins, consensus may still be conservative given the product-cycle handoff already in motion.

MSFT — Microsoft Corporation

Beat Streak: 10 quarters.

Next quarterly report: Q1'26 on Oct 29, 2025 — EPS $3.66; revenue $75.32B (consensus).
For Microsoft, the signal isn't merely top-line beats; it's the compounding of AI-attached consumption that keeps Azure growth outpacing expectations even as AI capex weighs on cloud gross margin. The latest quarter detailed Intelligent Cloud revenue of $29.9B (+26% y/y) and robust Azure growth, with disclosures that AI infrastructure scale has pressured cloud GM% — important context as investors triangulate near-term FCF versus longer-term share gains.

What to watch on 10/29: Azure growth ex-AI contribution, update on AI-driven usage (Copilot/agents) versus reserved capacity, and direction of cloud gross margin as efficiency gains offset infrastructure build-out. A print that pairs mid-30s Azure growth with stabilized GM narrative should clear the bar; a decel without margin relief would test the streak's durability into FY26.

MPWR — Monolithic Power Systems

Beat Streak: 10 quarters.

Next quarterly report: Q3'25 on Oct 30, 2025 — EPS $4.64; revenue $722.4M (consensus).
MPS's consistency stems from design-win breadth and secular content gains across Auto, Comms, Industrial, and Cloud — not reliance on a single AI hotspot. Q2'25 delivered $664.6M revenue (record) with notable Comms +69% y/y on optical modules/routers, underscoring how networking and edge markets are pulling in higher-value power solutions. The diversification dampens inventory whipsaws and supports steady GM in the mid-50s.

What to watch on 10/30: linearity of Auto/Comms demand into year-end, commentary on AI-adjacent power (accelerators, switches, optics), and gross-margin mix as higher-content designs scale. Clearing revenue with stable to higher GM would signal that content gains — not just units — are driving beats into 2026.

PLTR — Palantir Technologies

Beat Streak: 8 quarters.

Next quarterly report: Q3'25 on Nov 3, 2025 — EPS $0.17; revenue $1.09B (consensus).
Palantir's recent cadence has shifted the debate from cost control to growth quality. Q2'25 marked the first $1B+ quarter with ~48% y/y growth and a step-up in U.S. Commercial momentum, while management raised full-year revenue guidance — a combination that reframes expectations for sustained operating leverage into 2026.

What to watch on 11/3: net new U.S. Commercial customers and expansion, conversion speed from AIP pilots to scaled deployments, and direction of GAAP profitability alongside accelerating top line. Hitting or topping the $1.09B bar with clean RPO/backlog progression would argue that the beat streak is now growth-led, not merely expense-managed.

Reading Beat Streaks in Context

When companies string together multiple beat cycles like Lam, NVIDIA, Microsoft, Monolithic Power, and Palantir, the market stops treating each quarter as an isolated event and starts grading the trajectory. A streak becomes less about surprise versus estimate and more about how convincingly the company is reinforcing a pattern of operational control, demand visibility, and forward leverage. That's why a “beat” without evidence of backlog strength, margin stability, or credible forward commentary can trade flat — even if the headline number clears consensus.

To read these signals properly, the earnings print should be analyzed in layers: revenue versus EPS mix to detect whether growth is real or manufactured through expense timing, margins to understand pricing power versus input pressure, cash flow patterns to gauge sustainability, and booking or backlog trends to see if momentum is compounding or simply holding. Guidance language and sell-side estimate drift matter just as much — a high-streak company with tightening sentiment and rising expectations carries a very different risk profile than one still flying under consensus radar.

In short, the streak itself is only the surface. The real signal lies in how consistently these companies convert operational beats into forward leverage — and whether the market is still being surprised by that, or already assuming perfection.

Practical Application: Tracking Earnings Beats with the FMP API

To systematically surface names with repeat earnings strength, the cleanest workflow starts with the Earnings Surprises Bulk API. Instead of scanning tickers manually, pull the full universe of reported EPS surprises for a given year:

1. Pull Bulk Earnings Surprises

Use the Earnings Surprises Bulk API to retrieve positive or negative EPS surprises across a broad universe:

https://financialmodelingprep.com/stable/earnings-surprises-bulk?year=2025&apikey=YOUR_API_KEY

Sample Response:

[

{

"symbol": "AMKYF",

"date": "2025-07-09",

"epsActual": 0.3631,

"epsEstimated": 0.3615,

"lastUpdated": "2025-07-09"

}

]

This feed returns both positive and negative surprise data. From there, filter down to cases where epsActual exceeds epsEstimated to isolate companies that cleared expectations.

2. Retrieve Company-Level Details

Move from one-off beats to streak detection. For each symbol that passes the first filter, hit the Earnings Report API:

https://financialmodelingprep.com/stable/earnings?symbol=AAPL&apikey=YOUR_API_KEY

Scan the historical earnings entries and count how many consecutive quarters show an EPS result at or above estimates. At this stage, you can introduce your own thresholds — for example, flag only those with at least three consecutive beats or apply a minimum surprise percentage to focus on meaningful outperformance rather than statistical noise.

Analysts who want to extend this streak-based scan into margin durability, balance sheet pressure, or positioning trends can draw from the broader data universe available through the FMP Homepage, integrating adjacent fundamentals into the same signal layer rather than treating earnings beats in isolation.

For teams looking to connect beat streaks with how names actually trade after results, the Tracking Post-Earnings Announcement Drift with FMP's Market Data framework offers a useful reference point — showing how price behavior following a beat can either confirm the signal or reveal where expectations were already fully priced in.

Scaling Your Earnings Beats Monitoring Workflow

A basic streak screen can be built on the Free plan, which already includes major names like AAPL, MSFT, and JPM — enough to validate the process on liquid tickers.

If you want full U.S. market coverage, the Starter plan opens up the broader universe. For teams tracking cross-listed or international comparables, the Premium plan adds access to U.K. and Canadian listings, allowing the same workflow to scale beyond just U.S. exposures.

Extending the Workflow Firm-Wide

Once a streak-monitoring workflow proves useful at the desk level, the next step is institutionalizing it so the signal isn't confined to a single analyst's notebook. When research, PM, and risk teams work off the same structured feed, streak data becomes part of the firm's shared market intelligence rather than an isolated insight.

Research groups can apply their own thresholds — streak length, surprise magnitude, margin consistency — without rebuilding the pipeline from scratch. Portfolio managers can layer the same output against sector weights or conviction tiers to surface concentration risks or overlooked momentum names. Risk and compliance teams benefit from having earnings outcomes logged in a standardized format, with timestamps that make backtesting and audit trails straightforward rather than retrofitted.

For firms looking to embed this into shared dashboards or internal tooling, the Enterprise plan provides the infrastructure to centralize these feeds, supporting version consistency, governance, and cross-team alignment without duplicating manual work.

Making Streak Signals Actionable

Consistent beats aren't just a scoreboard — they shape how the market prices reliability and future optionality. By building a repeatable screen using the Earnings Surprises Bulk API and related data, what used to be a reactive process becomes a forward-looking signal layer that can be monitored rather than rediscovered each quarter.

If you found this useful, you might also like: 5 Stocks Posting Standout Multi-Year Growth — and How to Track Them Using the FMP API.