Key Highlights

  • Beta Bionics reported a net loss of $0.52 per share, while the screen showed negative $0.38 against an estimate of negative $0.51.
  • SunCoke Energy reported diluted EPS of $0.25 on Tuesday, October 27, while the screen showed $0.27 against an estimate of $0.11.
  • Independent Bank's GAAP EPS was $0.80 and adjusted EPS $0.92, against a screened estimate of $0.88.
  • Polaris adjusted EPS of $1.08 compares with GAAP EPS of $0.66, a gap of $0.42, a calculated figure.
  • Renasant's $0.86 EPS sits $0.08 below a screened estimate of $0.94 that matches its second-quarter result, a calculated gap.

Why Do Screen EPS and Company EPS Differ in October 27 Earnings Reports?

The screen figure and the company's own number can diverge because of adjustments, stale estimates or differing definitions. Beta Bionics (NASDAQ:BBNX) reported a net loss of $0.52 per share while the screen showed negative $0.38. SunCoke Energy (NYSE:SXC) reported diluted EPS of $0.25 against a screen reading of $0.27. Independent Bank (NASDAQ:IBCP) posted GAAP EPS of $0.80 and adjusted EPS of $0.92. Polaris (NYSE:PII) reported adjusted EPS of $1.08 and GAAP EPS of $0.66. OrthoPediatrics (NASDAQ:KIDS) had an adjusted loss of $0.23 per share, and Orion Group (NYSE:ORN) adjusted EPS of $0.12 against GAAP diluted EPS of $0.14. InvenTrust Properties (NYSE:IVT) reported Core FFO of $0.50 per share, and Renasant (NASDAQ:RNST) diluted EPS of $0.86 on both bases.

Beta Bionics: Why Did the Screen Show a $0.38 Loss When the Company Reported $0.52?

Beta Bionics reported third-quarter results on Tuesday, October 27, with net sales up 30% to $35.5 million. The net loss was $24.4 million, or $0.52 per share on 46.5 million weighted shares, against $14.2 million, or $0.33. The screen's negative $0.38 conflicts with the company's figure, and its estimate was negative $0.51 as screened. Guidance for 2026 revenue is $124 million to $126 million, with up to $8.5 million of fourth-quarter revenue exposed to deferral as users wait for the Mint pump.

SunCoke Energy: Did Flat Revenue Hide a Raised Outlook Behind a $0.27 Screen Reading?

SunCoke reported net income of $21.8 million, or $0.25 per diluted share, versus $0.26 a year earlier, on revenue of $485.9 million against $487.0 million. The screen showed $0.27 against an estimate of $0.11, as screened. Adjusted EBITDA rose to $76.9 million from $59.1 million, and 2026 adjusted EBITDA guidance moved to $250 million to $265 million from $230 million to $250 million. The quarter included $6.9 million of insurance recoveries tied to a 2023 flood.

Independent Bank: How Far Apart Are $0.80 GAAP EPS and $0.92 Adjusted EPS?

Independent Bank earned $17.9 million, or $0.80 per diluted share, down from $0.90 in the second quarter. Excluding $2.8 million of after-tax merger expenses, adjusted EPS was $0.92 and adjusted net income $20.6 million. The screened estimate was $0.88, while coverage cited an adjusted consensus of $0.86. Net interest margin widened to 3.79% from 3.67%, and organic loan growth ran at 10.5% annualized.

Polaris: Did a $0.13 Tariff Refund Widen the Gap Between Adjusted and GAAP EPS?

Polaris reported adjusted diluted EPS of $1.08 against $0.41 a year earlier, and GAAP diluted EPS of $0.66 against a loss of $0.28. The adjusted figure was well above the $0.59 estimate as screened. Tariff refunds of $10 million added $0.13 to adjusted EPS. Management raised 2026 adjusted EPS guidance to $3.50 to $3.60 from $3.00 to $3.10, on sales of $7.55 billion to $7.60 billion.

OrthoPediatrics: Is a $0.23 Adjusted Loss Really Wider Than a $0.21 Screened Estimate?

OrthoPediatrics reported an adjusted diluted loss of $0.23 per share, against $0.24 a year earlier, and a GAAP loss of $0.25, versus $0.50. As screened, the consensus loss was $0.21, which the screen puts at 6.98% wider. Revenue rose 19% to $72.7 million, and 2026 revenue guidance rose to $270.0 million to $273.0 million from $265.0 million to $269.0 million.

Orion Group: Why Does a 28.01% Screened Surprise Not Match $0.12 Against $0.06?

Orion Group reported third-quarter results after the close on Tuesday, October 27. Adjusted EPS was $0.12 and GAAP diluted EPS $0.14, against a screened estimate of $0.06, with the screen showing a 28.01% surprise. A simple comparison of $0.12 with $0.06 gives 100% (calculated), so the screened percentage does not follow from those two figures.

Revenue was $256.2 million, up 14% and above a screened $248.3 million, while adjusted EBITDA rose 37% to $17.9 million. Full-year guidance of $900 million to $950 million in revenue and $0.23 to $0.30 in adjusted EPS was reaffirmed, following a July reset that cut the adjusted EPS range from $0.36 to $0.42.

InvenTrust Properties: Which Per-Share Figure Matters for a Real Estate Owner?

InvenTrust reported Core FFO of $0.50 per diluted share, Nareit FFO of $0.53 and net income of $0.25. A screen EPS reading of negative $0.02 against negative $0.05 did not match any of them. Core FFO guidance for 2026 moved to $1.94 to $1.96 from $1.92 to $1.96. Same property NOI grew 3.1% to $50.4 million, and the earnings call is scheduled for Wednesday, October 28.

Renasant: Was the $0.94 Screened Estimate Simply Last Quarter's Result?

Renasant reported diluted EPS of $0.86 on both a GAAP and adjusted basis, down from $0.94 in the second quarter. The screened estimate of $0.94 equals that second-quarter actual, which suggests a stale estimate. Net income was $78.9 million, loans held for investment grew about 11.5% annualized, and the board approved a new $175.0 million repurchase program on October 27.

Screen vs Company EPS Compared: Which Gap Is Widest?

Using the figures above, the widest gap between a company's own two measures is Polaris at $0.42 between adjusted and GAAP EPS (calculated), followed by Independent Bank at $0.12. Against screened estimates, Polaris beat by $0.49 (calculated), Orion by $0.06 and Independent Bank's adjusted figure by $0.04 against $0.88. Renasant fell $0.08 below its estimate (calculated), and OrthoPediatrics' adjusted loss was $0.02 wider (calculated).

Where the screen's reported number itself differed, Beta Bionics shows a $0.14 difference between the company's loss and the screen's (calculated), and SunCoke Energy $0.02. In both cases the company's own release is the primary source.

What to Watch Next: Which Calls, Conversions and Dividends Follow the EPS Gaps?

Orion Group, which must deliver a stronger fourth quarter to support its reaffirmed ranges, and InvenTrust hold calls on Wednesday, October 28. Independent Bank plans its Highpoint system conversion on November 9, and SunCoke Energy's $0.12 dividend is payable on December 1, 2026. Beta Bionics plans a revised 510(k) submission around mid-fourth quarter and a full U.S. Mint launch in the first quarter of 2027. Polaris, OrthoPediatrics and Renasant next report fourth-quarter results, with Renasant's new repurchase authorization also in focus.