Monday before the open belonged to power. Six market-moving prints landed this morning, and the biggest of them was not close. Here is the scoreboard before the deep dive:
| Name | EPS actual vs expected | Revenue actual vs expected | Reaction |
|---|---|---|---|
| Constellation Energy (CEG) | $5.06 vs $3.89 | $9.55B vs $9.35B | +4.3% premarket, ~+9% intraday |
| NRG Energy (NRG) | $4.68 vs $3.03 | $9.47B vs $9.29B | +9.3% Monday |
| Ferguson (FERG) | $3.43 vs $3.28 | $9.03B vs ~$8.69B | +12.5% Monday |
| KKR (KKR) | $1.78 vs $1.58 | $4.56B GAAP | +4% premarket |
| Barrick Mining (B) | $0.82 vs $0.79 | $5.07B vs $5.13B | In line |
| monday.com (MNDY) | $2.14 vs $1.41 | $377.5M vs $369.2M | −5.4% Monday |
Constellation Energy (CEG) — the one big print
Constellation, the largest U.S. nuclear operator, reported adjusted operating earnings of $5.06 per share vs $3.89 expected — a 30% beat — on revenue of $9.55 billion vs $9.35 billion expected, up 45% year over year. GAAP net income was $5.19 per share, up from $2.97 a year ago. The company credited favorable market and portfolio conditions plus the Calpine fleet, acquired in January, and the nuclear fleet ran at a 97.2% capacity factor.
The beat came with a raise, the second one this year: full-year 2026 adjusted operating earnings guidance moved to $12.50–$12.80 per share, from $11.50–$12.50. Around the numbers, Constellation kept stacking the data-center power story — a 20-year, 690 MW agreement with Amazon tied to more than $3 billion of investment at Calvert Cliffs, a 20-year collaboration with Google supporting roughly 890 MW of nuclear uprates, a conditional DOE loan commitment of up to $5 billion, and a $715 million agreement to buy the Rhode Island State Energy Center. Shares rose 4.3% premarket and were up about 9% intraday. This is the print the whole power complex gets priced against this week. Official earnings release
Constellation Energy daily closes, last ~90 days — up 1.5% over the window; the last bar is Monday's post-print session. Data: Yahoo Finance, checked November 9, 2026.
The quick hits
NRG Energy (NRG) posted the biggest percentage beat of the morning: adjusted EPS of $4.68 vs $3.03 expected, up $1.90 year over year, on revenue of $9.47 billion vs $9.29 billion expected. Adjusted EBITDA jumped to $2.013 billion on the LS Power portfolio, higher East capacity prices, and Texas margins. NRG reaffirmed its 2026 guidance (adjusted EPS $7.90–$9.90), initiated 2027 guidance, and announced a $4 billion sale of six gas plants totaling 4.9 GW back to LS Power. Shares were up 9.3% by late morning. Official earnings release
Ferguson (FERG) took the biggest reaction: adjusted EPS of $3.43 vs $3.28 expected on net sales of $9.03 billion, up 9.5%, with non-residential sales up 15% and residential up 6%. Management raised full-year guidance, declared a $0.89 quarterly dividend, and has now closed eleven acquisitions this year. The stock gapped up and traded +12.5% — proof a boring plumbing distributor can own a Monday when it raises. Official earnings release
Ferguson daily closes, last ~90 days — flat over the window (−0.2%); the spike at the right edge is Monday's reaction to the print. Data: Yahoo Finance, checked November 9, 2026.
KKR (KKR) beat on the line that matters for an alternatives manager: adjusted EPS of $1.78 vs $1.58 expected, with fee-related earnings up 27% to a record $1.32 billion and assets under management up 11% to $804 billion. GAAP revenue fell to $4.56 billion from $5.53 billion as insurance revenue dropped — the one soft line — but the firm expects to return more than $40 billion to clients in 2026, over 50% above its prior record. Shares rose about 4% premarket. Official earnings page
Barrick Mining (B) landed in line: adjusted EPS of $0.82 vs $0.79 expected, up 41%, on revenue of $5.07 billion vs $5.13 billion expected — a small revenue miss on 816,000 ounces of gold production, down 2%. Barrick reiterated full-year gold guidance of 2.90–3.25 million ounces, declared a $0.175 dividend, and returned $1.04 billion to shareholders in the quarter. Higher gold prices did the work; volumes did not. Official earnings release
monday.com (MNDY) beat and got sold anyway: revenue of $377.5 million vs $369.2 million expected, up 19%, with record non-GAAP operating income of $89.4 million at a 24% margin and AI products at $36 million of ARR. The problem was the guide — fourth-quarter revenue of $380–$382 million implies growth slowing to about 14%, and the stock fell 5.4%. The beat was real; the deceleration was the story. Official earnings release
On deck
Occidental Petroleum (OXY) — today, after the close
Consensus: EPS $1.43, revenue $6.73B (estimates, Zacks). The print will be judged on production against the guided 1,400–1,440 thousand barrels of oil equivalent per day, on free cash flow, and on how fast the debt keeps falling after the $9.7 billion OxyChem sale to Berkshire Hathaway. Official earnings page
Occidental Petroleum daily closes, last ~90 days — down 4.7% over the window ahead of tonight's print. Data: Yahoo Finance, checked November 9, 2026.
Take-Two Interactive (TTWO) — today, after the close
Consensus centers on a GAAP loss of about $0.86 per share, against the company's own net bookings guide of $1.62–$1.67 billion (estimates). Nothing else matters much: Grand Theft Auto VI launches November 19, ten days after this print, and the stock will be judged on bookings and any word on the launch holding. Official earnings page
Rocket Lab (RKLB) — today, after the close
Consensus: a loss of about $0.05–$0.07 per share (estimates). After second-quarter revenue grew 62% to a record $234 million, this print is judged on whether that growth rate holds and on any update to the Neutron timeline. Official earnings page
Sea Limited (SE) — tomorrow, November 10, before the open
Consensus: EPS $0.97, revenue $8.08B (estimates, MarketBeat; Zacks sits higher at $1.04 on $8.32B). The print will be judged on Shopee's adjusted EBITDA against management's pledge of more than $1 billion for the full year — after a slide of roughly 40% this year, Sea has to prove the profit promise, not just the growth. Official earnings page
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Sources: company earnings releases and investor-relations pages linked above (Constellation Energy company release; NRG Energy, Ferguson, and monday.com via Business Wire; Barrick Mining via GlobeNewswire; KKR via company release and SEC filing); consensus estimates per Nexqual earnings data (Constellation, NRG, Ferguson), FactSet via Morningstar/Dow Jones (KKR), MarketBeat (monday.com, Sea Limited), and Zacks (Occidental, Sea Limited); stock reactions per Yahoo Finance market data, Nexqual, and Zacks premarket reporting, November 9, 2026. Consensus figures are estimates. Checked November 9, 2026. Not financial advice.
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