ALL

How ALL Has Traded Around Earnings

Over the last eight reported quarters, ALL has beaten the published EPS estimate every time, producing an 8/8 (100%) beat rate and an average earnings surprise of 105.7%. That average includes wide beats such as the 2025-07-30 report, when actual EPS of $5.94 came in 82.8% above the $3.25 estimate, but even the more recent prints have landed near 45% ahead of consensus. On 2026-04-29 ALL reported $10.65 versus a $7.31 estimate, a 45.7% surprise; on 2026-02-04 it reported $14.31 versus $9.83, a 45.6% surprise; and on 2025-11-05 it reported $11.17 versus $7.67, also a 45.6% surprise. The stock has reflected that pattern in the subsequent sessions. The average 5-day price move after earnings across those eight quarters is 4.4%, classified as an "up" drift. The most recent four quarters show how that drift can vary: after the 2025-07-30 report the stock rose 5.71% the next day and 8.7% over the next five sessions; after 2025-11-05 it rose 1.67% the next day and 7.42% over five sessions; after 2026-02-04 it rose 3.9% the next day but then slipped 1.15% over the next five sessions; and after 2026-04-29 it rose 2.32% the next day and 2.63% over five sessions.

Options-Flow Dynamics Ahead of the 2026-08-05 Report

ALL is scheduled to report after the close on 2026-08-05, and the published consensus EPS estimate is $6.06. Options traders watch short-dated prices around that date because implied volatility and straddle prices embed the market's real expectation for the one-day move. With an eight-quarter average earnings surprise of 105.7% and an average five-day post-earnings drift of 4.4%, realized outcomes have repeatedly exceeded the $6.06 published consensus, and the unofficial consensus priced into options may sit materially above that figure. A higher unofficial consensus shows up as steeper near-the-money call skew into the event; heavier hedging of a downside gap shows up as wider implied moves driven by put demand. The gap between the $6.06 estimate and the implied expectation is therefore a key earnings-season reference point for traders parsing the order flow.

What a Disciplined Trader Watches For

A 100% beat rate does not guarantee the next result, so a disciplined approach focuses on levels and deviations rather than direction. At the current snapshot, ALL is trading at $264.08, with an RSI of 62.3 and the 50-day EMA at $240.95. One reference point is whether the stock holds above or pulls back toward that $240.95 moving-average zone after the 2026-08-05 report. Traders also compare the actual print to the $6.06 consensus and to the market's real expectation priced into short-dated options. The next-day move after the last four reports ranged from 1.67% to 5.71%, while the five-day move ranged from a loss of 1.15% to a gain of 8.7%, so post-event follow-through has diverged meaningfully from the initial reaction. Watching option gamma and where implied volatility resets after the event helps a trader interpret whether the move is being extended or faded. For a deeper dive into how institutional analysts and the broader options market are positioned for the 2026-08-05 earnings release, readers should review the full institutional verdict on the ticker page.