Large-cap earnings growers
Query: US large-cap stocks over 10 billion dollars market cap that reported earnings this month with revenue growth above 10%, sorted by forward P/E · data as of 2026-10-22
Single table of 34 US large caps (>$10B) that reported earnings in October 2026 and grew revenue >10% YoY, sorted by lowest forward P/E first (cheap financials/cyclicals at the top, premium med-tech and quality compounders at the bottom), with an enrichment comment on each row.
34 US large caps (market cap > $10B) that reported earnings in October 2026 (through October 22, 2026) and grew revenue more than 10% YoY, ranked from the cheapest forward P/E up. The cheap end is dominated by financials and consumer/industrial cyclicals where forward estimates assume solid EPS delivery (Capital One, KeyCorp, Schwab, Progressive), plus Micron at a low-double-digit forward multiple on peak-cycle memory earnings. The expensive end is quality compounders and med-tech (Intuitive Surgical, Medpace, EastGroup), where premium multiples are backed by the strongest momentum scores.
Large-Cap Earnings Beaters: Revenue Growth > 10%, October Reporters
| Symbol | Company | Sector | Industry | Market Cap | Revenue Growth (YoY) | Forward P/E | P/E (TTM) | EPS Growth (YoY) | EPS Surprise | Report Date | Days Since Earnings | 1D Return | 1M Return | 6M Return | % From 52W High | Momentum Potential | Comments |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MU | Micron Technology, Inc. | Information Technology | Semiconductors | 9.691e+11 | 48.85% | 5.53 | 19.37 | 997.56% | 5.03% | 2026-10-01 | 21 | -6.26% | -20.08% | 77.85% | -29.42% | 97.8 | Sits at the very bottom of the multiple list only because forward estimates capitalize peak-cycle HBM pricing; the market is currently de-rating the whole memory complex on AI-financing worries, so the setup is a bet on contract pricing holding rather than on multiple expansion. |
| COF | Capital One Financial Corporati | Financials | Credit Services | 1.248e+11 | 36.62% | 8.46 | 11.2 | -48.36% | 21.58% | 2026-10-21 | 1 | -1.56% | 3.74% | 4.27% | -21.13% | 78.8 | The discount mostly reflects credit-normalization and integration risk from Discover; a card issuer trading near tangible book value on double-digit top-line growth is the classic cheap-cyclical financial setup, with the consumer credit trend as the swing factor. |
| KEY | KeyCorp | Financials | Banks - Regional | 2.263e+10 | 62.65% | 9.93 | 12.4 | 1236.02% | 10.38% | 2026-10-20 | 2 | 0.86% | 4.79% | -1.75% | -11.59% | 78.8 | Regional banks are the purest play on a steeper curve and deposit repricing; the heady growth figure flatters the base, but fee and spread leverage make it one of the cheapest financial expressions of the rate backdrop. |
| LVS | Las Vegas Sands Corp. | Consumer Discretionary | Resorts & Casinos | 2.366e+10 | 15.22% | 10.37 | 14.16 | 6.51% | -20.98% | 2026-10-22 | 0 | -2.61% | -6.79% | -28.82% | -47.43% | 7.8 | Macau and Singapore mass-market volumes keep grinding higher, yet the stock trades at a deep discount to asset value on China-consumer sentiment. The miss-driven stumble is a sentiment hit on a structurally improving gaming market - high beta to any China easing headline. |
| SCHW | Charles Schwab Corporation (The | Financials | Capital Markets | 1.581e+11 | 22.01% | 11.72 | 16.66 | 48.97% | 2.09% | 2026-10-15 | 7 | -0.22% | -8.10% | 3.50% | -19.54% | 74 | Rising market values and client cash sorting finding a floor are the earnings engine; the cheap forward multiple vs. history shows investors still discount a slump in retail engagement and rate cuts compressing sweep economics. |
| MLI | Mueller Industries, Inc. | Industrials | Metal Fabrication | 1.206e+10 | 10.87% | 12.45 | 14.2 | 25.27% | -13.06% | 2026-10-20 | 2 | -5.23% | -9.61% | -19.22% | -22.56% | 66.1 | Copper and aluminum pricing is doing the heavy lifting while the manufacturing complex remains soft; tariffs and reshoring reshaped its cost base, but this is a commodity-spread story where rising energy and metal input costs cut both ways. |
| PGR | Progressive Corporation (The) | Financials | Insurance - Property & Casualty | 1.333e+11 | 16.32% | 14.11 | 11.52 | 33.35% | — | 2026-10-14 | 8 | 3.74% | 13.10% | 11.93% | -2.85% | 74.2 | A rare compounder at a market multiple: private-auto growth plus home insurance share gains support underwriting margins, and the recent strength reflects a shift from volume-growth obsession toward profit discipline. Catastrophe season is the main swing risk. |
| CBRE | CBRE Group Inc | Real Estate | Real Estate Services | 3.8e+10 | 13.37% | 14.46 | 30.03 | 23.26% | 4.97% | 2026-10-22 | 0 | -2.53% | -3.79% | -12.10% | -23.52% | 43.3 | Leasing and outsourcing revenue is growing faster than core brokerage, and the valuation gap to peers reflects a property cycle stuck in low transaction volume - a genuine recovery if the rate-sensitive commercial market unfreezes. |
| ELV | Elevance Health, Inc. | Health Care | Healthcare Plans | 9.657e+10 | 12.49% | 15.03 | 19.69 | -5.32% | 48.89% | 2026-10-21 | 1 | 2.57% | 11.72% | 29.67% | 0.00% | 64.7 | Medicaid redetermination and exchange subsidy policy are the overhang; the rebound reflects a view that utilization is stabilizing and cost trend is peaking. A cheap large-cap managed-care name is a policy-headline trade as much as an earnings trade. |
| HDB | HDFC Bank Limited | Financials | Banks - Regional | 1.153e+11 | 15.25% | 15.74 | 15.58 | 6.70% | 2.89% | 2026-10-19 | 3 | -1.01% | -1.54% | -12.03% | -39.64% | 23.5 | India's best-run deposit franchise at a single-digit forward multiple - the discount is country risk plus slowing loan growth rather than asset quality, so it is a rupee/foreign-flow trade as much as a bank trade. |
| CACI | CACI International, Inc. | Information Technology | Information Technology Services | 1.368e+10 | 10.89% | 16.43 | 25.65 | 7.20% | 16.67% | 2026-10-22 | 0 | -0.67% | 0.41% | 17.61% | -8.95% | 82.1 | Government IT services with a record backlog and budget tailwinds; revenue growth is measured but margin expansion and awards on large recompetes are the drivers. A quiet defense-budget and federal IT modernization play. |
| MRSH | Marsh | Financials | Insurance Brokers | 9.509e+10 | 10.32% | 17.47 | 24.36 | 2.84% | 3.16% | 2026-10-15 | 7 | 4.57% | 17.64% | 15.84% | 0.00% | 89 | Insurance brokers are in a favorable spot: hard commercial pricing plus rising risk complexity feeds organic growth with little capital at risk, and the group has been one of the strongest thematic performers recently. |
| NFLX | Netflix, Inc. | Communication Services | Entertainment | 2.792e+11 | 15.85% | 17.54 | 21.08 | 26.05% | 5.75% | 2026-10-21 | 1 | 3.09% | -6.04% | -27.76% | -42.07% | 65.1 | Ad-tier scale and password-sharing monetization are the growth engines; the drawdown tells you the market is now debating engagement and content-spend returns rather than subscriber adds. Cheap-ish against its own history, but the narrative risk is elevated. |
| BLK | BlackRock, Inc. | Financials | Asset Management | 1.848e+11 | 18.67% | 17.71 | 27.21 | -8.75% | 11.39% | 2026-10-14 | 8 | -1.07% | 7.20% | 9.12% | -3.85% | 91.5 | Organic base-fee growth, private-markets fundraising and the model-portfolio/Aladdin franchise make revenue powefully recurring; rising markets mechanically lift AUM and fees. Multiple is far below its historical norm, which is where the debate now sits. |
| HAS | Hasbro, Inc. | Consumer Discretionary | Leisure | 1.653e+10 | 13.06% | 17.96 | 20.86 | -180.68% | 56.61% | 2026-10-20 | 2 | 2.83% | 35.49% | 23.29% | 0.00% | 73.5 | Turnaround mechanics: cost cuts plus digital gaming monetization (Monopoly Go) have rebuilt margins, and the huge upside surprise reframed the story from shrinking toy company to cash-cow licensing platform. Toy-holiday-season sell-through is the near-term test. |
| ROP | Roper Technologies, Inc. | Information Technology | Software - Application | 4.314e+10 | 12.26% | 17.96 | 18.18 | -0.84% | 1.74% | 2026-10-22 | 0 | 9.73% | 19.37% | 20.53% | -14.29% | 69.3 | Recurring software and medical-tech revenue with a serial-acquirer model; organic growth is modest and M&A financing costs are the constraint. The recent strength is a de-rating-reversal trade on rate relief. |
| META | Meta Platforms, Inc. | Communication Services | Internet Content & Information | 1.653e+12 | 22.17% | 18.7 | 24.46 | -3.05% | -29.91% | 2026-10-22 | 0 | -6.98% | -12.80% | -1.39% | -16.56% | 83.9 | Ad growth and heavy AI capex are the two-sided story - the headline miss and the credit-market unease about AI infrastructure financing hit sentiment. Cheapest of the mega-cap platforms, but the capex-discipline debate caps the multiple. |
| TSM | Taiwan Semiconductor Manufactur | Information Technology | Semiconductors | 2.139e+12 | 25.03% | 18.93 | 30.89 | 27.01% | 1.67% | 2026-10-15 | 7 | -4.52% | -7.66% | 8.30% | -15.12% | 91.2 | The cleanest read on AI silicon demand with a reasonably valued multiple versus its growth; pullbacks track the broader semicap de-grossing. CoWoS capacity and advanced-node pricing are the structural catalysts. |
| UNH | UnitedHealth Group Incorporated | Health Care | Healthcare Plans | 3.815e+11 | 11.81% | 18.94 | 27.31 | -15.98% | 13.26% | 2026-10-13 | 9 | 1.91% | 14.46% | 21.29% | -2.61% | 52.2 | Managed care is cheap on a P/E because investors are pricing medical-cost trend and policy risk; improving cost discipline and Medicare Advantage rate updates are the potential re-rating drivers. One of the most beaten-down mega caps. |
| LRCX | Lam Research Corporation | Information Technology | Semiconductor Equipment & Materials | 2.88e+11 | 23.68% | 19.91 | 39.89 | 39.98% | 0.94% | 2026-10-22 | 0 | -11.76% | -25.10% | -10.83% | -46.89% | 92.7 | Deepest drawdown in the semicap group as the market reprices AI hardware financing; NAND and DRAM equipment orders remain structurally tight, making the selloff a valuation reset rather than a demand break. High beta to capex headlines. |
| DGX | Quest Diagnostics Incorporated | Health Care | Diagnostics & Research | 2.685e+10 | 11.78% | 20.18 | 25.8 | 13.57% | 4.40% | 2026-10-22 | 0 | 1.82% | 4.80% | 22.88% | -1.69% | 90.4 | Volumes and test mix, not pricing, drive this one; growth is above its long-run norm and the stock sits near highs with a high momentum score. Health-care defensive cash flow with modest cyclicality - a beneficiaries of utilization trends. |
| KMI | Kinder Morgan, Inc. | Energy | Oil & Gas Midstream | 7.509e+10 | 12.17% | 21.93 | 21.75 | 16.18% | 6.25% | 2026-10-22 | 0 | -0.74% | 7.49% | 8.26% | -1.72% | 40.1 | A rate-driven story wrapped in a pipeline business: contracted midstream cash flows and rising natural-gas demand from power/AI data centers are the catalysts, but rising energy prices raise the cost of growth projects and leverage matters. |
| NDAQ | Nasdaq, Inc. | Financials | Financial Data & Stock Exchanges | 5.774e+10 | 11.65% | 22.08 | 30.12 | 60.07% | 2.32% | 2026-10-22 | 0 | 7.47% | 8.24% | 19.51% | 0.00% | 93.3 | Index and market-data revenue scales with trading volumes and listings; the premium multiple is earned by recurring, capital-light revenue and the pivot toward software and anti-financial-crime products. |
| MOH | Molina Healthcare Inc | Health Care | Healthcare Plans | 1.131e+10 | 11.75% | 22.24 | 24.29 | -59.97% | 12.00% | 2026-10-22 | 0 | 0.81% | 14.40% | 24.01% | -10.80% | 27.9 | Medicaid-focused insurer at a discount to peers because state rate updates lag cost trend; margin recovery depends on regulatory rate relief. A high-beta policy trade on health-care funding. |
| ARGX | argenx SE | Health Care | Biotechnology | 5.485e+10 | 147.50% | 22.34 | 33.41 | 55.10% | 128.03% | 2026-10-22 | 0 | -1.61% | -7.41% | 11.14% | -17.30% | 53.7 | Explosive growth from its autoimmune franchise, but the multiple shift here reflects pipeline readouts and European biotech discount; a binary biotech in large-cap clothing where consensus estimates track launch trajectory and label expansion. |
| SCCO | Southern Copper Corporation | Materials | Copper | 1.55e+11 | 17.38% | 25.72 | 27.52 | 28.32% | — | 2026-10-22 | 0 | -7.31% | -9.09% | 2.25% | -16.44% | 61.7 | Copper at high prices supports cash flow, but the stock sold off with the broader miners complex as market focus moved to cost inflation and China demand. A commodity play where Peru/Mexico permitting and copper grade are the swing factors. |
| IBKR | Interactive Brokers Group, Inc. | Financials | Capital Markets | 1.402e+11 | 23.42% | 25.85 | 32.65 | 27.88% | -0.10% | 2026-10-16 | 6 | -3.57% | -10.14% | 8.61% | -16.20% | 90.4 | Electronic brokerage volumes and customer cash balances set the tone; the stock has slid with retail risk appetite. Growth is above its baseline but the multiple embeds elevated trading activity - sensitive to any de-risking in retail flows. |
| ASML | ASML Holding N.V. - New York Re | Information Technology | Semiconductor Equipment & Materials | 7.437e+11 | 15.58% | 26.21 | 53.1 | 26.91% | 9.86% | 2026-10-14 | 8 | -6.93% | -10.55% | 10.45% | -21.56% | 92.5 | EUV monopoly but priced as a capex-beta name; the pullback tracks the semicap de-grossing and worries about capacity/financing for AI fabs. Booking guidance and China export policy are the key swing factors. |
| TXN | Texas Instruments Incorporated | Information Technology | Semiconductors | 2.553e+11 | 13.05% | 26.86 | 42.41 | 4.21% | 7.94% | 2026-10-22 | 0 | -1.81% | 2.52% | 0.05% | -15.88% | 69.6 | Analog recovery is measured, but a cyclical bottom and inventory normalization are the setup; the stock's cheapness vs. history depends on auto/industrial demand inflecting. Free-cash-flow commitment is the real draw. |
| ROL | Rollins, Inc. | Consumer Discretionary | Personal Services | 1.699e+10 | 10.99% | 27.07 | 32.1 | 12.93% | -1.41% | 2026-10-22 | 0 | 5.56% | 8.68% | -37.53% | -46.17% | 20.6 | Pest control is a subscription-like, non-cyclical growth business; the steep drawdown reflects growth concerns in ancillary segments rather than core services. High-quality recurring revenue, so the discount is where the opportunity sits. |
| GE | GE Aerospace | Industrials | Aerospace & Defense | 3.046e+11 | 18.48% | 32.35 | 34.62 | 32.47% | 11.39% | 2026-10-20 | 2 | -0.79% | -8.07% | 4.25% | -23.00% | 88.9 | Aerospace aftermarket drives recurring services revenue, with engine durability and build rates as the swing factors; the recent slide reflects supply-chain execution rather than demand, and the multiple remains historically rich. |
| MEDP | Medpace Holdings, Inc. | Health Care | Diagnostics & Research | 1.825e+10 | 19.97% | 33.87 | 38.47 | 11.56% | 8.49% | 2026-10-22 | 0 | -1.29% | 5.96% | 66.22% | -1.29% | 96.9 | Clinical research organization volumes are recovering from biotech funding weakness, and it has been one of the strongest thematic performers. Highest momentum in the group, but the multiple leaves little room for any booking slowdown. |
| EGP | EastGroup Properties, Inc. | Real Estate | REIT - Industrial | 1.09e+10 | 12.67% | 36.5 | 35.69 | 13.02% | 7.28% | 2026-10-22 | 0 | -0.30% | 0.92% | 2.73% | -9.26% | 56.1 | Industrial REIT with Sun Belt exposure; the premium multiple rests on rent spreads and development yields, while the REIT sector remains pressured by rates. A bond-proxy profile with added development optionality. |
| ISRG | Intuitive Surgical, Inc. | Health Care | Medical Instruments & Supplies | 1.568e+11 | 20.51% | 36.77 | 50.9 | 23.06% | 13.61% | 2026-10-21 | 1 | 3.67% | 11.44% | -7.30% | -25.13% | 74.6 | Procedure growth plus razor-and-blade instrument revenue keeps revenue compounding, though investors are debating the impact of surgical robotics competition and capex-driven purchase cycles. Priced for durable growth - premium real, and so is the execution risk. |
Run a version of this yourself
Describe the idea in plain English and Relaxfolio returns a researchable shortlist with the charts, fundamentals, and risks attached.
Educational research tool — not investment advice. A screen is a starting point, not a recommendation.