Earnings Data in Excel: Live EPS, Revenue, and Estimate Tracking for May 2026

To get earnings data into Excel, install the MarketXLS add-in and type one formula per field: =EarningsPerShare("AAPL") for trailing EPS, =EPSEstimateNextYear("AAPL") for consensus estimates, =Revenue("AAPL") for revenue, and =earnings_date("AAPL") for the next report date. Each formula returns the current value into its cell and updates when Excel recalculates, so you do not copy numbers from broker sites.

This guide lists the twelve earnings fields most workflows need, shows the formula for each, and includes a free six-sheet template that ranks 25 large-cap stocks on EPS, revenue growth, forward P/E, and a composite Quality Score. The static version holds snapshot data as of May 13, 2026; the formula version pulls current data when MarketXLS is installed.

MarketXLS access: Downloading a workbook does not include live data access. Refreshing MarketXLS formulas requires a paid MarketXLS subscription.

Earnings Data in Excel: The Fields That Matter (At a Glance)

These twelve fields cover reported results, estimates, growth, valuation, and timing. =QM_Last returns the QuoteMedia price; on the Standard plan US stock quotes are 15-minute delayed, and the Advanced and Business plans stream real-time quotes (see pricing). Some estimate functions differ between the Windows add-in and the Microsoft 365 add-in (where formulas use the mxls. prefix); check each one on the formulas page.

Why live earnings data matters between reporting seasons

Earnings data goes stale between reports because analysts revise estimates, and a valuation built on old estimates misleads. A trailing P/E of fifteen on a name that just had its forward EPS estimate cut by ten percent is not actually a fifteen P/E. A forward P/E that looked rich at the start of the quarter may be reasonable today because consensus crept higher. The only way to see the gap quickly is to have current EPS, current revenue, current growth, and current forward estimates all recalculating in one workbook. With MarketXLS formulas in the workbook, pressing F9 recalculates every cell against the latest available data.

The Four Categories of Earnings Data You Actually Need

An earnings workbook needs four categories of data: reported earnings, consensus estimates, growth rates, and calendar dates. Each answers a different question.

1. Reported Earnings

Reported earnings are the trailing twelve-month EPS, the most recent quarterly EPS, and trailing revenue. They show what the company actually earned. In MarketXLS you pull them with =EarningsPerShare("AAPL") and =Revenue("AAPL"). The trailing P/E in column F of the included template uses =PERatio("AAPL") and is calculated against the trailing EPS so it ages cleanly across the quarter.

2. Consensus Estimates

Consensus estimates are the average analyst forecasts that prices react to. MarketXLS returns them through =EPSEstimateNextQuarter("AAPL"), =EPSEstimateCurrentYear("AAPL"), and =EPSEstimateNextYear("AAPL"). Together these three fields let you compute a forward P/E that actually means something, and they let you see the slope of the estimate curve from one quarter to the next year. A name where the next-quarter estimate is below the current-year average is a name where analysts are bracing for a slowdown.

3. Growth Rates

Year-over-year quarterly EPS growth and trailing revenue growth are the two cleanest growth signals. MarketXLS gives you =QuarterlyEarningsGrowthYOY("AAPL") and =RevenueGrowth("AAPL"). The difference between the two tells you whether margins are expanding or compressing. EPS growth running well above revenue growth points to operating leverage. EPS growth running below revenue growth points to margin pressure, share dilution, or rising costs.

4. Calendar Data

Calendar data tells you when each company reports next. =earnings_date("AAPL") returns the next scheduled report date. =PreviousEarningsReportDate("AAPL") returns the most recent one. Tracking these in Excel lets you cluster your watchlist by report window and plan position checks accordingly. The included template has a dedicated Earnings Calendar sheet that sorts every ticker by the next report date.

How To Build an Earnings Screener in Excel With MarketXLS

To build an earnings screener, put tickers in one column and one MarketXLS earnings formula in each column to the right. In the included template this is the Main Dashboard sheet. Twenty-five large-cap tickers fill column A. Sector classification fills column B via =Sector("AAPL"). Live price fills column C via =QM_Last("AAPL"). From there, the rest of the row pulls the earnings stack:

D: =EarningsPerShare("AAPL")
E: =EPSEstimateNextYear("AAPL")
F: =PERatio("AAPL")
G: =ForwardPE("AAPL")
H: =Revenue("AAPL")/1000000000
I: =RevenueGrowth("AAPL")
J: =QuarterlyEarningsGrowthYOY("AAPL")
K: =MarketCapitalization("AAPL")/1000000000
L: =Beta("AAPL")
M: =earnings_date("AAPL")

Formula documentation: EarningsPerShare, EPSEstimateNextYear, PERatio, ForwardPE, Revenue, RevenueGrowth, QuarterlyEarningsGrowthYOY, MarketCapitalization, Beta, earnings_date

Five input cells at the top of the dashboard control the screener: portfolio size, target EPS growth, max forward P/E, minimum revenue growth, and an earnings window in days. These are formatted yellow with a thick border so they read as user inputs. Every formula on every other sheet references these cells, which means changing one number on the dashboard cascades through the calendar, the scenarios, the allocation methods, and the sector rollup.

The Composite Quality Score

Column N on the dashboard runs a five-component composite. Each component is scored zero to twenty, and the sum is a zero-to-one-hundred number that ranks the watchlist on earnings quality. The five components are:

1. Forward P/E. A forward P/E under twenty scores full marks. A forward P/E of forty is the cutoff. The formula compresses with MAX(0,MIN(20,(40-G)/2)).
2. Revenue growth. A revenue growth rate of twenty percent or higher caps the component. Negative growth scores zero.
3. EPS growth. A quarterly YoY EPS growth rate of forty percent or higher caps. The component is half of EPS growth, capped.
4. Beta. A beta of zero point five scores full marks. A beta of one point five scores zero. Defensive names get a quality bonus.
5. Earnings positivity. Companies with positive EPS get a fifteen-point base. Companies whose forward estimates exceed their trailing EPS pick up an additional five.

The final verdict column reads "High Quality" at seventy-plus, "Solid" between fifty and seventy, "Watch" between thirty and fifty, and "Risky" below thirty. Color-scale conditional formatting paints the score column from red to yellow to green so the rank is visible at a glance.

The Earnings Calendar Sheet: Knowing When the Next Number Drops

The Earnings Calendar sheet sorts your watchlist by next report date. Each row pulls the next earnings date for a ticker, the consensus EPS for the upcoming quarter, the full-year and next-year consensus EPS, the previous report date, and the report time (Before Market Open versus After Market Close). The formulas are:

D: =earnings_date("AAPL")
E: =EPSEstimateNextQuarter("AAPL")
F: =EPSEstimateCurrentYear("AAPL")
G: =EPSEstimateNextYear("AAPL")
H: =PreviousEarningsReportDate("AAPL")
I: =PreviousEarningsReportTime("AAPL")

Formula documentation: earnings_date, EPSEstimateNextQuarter, EPSEstimateCurrentYear, EPSEstimateNextYear, PreviousEarningsReportDate, PreviousEarningsReportTime

Sort the sheet by column D and the entire watchlist lines up chronologically. The closest report window is at the top. Names reporting in the same week cluster naturally. This is the view that drives a pre-earnings position-check workflow: instead of finding out a stock you own reported overnight, you see the report coming on a Wednesday morning two weeks out and decide what to do.

The earnings window input on the Main Dashboard ties back to this sheet. Set it to fourteen and you are signaling that any name reporting in the next two weeks is in your check zone. Combine that with the Quality Score column and you have a clear short list of names where earnings risk and quality intersect.

The Surprise & Growth Scenarios Sheet: Stress-Testing the Multiple

The Scenarios sheet shows what P/E the current price implies if EPS comes in 10% or 5% below consensus, in line, or 5% or 10% above.

D: =C*0.90  -> EPS miss case
E: =C*0.95
F: =C*1.00  -> flat
G: =C*1.05
H: =C*1.10  -> EPS beat case
I: =B/D     -> implied P/E if the company misses
J: =B/H     -> implied P/E if the company beats

The implied P/E in column I is the multiple the market would have to accept if the EPS came in ten percent below consensus while the price stays unchanged. The implied P/E in column J is the reverse. Comparing these to the trailing P/E on Main Dashboard tells you which way the multiple is leaning. A miss column that still sits below the trailing P/E means the market has already discounted a partial miss. A beat column that runs well below the trailing P/E means a beat would compress the multiple even further, which is the textbook setup for post-earnings drift.

This is a hypothesis-testing tool, not a forecast. Past surprises do not predict future ones, and EPS scenarios in isolation do not capture the guidance language that often moves the stock more than the print itself. But as a sanity check on whether a name's earnings expectations are baked into the multiple, the scenarios table earns its keep every quarter.

Portfolio Allocation From the Same Earnings Data

The Portfolio Allocation sheet uses the same dataset three ways. Equal-weight divides the portfolio size evenly across all twenty-five names. Growth-weighted scales each position by quarterly EPS growth, which tilts capital toward faster-growing names. Quality-weighted scales each position by the composite Quality Score from Main Dashboard, which tilts capital toward higher-scoring names regardless of growth rate.

The three methods are not predictions about which approach will work better. They are sizing rules that flow from explicit, transparent inputs. Equal-weight assumes you have no view. Growth-weighted assumes faster earnings growth deserves more capital. Quality-weighted assumes the composite is a better cross-section than any one factor. Side by side, the three columns of dollar amounts and projected share counts make the tradeoffs visible. You can read which names get cut hard under each method and which names dominate.

The projected share count columns divide each method's dollar allocation by the current price from Main Dashboard, which gives you something you can actually act on with a broker. None of these columns are recommendations. They are calculations on inputs you control.

The Sector Comparison Sheet: GICS Rollups Without Hardcoded Numbers

The Sector Comparison sheet aggregates the Main Dashboard by GICS sector using AVERAGEIFS. Every cell is dynamic. There are no hardcoded numbers. The formula pattern is:

=IFERROR(AVERAGEIFS('Main Dashboard'!$J$13:$J$37,'Main Dashboard'!$B$13:$B$37,A5),0)

The result is a clean comparison of average quarterly EPS growth, average revenue growth, average trailing P/E, average forward P/E, average beta, and average Quality Score by sector. A conditional color scale on the Quality Score column makes the relative rank obvious. The verdict column flags any sector averaging sixty or above as High Quality, forty to sixty as Mixed, and below forty as Stretched.

Reading the table is straightforward. Technology and Communication Services usually run the highest forward P/E because of expected EPS growth. Consumer Staples and Utilities tend to score lowest on growth but highest on stability, which the Quality Score sometimes flatters and sometimes punishes depending on which component dominates. Energy whips with crude, so the revenue growth column can swing fifteen points quarter to quarter. The widening or narrowing of the forward P/E versus trailing P/E gap is the cleanest signal of where analysts expect the next leg of EPS to go.

Building Your Own Watchlist On Top of This Template

The twenty-five tickers in the included template were chosen for sector breadth and active analyst coverage, not as a recommendation list. The first thing many users will want to do is swap in their own watchlist. The mechanics are simple. Replace the tickers in column A on Main Dashboard. Every other cell in that row updates automatically because every formula refers to the ticker in column A through Excel's relative referencing. The Earnings Calendar, Scenarios, Allocation, and Sector Comparison sheets all pull from Main Dashboard, so they update too.

If you want to expand beyond twenty-five rows, copy the formula row from the last existing row, paste it into the new rows, and update column A. The AVERAGEIFS ranges on the Sector Comparison sheet are anchored to rows thirteen through thirty-seven, which is the current watchlist length. Expand those ranges if you add tickers. Every other sheet expands automatically because it references Main Dashboard rows by index.

Download the Templates

Download the templates:

• - Pre-filled with snapshot data as of May 13, 2026
• - Live-updating MarketXLS formulas

Both files are six-sheet workbooks: How To Use, Main Dashboard, Earnings Calendar, Surprise & Growth Scenarios, Portfolio Allocation, and Sector Comparison. The static version is useful as a reference, and every cell in the formula version recalculates against live earnings data when you press F9 with MarketXLS loaded.

What This Workflow Replaces

The default earnings workflow for most retail investors is a rotating set of browser tabs: one for the broker dashboard, one for a financial news site, one for a screener, and one for the earnings calendar on a third-party site. Each tab shows a slightly different number, each tab updates on a different cadence, and none of them feed back into the spreadsheet where positions actually get sized. The cost is friction. The friction shows up as missed estimate revisions, surprised reactions to reports that were on the calendar all along, and stale valuation work.

A single Excel workbook fed by MarketXLS formulas puts EPS, revenue, growth, estimates, and the earnings calendar in cells you control. Every row recalculates, and charts built on the data refresh with it.

FAQ

Can MarketXLS pull historical EPS in Excel?

Yes. The trailing twelve-month EPS comes through =EarningsPerShare("AAPL") and the historical financials family of functions exposes basic and diluted EPS by reporting period. The included template uses the trailing figure and the next-year consensus to keep the dashboard compact, but the underlying data is available for deeper historical work.

Does this template work without an internet connection?

The static sample version works offline because every value is a literal number. The live formula version requires MarketXLS to be installed and signed in, because each formula requests data when it calculates.

How often do the consensus EPS estimates update?

The formulas return the latest consensus available from the MarketXLS data feed each time Excel recalculates. Consensus itself changes whenever analysts publish revisions, which tends to cluster in the weeks before each earnings season.

Can I use this template for international stocks?

The MarketXLS formulas accept standard exchange-suffixed tickers for many international markets, but the consensus estimate coverage is deeper for US large caps than for smaller international names. The earnings calendar function in particular is most reliable for US-listed companies with active SEC filings. If you adapt this template for non-US tickers, start with the largest names on the local exchange.

What is the difference between trailing P/E and forward P/E in this template?

Trailing P/E is the current price divided by the most recent twelve months of EPS. Forward P/E is the current price divided by the consensus EPS estimate for the next fiscal year. The trailing number reflects what the company has actually earned. The forward number reflects what the market expects the company to earn. Comparing the two is one of the cleanest reads on whether analysts expect EPS to expand or compress over the next year.

How do I refresh the data?

Open the workbook in Excel with MarketXLS installed and signed in. Press F9, or set workbook calculation to automatic. The MarketXLS data feed populates every formula cell on every sheet. The dashboard, calendar, scenarios, allocation, and sector comparison sheets all recalculate from the same pull.

The Bottom Line

MarketXLS puts current EPS, revenue, growth, consensus estimates, and earnings dates into Excel cells with one formula per field. The included template is a working example: a six-sheet workbook that ranks twenty-five large-cap names on the earnings stack, flags the closest report windows, stress-tests the multiple under five EPS scenarios, allocates capital three ways, and rolls up the entire watchlist by GICS sector with no hardcoded numbers. Drop your own watchlist into column A on Main Dashboard and the rest of the workbook follows.

For more on how MarketXLS connects Excel to live equity data, visit marketxls.com. To see the template in action with your own watchlist, book a demo.