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Did Trade Desk Beat Earnings?
Trade Desk (TTD) reported Q2 '26 revenue of $715M, up 3.0% year-over-year, with reported EPS of $0.14. That came in 36.4% below the $0.22 analyst estimate — an earnings miss.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Trade Desk’s job postings, web traffic, and employee business outlook. See the full TTD stock analysis or the earnings calendar for upcoming reports.
TTD Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $0.22 | $0.14 | Missed -36.4% |
| Q1 '26 | $0.12 | $0.28 | Beat +131.4% |
| Q4 '25 | $0.34 | $0.59 | Beat +73.5% |
| Q3 '25 | $0.44 | $0.45 | Beat +2.3% |
| Q2 '25 | $0.22 | $0.18 | Missed -18.2% |
| Q1 '25 | $0.25 | $0.33 | Beat +32.0% |
Trade Desk Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 628M | 741M | 616M | 694M | 739M | 847M | 689M | 715M |
| Gross margin | 80.5% | 81.7% | 76.8% | 78.2% | 78.1% | 80.7% | 73.6% | 100.0% |
| Operating margin | 17.3% | 26.4% | 8.8% | 16.8% | 21.8% | 30.3% | 9.7% | 14.2% |
| Net income | 94M | 182M | 51M | 90M | 116M | 187M | 40M | 64M |
| Net margin | 15.0% | 24.6% | 8.2% | 13.0% | 15.6% | 22.1% | 5.8% | 9.0% |
| EPS | $0.41 | $0.59 | $0.33 | $0.18 | $0.45 | $0.59 | $0.28 | $0.14 |
Trade Desk Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Trade Desk’s quarterly revenue moved from $628M to $715M. Net margin compressed from 15% to 9%, against a 100% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Trade Desk has beaten Wall Street EPS estimates in 6 of its last 8 reported quarters.
When Is Trade Desk’s Next Earnings Date?
Trade Desk reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the TTD earnings calendar.
Frequently Asked Questions: Trade Desk Earnings
Trade Desk's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Trade Desk reported Q2 '26 EPS of $0.14 on revenue of $715M (+3.0% YoY). Trade Desk missed estimates, reporting $0.14 vs. the $0.22 estimate.
Trade Desk reported Q2 '26 revenue of $715M, up 3.0% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the TTD AI Score.
