Earnings season has officially kicked into high gear: 39 companies have reported so far, with the S&P reporting an earnings per share surprise of 6.8%. The best results include increases in financials, consumer discretionary, and materials. Here are some highlights.

Earnings season unofficially kicks off today, but 26 companies have already reported for the second quarter of this year. According to institutional data provider Capital IQ, here are some of the highlights so far: