🍾 Beverages · Next Month

AB InBev (EBR: ABI) reports H1 2026 underlying EPS above USD 2.00 on July 30, 2026

Hit ✦ AI-generated prediction Published on 11. July 2026 · Predicted for 30. July 2026 · Based on: Historical Cycle

Probability

76%

AB InBev delivered Q1 2026 underlying EPS of USD 0.97 (record Q1, +20.8% vs Q1 2025; consensus of USD 0.90 clearly beaten). H1 2025 underlying EPS was USD 1.79 (Q1: USD 0.80; Q2: USD 0.98). For H1 2026 EPS to exceed USD 2.00, Q2 must deliver at least USD 1.03 — only a 5.1% increase vs Q2 2025. Given ongoing megabrand premiumization, FIFA World Cup volume acceleration (Budweiser as global beer partner), and the active share buyback, this appears highly likely. H1 results on July 30, 2026. No prediction market found.

Data basis for this prediction

AB InBev Q1 2026: bereinigter EPS 0,97 USD (+20,8 % YoY), Umsatz +5,8 % (BusinessWire, 5. Mai 2026)
AB InBev H1 2025: bereinigter EPS 1,79 USD (+8,0 % YoY); Q2 2025: EPS 0,98 USD (BusinessWire, 31. Juli 2025)
AB InBev H1 2026-Ergebnistermin: 30. Juli 2026 (Investing.com Earnings Calendar)
AB InBev Q1 2026 Konsensus vor Ergebnis: 0,90 USD – übertroffen (AlphaStreet, Mai 2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit

AB InBev meldete am 29./30. Juli 2026 einen bereinigten (underlying) EPS für H1 2026 von 2,18 USD – klar über der Schwelle von 2,00 USD. Q2 2026 lieferte 1,21 USD EPS (+23,4 % ggü. Q2 2025, Konsens-Beat von +0,09 USD), womit das erforderliche Minimum von 1,03 USD deutlich übertroffen wurde. Treiber waren anhaltende Premiumisierung, FIFA-WM-Volumeneffekte (Budweiser als globaler Partner) sowie das Aktienrückkaufprogramm. H1-Umsatz stieg auf 31,9 Mrd. USD (+11,5 %), normalized EBITDA auf 11,4 Mrd. USD (+12,0 %). Quellen: BusinessWire (https://www.businesswire.com/news/home/20260729033132/en/AB-InBev-Reports-Second-Quarter-2026-Results), Yahoo Finance / StockTitan SEC-Filing 6-K.

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Brown-Forman (Jack Daniel's ~40% of revenue, Woodford Reserve, Old Forester) faces the same global premium whiskey downturn as Diageo and Pernod Ricard: distributor destocking, stagnant US domestic demand, weakness in Europe and Asia-Pacific. Fiscal year runs May–April; H1 FY2027 covers May–October 2026, results typically released in early December. IWSR 2026 confirms ongoing global American whiskey volume weakness. Open platform predictions for both Diageo and Pernod Ricard show the same organic decline pattern. No Polymarket market found for BF.B. Assessment: ~65% probability of organic decline.

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