Boeing Company (NYSE: BA) beats the Q2 2026 adjusted EPS consensus of approx. -$0.24 per share (28 July 2026)
Miss
✦ AI-generated prediction
Published on 17. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
Boeing reports July 28, 2026 (10:30 ET). Analyst consensus expects a -$0.24 adjusted EPS loss, representing an ~81% YoY improvement. Benzinga reported 'strong Q2 jet and defense deliveries' as an early indicator. CEO Kelly Ortberg's recovery plan (supply-chain stabilisation, 737 MAX 10 quality controls) is gaining traction. The defence division benefits from the global spending surge tied to the Hormuz crisis. Boeing has beaten consensus in 6 of the last 8 quarters. No Polymarket market found; own estimate based on published delivery data.
Data basis for this prediction
- Boeing Q2-2026-EPS-Konsens: -0,24 USD (Verlust -81 % YoY) (Barchart/Yahoo Finance Preview, Juli 2026)
- Benzinga: 'Boeing Boosts Momentum With Strong Q2 Jet and Defense Deliveries' (13. Juli 2026)
- Boeing: Ergebnis-Termin 28. Juli 2026, 10:30 ET (boeing.mediaroom.com, 1. Juli 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: Miss
Boeing meldete am 28. Juli 2026 einen bereinigten Verlust (Core EPS) von -0,76 USD je Aktie – deutlich schlechter als der Analysten-Konsens von ca. -0,29 USD (bzw. -0,24 USD laut Vorhersage). Das EPS wurde verfehlt, nicht übertroffen. Hauptursache war eine zusätzliche Belastung von 280 Mio. USD aus dem VC-25B-Programm (Air Force One). Der Umsatz lag mit 24,6 Mrd. USD über den Erwartungen (Beat), und der freie Cashflow war positiv (631 Mio. USD), aber die EPS-Prognose war eindeutig ein Miss. Quellen: Investing.com ('Boeing misses second quarter EPS despite revenue beat'), Yahoo Finance ('Boeing Q2 2026 earnings miss as Air Force One charge bites'), CNBC Q2-2026-Ergebnisseite.
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.