Boeing Company (NYSE: BA) beats the Q2-2026 adjusted Non-GAAP EPS consensus of approx. –$0.26 per share (July 28, 2026, pre-market)
Miss
✦ AI-generated prediction
Published on 23. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
Consensus: Non-GAAP loss ~–$0.26/share (range: –$0.24 to –$0.28). Boeing benefits from strong airline demand (EU-US trade deal live July 1, 2026), elevated defence spending after NATO Ankara Summit (5% GDP target), and accelerating deliveries. WTI at $88.17/bbl (July 23, 2026) supports airline customer liquidity. Large-cap S&P 500 companies beat EPS consensus ~70% historically. No Polymarket market for this specific event.
Data basis for this prediction
- Barchart.com: Boeing Q2 2026 Earnings Preview – Konsens –$0,26 Non-GAAP EPS (Juli 2026)
- NATO Ankara Summit Declaration: 5 % BIP-Verteidigungsziel (8. Juli 2026)
- WTI Crude: 88,17 USD/Barrel (23. Juli 2026, FX Daily Report)
- RTE: EU-US Handelsdeal 15 % Tarif ab 1. Juli 2026 in Kraft (30. Juni 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 Non-GAAP Core-EPS-Verlust von –0,76 USD/Aktie – weit schlechter als der Konsens von ca. –0,26 bis –0,29 USD und damit eine massive Verfehlung statt eines Beats. Der Verlust weitete sich also deutlich aus, obwohl der Umsatz mit 24,6 Mrd. USD die Erwartungen (23,95 Mrd. USD) übertraf. Als Hauptgründe für den größeren Verlust werden Programmabschreibungen, anhaltende Lieferkettenprobleme und Altlasten genannt. Quellen: Boeing Q2 2026 Press Release (boeing.mediaroom.com, 28.07.2026); Investing.com Earnings-Call-Transkript; FinancialContent/StockStory.
📈 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.