Boeing Corporation (NYSE: BA) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. -$0.27 per share (July 28, 2026, after close)
Miss
✦ AI-generated prediction
Published on 21. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
Boeing reports Q2 on July 28 (10:30 AM ET call). Consensus expects a loss of approx. -$0.27/share. Positive drivers: 737 MAX deliveries ramped further in Q2 (Q1 2026: 159 aircraft, +22% YoY), defence contracts stable, 787 line fully active. Boeing beat adjusted consensus in 3 of last 4 quarters. No Polymarket market. Key risk: ongoing reserve charges and FCF burn >$1B/quarter.
Data basis for this prediction
- Boeing Q2-2026-Ergebnisdatum: 28. Juli 2026 (Boeing Investor Relations / boeing.mediaroom.com, Juli 2026)
- Konsens-EPS ca. -$0,27 je Aktie (LSEG/Bloomberg, Stand Juli 2026)
- Boeing Q1 2026: 159 Flugzeugauslieferungen (Boeing Investor Relations, April 2026)
- Boeing historische EPS-Beat-Rate ~75 % (Trading Economics / TIKR, 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 für Q2 2026 (28. Juli 2026) einen bereinigten Core-EPS-Verlust von -0,76 USD je Aktie – deutlich schlechter als der Konsens von ca. -0,27 bis -0,34 USD. Die Vorhersage, dass Boeing den EPS-Konsens übertrifft (d. h. einen geringeren Verlust meldet), trat damit nicht ein. Positiv war lediglich, dass der Umsatz mit 24,6 Mrd. USD die Erwartungen von ~24,0 Mrd. USD übertraf und 171 Flugzeuge ausgeliefert wurden. Der deutlich größere EPS-Verlust resultierte laut Berichten aus anhaltenden Programm-Rückstellungen und Legacy-Kosten trotz gesteigerter Produktion. Quellen: [Boeing Reports Second Quarter Results](https://boeing.mediaroom.com/2026-07-28-Boeing-Reports-Second-Quarter-Results), [Investing.com Earnings Transcript](https://www.investing.com/news/transcripts/earnings-call-transcript-boeing-q2-2026-revenue-beats-as-loss-widens-93CH-4817578), [CNBC](https://www.cnbc.com/2026/07/28/boeing-ba-2q-2026-earnings.html)
📈 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.