Caterpillar Inc. (NYSE: CAT) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. USD 6.25 per share (August 4, 2026, 5:30 AM CDT)
Hit
✦ AI-generated prediction
Published on 26. July 2026
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Predicted for 4. August 2026
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Based on: Historical Cycle
Q2 2026 consensus EPS: USD 6.25 (+32.4% YoY vs. USD 4.72 in Q2 2025); revenue consensus USD 16.57 billion. Caterpillar benefits from global infrastructure spending (US IIJA, EU investment programs), sustained mining demand (copper, lithium), and pricing power. FY2026 EPS projection: USD 24.85 (+30.4% YoY). CAT has a strong historical beat rate in robust macro quarters; global construction machinery benefits from energy-transition investments. No Polymarket market; calibrated at 68% based on historical CAT beat rate, lightly discounted for macro uncertainty.
Data basis for this prediction
- CAT Q2 2026 EPS-Konsens 6,25 USD (+32,4% YoY) – Pluang / StockTitan (Stand 26.07.2026)
- CAT Ergebnisankündigung 4. August 2026, 5:30 Uhr CDT – Caterpillar IR
- CAT FY2026 EPS-Prognose: 24,85 USD – Bloomberg Consensus
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
Caterpillar meldete am 4. August 2026 für Q2 2026 einen bereinigten Non-GAAP-EPS von 8,17 USD – weit über dem Konsens von ~6,19–6,25 USD (Überraschung von ca. +32%). Der Umsatz erreichte mit 20,5 Mrd. USD einen Unternehmensrekord (+24% YoY), ebenfalls deutlich über dem Konsens von 16,57 Mrd. USD. Die Vorhersage (Beat gegenüber ~6,25 USD) ist damit klar eingetreten. Haupttreiber waren Nachfrage aus dem KI-Rechenzentrum-Boom (Stromerzeugung, Baumaschinen), starke Mining-Nachfrage und anhaltende Infrastrukturinvestitionen. Quelle: Caterpillar Pressemitteilung / PR Newswire (https://www.prnewswire.com/news-releases/caterpillar-reports-second-quarter-2026-results-302841940.html), CNBC (https://www.cnbc.com/2026/08/04/caterpillar-cat-q2-2026-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.