Caterpillar Inc. (NYSE: CAT) beats Q2-2026 adjusted non-GAAP EPS consensus of approx. $6.25 per share (4 August 2026, pre-market)
Hit
✦ AI-generated prediction
Published on 22. July 2026
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Predicted for 4. August 2026
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Based on: Historical Cycle
Caterpillar benefits from continued US infrastructure spending (Bipartisan Infrastructure Law), strong global mining activity and defence momentum. Q2 2026 consensus EPS ~$6.25, +32% vs $4.72 a year ago. CAT beat consensus in 14 of the last 16 quarters. No prediction market; own estimate: 62%.
Data basis for this prediction
- barchart.com: 'What to expect from Caterpillar's Q2 2026 earnings report' (Juli 2026)
- stocktitan.net: 'Caterpillar Q2 2026 earnings date: 4. August 2026, pre-market'
- tipranks.com: CAT historical earnings beat frequency
- marketbeat.com: CAT Q2 2026 diluted EPS consensus ~$6.25
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 (vor Börseneröffnung) einen bereinigten Non-GAAP-EPS von 8,17 USD – und übertraf damit den Konsens von ca. 6,19–6,25 USD um rund 1,98 USD (+32 % Überraschung). Umsatz erreichte mit 20,5 Mrd. USD erstmals in der Unternehmensgeschichte die 20-Mrd.-Marke in einem Quartal (+24 % ggü. Vorjahr). Treiber waren starke Volumenzuwächse, Preissetzungsmacht und Margenausweitung (operative Marge 20,9 %). Die Aktie stieg daraufhin um ~10,7 %. Quellen: Caterpillar Pressemitteilung (prnewswire.com/news-releases/caterpillar-reports-second-quarter-2026-results-302841940.html), StockStory (stockstory.org), Investing.com Earnings-Call-Transcript.
📈 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.