McDonald's Corporation (NYSE: MCD) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. USD 3.40 per share (July 28, 2026, pre-market)
Partial Hit
✦ AI-generated prediction
Published on 21. July 2026
·
Predicted for 28. July 2026
·
Based on: Historical Cycle
McDonald's has beaten adjusted EPS consensus in 12 of the last 14 quarters (~86% beat rate). Q1 2026 delivered adj. EPS of $3.24 vs. consensus $3.09 (+4.9%). Prior-year price increases support margins; the slightly weaker USD (EUR/USD 1.14 vs. ~1.08 prior year) modestly favours international earnings consolidation. Q2 consensus is approx. $3.40 Non-GAAP. No Polymarket market for MCD; calibration at 67%.
Data basis for this prediction
- McDonald's Q1 2026 adj. EPS: 3,24 USD vs. Konsens 3,09 USD (MCD Investor Relations, Apr. 2026)
- EUR/USD aktuell 1,1409–1,1413 (MTFX Group, 21. Juli 2026)
- McDonald's historische EPS-Beat-Rate 2022–2026: ~86 % (FactSet-Konsens)
- MCD Q2-Meldetermin: 28. Juli 2026 vor Börseneröffnung (MCD Earnings Calendar)
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: Partial Hit
McDonald's meldete für Q2 2026 (Bericht am 28. Juli 2026) einen bereinigten Non-GAAP-EPS von 3,38 USD – ein Anstieg von 6 % gegenüber dem Vorjahr und ein Schlag gegen den tatsächlichen Analysten-Konsens von ca. 3,32 USD. Die Vorhersage war also in der Richtung (EPS-Beat) korrekt, jedoch stimmte die im Modell angenommene Konsens-Schwelle von ca. 3,40 USD nicht mit dem realen Konsens überein. Da der tatsächliche bereinigte EPS (3,38 USD) unter der genannten Benchmark von 3,40 USD liegt, wurde der Konsens geschlagen, aber nicht im prognostizierten Ausmaß. Revenue verfehlte zudem mit 7,10 Mrd. USD die Erwartung von 7,13 Mrd. USD leicht. Quellen: McDonald's Press Release (PR Newswire, 28. Juli 2026), StockTitan 8-K-Filing, 247WallSt Earnings Summary, Investing.com Earnings Call Transcript.
📈 Economy
✦ AI
The S&P 500 closed at 7,636.36 on 9 September 2026. Falling below 7,450 by month-end would require a 2.4% decline. Headwinds: Fed rate hike of 25bp on 16 September (CentralBank.Watch: 59% probability), August PPI above expectations (+5.4% YoY), Iran-Gulf risk premium. Stabilizing factors: hike largely priced in (Polymarket: 93% for zero 2026 cuts), Q2 earnings solid, no recession signals. Historically, a single 25bp September hike rarely causes a monthly decline above 2.5%.
📈 Economy
✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
📈 Economy
✦ AI
The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.