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
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Predicted for 28. July 2026
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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
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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.