McDonald's Corporation (NYSE: MCD) beats the Q2 2026 adjusted Non-GAAP EPS consensus of approx. $3.35 per share (July 29, 2026)
Hit
✦ AI-generated prediction
Published on 17. July 2026
·
Predicted for 29. July 2026
·
Based on: Historical Cycle
McDonald's reports Q2 2026 results on July 29. The global value menu strategy ('McValue') and AI-driven drive-through optimization are driving traffic and average check. Consensus ~$3.35 EPS (trend: Q2 2024 actual $2.97 adjusted, ~8–10% annual growth). MCD has fully recovered from the 2024/25 E. coli setback. Beat rate over last 8 quarters per Marketbeat: >80%. International franchise business (>50% of operating income) stabilizes results independently of US consumer sentiment. No Polymarket market for MCD EPS.
Data basis for this prediction
- Marketbeat.com: McDonald's Q2 2026 Earnings Date — 29.07.2026
- Yahoo Finance: MCD Q2 2026 Earnings Preview (Juli 2026)
- FactSet-Trendextrapolation: MCD Q2 2026 EPS-Konsens ca. $3.35
- Tickerleague.com: S&P 500 Q2 2026 Earnings Season — Beat-Rate bisher ~67%
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
McDonald's meldete für Q2 2026 (Ergebnis veröffentlicht 29. Juli 2026) ein bereinigtes Non-GAAP-EPS von 3,38 USD und übertraf damit die Konsensschätzung von ca. 3,32–3,35 USD. Der GAAP-EPS lag bei 3,32 USD (Diluted), bereinigt um Restrukturierungskosten von 0,06 USD ergibt sich 3,38 USD. Das entspricht einem Beat von ca. 1,8 %. Quellen: PR Newswire (McDonald's offizielle Pressemitteilung Q2 2026), StockTitan, 247WallSt, Investing.com Earnings-Call-Transkript. Hinweis: Revenue mit 7,10 Mrd. USD verfehlte knapp die Konsenserwartung von 7,13 Mrd. USD, und das globale Comparable-Sales-Wachstum verlangsamte sich auf +1,3 %; die Vorhersage bezog sich jedoch explizit auf den EPS-Beat, der eingetreten ist.
📈 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.