Boeing Company (NYSE: BA) beats Q2 2026 adjusted Non-GAAP EPS consensus of approx. -$0.34 per share (July 28, 2026, pre-market)
Miss
✦ AI-generated prediction
Published on 26. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
Zacks consensus is a loss of $0.34 per share; Boeing management targets full-year 2026 FCF of $1–3bn and already delivered positive Q1 FCF. Revenue consensus is $24.05bn (+5.7% YoY). Sherwood News reports Boeing's 'second straight quarter of positive free cash flow' with revenue beating estimates — if confirmed for Q2, this implies a broader operational beat. No prediction market contract; own estimate ~58%.
Data basis for this prediction
- Zacks: BA Q2 2026 EPS-Konsensus -$0,34/Aktie, Umsatz-Konsensus $24,05 Mrd. (Stand Juli 2026)
- Sherwood News: 'Boeing posts its second straight quarter of positive free cash flow, revenue beats estimates'
- GuruFocus: 'Boeing (BA) Projects Positive Free Cash Flow for 2026' (Boeing FY2026 Guidance)
- Yahoo Finance: 'Boeing's Q2 2026 Earnings: What to Expect' (Juli 2026)
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: Miss
Boeing meldete am 28. Juli 2026 einen bereinigten Non-GAAP-Verlust (Core EPS) von -0,76 USD je Aktie – deutlich schlechter als der Konsensus von ca. -0,29 bis -0,34 USD. Der Hauptgrund war ein unerwarteter Verlust von 280 Mio. USD auf das Air-Force-One-Programm (VC-25B), der die Gewinnerholung aus dem operativen Geschäft überwog. Positiv überraschte Boeing hingegen beim Umsatz (24,6 Mrd. USD vs. Konsensus ~23,95 Mrd. USD) und beim Free Cash Flow (+631 Mio. USD). Die EPS-Vorhersage ist klar nicht eingetreten. Quellen: Boeing Pressemitteilung (investors.boeing.com, 28.07.2026), CNBC (cnbc.com/2026/07/28/boeing-ba-2q-2026-earnings.html), Investing.com Earnings-Call-Transcript.
📈 Economy
✦ AI
The S&P 500 dropped 4.36% on 5 November 2026 to 7,353.73 — its steepest one-day fall since April 2025 — triggered by an AI-chip selloff that wiped out the post-midterm rally (4 November: +1.72% to 7,698.80). Closing above 7,500 by 13 November requires a +2.0% recovery over 6 trading sessions. Goldman Sachs, Morgan Stanley and JPMorgan maintain year-end targets of 7,400–8,100; S&P 500 EPS growth consensus for 2026 stands at +14% YoY. Downside risks: elevated Treasury yields, persistent AI capex uncertainty. No specific Polymarket/Kalshi market found for this level.
📈 Economy
✦ AI
The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.
📈 Economy
✦ AI
Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.