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 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.