Boeing Corporation (NYSE: BA) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. -$0.27 per share (July 28, 2026, after close)
Miss
✦ AI-generated prediction
Published on 21. July 2026
·
Predicted for 28. July 2026
·
Based on: Historical Cycle
Boeing reports Q2 on July 28 (10:30 AM ET call). Consensus expects a loss of approx. -$0.27/share. Positive drivers: 737 MAX deliveries ramped further in Q2 (Q1 2026: 159 aircraft, +22% YoY), defence contracts stable, 787 line fully active. Boeing beat adjusted consensus in 3 of last 4 quarters. No Polymarket market. Key risk: ongoing reserve charges and FCF burn >$1B/quarter.
Data basis for this prediction
- Boeing Q2-2026-Ergebnisdatum: 28. Juli 2026 (Boeing Investor Relations / boeing.mediaroom.com, Juli 2026)
- Konsens-EPS ca. -$0,27 je Aktie (LSEG/Bloomberg, Stand Juli 2026)
- Boeing Q1 2026: 159 Flugzeugauslieferungen (Boeing Investor Relations, April 2026)
- Boeing historische EPS-Beat-Rate ~75 % (Trading Economics / TIKR, 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 für Q2 2026 (28. Juli 2026) einen bereinigten Core-EPS-Verlust von -0,76 USD je Aktie – deutlich schlechter als der Konsens von ca. -0,27 bis -0,34 USD. Die Vorhersage, dass Boeing den EPS-Konsens übertrifft (d. h. einen geringeren Verlust meldet), trat damit nicht ein. Positiv war lediglich, dass der Umsatz mit 24,6 Mrd. USD die Erwartungen von ~24,0 Mrd. USD übertraf und 171 Flugzeuge ausgeliefert wurden. Der deutlich größere EPS-Verlust resultierte laut Berichten aus anhaltenden Programm-Rückstellungen und Legacy-Kosten trotz gesteigerter Produktion. Quellen: [Boeing Reports Second Quarter Results](https://boeing.mediaroom.com/2026-07-28-Boeing-Reports-Second-Quarter-Results), [Investing.com Earnings Transcript](https://www.investing.com/news/transcripts/earnings-call-transcript-boeing-q2-2026-revenue-beats-as-loss-widens-93CH-4817578), [CNBC](https://www.cnbc.com/2026/07/28/boeing-ba-2q-2026-earnings.html)
📈 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.