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
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Predicted for 28. July 2026
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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 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.