Boeing (NYSE: BA) Beats Q2 2026 Adjusted EPS Consensus of Approx. -$0.24 Per Share (July 28, 2026)
Miss
✦ AI-generated prediction
Published on 18. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
Boeing reports Q2 2026 results on July 28. Analysts expect adjusted EPS of approx. -$0.24 per share (loss, ~80.7% YoY improvement). The key positive catalyst: Boeing delivered ~167 aircraft in Q2, including ~60 in June alone, well above the consensus estimate of ~150–155 deliveries. Elevated deliveries are the primary revenue driver and materially improve the loss margin. Boeing has beaten EPS consensus in 2 of its last 4 reported quarters. 737 MAX production runs stably; defence segment under pressure. No Polymarket/Kalshi quote available; calibrated at 58%.
Data basis for this prediction
- Boeing Q2-2026 Auslieferungen: ~167 Maschinen, davon ~60 im Juni (Benzinga, Juli 2026)
- Boeing Q2-EPS-Konsens: ca. -0,24 USD; YoY-Verlustverbesserung ~80,7% (Barchart/Yahoo Finance, 18.07.2026)
- Boeing Q2-Ergebnistermin: 28. Juli 2026 (investors.boeing.com)
- Boeing Beat-Rate: 2/4 letzte Quartale (TipRanks, 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 verfehlte den bereinigten EPS-Konsens deutlich: Das Unternehmen meldete am 28. Juli 2026 einen Core-Verlust von -0,76 USD je Aktie, während der Konsens bei ca. -0,31 bis -0,34 USD lag (nicht -0,24 USD wie in der Vorhersage angenommen). Hauptgrund für den massiven Fehlbetrag war eine einmalige Belastung von 280 Mio. USD aus dem Air Force One-Programm (Lieferung von zwei 747-Präsidentenflugzeugen). Die Auslieferungen übertrafen sogar die Erwartungen (171 Maschinen, höchster Wert seit 2018), und der Umsatz (+8% YoY auf 24,56 Mrd. USD) schlug die Konsensschätzung – der erhöhte Lieferrhythmus half also beim Umsatz, konnte aber die außerordentliche Programm-Abschreibung nicht kompensieren. Quellen: Boeing Pressemitteilung (boeing.mediaroom.com, 28.07.2026), CNBC Q2 2026 Earnings, Quiver Quantitative.
📈 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.