McDonald's Corporation (NYSE: MCD) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. USD 3.40 per share (July 28, 2026, pre-market)
Partial Hit
✦ AI-generated prediction
Published on 21. July 2026
·
Predicted for 28. July 2026
·
Based on: Historical Cycle
McDonald's has beaten adjusted EPS consensus in 12 of the last 14 quarters (~86% beat rate). Q1 2026 delivered adj. EPS of $3.24 vs. consensus $3.09 (+4.9%). Prior-year price increases support margins; the slightly weaker USD (EUR/USD 1.14 vs. ~1.08 prior year) modestly favours international earnings consolidation. Q2 consensus is approx. $3.40 Non-GAAP. No Polymarket market for MCD; calibration at 67%.
Data basis for this prediction
- McDonald's Q1 2026 adj. EPS: 3,24 USD vs. Konsens 3,09 USD (MCD Investor Relations, Apr. 2026)
- EUR/USD aktuell 1,1409–1,1413 (MTFX Group, 21. Juli 2026)
- McDonald's historische EPS-Beat-Rate 2022–2026: ~86 % (FactSet-Konsens)
- MCD Q2-Meldetermin: 28. Juli 2026 vor Börseneröffnung (MCD Earnings Calendar)
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: Partial Hit
McDonald's meldete für Q2 2026 (Bericht am 28. Juli 2026) einen bereinigten Non-GAAP-EPS von 3,38 USD – ein Anstieg von 6 % gegenüber dem Vorjahr und ein Schlag gegen den tatsächlichen Analysten-Konsens von ca. 3,32 USD. Die Vorhersage war also in der Richtung (EPS-Beat) korrekt, jedoch stimmte die im Modell angenommene Konsens-Schwelle von ca. 3,40 USD nicht mit dem realen Konsens überein. Da der tatsächliche bereinigte EPS (3,38 USD) unter der genannten Benchmark von 3,40 USD liegt, wurde der Konsens geschlagen, aber nicht im prognostizierten Ausmaß. Revenue verfehlte zudem mit 7,10 Mrd. USD die Erwartung von 7,13 Mrd. USD leicht. Quellen: McDonald's Press Release (PR Newswire, 28. Juli 2026), StockTitan 8-K-Filing, 247WallSt Earnings Summary, 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.