Additional European Equity News

Aberdeen Group (ABDN LN) - H1 2026 (GBP): adj. Operating 151mln (prev. 125mln), Operating Revenue 643mln (prev. 628mln). (Aberdeen)

Aena (AENA SM) - H1 2026 (EUR): Revenue 3.3bln (exp. 3.3bln). Growth forecast: "As a matter of fact, signs of weakness may already be seen in the load factor, which translates into actual traffic growth is lagging behind seat capacity growth, and is affecting trends in the capacity offered by airlines." (Aena)

Aston Martin (AML LN) - Q2 2026 (GBP): adj. EBIT -52mln (exp. -45mln), EBITDA 39.5mln (exp. 48mln), Gross margin 33.1% (exp. 36.2%). (AML)

AUTO1 GROUP (AG1 GY) - Q2 2026 (EUR): Revenue 2.43bln (exp. 2.36bln), adj. EBITDA 59mln (exp. 56mln), Gross Profit +21.4% Y/Y. FY Guidance: confirmed. (EQS)

Bureau Veritas (BVI FP) - H1 2026 (EUR): Revenue 3.26bln (exp. 3.23bln), adj. Operating 506mln (exp. 495mln). FY Guidance: Revenue growth mid-to-high single digit (prev. guided mid-single-digit). (Businesswire)

CaixaBank (CABK SM) - H1 2026 (EUR): NII 5.39bln (prev. 5.28bln), Services Revenue 2.77bln (prev. 2.58bln), Gross Income 8.3bln (prev. 8bln). (CaixaBank)

Danone (BN FP) - H1 2026 (EUR): Revenue 13.9bln (exp. 13.8bln), Recurring Net 1.25bln (prev. 1.23bln), EPS 1.92 (prev 1.91), LFL sales +4.2%. CEO "While some areas still require further progress and the environment remains unstable, we enter the second half of the year with confidence that 2026 will be another year of delivery, aligned with our value creation model and mid-term ambitions.". (GlobeNewswire)

Eni (ENI IM) - Q2 2026 (EUR): adj. EBIT 5.4bln (exp. 5.1bln), adj. Net 2.33bln (exp. 2.09bln). FY Guidance: Production Growth c. 5% (prev. guided 3-4%), Hydrocarbon Output 1.79mln BOEPD (prev. guided 1.74mln). Buyback bolstered to EUR 3.4bln (prev. guided 2.8bln). (Eni)

Gerresheimer (GXI GY) - Co. is to sell two plastic packaging units to Apax Funds for EUR 1.5bln, including debt. (Gerresheimer)

Glencore (GLEN LN) - Production Update, H1: Copper +15% Y/Y, Cobalt -46%, Zinc -21%, Lead -8%, Nickel -2%, Gold -44%, Silver +2%. FY Guidance: Copper, Zinc & Nickel maintained. Mid-points of Energy Coal +1Mt & Steelmaking Coal -1Mt. Copper & Zinc guidance maintained despite "completion of the Kidd mine sale ... implies a like-for-like upgrade in the guidance mid-points". (Glencore)

Greggs (GRGS LN) - H1 2026 (GBP): Revenue 1.1bln (exp. 1.09bln), Franchised LFL sales +1.3%, Managed LFL sales +2.1%. FY Guidance: confirmed. (Greggs)

Hermes International (RMS FP) - H1 2026 (EUR): Revenue 8.16bln (exp. 8.15bln), Net 2.24bln. Notable sales acceleration in France, Japan and the Middle East. CEO: "look to H2 with confidence". (Hermes)

Hexagon (HEXAB SS) Q2 2026 (EUR): Revenue 1.05bln (exp. 0.998bln), EBIT 272mln (prev. 260mln), EPS 0.092 (prev. 0.063). (Hexagon).

Krones (KRN GY) - Q2 2026 (EUR): Revenue 1.34bln (exp. 1.33bln). Order intake remains strong. FY Guidance: confirmed. (Krones)

Legrand (LR FP) - H1 2026 (EUR): Sales 5.4bln (exp. 5.3bln). FY Guidance: Sales growth 16-18% (prev. guided 10-15%), organic growth 8-10% (prev. guided 4-7%), acquisition growth 8% (prev. 6-8%). (Businesswire)

Logitech International (LOGN SW) - Q1 2026 (USD): adj. EPS 1.85 (exp. 1.32), Revenue 1.23bln (exp. 1.20bln). Pointing Devices delivered double-digit growth. Adj. operating income +14% Y/Y ex-tariff refunds. CEO said innovation and stronger brand marketing supported growth across core categories; CFO highlighted operational discipline, resilient gross margins and robust cash flow generation. Sees Q2 revenue between 1.19-1.22bln (exp. 1.23bln). (Logitech)

Nexi (NEXI IM) - H1 2026 (EUR): Revenue 1.74bln (exp. 1.73bln), EBITDA 870mln (prev. 869mln), PBT 542mln (prev. 508mln), Net 354mln (prev. 331mln). FY Guidance: confirmed. (Nexi)

Nordex (NDX1 GY) - Q2 2026 (EUR): Sales 2.18bln (exp. 2.11bln), EBITDA 223.8mln (exp. 189mln), net income 111mln (prev. 31mln Y/Y). (EQS)

Plus 500 (PLUS LN) - To power US futures trading for Wealthsimple in Canada. (Plus 500)

Porsche AG (P911 GY) H1 2026 (EUR): Revenue 17.2bln (exp. 17.2bln), Operating 1.35bln (exp. 1.22bln). FY Guidance (maintained): Revenue 35-36bln (exp. 35.2bln). Will provide a comprehensive insight into “Sportwagenschmiede 35” strategy and its long-term focus at the Capital Markets Day on 7th October. (EQS)

Redeia (RED SM) - Q1 2026 (EUR): Revenue 429mln (exp. 426mln). (Redeia)

Remy Cointreau (RCO FP) - Q1 2026 (EUR): Revenue 223mln (exp. 219mln), Cognac +7.7%, Liquers & Spirits -6.6%. Confirms guidance. (Remy)

Reckitt Benckiser (RKT LN) - Q2 2026 (GBP): Revenue 3.17bln (exp. 3.01bln), LFL growth 4.7% (exp. 3.6%). GBP 500mln of shares to be repurchased over the next 12-months. FY Guidance: maintained. (Reckitt)

Telefonica (TEF SM) - Q2 2026 (EUR): 2.93bln (prev. 2.91bln), Revenue 8.3bln (prev. 8.9bln). FY Guidance: adj. OpCal upgraded to >3% (prev. guided >2%). (Telefonica)

Weir Group (WEIR LN) - H1 2026 (GBP): Revenue 1.27bln (prev. 1.2bln), PBT 196mln (prev. 213mln). Dividend of 0.20/shr (prev. 0.196/shr). FY Guidance: maintained. (Weir)

Diageo (DGE LN) downgraded to Hold from Buy at Deutsche Bank

Kering (KER FP) upgraded to Buy from Hold at HSBC

29 Jul 2026 - 07:05- MetalsEU Research- Source: Newsquawk