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EarningsReview / Equity
- Q2’2025 a bigger miss than feared by BNP Paribas Exane
- Quality print, further capacity increases under consideration by BNP Paribas Exane
- Q2'25 results: strong orders (led by SCS), solid execution by BNP Paribas Exane
- Q2'25 results: Decent beat and +3% FY upgrade; CFO stepping down by BNP Paribas Exane
- Q225 results: Organic guidance downgrade worse than feared, margins better by BNP Paribas Exane
- Strong FQ3 25 results, sales/adj. EBIT 1%/8% above, FY guide u/g mainly tariffs driven by BNP Paribas Exane
- 2Q25 results: In line P&L better capital by BNP Paribas Exane
- 1H25 first take - Unsurprisingly in line by BNP Paribas Exane
- FQ3'25 First Take: Sage sustains 8.97% org. growth, FY guide reiterated by BNP Paribas Exane
- H1 earnings ahead of budget by BNP Paribas Exane
- INVEST SECURITIES - GRIFOLS : Un rebond consistant et rassurant - ACHAT, OC 16€ by Invest Securities
- 1H25 results: 3% EBIT beat with 2Q growth at +9% and leather +15% by BNP Paribas Exane
- INVEST SECURITIES - AUDACIA : Excellent S1 25, trajectoire S2 à préciser - ACHAT, OC 9,8€ by Invest Securities
- FQ3 25 results first-take: big deceleration in Q3 and cut to FY 25 guidance to weigh on the stock by BNP Paribas Exane
- L’ORÉAL: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- Oryzon - Healthy BS as of 2Q25 but focus remains on PORTICO-2 by JB Capital Markets
- H1-25 First Take by BNP Paribas Exane
- 1H25 first take - Copper cash cost guidance moving lower, divi light, FCF better on lower capex by BNP Paribas Exane
- SANTANDER: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell
- SOOP (067160 KS) by HSBC
- Q2 results broadly in-line by BNP Paribas Exane
- Compagnie Des Alpes - Un T3 en tout schuss by MidCap Partners
- SMCP - Très belle performance by MidCap Partners
- LISI - Les nuages s’évanouissent by MidCap Partners
- SACYR: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL) by Sabadell