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EarningsReview / Equity
- FY in line, guidance coming short of consensus by BNP Paribas
- Value Trap: Further Downside ‘On Tap’ | Bigger M&A ‘Beyond Beer’ from New CEO is a Key Watch by BNP Paribas
- Reassuring end to the year, inflection ahead by BNP Paribas
- Non material data changes by BNP Paribas
- Mixed read across from Alcon’s 4Q25 print by BNP Paribas
- Supply chain and service operations tour by BNP Paribas
- EPS upgrades are a rare treat this season by BNP Paribas
- Ok start to F26; ETG margins impacted by mix by BNP Paribas
- Driving in an uncomfortably low raw material price scenario by BNP Paribas
- FY25 postview: 2025 year of inflection, 2026 year of recovery? by BNP Paribas
- FDA approves Merck’s NUMELVI, finally by BNP Paribas
- Margin Miss Overshadows Demand Tailwinds by BNP Paribas
- Guidance essentially in line; looking for deal flow commentary by BNP Paribas
- FQ4’26 first take: Small beat on growth, but no meaningful acceleration yet by BNP Paribas
- Soft Q4, unchanged 2026 guide by BNP Paribas
- FQ4 postview: Signalling for sustained ~30% revenue growth by BNP Paribas
- EDP - Strong 4Q25 results, lower net debt, guidance unchanged by JB Capital Markets
- Mota Engil - Uneventful 4Q25, focus should be on CMD by JB Capital Markets
- ACS - 4Q25 Results: Dragados execution and stronger FCF by JB Capital Markets
- Neinor Homes - Steady 2H25 Results, FY26 upgrade targets now in focus by JB Capital Markets
- 4Q25 results: Solid P&L supported by improved distributions by BNP Paribas
- Solid Q4 2025 results for the businesses that had not reported yet by BNP Paribas
- All eyes on execution by BNP Paribas
- Q4 25 results: All in-line and leaving some room for upside by BNP Paribas
- Time to breathe after consistent strong delivery by BNP Paribas