Report
Delphine Brault ...
  • Quentin Borie

Atlas Copco : Q3 2024 preview: consensus too cautious on order intake

>We forecast 3pp upside on organic growth for order intake in Q3 - For Q3 2024, we forecast an organic growth in order intake of 6% y-o-y (vs the consensus at 3% after the downward adjustment over the summer). In light of recent comments, we have adjusted our forecasts and now anticipate: i/ a recovery that is slower than initially expected on semiconductors (a slight sequential recovery before an acceleration in 2025); and ii/ a demand environment lastingly impacted ...
Underlying
ATLAS COPCO AB

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Delphine Brault

Quentin Borie

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch