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Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki

ODDO : 2026 : toujours une histoire de momentum

L’année 2026 verra, selon nous, une poursuite de la thématique momentum, aux dépens des styles value et qualité. Nous anticipons une accélération de l’amélioration de la marge (71 pb vs 36 pb en 2025e), tirée par le levier opérationnel, le pricing et la poursuite ou l’intensification des restructurations, ceci dans un environnement de croissance du CA toujours soutenue (5.1%e vs ~4.9% en 2025e). Si quelques dynamiques devraient rester fortes (datacenters, grid, rail, etc), d’autres émergeront (r...

Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki

ODDO : 2026: still a momentum story

We expect that 2026 will see a continuation of the momentum theme, at the expense of value and quality styles. We expect margin improvement to accelerate (71bp vs 36bp in 2025e), driven by operating leverage, pricing and continued or intensified restructuring, against a backdrop of sustained sales growth (5.1%e vs ~4.9% in 2025e). While some dynamics are likely to remain strong (data centres, grid, rail, etc), others will take shape (Europe residential and US trucks in H2) or accelerate (semicon...

Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki
Delphine Brault ... (+2)
  • Delphine Brault
  • Nathan Mietlicki

Legrand SA: 1 director

A director at Legrand SA bought 400 shares at 130.000EUR and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...

VRS RESEARCH TEAM
  • VRS RESEARCH TEAM

LEGRAND S.A. Flash Note

Legrand SA, formerly Legrand SNC, is a France-based company. The Company predominantly specializes in electrical and digital building infrastructure. Its range of products are suitable for the commercial, industrial, and residential segments of the low voltage market. The Company has commercial and industrial operations in over 90 countries.

 PRESS RELEASE

Legrand Acquires Avtron Power Solutions, a Global Provider of Load Ban...

Legrand Acquires Avtron Power Solutions, a Global Provider of Load Banks & Power Quality Solutions WEST HARTFORD, Conn., Nov. 07, 2025 (GLOBE NEWSWIRE) -- , a global leader in electrical and digital building infrastructures, announced that it has acquired , a leading global provider of load banks and power quality solutions that serve a wide range of high-growth markets where reliable delivery of power is required. Avtron employs 600 people, operates five sites across North America and Europe, and is expected to generate nearly $350 million in revenue in 2025. With a commitment to innovat...

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