reports
- Carole Braudeau
- Carole Braudeau
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Emira Sagaama
- Michael B. Schäfer
SOP SOPRA STERIA GROUP SA
TFI TELEVISION FRANCAISE 1 SA
VETO VETOQUINOL SA
LSS LECTRA SA
EBRO EBRO FOODS SA
MBB MBB INDUSTRIES SE
G24 SCOUT24 AG
ELIS ELIS SA
MAREL MAREL HF.
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
DLG DE'LONGHI S.P.A.
FDR FLUIDRA S.A.
MELE MELEXIS NV
SPIE SPIE SA
GLPG GALAPAGOS NV
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
DUFN DUFRY AG
RUI RUBIS SCA
ALD ALD SA
BFSA BEFESA SA
VOS VOSSLOH AG
WAVE WAVESTONE SA
CLA CLARANOVA SE
ZEL PHARMA MAR SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
TE TECHNIP ENERGIES NV
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
FLOW FLOW TRADERS LTD
PLX PLUXEE NV
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
DETNOR AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
DETNOR AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
FDR FLUIDRA S.A.
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Ignacio Romero
FLUIDRA: 9M’24 RESULTS AND T.P. UPGRADE (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Sales: € 466.0 M (+6.6% vs. +7.9% BS(e) and +4.8% consensus); EBITDA: € 90.21 M (+15.7% vs. +14.4% BS(e) and +11.8% consensus); Net Profit: € 82.0 M (+182.8%). 9M'24 vs. 9M'23 Results Sales: € 1.637 Bn (+0.9% vs. +1.2% BS(e) and +0.4% consensus); EBITDA: € 386.0 M (+5.5% vs. +5.2% BS(e) and +4.6% consensus); Net Profit: € 194.0 M (+7.8%).
- Carole Braudeau
- Rafael Bonardell
EBRO FOODS: 3Q’24 RESULTS AND T.P. UPGRADE (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Sales: € 766.68 M (+2.4% vs. +3.1% BS(e) and +2.4% consensus); EBITDA: € 97.49 M (+8.8% vs. +2.6% BS(e) and +3.2% consensus); 9M'24 vs. 9M'23 Results Sales: € 2.347 Bn (+1.7% vs. +2.0% BS(e) and +1.7% consensus); EBITDA: € 308.02 M (+8.3% vs. +6.4% BS(e) and +6.6% consensus);
- Carole Braudeau
- Luis de Toledo Heras
Fluidra : In line 9M 2024 results reflect long path to growth recovery
>Results broadly in line with estimates (higher sales, lower margins) - Results broadly in line with our estimates and consensus estimates (-1.3% and +0.8% respectively at adjusted EBITDA in 9M 2024), with sales growth across all regions and Europe returning to growth since Q1 2022. EBITDA margin stands at 23.6% (+100bp above 9M 2023 figures but still somewhat below our estimates). Q3 2024 EBITDA margin stood at 19.3% down from 25.3% in H1 2024 (but up from 17.8% in Q...
- Delphine Brault
- Quentin Borie
Siemens AG : Siemens to acquire Altair for $ 10.6bn and finance the de...
>Altair offers Siemens a world no. 2 spot in EDA simulation and PLM - Siemens yesterday evening confirmed its plan to acquire Altair for $ 113 a share or $ 10.6bn, which is a premium of 19% to the closing price on 21 October (ahead of the Bloomberg articles announcing a deal in the works on Siemens’ part). Altair provides software and cloud solutions in simulation, HPC (High-Performance Computing) and data analytics (IA, data intelligence, etc). It is expected to...
- Javier Esteban
CAIXABANK: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results NII: € 2.79 Bn (+2% vs. -1.2% BS(e) and +0.6% consensus); Total Revenues: € 4.09 Bn (+1.9% vs. -0.3% BS(e) and +0.9% consensus); Operating Income: € 2.56 Bn (+0.6% vs. -2.3% BS(e) and -0.9% consensus); Net Profit pre AT1: € 1.57 Bn (+3.3% vs. +1% BS(e) and 0.7% consensus). 3Q'24 vs. 2Q'24 Results NII: € 2.79 Bn (+0.1% vs. -3% BS(e) and -1.3% consensus); Total Revenues: € 4.09 Bn (-2.7% vs. -4.8% BS(e) and -3.6% consensus); Operating Income: € 2.56 Bn (-4.8% vs. -7.5% BS(...
- Ignacio Romero
FLUIDRA: RDOS. 9MESES’24 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABA...
Rdos. 3T'24 vs 3T'23: Ventas: 466,0 M euros (+6,6% vs +7,9% BS(e) y +4,8% consenso); EBITDA: 90,21 M euros (+15,7% vs +14,4% BS(e) y +11,8% consenso); BDI: 82,0 M euros (+182,8% vs n/a BS(e) y n/a consenso). Rdos. 9meses'24 vs 9meses'23: Ventas: 1.637 M euros (+0,9% vs +1,2% BS(e) y +0,4% consenso); EBITDA: 386,0 M euros (+5,5% vs +5,2% BS(e) y +4,6% consenso); BDI: 194,0 M euros (+7,8% vs n/a BS(e) y n/a consenso).
- Olfa Taamallah
- Yan Derocles
Airbus Group : Reassuring numbers – likely higher tax rate in France t...
>Solid Q3 2024 figures for all divisions - Airbus yesterday evening reported solid Q3 2024 numbers, which beat expectations by 17.2% for adjusted EBIT at € 1.407bn, +38.9% y-o-y (ODDO BHF: € 1.179bn, company-compiled consensus: € 1.201bn) for revenues of € 15.7bn. All the divisions fared better than expected, with the strongest beat coming from Airbus Commercial in absolute value terms (+€ 119m). The Airbus Commercial margin improved by as much as 60bp y-o-y to 9.2% w...
- Alvaro del Pozo
AIRBUS: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: Ventas: 15.689 M euros (+5,3% vs +1,5% BS(e) y +2,7% consenso); EBIT: 1.407 M euros (+38,9% vs +25,8% BS(e) y +18,6% consenso); BDI: 1.050 M euros (+12,1% vs +3,0% BS(e) y -2,0% consenso). Rdos. 9meses'24 vs 9meses'23: Ventas: 44.514 M euros (+4,6% vs +3,2% BS(e) y +3,7% consenso); EBIT: 2.798 M euros (-22,9% vs -26,6% BS(e) y -28,6% consenso); BDI: 2.137 M euros (-22,8% vs -25,9% BS(e) y -27,6% consenso).
- Arancha Pineiro
AB INBEV: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: Ventas: 15.046 M dólares (-3,4% vs +2,1% BS(e) y 0,0% consenso); EBITDA: 5.424 M dólares (-0,1% vs +4,8% BS(e) y +5,2% consenso); BDI: 1.971 M dólares (+13,6% vs +1,0% BS(e) y +6,2% consenso); Rdos. 9meses'24 vs 9meses'23: Ventas: 44.926 M dólares (0,0% vs +1,9% BS(e) y +1,2% consenso); EBITDA: 15.713 M dólares (+4,1% vs +5,8% BS(e) y +6,0% consenso); BDI: 5.291 M dólares (+17,7% vs -26,2% BS(e) y +14,8% consenso).
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
AXA : Operational trends remain favourable
>Continued strong revenue growth at group level - Yesterday after trading, AXA published its 9M activity indicators and is to hold a conference call this morning. Total group revenue was € 84,012m (+6.7% reported, +7% l-f-l vs average annual growth targeted at 5% between 2023 and 2026) a shade below the consensus (€ 84,142m) very slightly below our forecast (€ 84,562m). In P&C, revenue was € 44,466m (+7% l-f-l), up for both the personal (+6%) and commercial lines (+7...
Fluidra Achieves Sales of €1,637 Million and Expands EBITDA Margin in ...
BARCELONA, Spain--(BUSINESS WIRE)-- Fluidra, the global leader in equipment and connected solutions in the pool and wellness sector, achieved sales of €1,637 million in the first nine months of 2024, up 1%. With this performance, the Group returns to growth, on the back of strong Q3 sales driven by higher volumes. EBITDA of €386 million, with 23.6% margin, was up 5.6% despite inflation in operating expenses. This was due to strong gross margin expansion, driven by the Simplification Program, together with positive geographic mix effects and lower raw material costs. Cash Net Profit reached 1...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.