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Ignacio Romero
  • Ignacio Romero

LOGISTA: 1H’26 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'26 vs. 2Q'25: Sales: € 450 M (-1.7% vs. -3.7% BS(e)); Adjusted EBIT: € 95 M (-8.7% vs. -15.0% BS(e)); Net Profit: € 65 M (-12.2% vs. -13.5% BS(e)). 1H'26 vs. 1H'25: Sales: € 904 M (-1.3% vs. -2.3% BS(e)); Adjusted EBIT: € 195 M (-3.5% vs. -6.7% BS(e)); Net Profit: € 136 M (-9.9% vs. -10.6% BS(e)).

Oscar Rodriguez
  • Oscar Rodriguez

ARCELORMITTAL: 1Q’26 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'26 vs. 1Q'25 Results EBITDA: € 1.68 Bn (+6.3% vs. +2.5% BS(e) and +4.7% consensus); Net Profit: € 575 M (-28.6% vs. -35.8% BS(e) and -38.1% consensus).

Ignacio Romero
  • Ignacio Romero

LOGISTA: MENSAJES DE LA CONFERENCE CALL RDOS. 1S’26 (ANÁLISIS BANCO SA...

No ha habido muchas novedades en la conference call frente a lo adelantado

Oscar Rodriguez
  • Oscar Rodriguez

ARCELORMITTAL: RDOS. 1T’26 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'26 vs 1T'25: EBITDA: 1.679 M euros (+6,3% vs +2,5% BS(e) y +4,7% consenso); BDI: 575 M euros (-28,6% vs -35,8% BS(e) y -38,1% consenso).

Luis Arredondo
  • Luis Arredondo

FCC: RDOS. 1T’26 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'26 vs 1T'25: Ventas: 2.399 M euros (+10,0% vs +7,8% BS(e)); EBITDA: 345,5 M euros (+6,5% vs +7,2% BS(e)).

Ignacio Romero
  • Ignacio Romero

LOGISTA: RDOS. 1S’26 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'26 vs 2T'25: Ventas: 450 M euros (-1,7% vs -3,7% BS(e)); EBIT ajustado: 95 M euros (-8,7% vs -15,0% BS(e)); BDI: 65 M euros (-12,2% vs -13,5% BS(e)). Rdos. 1S'26 vs 1S'25: Ventas: 904 M euros (-1,3% vs -2,3% BS(e)); EBIT ajustado: 195 M euros (-3,5% vs -6,7% BS(e)); BDI: 136 M euros (-9,9% vs -10,6% BS(e)). L

Research Department
  • Research Department

IBERIAN DAILY 30 APRIL + 1Q'26 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...

NEWS SUMMARY: AMADEUS, AMPER, ARCELOR, BBVA, CAIXABANK, CELLNEX, ENCE, PUIG, REPSOL, SACYR. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’26 results to be released over the coming days in Spain. Fears of new US attack return European and US markets fell ahead of the Fed meeting and the results releases of the Magnificent 4 in the US. In a falling STOXX 600, the best perfo...

Research Department
  • Research Department

INFORME DIARIO 30 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMADEUS, AMPER, ARCELOR, BBVA, CAIXABANK, CELLNEX, ENCE, PUIG, REPSOL, SACYR. EUROPA: BNP PARIBAS, DHL, ING, SCHNEIDER, SOCIÉTÉ GÉNÉRALE, VOLKSWAGEN. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’26 que se publicarán en España y Europa en los próximos días. Vuelven los miedos a nuevo ataque estadouniden...

Rafael Bonardell
  • Rafael Bonardell

AENA: MENSAJES DE LA CONFERENCE CALL RDOS. 1T'26 (ANÁLISIS BANCO SABAD...

De la conference call de Rdos. 1T’26 destacamos:  Guidance tráfico 2026: es probable que el tráfico se revise

Rafael Bonardell
  • Rafael Bonardell

AENA: 1Q’26 RESULTS AND T.P. INCREASE (ANÁLISIS BANCO SABADELL)

1Q'26 vs. 1Q'25 Results Sales: € 1.48 Bn (+11.6% vs. +8.2% BS(e) and +6.8% consensus); EBITDA: € 661.1 M (+2.7% vs. +5.4% BS(e) and +6.0% consensus); Net Profit: € 329.4 M (+9.3% vs. +6.4% BS(e) and +2.5% consensus);

Rafael Bonardell
  • Rafael Bonardell

AENA: RDOS. 1T’26 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABADELL)

Rdos. 1T'26 vs 1T'25: Ventas: 1.480 M euros (+11,6% vs +8,2% BS(e) y +6,8% consenso); EBITDA: 661,1 M euros (+2,7% vs +5,4% BS(e) y +6,0% consenso); BDI: 329,4 M euros (+9,3% vs +6,4% BS(e) y +2,5% consenso).

Research Department
  • Research Department

IBERIAN DAILY 17 APRIL + 1Q’26 RESULTS. PREVIEWS (ANÁLISIS BANCO SABAD...

NEWS SUMMARY: AENA, AMPER, IAG, INDRA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’26 results to be released over the coming days in Spain. Geopolitics affecting the market European stock markets closed with mixed results in a still challenging environment. While the US secretary of defence, Pete Hegseth, threatened to immediately resume the war if Iran does not accept ...

Research Department
  • Research Department

INFORME DIARIO 17 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, AMPER, IAG, INDRA. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’26 que se publicarán en España y Europa en los próximos días. Un mercado vulnerable a la geopolítica Las bolsas europeas cerraron signo mixto en un entorno todavía complejo. Mientras el secretario de Guerra estadounidense, P. Hegset...

Research Department
  • Research Department

IBERIAN DAILY 31 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AENA, CAF, GRIFOLS, NEINOR HOMES. Stock markets amid doubts of an excessive correction and the deterioration of the Gulf prospects Stock markets fluctuated within a narrow range yesterday at around last week’s close. The deterioration of prospects regarding a rapid solution to the conflict with the arrival of US troops to the region and the entry of Yemen’s Houthi rebels had a negative impact. On another note, several investment banks outlined that the correction is starting to b...

Research Department
  • Research Department

INFORME DIARIO 31 MARZO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, CAF, GRIFOLS, NEINOR HOMES. Las bolsas dudan entre si el castigo acumulado ha sido excesivo, y el deterioro de perspectivas en el Golfo Las bolsas se mantuvieron durante toda la sesión oscilando en un rango estrecho en torno a los cierres de la semana pasada. Por una parte, pesó negativamente el deterioro de perspectivas respecto a una resolución rápida del conflicto con la llegada de tropas estadounidenses a la región y la entrada de los Hut...

Fomento De Construcciones Y Contratas: 1 director

A director at Fomento De Construcciones Y Contratas bought 1,777 shares at 10.540EUR and the significance rating of the trade was 52/100. 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...

Luis Arredondo
  • Luis Arredondo

FCC: 4Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'25 vs. 4Q'24 Results Sales: € 2.649 Bn (+5.1% vs. +4.2% BS(e)); EBITDA: € 360.5 M (-19.8% vs. -1.6% BS(e)); FY2025 vs. FY2024 Results Sales: € 9.7 Bn (+6.9% vs. +6.7% BS(e)); EBITDA: € 1.419 Bn (-1.1% vs. +4.6% BS(e)); EBIT: € 594.5 M (-18.0% vs. -1.0% BS(e));

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