reports
- 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
- Louis Boujard
- CFA
- Philippe Ourpatian
DHLN DHL GROUP
FP TOTAL SE
PEO BANK POLSKA KASA OPIEKI SA
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ADS ADIDAS AG
PUM PUMA SE
ORA ORANGE SA
SSAB A SSAB AB CLASS A
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
EBS ERSTE GROUP BANK AG
ALV ALLIANZ SE
OMV OMV AG
AMUN AMUNDI SA
KOMB KOMERCNI BANKA A.S.
DSV DSV PANALPINA A/S
CARL B CARLSBERG A/S CLASS B
BAS BASF SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
WPP WPP PLC
REP REPSOL SA
NEM NEMETSCHEK SE
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
AMS AMADEUS IT GROUP SA CLASS A
KGX KION GROUP AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
MAP MAPFRE SA
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
INX IMCD N.V.
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
SNP PETROM S.A.
AZN ASTRAZENECA PLC
DHER DELIVERY HERO SE
DWS DWS GROUP GMBH & CO. KGAA
8TRA TRATON SE
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
EPI A EPIROC AB
CTPNV CTP NV
STMN STRAUMANN HOLDING AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
H2O HIDROELECTRICA S.A.
SDZ SANDOZ GROUP AG
CVC CVC CAPITAL PARTNERS PLC
AMRZ AMRIZE AG
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Louis Boujard
- CFA
- Philippe Ourpatian
DHLN DHL GROUP
FP TOTAL SE
PEO BANK POLSKA KASA OPIEKI SA
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ADS ADIDAS AG
PUM PUMA SE
ORA ORANGE SA
SSAB A SSAB AB CLASS A
FORTUM FORTUM OYJ
WTB WHITBREAD PLC
DAI DAIMLER AG
EBS ERSTE GROUP BANK AG
ALV ALLIANZ SE
OMV OMV AG
AMUN AMUNDI SA
KOMB KOMERCNI BANKA A.S.
DSV DSV PANALPINA A/S
CARL B CARLSBERG A/S CLASS B
BAS BASF SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
WPP WPP PLC
REP REPSOL SA
NEM NEMETSCHEK SE
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
AMS AMADEUS IT GROUP SA CLASS A
KGX KION GROUP AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
MAP MAPFRE SA
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
INX IMCD N.V.
INGA ING GROEP NV
SAN BANCO SANTANDER S.A.
SNP PETROM S.A.
AZN ASTRAZENECA PLC
DHER DELIVERY HERO SE
DWS DWS GROUP GMBH & CO. KGAA
8TRA TRATON SE
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
EPI A EPIROC AB
CTPNV CTP NV
STMN STRAUMANN HOLDING AG
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
H2O HIDROELECTRICA S.A.
SDZ SANDOZ GROUP AG
CVC CVC CAPITAL PARTNERS PLC
AMRZ AMRIZE AG
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
ULVR UNILEVER PLC
- Ignacio Romero
- Fehmi Ben Naamane
- Johanna Jourdain
- Arancha Pineiro
- Oscar Rodriguez
- Luis Arredondo
- 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
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...
- Fehmi Ben Naamane
- Johanna Jourdain
- 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...
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
GLE SOCIETE GENERALE S.A. CLASS A
SYV SACYR S.A.
REP REPSOL SA
AMS AMADEUS IT GROUP SA CLASS A
ENC ENCE ENERGIA Y CELULOSA SA
CABK CAIXABANK SA
CLNX CELLNEX TELECOM S.A.
AMP AMPER S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
MTL ARCELORMITTAL
INGA ING GROEP N.V.
VOW VOLKSWAGEN (VOW GR)
PUIG PUIG BRANDS
- Rafael Bonardell
- Rafael Bonardell
- Rafael Bonardell
- Anthony Dick
- Michael Foundoukidis
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
EXE EXEL INDUSTRIES SA
BIO BB BIOTECH AG
KORI KORIAN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
FII LISI SA
GBT GUERBET SA
FNAC FNAC DARTY SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
SAVE SAVENCIA SA
CTAC CTAC N.V.
VIS VISCOFAN S.A.
AOF ATOSS SOFTWARE AG
CARM CARMILA SAS
SEFER SERGEFERRARI GROUP SA
LIGHT SIGNIFY NV
ARG ARGAN SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VLTSA VOLTALIA
AXS ACCSYS TECHNOLOGIES
FTG111 FLATEXDEGIRO AG
TKO TIKEHAU CAPITAL SCA
VOS VOSSLOH AG
RBO ROCHE BOBOIS INTERNATIONAL SAS
TCH TECHNICOLOR SA
WDP WAREHOUSES DE PAUW SCA
FLOW FLOW TRADERS LTD
TUI TUI AG
PFSE PFISTERER HOLDING SE
DIA DISTRIBUIDORA INTERNACIONAL DE ALIMENTACION SA
IFCN INFICON HOLDING AG
1AST ASTA ENERGY SOLUTIONS AG
- Jean-François Granjon
- Sarra Maatki
EO FAURECIA SA
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
EXE EXEL INDUSTRIES SA
BIO BB BIOTECH AG
KORI KORIAN SA
ASY ASSYSTEM SA
SWP SWORD GROUP SE
CGM CEGEDIM SA
FII LISI SA
GBT GUERBET SA
FNAC FNAC DARTY SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
SAVE SAVENCIA SA
CTAC CTAC N.V.
VIS VISCOFAN S.A.
AOF ATOSS SOFTWARE AG
CARM CARMILA SAS
SEFER SERGEFERRARI GROUP SA
LIGHT SIGNIFY NV
ARG ARGAN SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
VLTSA VOLTALIA
AXS ACCSYS TECHNOLOGIES
FTG111 FLATEXDEGIRO AG
TKO TIKEHAU CAPITAL SCA
VOS VOSSLOH AG
RBO ROCHE BOBOIS INTERNATIONAL SAS
TCH TECHNICOLOR SA
WDP WAREHOUSES DE PAUW SCA
FLOW FLOW TRADERS LTD
TUI TUI AG
PFSE PFISTERER HOLDING SE
DIA DISTRIBUIDORA INTERNACIONAL DE ALIMENTACION SA
IFCN INFICON HOLDING AG
1AST ASTA ENERGY SOLUTIONS AG
- Juan Ros-Padilla
- 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 ...
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