reports
- Luis Arredondo
SACYR: RDOS. 4T’25 Y CAMBIO DE P.O. A BAJO REVISIÓN (ANÁLISIS BANCO SA...
Rdos. 2025 vs 2024: Ventas: 4.660 M euros (+1,9% vs +2,4% BS(e) y +2,0% consenso); EBITDA: 1.358 M euros (+0,4% vs +2,4% BS(e) y +1,4% consenso); EBIT: 1.089 M euros (-11,1% vs -15,7% BS(e) y -13,2% consenso); BDI: 86,0 M euros (-23,9% vs -25,6% BS(e) y -23,0% consenso);
- Luis Arredondo
FCC: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'25 vs 4T'24: Ventas: 2.649 M euros (+5,1% vs +4,2% BS(e)); EBITDA: 360,5 M euros (-19,8% vs -1,6% BS(e)); Rdos. 2025 vs 2024: Ventas: 9.700 M euros (+6,9% vs +6,7% BS(e)); EBITDA: 1.419 M euros (-1,1% vs +4,6% BS(e)); EBIT: 594,5 M euros (-18,0% vs -1,0% BS(e));
- Ana Arjona-Martinez
- Research Department
IBERIAN DAILY 27 FEBRUARY + 4Q'25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, ACERINOX, AMADEUS, CELLNEX, COLONIAL, ELECTRICITY SECTOR, FCC, GLOBAL DOMINION, GRIFOLS, IAG, MERLIN, OHLA, REDEIA, SACYR, SOLARIA, VISCOFAN. 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 4Q’25 results to be released over the coming days in Spain. Doubts continue to plague Nasdaq, but software rallies after harsh punishment European s...
ACX ACERINOX SA
SYV SACYR S.A.
GRF GRIFOLS S.A. CLASS A
OHL OBRASCON HUARTE LAIN SA
ANA ACCIONA SA
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AMS AMADEUS IT GROUP SA CLASS A
DOM GLOBAL DOMINION ACCESS SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
RE21 RED ELECTRICA CORP. S.A.
GRF SM GRIFOLS (GRF SM)
COL.SM COLONIAL
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- Benoit Valleaux
- Steven Gould
- Research Department
INFORME DIARIO 27 FEBRERO + RDOS. ESPAÑA Y EUROPA. PREVIEWS (ANÁLISIS ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, ACERINOX, AMADEUS, CELLNEX, COLONIAL, FCC, GLOBAL DOMINION, GRIFOLS, IAG, MERLIN, OHLA, REDEIA, S. ELÉCTRICO, SACYR, SOLARIA, VISCOFAN. EUROPA:.n/a. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Siguen las dudas en e...
ACX ACERINOX SA
SYV SACYR S.A.
OHL OBRASCON HUARTE LAIN SA
ANA ACCIONA SA
VIS VISCOFAN S.A.
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AMS AMADEUS IT GROUP SA CLASS A
DOM GLOBAL DOMINION ACCESS SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
RE21 RED ELECTRICA CORP. S.A.
COL SM INMOBILIARIA COLONIAL (COL SM)
GRF SM GRIFOLS (GRF SM)
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Benoit Valleaux
- Steven Gould
- Oliver Metzger
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
NXI NEXITY SA CLASS A
SBMO SBM OFFSHORE NV
MF WENDEL SE
POM PLASTIC OMNIUM SE
ITP INTERPARFUMS
GXI GERRESHEIMER AG
FNAC FNAC DARTY SA
ATE ALTEN SA
EBRO EBRO FOODS SA
G24 SCOUT24 AG
GLB GLANBIA PLC
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SUN SULZER AG
VRNL VERNEUIL PARTICIPATIONS
AIXA AIXTRON SE
FTON FEINTOOL INTERNATIONAL HOLDING AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
RIEN RIETER HOLDING AG
EMMN EMMI AG
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
EDR EDREAMS ODIGEO SA
CON CONZZETA AG
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
WLN WORLDLINE SA
FNTN FREENET AG
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
TRP TERAPLAST
FTG111 FLATEXDEGIRO AG
HOME NEINOR HOMES SA
BFSA BEFESA SA
NFN NFON AG
GRE GRENERGY RENOVABLES
FQT FREQUENTIS AG WIENER
UPG UNIFIEDPOST GROUP
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
ALAFY AFYREN
DEME DEME GROUP NV
ADTN ADTRAN HOLDINGS INC
7V0 DARWIN AG
SHUR SHURGARD SELF STORAGE LIMITED
ACAG AUSTRIACARD HOLDINGS AG
PLNW PLANISWARE
CO CASINO GUICHARD-PERRACHON
4X0 STEYR MOTORS AG
- Ignacio Romero
CIE AUTOMOTIVE: FY2025 RESULTS (ANÁLISIS BANCO SABADELL)
4Q'25 vs. 4Q'24 Results Sales: € 948.0 M (+0.1% vs. -1.8% BS(e) and -0.2% consensus); EBITDA: € 182.6 M (+8.2% vs. +5.0% BS(e) and +5.5% consensus); Net Profit: € 69.5 M (+3.4% vs. +15.8% BS(e) and +11.3% consensus); FY2025 vs. FY2024 Results Sales: € 3.922 Bn (-1.0% vs. -1.4% BS(e) and -1.0% consensus); EBITDA: € 746.6 M (+2.6% vs. +1.8% BS(e) and +1.9% consensus); Net Profit: € 335.7 M (+3.0% vs. +5.5% BS(e) and +4.6% consensus);
Neinor records €122mn FY25 Net Income after executing largest M&A in S...
Neinor records €122mn FY25 Net Income after executing largest M&A in Spanish Residential of the last decade MADRID, Feb. 26, 2026 (GLOBE NEWSWIRE) -- Neinor Homes (“Neinor”) closed FY25 with standout operational and financial results. During FY25 and excluding the impact from acquiring a 79.2% stake in AEDAS, Neinor has notarized a total of 2,901 housing units, of which 1,891 corresponded to the fully owned portfolio and 1,010 to the Asset Management business. Total revenues for 2025 reached €697mn. Borja García-Egotxeaga, CEO of Neinor Homes, commented: “This was a transformational year...
- Oliver Metzger
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
NXI NEXITY SA CLASS A
SBMO SBM OFFSHORE NV
MF WENDEL SE
POM PLASTIC OMNIUM SE
ITP INTERPARFUMS
GXI GERRESHEIMER AG
FNAC FNAC DARTY SA
ATE ALTEN SA
EBRO EBRO FOODS SA
G24 SCOUT24 AG
GLB GLANBIA PLC
MTELEKOM MAGYAR TELEKOM TELECOMMUNICATIONS
SUN SULZER AG
VRNL VERNEUIL PARTICIPATIONS
AIXA AIXTRON SE
FTON FEINTOOL INTERNATIONAL HOLDING AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
RIEN RIETER HOLDING AG
EMMN EMMI AG
CIE CIE AUTOMOTIVE S.A.
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
EDR EDREAMS ODIGEO SA
CON CONZZETA AG
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
CSM CORBION NV
WLN WORLDLINE SA
FNTN FREENET AG
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
TRP TERAPLAST
FTG111 FLATEXDEGIRO AG
HOME NEINOR HOMES SA
BFSA BEFESA SA
NFN NFON AG
GRE GRENERGY RENOVABLES
FQT FREQUENTIS AG WIENER
UPG UNIFIEDPOST GROUP
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
ALAFY AFYREN
CTPNV CTP NV
DEME DEME GROUP NV
ADTN ADTRAN HOLDINGS INC
7V0 DARWIN AG
SHUR SHURGARD SELF STORAGE LIMITED
ACAG AUSTRIACARD HOLDINGS AG
PLNW PLANISWARE
CO CASINO GUICHARD-PERRACHON
4X0 STEYR MOTORS AG
- Ignacio Romero
- Ignacio Romero
CIE AUTOMOTIVE: RDOS. 2025 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'25 vs 4T'24: Ventas: 948,0 M euros (+0,1% vs -1,8% BS(e) y -0,2% consenso); EBITDA: 182,6 M euros (+8,2% vs +5,0% BS(e) y +5,5% consenso); BDI: 69,5 M euros (+3,4% vs +15,8% BS(e) y +11,3% consenso). Rdos. 2025 vs 2024: Ventas: 3.922 M euros (-1,0% vs -1,4% BS(e) y -1,0% consenso); EBITDA: 746,6 M euros (+2,6% vs +1,8% BS(e) y +1,9% consenso); BDI: 335,7 M euros (+3,0% vs +5,5% BS(e) y +4,6% consenso).
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Florent Laroche-Joubert
- Manuel Martin
- CEFA
- CREA
- Research Department
IBERIAN DAILY 26 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ACS, EBRO FOODS, FERROVIAL, INDRA, MELIÁ, NEINOR HOMES, REDEIA, SANTANDER. 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 4Q’25 results to be released over the coming days in Spain. Market stabilises There was widespread recovery on European stock markets, which benefited from the better sentiment on the impact from AI and the economic cycle. In the STOXX 600, th...
- Research Department
INFORME DIARIO 26 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, EBRO FOODS, FERROVIAL, INDRA, MELIÁ, NEINOR HOMES, REDEIA, SANTANDER. EUROPA: AXA, ALLIANZ, DEUTSCHE TELEKOM, ENI, SCHNEIDER ELECTRIC. 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. 4T’25 que se publicarán en España y Europa en los próximos días. El mercado se estabiliza Recuperación generalizada en la...
SU SCHNEIDER ELECTRIC SE
ALV ALLIANZ SE
EBRO EBRO FOODS SA
ENI ENI S.P.A.
DTE DEUTSCHE TELEKOM AG
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
SAN BANCO SANTANDER S.A.
FER FERROVIAL S.A.
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
HOME NEINOR HOMES SA
RE21 RED ELECTRICA CORP. S.A.
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