reports
- Oscar Rodriguez
ARCELORMITTAL: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24: EBITDA: $ 1.860 Bn (-0.1% vs. +0.3% BS(e) and -0.6% consensus); BDI: $ 1.793 Bn (+255.8% vs. +65.1% BS(e) and +60.9% consensus); 1H'25 vs. 1H'24: EBITDA: $ 3.440 Bn (-9.9% vs. -9.7% BS(e) and -10.2% consensus); BDI: $ 2.598 Bn (+80.2% vs. +13.5% BS(e) and +12.1% consensus).
- Oscar Rodriguez
ARCELORMITTAL: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: EBITDA: 1.860 M euros (-0,1% vs +0,3% BS(e) y -0,6% consenso); BDI: 1.793 M euros (+255,8% vs +65,1% BS(e) y +60,9% consenso); Rdos. 1S'25 vs 1S'24: EBITDA: 3.440 M euros (-9,9% vs -9,7% BS(e) y -10,2% consenso); BDI: 2.598 M euros (+80,2% vs +13,5% BS(e) y +12,1% consenso).
- Research Department
IBERIAN DAILY 31 JULY + 2Q'25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: ARCELOR MITTAL, ELECTRICITY SECTOR, FLUIDRA, MELIA, MERLIN PROPERTIES, NEINOR HOMES, REDEIA, 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 2Q’25 results to be released over the coming days in Spain. Growth resisting for now European stock markets ended with slight gains in view of the signs of resistance in the 2Q’25 GDP and ahead of the Fed meeting, w...
- Research Department
INFORME DIARIO 31 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELOR MITTAL, FLUIDRA, MELIA, MERLIN PROPERTIES, NEINOR HOMES, REDEIA, SECTOR ELÉCTRICO, VISCOFAN. EUROPA: AB INBEV, AIRBUS, BMW, ING GROEP, SANOFI, SAFRAN, SOCIETE GENERALE, VINCI. 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. 2T’25 que se publicarán en España y Europa en los próximos días. El crecimien...
DG VINCI SA
GLE SOCIETE GENERALE S.A. CLASS A
SAN SANOFI
SAF SAFRAN S.A.
AIR AIRBUS SE
VIS VISCOFAN S.A.
FDR FLUIDRA S.A.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
MEL MELIA HOTELS INTERNATIONAL S.A.
HOME NEINOR HOMES SA
MTL ARCELORMITTAL
INGA ING GROEP N.V.
RE21 RED ELECTRICA CORP. S.A.
- Luis Arredondo
OHLA: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24 Results Sales: € 906.35 M (-2.1% vs. -1.7% BS(e)); EBITDA: € 57.4 M (+51.1% vs. +7.7% BS(e)); EBIT: € 27.45 M (+85.5% vs. +48.1% BS(e)); Net Profit: € -7.85 M (€ -29.5 M in 1H'24 vs. € -8.04 M BS(e)); 1H'25 vs. 1H'24 Results Sales: € 1.689 Bn (-1.8% vs. -1.6% BS(e)); EBITDA: € 84.1 M (+46.3% vs. +17.6% BS(e)); EBIT: € 46.25 M (+139.6% vs. +111.0% BS(e)); Net Profit: € -29.65 M (€ -34.2 M in 1H'24 vs. € -29.84 M BS(e));
- Farid Bitari
- Nicolas David
AI AIR LIQUIDE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
ADS ADIDAS AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
DAI DAIMLER AG
SZG SALZGITTER AG
AMUN AMUNDI SA
WKL WOLTERS KLUWER NV
OR L'OREAL SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
REE RED ELECTRICA CORP. SA
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
BAS BASF SE
ERA ERAMET SA
CAP CAPGEMINI SE
SY1 SYMRISE AG
AMP AMPLIFON S.P.A.
SPL SANTANDER BANK POLSKA SA
BA. BAE SYSTEMS PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
KGX KION GROUP AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
INX IMCD N.V.
GRF.P GRIFOLS S.A. PREF CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
SHL SIEMENS HEALTHINEERS AG
SIK SIKA AG
JDEP JDE PEET'S NV
VUL VULCAN ENERGY RESOURCES
STLA STELLANTIS N.V.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
FER FERROVIAL SA
H2O HIDROELECTRICA S.A.
NOVO B NOVO NORDISK A/S
CVC CVC CAPITAL PARTNERS PLC
AAL ANGLO AMERICAN PLC
AENA AENA S.M.E. SA
- Farid Bitari
- Nicolas David
AI AIR LIQUIDE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
ADS ADIDAS AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
FGR EIFFAGE SA
DAI DAIMLER AG
SZG SALZGITTER AG
AMUN AMUNDI SA
WKL WOLTERS KLUWER NV
OR L'OREAL SA
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
REE RED ELECTRICA CORP. SA
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
BAS BASF SE
ERA ERAMET SA
CAP CAPGEMINI SE
SY1 SYMRISE AG
AMP AMPLIFON S.P.A.
SPL SANTANDER BANK POLSKA SA
BA. BAE SYSTEMS PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
KGX KION GROUP AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
INX IMCD N.V.
GRF.P GRIFOLS S.A. PREF CLASS B
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
SHL SIEMENS HEALTHINEERS AG
SIK SIKA AG
JDEP JDE PEET'S NV
VUL VULCAN ENERGY RESOURCES
STLA STELLANTIS N.V.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
FER FERROVIAL SA
H2O HIDROELECTRICA S.A.
NOVO B NOVO NORDISK A/S
CVC CVC CAPITAL PARTNERS PLC
AAL ANGLO AMERICAN PLC
AENA AENA S.M.E. SA
- Luis Arredondo
OHLA: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: Ventas: 906,35 M euros (-2,1% vs -1,7% BS(e); EBITDA: 57,4 M euros (+51,1% vs +7,7% BS(e)); EBIT: 27,45 M euros (+85,5% vs +48,1% BS(e)); BDI: -7,85 M euros (-29,5 M euros en 1S'24 vs -8,04 M euros BS(e)); Rdos. 1S'25 vs 1S'24: Ventas: 1.689 M euros (-1,8% vs -1,6% BS(e)); EBITDA: 84,1 M euros (+46,3% vs +17,6% BS(e)); EBIT: 46,25 M euros (+139,6% vs +111,0% BS(e)); BDI: -29,65 M euros (-34,2 M euros en 1S'24 vs -29,84 M euros BS(e)).
- Michael B. Schäfer
- Louis Boujard
- CFA
- Philippe Ourpatian
- Louis Boujard
- CFA
- Philippe Ourpatian
- Virginia Romero
- Virginia Romero
ENDESA: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24 Results EBITDA: € 1.28 Bn (-4.0% vs. -5.2% BS(e) and -2.4% consensus); Net Profit: € 458.0 M (-9.8% vs. -12.8% BS(e) and -7.5% consensus); 1H'25 vs. 1H'24 Results EBITDA: € 2.711 Bn (+12.3% vs. +11.7% BS(e) and +13.3% consensus); Net Profit: € 1.041 Bn (+30.1% vs. +27.6% BS(e) and +31.0% consensus);
- Charlotte Vaisse
- Marc Lavaud
- Oliver Metzger
- Thomas Zlowodzki
- Usama Tariq
- Wim Gille
AI AIR LIQUIDE SA
RR. ROLLS-ROYCE HOLDINGS PLC
BVI BUREAU VERITAS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
RXL REXEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALV ALLIANZ SE
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
GOE GROUPE GORGE SA
ELE ENDESA S.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
ANA ACCIONA SA
FACC FACC AG
SAN BANCO SANTANDER S.A.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
SIK SIKA AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AM DASSAULT AVIATION
SGSN SGS SA
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Charlotte Vaisse
- Marc Lavaud
- Oliver Metzger
- Thomas Zlowodzki
- Usama Tariq
- Wim Gille
AI AIR LIQUIDE SA
RR. ROLLS-ROYCE HOLDINGS PLC
BVI BUREAU VERITAS SA
MTX MTU AERO ENGINES AG
ORA ORANGE SA
HO THALES SA
RXL REXEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
ALV ALLIANZ SE
EL ESSILORLUXOTTICA SA
PHIA KONINKLIJKE PHILIPS N.V.
FII LISI SA
GOE GROUPE GORGE SA
ELE ENDESA S.A.
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
ANA ACCIONA SA
FACC FACC AG
SAN BANCO SANTANDER S.A.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
SIK SIKA AG
HAG HENSOLDT AG
STLA STELLANTIS N.V.
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
AM DASSAULT AVIATION
SGSN SGS SA
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Louis Boujard
- CFA
- Philippe Ourpatian
- Louis Boujard
- CFA
- Philippe Ourpatian
- Virginia Romero
ENDESA: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: EBITDA: 1.280 M euros (-4,0% vs -5,2% BS(e) y -2,4% consenso); BDI: 458,0 M euros (-9,8% vs -12,8% BS(e) y -7,5% consenso); Rdos. 1S'25 vs 1S'24: EBITDA: 2.711 M euros (+12,3% vs +11,7% BS(e) y +13,3% consenso); BDI: 1.041 M euros (+30,1% vs +27,6% BS(e) y +31,0% consenso);
- Research Department
INFORME DIARIO 29 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. EUROPA: AIR LIQUIDE, ESSILORLUXOTTICA, PHILIPS. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Tras el acuerdo… Europa termina en pérdidas La digestión del acuerdo comercial fue apagan...
- Research Department
IBERIAN DAILY 29 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. 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 2Q’25 results to be released over the coming days in Spain. After the agreement... losses in Europe With the digestions of the trade agreement, the initial gains for European stock markets turned into drops near -0.5%. Negotiations on microchips, pharma produ...
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