H2/25 revenue impulse only at the end - 25 guidance to be adjusted- in...

Overall, the planned revenue and the operating result of the 4th guidance FY 25 are still about 15% behind the average analyst estimate. On July 10, 25, the revenue corridor was made broader and more conservative (organic revenue growth: 0-2% YoY; previously: organic revenue growth: 1-2% YoY). This resulted even in a slight decline in the 25 plan-adjusted EPS.

H2/25 Umsatzimpuls erst zum Schluss – 25er Guidance wird – Topline - z...

In Summe steht der Plan-Umsatz und das operative Ergebnis der 4. Guidance FY 25 noch ca. 15 % hinter der mittleren Analystenschätzung zurück. Am 10.07.25 wurde der Umsatzkorridor breiter und konservativer gestaltet (org. Umsatzplus:0-2 % YoY; zuvor: org. Umsatzplus:1-2 % YoY). Mit der Folge eines leichten Rückgangs beim 25er Plan-adj. EPS.

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/10/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/07/2025

Fielmann AG : Major expansion in the US planned over 2025-2030

Fielmann AG : Major expansion in the US planned over 2025-2030

Arcure : First half even more complicated than expected and no turning...

Agrana : Q1 25/26 results burdened by sugar. But management takes the ...

Vallourec : Recent contracts are a sign of confidence for a H2 2025 > ...

Vallourec : Les récents contrats sont un gage de confiance pour un S2 ...

Gerresheimer AG : Final Q2 results – guidance adjusted at lower end

AEDAS Homes : Offer price reduced by € 3.15 per share, being set at € ...

AEDAS Homes : Offer price reduced by € 3.15 per share, being set at € ...

Arcure : Premier semestre encore plus complexe qu’attendu et pas d’inf...

Benelux Morning Notes

Aalberts: Acquisition of Asian semiconductor player. ASML: Preview 2Q25; building backlog for 2026. BAM: 1H25 preview - YoY improvement from UK. Barco: Preview 1H25F; significant headwinds. Econocom: Acquires four specialist AV companies under ‘One Econocom' strategic plan. Flow Traders: Preview 2Q25. Staffing: Page Group 2Q25 trading update; soft 2Q25 especially in perm; outlook in line. WDP: €41m sale-and-lease back in France

Almirall SA : Q2 2025 earnings preview: slight sequential deterioratio...

Flow Traders : Q2 2025 results de-risked somewhat, but consensus still...

TFF Group : FY 2024-25 results down as expected, but marked deteriorat...

TFF Group : Résultats 24/25 en baisse comme attendu mais perspectives ...

IBERIAN DAILY 10 JULY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS, CAF. Ibex above 14,300 points European stock markets climbed >+.10% in a session with few macroeconomic references and despite the continued tariff uncertainty. In the STOXX 600, most sectors (17/20) ended with gains, led by Banks and Construction vs. Media and Basic Resources that posted the biggest drops. On the macro side, in the US, in the Fed minutes several members warned about the risks stemming from a more persistent impact from tariffs on inflation and even though ...