Vincent Gallet

US: productivity rises more than expected in Q2

Nonfarm productivity in the United States rose 1.4% in the second quarter of 2026, according to an initial estimate from the Labor Department, a gain well above the consensus forecast, which had pointed to an increase of just 0.6%.

06 August 2026 at 10:47 pm AEST

Henkel raises its growth target, shares jump

Henkel gains 3.8% to €79.5 in Frankfurt, after results showed solid sales and profit performance in the first half, allowing the German consumer goods group to raise its 2026 revenue outlook.

06 August 2026 at 09:35 pm AEST

KBC Group trades higher after raising its full-year targets

KBC Group is up 1.8% at €130 in Brussels, following a solid second-quarter 2026 release, as ING describes it, and highlighting in particular that the Belgian bank raised its full-year targets to a level in line with the consensus.

06 August 2026 at 07:25 pm AEST

Swiss Re's profits fail to satisfy the market

Swiss Re slips 0.6% to 135.5 CHF in Zurich, despite posting net profit of $2.8bn for the first half of 2026, up 9% year over year, and 'putting the group on track to meet its full-year target of $4.5bn'.

06 August 2026 at 06:20 pm AEST

Germany: industrial orders post a sharp increase in June

After a 0.3% increase in May from the previous month (revised from an initial estimate of 1.9%), manufacturing orders in Germany jumped 3.1% in June 2026, according to seasonally and calendar-adjusted data from the Federal Statistical Office (Destatis).

06 August 2026 at 04:22 pm AEST

Maurel & Prom profits boosted by prices in the first half

Maurel & Prom posted consolidated net income of $191m (+78% compared with the first half of 2025) and group share net income of $183m (+74%) for the first half of 2026, "thanks to strong operating performance and a favorable price environment".

06 August 2026 at 04:04 pm AEST

Sogeclair to sell its Airbus-dedicated engineering activities

Sogeclair said it has signed a memorandum of understanding with Akkodis, a digital engineering consulting group, for the sale of its engineering activities dedicated to Airbus, following on from its announcement of May 18.

06 August 2026 at 03:10 pm AEST

Jefferies is no longer a buy on Best Buy, shares fall

Best Buy drops 2.5% to around $85, weighed down by a Jefferies downgrade to 'hold', with a price target set at $85, on the consumer electronics retailer's stock.

06 August 2026 at 12:38 am AEST

Uber boosts its profits by a third in the second quarter

Uber Technologies posted non-GAAP EPS up 35%, to $0.81, for the second quarter of 2026, as well as adjusted EBITDA up 33%, to $2.82bn, representing a 0.4-point improvement in margin, to 4.9% of gross bookings, which rose 24%, to $58bn (+22% at constant exchange rates).

05 August 2026 at 10:07 pm AEST

A optical cut to Eli Lilly's EPS targets

Alongside the release of quarterly results that beat expectations, Eli Lilly said it is tightening its full-year 2026 adjusted EPS guidance on the downside, now expected between $35.5 and $36.5, versus a prior range of $35.5 to $37.

05 August 2026 at 09:19 pm AEST

Eurozone: slight dip in PPIs in June

In June 2026, compared with the previous month, industrial producer prices (PPIs) fell by 0.3% in the eurozone and by 0.2% in the EU, according to Eurostat, after increases of 0.2% in both the eurozone and the EU in May.

05 August 2026 at 07:59 pm AEST

Amgen easily beats the consensus in the second quarter

Amgen reported Tuesday evening non-GAAP EPS up 4% at $6.29 for the second quarter of 2026, easily topping the average analyst expectation of about $5.60, despite an adjusted operating margin down 0.5 point to 48.4%.

05 August 2026 at 06:35 pm AEST

Euro zone: the private sector returns to expansion in July (PMI)

S&P Global's composite PMI for overall activity in the euro zone moved back above the growth threshold in July, rising above the 50.0 mark that signals stable activity, for the first time since March. At 52.0, it even points to the strongest private-sector activity growth in eight months.

05 August 2026 at 06:10 pm AEST

Wolters Kluwer slips despite improving earnings

Wolters Kluwer is down 1.3% at €70.7 in Amsterdam, despite the publication by the group, which specializes in professional information, software solutions and digital services, of adjusted EPS of €2.83 for the first half of 2026, up 14% at constant exchange rates.

05 August 2026 at 05:45 pm AEST

Infineon raises its full-year adjusted free cash flow target

Alongside its quarterly release, Infineon said it is raising its full-year adjusted free cash flow forecast to about €1.85bn (from €1.65bn previously), while cutting its reported FCF guidance to about €0.9bn, from €1.25bn previously, due to the recent acquisition of ams OSRAM's sensor portfolio.

05 August 2026 at 04:37 pm AEST

McDonald's slightly tops the consensus in the second quarter

McDonald's reports EPS of $3.38 for the second quarter of 2026, up 6% (+5% at constant exchange rates), excluding exceptional restructuring charges, beating the analyst consensus by about 2%.

04 August 2026 at 11:28 pm AEST

USA: the trade deficit narrows as expected in June

Released by the Commerce Department, the United States' trade balance showed a deficit of $73.3bn for June 2026, broadly in line with the consensus estimate of $73bn, and down from $77.6bn the previous month.

04 August 2026 at 10:42 pm AEST

A smaller-than-expected loss for Merck in the second quarter

Merck said it posted an adjusted (non-GAAP) loss of $0.13 per share for the second quarter of 2026, weighed down by a $2.31 per share charge tied to the acquisition of Terns. The consensus, however, had been looking for a loss of about $0.27 per share.

04 August 2026 at 09:52 pm AEST

AT&S well supported after a strong start to the fiscal year

AT&S (Austria Technologie & Systemtechnik) is up 2.7% at €142.3, following the Austrian printed circuit board maker's business update for its fiscal Q1 2026-2027 (ended late June), showing positive EPS of €0.93, versus a loss of €1.55 per share a year earlier.

04 August 2026 at 07:24 pm AEST

UBS is no longer bullish on Adidas, the stock sags

Adidas is down 2.1% at €161.3 in Frankfurt, marking the steepest decline in the Euro Stoxx 50, weighed down by a downgrade from UBS, which points in its note to a tougher backdrop for margins.

04 August 2026 at 06:27 pm AEST

A phase 3 study begins for Nurix and Roche's bexobrutideg

Nurix Therapeutics says the first patient has been enrolled in the global phase 3 DAYBreak CLL-306 study, which is evaluating bexobrutideg in patients with relapsed or refractory chronic lymphocytic leukemia / small lymphocytic lymphoma (CLL/SLL) who have previously received a covalent BTK inhibitor.

04 August 2026 at 04:12 pm AEST