Forward Focus | Europe: Key Metrics into Earnings

Research evidence excerpt

Forward Focus | Europe: Key Metrics into Earnings

J P M O R G A N Europe Equity Research

03 July 2026

Forward Focus | Europe: Key

Metrics into Earnings

Clients tell us that their most valuable counterparts are those who successfully differentiate signal from noise. Aimed to provide clarity

around the particularly busy period of reporting, Forward Focus is our published reference for upcoming earnings, including all upcoming

events and our analysts’ views into them, in one place. It highlights the key metrics our analysts have identified as most relevant for EMEA Equity Research AC

each of the reporting events in the two weeks ahead, their estimates for those key metrics and a link to their preview. You can also (44-20) 7134-9899

find a complete list of all stocks our analysts have placed on Positive or Negative Catalyst Watch into an upcoming event.

EER_publications@jpmorgan.comAnalyst contact details are here, Meet the Teams if you have further questions or would like to discuss. The publication is also available

in an excel version here. J.P. Morgan Securities plc

Positive Catalyst Watch: Auto1 Group SE, Bouygues SA, Givaudan SA, Goldman Sachs Group Inc/The, Holcim AG, Merlin

Properties Socimi SA, On Holding AG, Prysmian SpA, Umicore SA, UniCredit SpA, Vestas Wind Systems A/S, YouGov PLC

Quick Links

Negative Catalyst Watch: BASF SE, Carrefour SA, Evolution AB, Graphic Packaging Holding Co, Koninklijke Ahold Delhaize NV,

Wacker Chemie AG Wednesday 08 July

Monday Tuesday Wednesday Thursday Friday Thursday 09 July

6 Jul 7 Jul 8 Jul 9 Jul 10 Jul Friday 10 July

Repsol Shell PLC Jet2 Barry Callebaut Tryg A/S

Pennon OMV

Monday 13 July

Unite Group Severn Trent

Tuesday 14 July Vår Energi

13 Jul 14 Jul 15 Jul 16 Jul 17 Jul Wednesday 15 July