European Capital Goods: Views on terminal debates and expectations into Q2 results

Research evidence excerpt

European Capital Goods: Views on terminal debates and expectations into Q2 results

-26 Schneider and DC end-market

Halliburton 21-Jul-26 Rotork, IMI, Smiths Wesco International 31-Jul-26 Rexel

Pentair 22-Jul-26 Fluidra Fanuc 31-Jul-26 ABB, Siemens, Schneider, IMI, Rotork and Automation end-market

VAT 22-Jul-26 Atlas Copco, Oxford Instruments and Semis end-market Itron 31-Jul-26 Landis+Gyr

Weg 22-Jul-26 ABB Caterpillar 04-Aug-26 Sandvik, Epiroc, and the Mining end-market

Otis 22-Jul-26 Kone, Schindler & Elevators Mitsubishi Heavy 04-Aug-26 Siemens Energy

Dassault Systemes 23-Jul-26 Siemens DI Pfeiffer Vacuum 04-Aug-26 Atlas Copco, Oxford Instruments

GE Vernova 23-Jul-26 Siemens Energy Cummins 05-Aug-26 General Industrials, HVAC Systems

NextEra Energy 23-Jul-26 Renewables Eaton 05-Aug-26 ABB, Schneider, Siemens, Legrand

Sartorius 23-Jul-26 Spirax Group (WM) Emerson Electric 06-Aug-26 ABB, Schneider, Siemens, Legrand, IMI, Alfa Laval

Traton 23-Jul-26 Knorr Bremse and Truck endmarket Rockwell Automation 06-Aug-26 ABB, Schneider, Siemens and Automation end-market

Honeywell 23-Jul-26 Kion IAS (Warehouse & Workflow Solutions) Kennametal 06-Aug-26 Sandvik short-cycle

Allegion 24-Jul-26 Assa Abloy Daimler Trucks 07-Aug-26 Knorr Bremse and Truck endmarket

POOL 24-Jul-26 Fluidra Suzano 12-Aug-26 Andritz and Pulp & Paper end market

Valmet 24-Jul-26 Andritz and Pulp & Paper end market Orsted 13-Aug-26 Vestas, Siemens Energy (SGRE)

Baker Hughes 27-Jul-26 Rotork, IMI, Smiths Autostore 13-Aug-26 Kion IAS

Whirlpool 28-Jul-26 Electrolux Weichai Power 14-Aug-26 Kion

PACCAR 28-Jul-26 Knorr Bremse and Truck endmarket CRRC 24-Aug-26 Alstom, Stadler and Rail end-market

Sulzer 28-Jul-26 Rotork, IMI Shenzhen Inovance 28-Aug-26 ABB, Schneider, Siemens and Automation end-market