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

10 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: Air France-KLM, Auto1 Group SE, Bouygues SA, Brunello Cucinelli SpA, 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: Anglo American PLC, BASF SE, Carrefour SA, DSM-Firmenich AG, Evolution AB, Graphic Packaging Monday 13 July

Holding Co, Koninklijke Ahold Delhaize NV, Wacker Chemie AG

Tuesday 14 July

Monday Tuesday Wednesday Thursday Friday

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

Flughafen Zurich Aker Solutions Aker BP ABB Assa Abloy

Fraport Ashmore Group Antofagasta Atlas Copco Autoliv Inc. Thursday 16 July