REAL-TIME GLOBAL RESEARCH
First View: Q2-26 Results and Outlook Broadly as Expected
Research evidence excerpt
First View: Q2-26 Results and Outlook Broadly as Expected
ect security(ies) and subject
company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views
expressed in this research report.
Registration of non-US analysts: Janardan Menon is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/
qualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore may
not be subject to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held by
a research analyst.
Registration of non-US analysts: Om Bakhda is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/
Registration of non-US analysts: Isaac Dale is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/qualified
as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore may not be subject
to the FINRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held by a research analyst.
As is the case with all Jefferies employees, the analyst(s) responsible for the coverage of the financial instruments discussed in this report receives
compensation based in part on the overall performance of the firm, including investment banking income. We seek to update our research as appropriate,
but various regulations may prevent us from doing so.
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