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

17 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: AIB Group PLC, Air France-KLM, Auto1 Group SE, Bouygues SA, Brunello Cucinelli SpA, Givaudan SA,

Holcim AG, JCDecaux SE, Knorr-Bremse AG, Merlin Properties Socimi SA, On Holding AG, Prudential PLC, 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, Graphic Packaging Holding Co, Monday 20 July

Koninklijke Ahold Delhaize NV, NAC Kazatomprom JSC, Wacker Chemie AG

Tuesday 21 July

Monday Tuesday Wednesday Thursday Friday

Wednesday 22 July

20 Jul 21 Jul 22 Jul 23 Jul 24 Jul

Thursday 23 July Big Yellow Alfa Laval Akzo Nobel Argenx Banco Sabadell