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REAL-TIME GLOBAL RESEARCH

The Week Ahead – Europe | Europe Earnings Previews

Published: 2026-07-17Institution: Morgan StanleyCompany / ticker: SABE.MC,BKT.MC,BNPP.PA,SAN.MC,CRDI.MI,CNA.L,LISN.S,SGSN.S,SECUb.ST,RAND.AS,EUFI.PA,CPG.L,JDW.L,TCFP.PA,FTKn.DE,JUP.L,RYA.I,ENAG.MC,FORTUM.HE,IBE.MC,NTGY.MC,MONC.MI,BAER.S,BT.L,GETP.PA,SSABb.ST,SSABa.ST,EQNR.OL,NESTE.HE,TTEF.PA,STMPA.PA,NOKIA.HE,CIEN.N,AALPages: 87Original language: WithEvidence page: 3

Research evidence excerpt

The Week Ahead – Europe | Europe Earnings Previews

UpdateM

Event MS Close Price

Event Industry Analyst

Start time Rating (16-July-26)

Santander 2Q26 Results OW Banks Serrano, Alvaro 11.94 EUR

SSAB AB 2Q26 Results OW Carbon Steel Gabriel, Alain 100.55 SEK

Svenska Cellulosa

2Q26 Results EW Paper Packaging Masvoulas, Ioannis 100.85 SEK

Aktiebolaget SCA

Tech - Software

Temenos Group AG 2Q26 Results UW Hyatt, Mark 68.30 CHF

Services

Tieto Oyj 2Q26 Results UW Hyatt, Mark 17.86 EUR

UniCredit S.p.A. 2Q26 Results OW Banks Peruch, Noemi 82.65 EUR

Valeo SE 1H26 Results OW Autos Shared Mobility Martinez, Javier 13.12 EUR

Tech - EU

VAT Group AG 1H26 Results EW Putten, Nigel van 691.20 CHF

Semiconductors

Thursday 23 Jul

2Q26 Production

Anglo American Plc ++ Metals Mining Gabriel, Alain 3,485.00 GBp

Report

Aramis Autos 3Q26 Corporate Sales OW Autos Shared Mobility Kirunda, Shaqeal 3.73 EUR

argenx SE 1H26 Results OW Biotechnology Laaman, Sean 857.97 USD

Bankinter 2Q26 Results EW Banks Serrano, Alvaro 15.65 EUR

BE Semiconductor Tech - EU

2Q26 Results OW Putten, Nigel van 236.20 EUR

Industries NV Semiconductors

BNP Paribas 2Q26 Results 6am UKT EW Banks Miotto, Giulia Aurora 102.94 EUR

BT Group plc 1Q27 Results OW Telecom Services Tsui, Terence 193.45 GBp

Carrefour 1H26 Results OW Retailing - Food Dobreva, Izabel 16.54 EUR

Centrica 1H26 Results EW Utilities Lester, Sarah 172.05 GBp

Colonial SFL 2Q26 Results OW Property Escalante, Ana 5.49 EUR

Dassault Systemes SA 2Q26 Results EW Webb, George 18.27 EUR

Edenred SA 1H26 Results OW Leisure and Hotels Young, Ed 26.29 EUR

Eurofins Scientific SE 1H26 Results 6:15am UKT EW Business Services Grenu, Remi 69.50 EUR

Galderma Group AG 1H26 Results EW Pharmaceuticals Boutherin, Thibault 169.90 CHF

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