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

24 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, Davide Campari-

Milano NV, Holcim AG, JCDecaux SE, Knorr-Bremse AG, Magnum Ice Cream Co NV/The, Merlin Properties Socimi SA, On Holding

AG, Prudential PLC, Prysmian SpA, Umicore SA, Vestas Wind Systems A/S, YouGov PLC Quick Links

Negative Catalyst Watch: BASF SE, Beiersdorf AG, DSM-Firmenich AG, Graphic Packaging Holding Co, Koninklijke Ahold Delhaize Monday 27 July

NV, Wacker Chemie AG

Tuesday 28 July

Monday Tuesday Wednesday Thursday Friday

27 Jul 28 Jul 29 Jul 30 Jul 31 Jul Wednesday 29 July

Aberdeen Group

AstraZeneca Air Liquide Acciona Energia Amadeus Thursday 30 July PLC