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

31 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: Bouygues SA, Demant A/S, On Holding AG, Prudential PLC, Vestas Wind Systems A/S, YouGov PLC

Negative Catalyst Watch: Beiersdorf AG, Graphic Packaging Holding Co, Hannover Rueck SE, Kingfisher PLC, Koninklijke Ahold Quick Links

Delhaize NV

Monday 03 August

Monday Tuesday Wednesday Thursday Friday

Tuesday 04 August 3 Aug 4 Aug 5 Aug 6 Aug 7 Aug

Ferragamo ams-Osram Avanza Bank Adecco Allianz Wednesday 05 August

Senior Bayer Beiersdorf Admiral Group Plc CSG Thursday 06 August

Stabilus BP CCHBC Amrize Ltd Daimler Truck Friday 07 August

Holding AG

Buzzi DHL Group Aumovio Eutelsat

CCEP Flutter Carl Zeiss Meditec Kingspan Monday 10 August

AG Tuesday 11 August