European Industrials 2026 JPM Industrials Conference - A year in review and what to expect on 16 and 17 June

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European Industrials 2026 JPM Industrials Conference - A year in review and what to expect on 16 and 17 June

J P M O R G A N Europe Equity Research

09 June 2026

European Industrials

2026 JPM Industrials Conference - A year in review and

what to expect on 16 and 17 June

This is an important time for EU Industrials. Investors now harbour concerns across European Capital Goods

ACall three of the most powerful verticals of recent years, namely: Electrical Equipment; Phil Buller

Civil Aero and EU Defence (all of which are up c400% over the past decade). In (44-20) 3493-9403

Electrical Equipment, are hyperscaler capex plans exorbitant, will power prices phil.buller@jpmorgan.com

become political in the runup to the US midterms, and who wins or loses with a 800V J.P. Morgan Securities plc

DC architecture? In Civil Aero, how does the Iran/oil price situation impact air traffic Akash Gupta AC

/ airline profitability / aftermarket demand / valuation multiples? In Defence, (44-20) 7742-7978

akash.z.gupta@jpmorgan.com

investors have moved on from “rising budgets” to debating govt spending capacity / J.P. Morgan Securities plc

which products are needed / the challenges of ramping production. We have 23 Capital AC Chitrita C Sinha

Goods companies, 8 A&D companies, and 11 companies across Buildings & (44-20) 7742-7176

Construction, Transport & Logistics, and Forestry & Paper in attendance (the latest chitrita.sinha@jpmorgan.com

list can be found here), who are well placed to address your questions and highlight J.P. Morgan Securities plc

opportunities over the medium term. We look forward to welcoming those who are Jeremy Caspar

able to attend on June 16/17, and providing a summary of our takeaways thereafter. (44-20) 3493-5188

jeremy.caspar@jpmorgan.com