Europe Multi-Industry: Food for Thought: Global data points, end-market commentary and latest research

研报英文原文证据摘录

Europe Multi-Industry: Food for Thought: Global data points, end-market commentary and latest research

Equity Research

3 July 2026 | 4:40PM BST

Europe Multi-Industry: Food for Thought: Global data points,

end-market commentary and latest research

n What’s worked in Multi-Industry recently: Machinery outperformed Electricals Daniela Costa

+44(20)7774-8354 |

stocks by 303bps this week. daniela.costa@gs.com

Goldman Sachs International

n Key Multi-Industry notes: Europe Multi-Industry: Mapping our coverage - Christian Hinderaker, CFA

Company profiles; Schneider Electric: Barometer and thoughts into 2Q26; +44(20)7774-7366christian.hinderaker@gs.com|

reiterate Buy (on CL)/Announces $3.1bn acquisition of software company

Meihan Yang

Cognite; Trelleborg AB: Q2 Pre-close call notes; maintain Buy (on CL); Prysmian: +44(20)7051-6601 |

meihan.x.yang@gs.com

Raising estimates into 2Q26, Buy; VAT Group: Pre-2Q26 Barometer update; Goldman Sachs International

Rational: Q2 Pre-close Call: Positive outlook on 2026 EBIT margins; Alstom: Aditya Agarwal

+1(212)934-7448 |

1Q26/27 aide-memoire release aditya.a.agarwal@gs.com

Goldman Sachs India SPL

n Recent global read-across: Global - OPEC Total Crude Oil Production Volume; Susmita Saha

USA - ISM Manufacturing Somewhat Below Expectations; S&P Global +1(332)245-7701susmita.saha@gs.com|

Manufacturing PMI Revised Down; Construction Spending Increases in May While

Aayush Kandpal Benchmark Revisions Raise Spending Level But Lower Recent Growth/ GSAI Flops +1(212)934-9821 |

aayush.kandpal@gs.com

in June; Rest of America: Brazil: Soft Consumer Confidence; Firmer Business Goldman Sachs India SPL

Confidence; Europe - Euro Area: Core and Headline Inflation Below Consensus/ Hollie Cooper

+44(20)7051-0956 |