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

10 July 2026 | 8:25PM 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 underperformed Daniela Costa

+44(20)7774-8354 |

Electricals stocks by 81bps this week. daniela.costa@gs.com

Goldman Sachs International

n Key Multi-Industry notes: Europe Multi-Industry: Barometers - 2Q26 preview/ Christian Hinderaker, CFA

Sector themes in focus/ Mining Equipment 2Q26 preview/ Key takeaways from +44(20)7774-7366christian.hinderaker@gs.com|

Europacable fireside chat; Prysmian: Optical fiber S/D to balance by 2028; SEB

Meihan Yang

SA : Updating estimates ahead of H1 2026; Alstom: 1Q26/27 aide-memoire +44(20)7051-6601 |

meihan.x.yang@gs.com

release; GEA Group: Pre-2Q26 Barometer update; Daimler Truck Holding: 2Q Goldman Sachs International

unit sales broad-based miss Aditya Agarwal

+1(212)934-7448 |

aditya.a.agarwal@gs.com

n Recent global read-across: Global - PMI Monitor/ World Semiconductor Mfg. Goldman Sachs India SPL

Sales; USA - Trade Deficit Slightly Below Expectations/ ISM Services in Line With Susmita Saha

Expectations/ Dodge Momentum Index / Existing Home Sales Decline / Americas +1(332)245-7701susmita.saha@gs.com|

Goldman Sachs India SPL

Construction: Building Products: AHRI — May Read-Throughs; Rest of America -

Aayush Kandpal Brazil Tractor Production; Europe - Euro Area Data Update: Firm Trade Data in +1(212)934-9821 |

aayush.kandpal@gs.com

Germany and France / Germany: Factory Orders and Industrial Turnover Show Goldman Sachs India SPL

Robust Increase in May; China - CPI inflation softened from May to June, and PPI Hollie Cooper