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Weekly Recap: Strong Q2 results and gas optimization, doubled buyback

Equinor ASA (OSL:EQNR) delivered strong Q2 results with higher revenue, operating and net income, production near 2.2M boe/d and robust cash flow, while boosting oil & gas investment, optimizing gas sales, maintaining 2026 guidance and doubling an expanded share buyback program.Previous Week Recap…

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StocksNO
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Weekly Recap: VAT 2026 guidance, Q3 outlook and Atonarp deal for CHF110M

VAT Group AG (SIX:VACN) holds 2026 guidance for higher orders, sales, EBITDA and FCF after H1 sales of CHF 512M and plans a >CHF450M quarterly run-rate, while aiming Q3 sales of CHF 355–385M and adding 700+ FTEs — it will buy Japan’s Atonarp for ~CHF110M, funded by a bilateral loan, with both firms…

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StocksCH
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Weekly Recap: Shares surge and regional gains, margin outlook

Randstad NV (EURONEXT:RAND) jumped about 12–14%, its biggest one-day rise since 2008, after quarterly revenue topped estimates on rebounding demand—with Germany, Iberia and North America driving growth—while group margin roughly met forecasts and guidance signals a slight near-term margin dip.Previ…

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StocksNL
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Weekly Recap: Robust Q2 earnings and offshore FIDs with production target

TotalEnergies (EURONEXT:TTE) reported stronger Q2 results and raised guidance as revenue, EBITDA and cash flow rose, boosted refining, trading and LNG sales (including Yamal volumes); the group advances multiple FIDs and LNG supply talks while eyeing a Papua New Guinea FID by November.Previous Week…

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StocksFR
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Weekly Recap: RELX H1 results and audit chair appointment

RELX PLC (LSE:REL) posted H1 FY2026 underlying revenue up 7% to £4,871m with adjusted operating profit £1,727m, 35.5% margin and EPS 68.6p, alongside a 20.9p interim dividend and a £1,750m buyback, while Andy Halford becomes Audit Committee chair as Suzanne Wood shifts to Senior Independent Directo…

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StocksUS
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Weekly Recap: Amlitel imab halted and Garijo, Fontoura appointed

Sanofi (EURONEXT:SAN) halted amlitel imab for atopic dermatitis over efficacy and safety concerns and won’t seek approval, even as a Phase 2 celiac readout is expected H2 2026; leadership changes with Belen Garijo as CEO and Paulo Fontoura heading R&D signal a strategic pipeline reassessment.Previo…

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StocksFR
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Weekly Recap: Chinese EV competition in Europe and Stellantis Pro One gains

Stellantis N.V. (MIL:STLAM) is reshaping leadership and partnerships — from new regional and brand chiefs to a Mobileye REM data tie-up — as it fights margin pressure and price cuts against BYD and Geely in Europe despite Pro One’s 7% global growth and 28.7% European commercial share.Previous Week…

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StocksIT
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Weekly Recap: Accretive deal, possible CEE exit and Alberta iGaming launch

Entain PLC (LSE:ENT) sealed a highly accretive deal that analysts say could trigger exits from its Central and Eastern Europe unit and further asset sales, while expanding regulated iGaming by moving Sports Interaction and PartyCasino into Alberta under AGLC licences with full compliant offerings.P…

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StocksGB
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Weekly Recap: Unchanged guidance and continuation of share buyback

adidas AG (XETR:ADS) shares slipped about 2.2% after management kept guidance unchanged ahead of Q2 results due July 30, with analysts penciling in ~€6.63B sales and ~€623M operating profit, even as the firm presses on with a second buyback tranche, repurchasing 962,604 ADS to date.Previous Week Re…

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StocksDE
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Weekly Recap: H1 2026 profit and investment rise and 80% Caruna stake

Iberdrola SA (BME:IBE) posted stronger H1 2026 results—net profit €4.34B (+21.7–22%), EBITDA €8.05B—while investing €7B and guiding full-year adjusted profit >8%, and is pursuing major deals: buying an 80% stake in Caruna and a Dutch company for about €2B each, pending EU approval.Previous Week Rec…

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StocksES
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Weekly Recap: H1 2026 guidance and Norway UpToDate AI renewal

Wolters Kluwer (EURONEXT:WKL)—whose stock sits near €60.14 after a ~2.1% dip—readies H1 2026 results Aug. 5 with analysts expecting reaffirmed guidance on tax momentum and solid legal performance, even as it expands clinical reach by renewing UpToDate Enterprise across Norway’s public hospitals wit…

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StocksNL
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Weekly Recap: Rheinmetall bid for Kiel yards and trimmed Anduril pact

Rheinmetall AG (XETR:RHM) is weighing a bid for German Naval Yards Kiel after TKMS pulled out, while concurrently trimming a drone tie-up with Anduril and landing a €100m German contract to digitize vehicles and C2 systems — a strategic recalibration in weeks ahead.Previous Week Recap T…

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StocksDE
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Weekly Recap: BMW share repurchase and U.S. recall for overheated starters

Bayerische Motoren Werke AG (XETR:BMW) disclosed in its interim report that it repurchased 510,000 ordinary shares from July 13–19 under its 2025–27 buyback program even as it issued a U.S. recall of 318,495 vehicles to replace potentially overheating starters free of charge.Previous Week Recap…

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StocksDE
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Weekly Recap: Q2 sales growth, profit upgrade and Chandler fab acquisition

Nokia Oyj (OMXHEX:NOKIA) posted stronger Q2 sales and profits, raised FY profit guidance and landed €2.8B of AI & cloud orders, but warns supply and chip constraints will delay AI deliveries to 2027–28 even as it boosts in‑house semiconductor capacity and shifts units amid restructuring.Previous We…

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StocksUS
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Weekly Recap: Japan-driven Q1 jewelry sales and Cartier mid-range revenue

Compagnie Financiere Richemont SA (SIX:CFR) saw Q1 sales jump 20% YoY, led by Japan’s strong jewelry demand—Cartier and other brands boosted group revenue—while Cartier’s mix leans on mid‑range high‑volume items, with ultra‑luxury at ~15–25% and limited margin upside.Previous Week Recap…

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StocksCH
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Weekly Recap: Beumer appeal on Vanderlande takeover and Siemens buys Defacto

Siemens Aktiengesellschaft (XETR:SIE) is expanding its EDA portfolio with the undisclosed acquisition of Defacto Technologies even as Beumer has appealed the EU's handling of Vanderlande’s takeover of Siemens’ airport logistics unit, challenging the Commission’s refusal to review the deal and natio…

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StocksDE
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Weekly Recap: McCormick buyout of Unilever Foods and Unilever price hikes

Unilever PLC (LSE:ULVR) agreed to sell its Foods arm to McCormick in a deal valuing the combined firm at over $65B including debt and keeping a NYSE listing while adding the LSE, targeting close by mid-2027; meanwhile Unilever plans price hikes to offset commodity and supply pressures, testing whet…

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StocksUS
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Weekly Recap: Carrefour H1 2026 results and surge in cooling sales

Carrefour SA (EURONEXT:CA) posted H1 2026 net sales of €39.4bn (+2%) with recurring operating income €757m and adjusted net income €345m (€0.49/sh), while hotter weather drove a surge in cooling demand—200,000 units sold and 7m ice bags in one week—helping margins and cutting net debt €1.1bn.Previo…

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StocksFR
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Weekly Recap: Primark price cuts and Cantley factory closure

Associated British Foods (LSE:ABF) is cutting Primark prices up to 29% across hundreds of garments in 19 markets to spur sales ahead of a planned demerger, even as its British Sugar arm will close the Cantley beet factory next February due to low prices, high energy costs and shrinking volumes.Prev…

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StocksGB
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Weekly Recap: Narrowed 2026 EBIT outlook and 14% share drop after Q2

DSV A/S (OMXCOP:DSV) narrowed 2026 EBIT guidance to DKK 23.5–25.5bn, flags ~DKK 6.5bn of transaction/integration items and geopolitical risks, and despite quarter-on-quarter segment growth and on‑track Schenker synergies, weaker profit, cash‑flow drops and Road issues sent shares down ~14% after Q2…

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StocksDK