Additional European Equity News - 27th October 2026
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Assa Abloy (ASSAB SS) - Q3 2026 (SEK): Sales 40.8bln (exp. 40.7bln), EBITA 7.61bln (exp. 7.38bln), EBIT 7.1bln (exp. 6.92bln). (Assa Abloy) AstraZeneca (AZN LN) - Co.'s Enhertu has been approved in the EU as adjuvant treatment for patients with residual disease after neoadjuvant treatment for HER2-positive early breast cancer. (AstraZeneca) Beiersdorf (BEI GY) - 9M 2026 (EUR): Revenue 7.31bln, -3% Y/Y. Q3 Revenue 2.34bln, 0.4% Y/Y. Confirms FY26 guidance. (Beiersdorf) Infineon Technologies (IFX GY) - Co. is establishing the world's first high-volume production facility for gallium nitride power semiconductors on 300mm wafers in Europe, investing EUR 1.1bln at its Villach site in Austria to develop a global competence centre for power semiconductors. (Newswires) Informa (INF LN) - 9M Trading Update: Underlying revenue growth +6.5%. Confirms FY double-digit underlying earnings growth. (Informa) Reckitt (RKT LN) - Q3 2026 (GBP): Net Revenue 3.36bln (exp. 3.35bln), LFL +3.2%. Cuts its FY26 core LFL net revenue guidance to 3.5-4.5% (prev. guided 4-5%), reflecting the Lysol disruption and category slowdown in China VMS in Q3 and positive demand for seasonal cold & flu brands in early Q4. (Reckitt) Severn Trent (SVT LN) - Co. announces that Helen Miles is to step down as CFO. (Severn Trent) Sobi (SOBI SS) - Q3 2026 (SEK): Revenue 9.12bln (exp. 8.95bln). Updates its FY26 guidance, now sees revenue to grow by high-teens to low-20s percent at CER (prev. guided mid-to-high-teens percent). (SOBI) Vistry (VTY LN) - Co. appoints Helen Miles as CFO, who will join the board during 2027. (Vistry) Remy Cointreau (RCO FP) downgraded to Market Perform from Outperform at Societe Generale
European company updates covered results, guidance changes, an Infineon investment, an Enhertu EU approval, CFO changes and a Societe Generale downgrade.
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Assa Abloy (ASSAB SS) - Q3 2026 (SEK): Sales 40.8bln (exp. 40.7bln), EBITA 7.61bln (exp. 7.38bln), EBIT 7.1bln (exp. 6.92bln). (Assa Abloy) AstraZeneca (AZN LN) - Co.'s Enhertu has been approved in the EU as adjuvant treatment for patients with residual disease after neoadjuvant treatment for HER2-positive early breast cancer. (AstraZeneca) Beiersdorf (BEI GY) - 9M 2026 (EUR): Revenue 7.31bln, -3% Y/Y. Q3 Revenue 2.34bln, 0.4% Y/Y. Confirms FY26 guidance. (Beiersdorf) Infineon Technologies (IFX GY) - Co. is establishing the world's first high-volume production facility for gallium nitride power semiconductors on 300mm wafers in Europe, investing EUR 1.1bln at its Villach site in Austria to develop a global competence centre for power semiconductors. (Newswires) Informa (INF LN) - 9M Trading Update: Underlying revenue growth +6.5%. Confirms FY double-digit underlying earnings growth. (Informa) Reckitt (RKT LN) - Q3 2026 (GBP): Net Revenue 3.36bln (exp. 3.35bln), LFL +3.2%. Cuts its FY26 core LFL net revenue guidance to 3.5-4.5% (prev. guided 4-5%), reflecting the Lysol disruption and category slowdown in China VMS in Q3 and positive demand for seasonal cold & flu brands in early Q4. (Reckitt) Severn Trent (SVT LN) - Co. announces that Helen Miles is to step down as CFO. (Severn Trent) Sobi (SOBI SS) - Q3 2026 (SEK): Revenue 9.12bln (exp. 8.95bln). Updates its FY26 guidance, now sees revenue to grow by high-teens to low-20s percent at CER (prev. guided mid-to-high-teens percent). (SOBI) Vistry (VTY LN) - Co. appoints Helen Miles as CFO, who will join the board during 2027. (Vistry) Remy Cointreau (RCO FP) downgraded to Market Perform from Outperform at Societe Generale
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