ENXTPA:AMUN
ENXTPA:AMUNCapital Markets

Amundi (ENXTPA:AMUN) Earnings Beat Long-Term Trend, Challenging Bearish Outlooks on Margins and Growth

Amundi (ENXTPA:AMUN) posted a standout earnings performance, growing net income by 27.1% over the past year, well above its five-year average of 6.2%. The firm’s net profit margin climbed to 23.5% from 20.3%, showing high-quality profitability, even as forward guidance points to a 15.6% annual revenue decline and a 1.9% annual decrease in earnings over the next three years. See our full analysis for Amundi. Next up, we will see how these numbers hold up against the major bull and bear...
ENXTPA:PLX
ENXTPA:PLXDiversified Financial

Pluxee’s Higher Dividend Proposal Could Be a Game Changer for Pluxee (ENXTPA:PLX)

Pluxee N.V. recently announced that its Board of Directors is proposing a dividend distribution of €0.38 per ordinary share for fiscal 2025, reflecting a 9% year-on-year increase, pending approval at the upcoming annual General Meeting. This proposed dividend hike stands out as a tangible indicator of the company’s focus on rewarding shareholders and potentially highlights confidence in its underlying financial health. Given the company’s Board has signaled a heightened commitment to...
ENXTPA:BNP
ENXTPA:BNPBanks

BNP Paribas (ENXTPA:BNP) Earnings Growth Misses Long-Term Trend, Underscoring Margin Pressure Concerns

BNP Paribas (ENXTPA:BNP) reported earnings growth of 2.4% over the past year, falling short of its five-year average of 9.4% per year. Net profit margins slipped slightly to 23% from 23.6%, pointing to softer profitability. Looking ahead, earnings are forecast to grow at 7.9% per year, trailing the broader French market's 12.3% annual pace. However, revenue is expected to outpace the market at 7.2% per year. With shares trading at €66.94, well below both fair value estimates and analyst price...
ENXTPA:MRN
ENXTPA:MRNElectrical

Why Mersen (ENXTPA:MRN) Is Down 14.5% After Cutting Outlook Due to Ongoing Solar Weakness

Mersen recently reported Q3 results that missed market expectations, citing ongoing weakness in its solar power segment and reducing its full-year organic sales growth, profit margin, and capital expenditure guidance due to a lack of recovery in this area. An important takeaway is that management expressed limited visibility on a turnaround in the solar segment, prompting analysts to anticipate downward revisions to consensus estimates for the company. We'll explore how weak activity and...
ENXTPA:MRN
ENXTPA:MRNElectrical

Mersen (ENXTPA:MRN): Evaluating Value After Solar Weakness and Earnings Miss Reshape Market Expectations

Mersen (ENXTPA:MRN) caught investor attention after its shares took a steep dive, following the release of Q3 results that fell short of expectations. This was driven largely by sluggish performance in its solar power segment. See our latest analysis for Mersen. After gaining impressive ground for much of 2024, Mersen's share price has now swung sharply as recent weak solar segment results rattled the market. The stock dropped 18.3% in a single day but still holds a 12.4% year-to-date price...
ENXTPA:DG
ENXTPA:DGConstruction

What Vinci (ENXTPA:DG)'s Resilient 2025 Guidance Amid Tax Headwinds Means For Shareholders

Vinci SA recently confirmed its 2025 earnings guidance following solid third-quarter results, reporting group revenue of €19.4 billion, up 4.7%, and continued growth in airport traffic and Energy Solutions segments. The company also highlighted that a one-off increase in France's corporate income tax for large companies is expected to reduce 2025 net income by an estimated €0.4 billion, underscoring its exposure to regulatory changes in its home market. We’ll assess how Vinci’s ability to...
ENXTPA:KER
ENXTPA:KERLuxury

Kering (ENXTPA:KER) Divests Beauty Unit and Trims Debt—Is Its Focus on Fashion Paying Off?

Kering SA reported that its group revenue for the third quarter of 2025 was €3.42 billion, representing a 10% decline as reported and a 5% decline on a comparable basis, with performance at Gucci and across the portfolio showing sequential improvement over the previous quarter. In parallel, Kering agreed to sell its beauty division and certain fragrance licenses to L'Oréal for €4 billion in cash, aligning with a broader restructuring plan to refocus on fashion and reduce debt while entering...
ENXTPA:MF
ENXTPA:MFDiversified Financial

Wendel (ENXTPA:MF): Evaluating Valuation After Recent Share Price Gain

Wendel (ENXTPA:MF) has seen a modest share price increase of 1.8% today and is up 4% over the past week. Investors might be reviewing the company’s recent performance and valuation as they consider next moves. See our latest analysis for Wendel. With today’s share price now at €82.0, Wendel’s recent gains have helped stem some of this year’s declines, though momentum has been uneven. The 1-year total shareholder return is still down 5.3%, but over three and five years, patient investors have...
ENXTPA:ML
ENXTPA:MLAuto Components

Did Weaker Nine-Month Sales and Lower Guidance Just Shift Michelin’s (ENXTPA:ML) Investment Narrative?

Earlier this week, Compagnie Générale des Établissements Michelin Société en commandite par actions reported group sales of €19.28 billion for the nine months ended September 30, 2025, down from €20.17 billion a year earlier. This sales decrease, tied to market contractions and heightened competition in North America and Europe, prompted Michelin to revise its full-year guidance downward and lower profit forecasts. We'll assess how this sales decline and revised outlook impact Michelin's...