Smartkarma

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🚨  : IVECO IN ADVANCED TALKS OVER DEFENSE UNIT, REST OF BUSINESS
29/07/2025

🚨 : IVECO IN ADVANCED TALKS OVER DEFENSE UNIT, REST OF BUSINESS

📈 Earnings Alert -   2Q Commercial Airplanes Revenue Beats Estimates:∙ Commercial Airplanes revenue $10.87b, est $10.4b ...
29/07/2025

📈 Earnings Alert - 2Q Commercial Airplanes Revenue Beats Estimates:
∙ Commercial Airplanes revenue $10.87b, est $10.4b
∙ Negative Adj free cash flow $200m, est negative $1.79b
∙ OCF $227m, est negative $1.16b

https://www.smartkarma.com/entities/boeing-co

📈 Earnings Alert -   Cuts FY Sales at Constant Exchange Rates Forecast:∙ Sees sales at constant exchange rates +8% to +1...
29/07/2025

📈 Earnings Alert - Cuts FY Sales at Constant Exchange Rates Forecast:
∙ Sees sales at constant exchange rates +8% to +14%, saw +13% to +21%, est +16.6%
∙ Sees OP at constant FX +10% to +16%, saw +16% to +24%

https://www.smartkarma.com/entities/novo-nordisk-a-s

🚨  : MERCK WON'T START GARDASIL CHINA SHIPMENTS AT LEAST THRU YR END
29/07/2025

🚨 : MERCK WON'T START GARDASIL CHINA SHIPMENTS AT LEAST THRU YR END

📈 Earnings Alert -   to Report Results; Shares Up 18.3% YTD -  Look Ahead:∙ Adj Ebit est EU2.1b (2 ests)∙ Ebit est EU1.7...
29/07/2025

📈 Earnings Alert - to Report Results; Shares Up 18.3% YTD - Look Ahead:
∙ Adj Ebit est EU2.1b (2 ests)
∙ Ebit est EU1.7b (2 ests)
∙ Revenue est EU29.21b (2 ests)
∙ Negative Adj free cash flow est EU888.6m (2 ests)

https://www.smartkarma.com/entities/airbus-group-se

📈 Earnings Alert -   to Report Results; Shares Up 3.9% YTD -  Look Ahead:∙ Recurring operating income est EU3.26b ∙ Reve...
29/07/2025

📈 Earnings Alert - to Report Results; Shares Up 3.9% YTD - Look Ahead:
∙ Recurring operating income est EU3.26b
∙ Revenue est EU8.05b
∙ Recurring operating margin est 40.4%
∙ Net income est EU2.22b

https://www.smartkarma.com/entities/hermes-international

📈 Earnings Alert -   2Q Core EPS Matches Estimates:∙ Core EPS $2.17, est $2.17 ∙ Core OP $4.58b, est $4.5b∙ Core gross p...
29/07/2025

📈 Earnings Alert - 2Q Core EPS Matches Estimates:
∙ Core EPS $2.17, est $2.17
∙ Core OP $4.58b, est $4.5b
∙ Core gross profit $11.91b, est $11.76b
∙ Core gross margin 82%, est 82.3%

https://www.smartkarma.com/entities/astrazeneca-plc

Fixed Income Assets w >4% Yields   (via )Blackrock: "Some 80% of global fixed income assets now offer yields above 4% as...
29/07/2025

Fixed Income Assets w >4% Yields (via )

Blackrock: "Some 80% of global fixed income assets now offer yields above 4% as interest rates have settled above pre-pandemic levels."

🚨  : FDA RECOMMENDS REMOVAL OF ELEVIDYS HOLD FOR AMBULATORY PATIENTS
28/07/2025

🚨 : FDA RECOMMENDS REMOVAL OF ELEVIDYS HOLD FOR AMBULATORY PATIENTS

📈 Earnings Alert -   to Report Results; Shares Up 12.8% YTD -  Look Ahead:∙ Revenue est $6.55b ∙ Agency revenue est $2.0...
28/07/2025

📈 Earnings Alert - to Report Results; Shares Up 12.8% YTD - Look Ahead:
∙ Revenue est $6.55b
∙ Agency revenue est $2.04b
∙ Merchanting revenue est $4.22b
∙ Adj Ebitda margin est 33.6%

https://www.smartkarma.com/entities/booking-holdings-inc

📈 Earnings Alert -   to Report Results; Shares Up 32.1% YTD -  Look Ahead:∙ Negative Adj free cash flow est $1.79b ∙ Com...
28/07/2025

📈 Earnings Alert - to Report Results; Shares Up 32.1% YTD - Look Ahead:
∙ Negative Adj free cash flow est $1.79b
∙ Commercial Airplanes revenue est $10.4b
∙ Defense, Space & Security revenue est $6.25b

https://www.smartkarma.com/entities/boeing-co

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