Earnings
SanDisk’s $94 Billion Backlog Can’t Bridge the Gap Between Record Results and a Disappointed Market
The arithmetic at SanDisk has rarely looked better. Fourth-quarter revenue hit $8.97 billion, full-year sales nearly tripled, and the company...
OHB’s Two-Faced Half-Year: Record Orders Mask a Profit Squeeze That Spooked the Market
The arithmetic at OHB SE is getting harder to reconcile. On Wednesday, the Bremen-based space and defence group posted first-half...
Infineon’s AI Revenue Target Lands at €1.5 Billion — But the Market Is Still Fixated on Margins
The numbers coming out of Munich this week told two very different stories about Europe's most valuable chipmaker. On one...
Munich Re’s €2.2bn Quarter Raises the Stakes on a Quiet Hurricane Season
The numbers were never really in doubt. When Munich Re confirmed its full second-quarter results on August 7, 2026, the...
Telekom’s €5bn Buyback Pledge Shifts the Spotlight From Bonn to T-Mobile US
The sharpest single-day advance in Deutsche Telekom's stock in recent memory — a 6.15 percent jump to €29.17 — was...
DroneShield’s Two-Speed Market: Record Backlog Meets a Guidance Gap
The counter-drone specialist has become a study in contradiction. In the space of a single week, its shares swung from...
Deutz’s Defining Summer: Record Orders Meet a €1.6bn Strategic Gamble
The Cologne-based engine maker is navigating one of the most consequential periods in its corporate history, with momentum in its...
Europe’s Most-Bought Equity ETF Is One Chipmaker’s Earnings Report Away From a Record
The Vanguard FTSE All-World UCITS ETF has become the default choice for European investors seeking broad stock market exposure —...
2G Energy’s Twin Tailwinds: A $422 Million US Order Surge Meets a Houston Ammonia Breakthrough
The German cogeneration specialist is firing on two fronts at once. While 2G Energy's order books have swelled on the...
Kioxia Caught in the Crossfire: A Guidance Shock, a Sector-Wide Sell-Off, and the Battle for AI Memory Supremacy
The arithmetic of the current memory-chip cycle is brutal: a company can post record numbers, beat every estimate on the...
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