First Read Schindler Q2 26 Call: Worth working through the moving parts to see a solid H2ahead-20260722
瑞银·2026-07-22 11:11

ab 21 July 2026 Global Research First Read Schindler Q2 26 Call: Worth working through the moving parts to see a solid H2 ahead Bottom line The call flagged many moving parts for revenue and margin bridges for H2, now also somewhat overlaid with IFRS18 related noise. Cutting through this, we see 1/ clear scope for H2 organic sales growth acceleration (backlog +5.8%, more pricing, modernisation projects timing, easier comps etc) and 2/ further strong margin delivery with more self-help (vs H1), volume delive ...

First Read Schindler Q2 26 Call: Worth working through the moving parts to see a solid H2ahead-20260722 - Reportify