August 7, 2026 07:15 AM GMT CSG N.V. | Europe M Update 1H26 Results: EBIT Beat Driven By Ammo+ Margin Recovery, Backlog Stable, Guidance Confirmed AlphaSignals Earnings Reaction Strengthens our thesis Modest upside Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Our View: a solid, clean quarter. Headline P&L metrics are ahead, with revenues a 4% beat driven mainly by the core Defence Systems divi ...

Specialist Sales 07 August 2026 J P M O R G A N JPM | Industrial Strength Morning Messages: Happy Friday, earnings, ad- hoc's and an OHB initiation. Sam Edmunds +44 207 742 8733 sam.edmunds@jpmorgan.com Earnings: DIG GR, DWL LN, KSP ID, LXS GR, SXS LN US All Stars Conference is taking place on the 22nd and 23rd of September. In Industrials we've got 3M, Carrier Global, Deere & co, Eaton Corp, Equifax, Honeywell International, Howmet Aerospace, Quanta Services, Rollins, TransUnion and Trimble attending. Regi ...