Additional European Equity News - 29th October 2026

Aixtron (AIXA GY) - Q3 2026 (EUR): Revenue 183.6mln (prev. 119.6mln Y/Y), Net Income 35.4mln (prev. 13mln Y/Y), EPS 0.31 (prev. 0.11 Y/Y), FCF 127.8mln (prev. 39.2mln Y/Y). Confirms FY26 guidance. (Aixtron)

Carlsberg (CARLB DC) - Q3 2026 (DKK): Revenue 25.3bln (exp. 25.1bln), Organic Beer Volumes -3.5%, Total Organic Volumes +0.3%. Maintains its FY26 expectations. CEO: “The Group delivered robust revenue growth in Q3, reflecting good momentum in many markets and the resilience of our multi-beverage portfolio, which more than compensated for the challenging trading environment in China.” (Carlsberg)

DNO (DNO NO) - Q3 2026 (USD): Revenue 1.02bln (exp. 0.8bln), EBIT 641mln (exp. 484mln). Net production +61%. Approved a NOK 0.375/shr quarterly dividend (prev. 0.375/shr). In Kurdistan, considering contracting a third large rig. (DNO)

FTSE 100 ex-dividend - Balfour Beatty (BBY LN), JD Sports Fashion (JD/ LN), and Whitbread (WTB LN) will trade without entitlement to their latest dividend payouts. (dividenddata)

Glencore (GLEN LN) - Q3 Production Report: Copper 201.6kt (prev. 197.4kt Q/Q), cobalt 3.5kt (prev. 4.4kt Q/Q), zinc 181.6kt (prev. 188.7kt Q/Q), lead 38.9kt (prev. 42.6kt Q/Q), nickel 18.8kt (prev. 18.6kt Q/Q), gold 94koz (prev. 100koz Q/Q), silver 3,992koz (prev. 4,437koz Q/Q) and chrome ore 906kt (prev. 817kt Q/Q). Maintains its FY26 production guidance. (Glencore)

Lloyds (LLOY LN) - Q3 2026 (GBP): Statutory Pretax Profit 2.33bln (exp. 2.29bln), Underlying NII 3.81bln (exp. 3.83bln), Other Income 1.69bln (exp. 1.70bln), Net Income 5.07bln (exp. 5.11bln), Operating Costs 2.37bln (exp. 2.40bln), Net Profit 1.71bln (exp. 1.67bln(, CET1 Ratio 13.3% (epx. 13.4%). Says they are on track to meet 2026 guidance. (Lloyds)

MTU (MTX GY) - Q3 2026 (EUR): Revenue 2.42bln (prev. 2.13bln Y/Y), Adj. EBIT 349mln (exp. 336.5mln). Raises its FY26 adjusted revenue guidance to EUR 9.5-9.7bln (prev. guided EUR 9.2-9.7bln), driven primarily by commercial maintenance and spare parts businesses. (MTU)

Neste (NESTE FH) - Q3 2026 (EUR): Revenue 6.55bln (exp. 5.66bln), Adj. EBITDA 1.56bln (exp. 1.21bln). Expects FY26 Renewable Products sales volumes to remain broadly in line with FY25, while Oil Products sales volumes are forecast to decline Y/Y due to a planned maintenance turnaround. (Neste)

Shell (SHEL LN) - Q3 2026 (USD): Adj. Profit 10.814bln (exp. 10.23bln), Adj. EPS 4.03 (exp. 3.97), Adj. EBITDA 22.736bln (prev. 20.710bln Q/Q), Operating Cash Flow 21.043bln (prev. 21.432bln Q/Q), Free Cash Flow 16.3bln (prev. 17.5bln Q/Q), Net Debt 39.7bln (prev. 41.8bln Q/Q). Gearing 16.6% (prev. 18.7% Q/Q), refining margin USD 42/bbl (prev. USD 24/bbl Q/Q). Earnings supported by record refining margins and higher LNG prices. Announces USD 5bln share buyback programme, FY 2026 CAPEX guidance USD 23–25bln. (Shell)

Technip Energies (TE FP) - 9-month (EUR): Revenue 5.6bln (prev. 5.4bln), Recurring EBITDA 384mln (prev. 478mln), Recurring EBITDA Margin 6.9% (prev. 8.8%), Order Intake 14.1bln (prev. 3.36bln). FY Segment Guidance: Project Delivery Revenue 5.7-6.3bln. (Technip)

TotalEnergies (TTE FP) - Q3 2026 (USD): Adj. EPS 4.03 (exp. 3.97), Adj. Net Income 9.10bln (exp. 8.9bln), Adj. EBITDA 17.81bln (prev. 13.2bln Q/Q). Authorises share buybacks of USD 2.5bln in Q4. Maintains interim dividend at EUR 0.90/shr. Confirms planned investments for 2026 of around USD 15bln. CEO: “Oil & Gas production reached 2.474 Mboe/d in the third quarter, up more than 3% quarter-to-quarter, notably benefiting from a lower impact of the Middle East conflict, limited to only around 5% of the Company’s overall production over the quarter on average. Excluding the Middle East impact, production growth exceeds 4% year-on-year, supported by the ramp-up of projects launched since 2025.” (TotalEnergies)

WPP (WPP LN) - Q3 Trading Update (GBP): Revenue 3.27bln, +0.5% Y/Y; Revenue less pass-through costs 2.41bln, -2% Y/Y. Continues to expect LFL revenue less pass-through costs down low to mid-single digits in H2, with Q4 towards the better end of this range, and expect FY headline operating margin to be in the range of 12% to 13%. (WPP)