Additional European Equity News - 4th November 2026

AIB Group (A5G ID) - Q3 2026 (EUR): NII 2.87bln, +2% Y/Y. Raises FY26 guidance, NII to above EUR 3.85bln (prev. guided above 3.8bln), customer loan growth to 5-6% (prev. guided c. 5%) and customer deposit growth to 3-4% (prev. guided c. 3%). (AIB Group)

Barratt Redrow (BTRW LN) - AGM Trading Update: FY27 completions 3,223 (prev. 3,665 Y/Y). FY27 guidance unchanged. (Barratt Redrow)

Coca-Cola HBC (CCH LN) - Q3 2026 (GBP): Organic Revenue 9%, Organic Volume 5.4%. Raises FY26 organic revenue growth guidance to slightly above 6-7% (prev. guided around the top end of 6-7%) and reaffirms organic EBIT growth guidance of 8-10%. (Coca-Cola HBC)

Glanbia (GL9 ID) - Q3 Trading Update: LFL Revenue +9.9% Y/Y. Raises its Fy26 adj. EPS growth to 22-24% (prev. guided 17-20%). (Glanbia)

JD Wetherspoon (JDW LN) - Q1 Trading Update: LFL Revenue +8.2% Y/Y, Total Sales +9.1% Y/Y. Affirms current market expectations. (JD Wetherspoon)

Lion Finance Group (BGEO LN) - Q3 2026 (GEL): Revenue 1.30bln (exp. 1.26bln). (Lion Finance Group)

Marks & Spencer (MKS LN) - H1 2026/27 (GBP): Revenue 9.26bln (prev. 7.97bln Y/Y), Operating Profit 438.1mln (prev. 91mln Y/Y), Adj. Pretax Profit 403.2mln (prev. 184.1mln Y/Y). Food continues to outperform. In Fashion, Home & Beauty, market conditions remain challenging but performance is expected to improve in H2. Group Adj. Pretax Profit for the FY is expected to be in line with expectations. (Marks & Spencer)

Smith & Nephew (SN/ LN) - Q3 2026 (USD): Revenue 1.55bln (exp. 1.55bln), Underlying Revenue Growth 3.4% (exp. 3.3%). Lowers FY26 guidance, Underlying revenue growth to c. 3% (prev. guided 4%), trading profit growth to c. 4% (prev. guided 8%) with trading profit of c. USD 1.25bln (prev. guided 1.3bln), FCF to c. USD 750mln (prev. guided 800mln) and adj. ROIC to c. 9% (prev. guided above 10%). Expects reported revenue growth of c. 4% and cash conversion of c. 95%. Revisions reflect weaker US Hips and Knees expectations for Q4 and market conditions. (Smith & Nephew)

TotalEnergies (TTE FP) - Co. signs an agreement with Jiangsu Guoxin Group for the delivery of 900,000 tonnes of LNG per year. Subject to the finalisation of the SPAs, this agreement is set to start in 2028, for 15 years. (TotalEnergies)

Weir (WEIR LN) - Q3 Trading Update: Group Orders +8% Y/Y. On track to meet FY26 market expectations. (Weir)

Wolters Kluwer (WLK NA) - 9M Trading Update: Organic Revenue +6% Y/Y. Reaffirms FY26 guidance. (Wolters Kluwer)