Beiersdorf (BEI GY) expects 2026 EBIT margin (ex. special factors) to be slightly below previous years level; 2025 group sakes EUR 9.9bln, +2.4%, EBIT margin ex. special factors rises to 14%
Beiersdorf's forecast indicates a slight dip in EBIT margin for 2026 compared to previous years, which may raise concerns about long-term profitability.
IDF says it targeted Iran's internal security HQ and bases; strikes on missile launchers and weapon sites continue
Democrats plan legislative response to Pentagon AI dispute, via Axios
Beiersdorf (BEI GY) expects 2026 EBIT margin (ex. special factors) to be slightly below previous years level; 2025 group sakes EUR 9.9bln, +2.4%, EBIT margin ex. special factors rises to 14%
JPMorgan (JPM) CEO Dimon says economy generally does not get driven by geopolitical conflict unless prolonged and only expect minor inflationary hit from Iran conflict, CNBC reports
BAE Systems (BA LN) awarded 5yr contract in December 2025 by Italian MoD
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- Q1 is expected to come in below FY range, affected by disruptions in US retail and China travel retail landscape.
The expected 2025 sales growth is modest at +2.4%, and key challenges from disruptions in U.S. retail and the Chinese travel market could pressure first-quarter results. Overall, while the immediate sales and margin outlook appears stable, the headwinds suggest a cautious stance moving forward, particularly for investors focused on growth in personal care markets.
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