European Movers: BNP Paribas (BNP FP) +3.5%, Saab (SAABB SS) +2.3%, Hannover Re (HNR1 GY) -0.9%, ArcelorMittal (MT NA) -1.0%, Shell (SHEL LN) -1.1%, BBVA (BBVA SM) -5.2%, Maersk (MAERSKB DC) -6.2%
Several major European companies have reported earnings, with notable results influencing market movements.
Mitsubishi Motors' (7211 JT) CEO says they are not facing any shortage of rare earths and it is unlikely to occur in the near term
EUROPEAN OPEN: GOOG, QCOM, ARM lower after earnings; MAERSKB DC said Red Sea reopening weighs on freight rates; SHEL LN misses profit expectations; BNP FP tops profit estimates; PNDORA DC pauses buybacks amid volatile silver prices
European Movers: BNP Paribas (BNP FP) +3.5%, Saab (SAABB SS) +2.3%, Hannover Re (HNR1 GY) -0.9%, ArcelorMittal (MT NA) -1.0%, Shell (SHEL LN) -1.1%, BBVA (BBVA SM) -5.2%, Maersk (MAERSKB DC) -6.2%
Volvo Cars (VOLCARB SS) CEO says that the Co. saw quite an impact in Q4 from the US tariffs
India's Trade Ministry Officials says that India will need to import USD 300bln annual worth of goods and the US will be one of the key suppliers of energy, aircraft and chips
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ArcelorMittal (MT NA) – Q4 2025 (USD): Revenue 14.97bln (prev. 15.66bln Y/Y), Net Income 177mln (prev. 377mln Y/Y), EPS 0.23 (prev. 0.50 Y/Y). The company expects demand to increase in 2026. The Co. expects world ex-China apparent steel demand to grow by +2% in FY 2026.
BBVA (BBVA SM) - Q4 (EUR): Net income 2.53bln (exp 2.54bln), NII 7.03bln (exp. 6.82bln), expects 2026 profitability to increase to around 20%.
BNP Paribas (BNP FP) - Q4 (EUR): Net income 2.97bln (exp. 2.86bln), Revenue 13.1bln (exp. 12.9bln), reaffirms its 2024-26 targets and upgrades FY28 targets.
Hannover Re (HNR1 GY) - FY (EUR): Net Income 2.6bln (prev. 2.33bln Y/Y), EBIT 3.5bln (prev. 3.3bln Y/Y). Confirms guidance.
Maersk (MAERSKB DC) - Q4 (USD) EBITDA 1.8bln (exp. 1.84bln), Revenue 13.3bln (exp. 12.9bln). Guidance: Sees 2026 Underlying EBITDA 4.5-7bln (exp. 5.76bln). "Guidance is based on the expectation that global container volume growth will be between 2% and 4% in 2026. The Co. announced a DKK 6.3bln share buyback. To add, the Co. is to cut 1,000 jobs.
Saab AB (SAABB SS) - Q4 2025 (SEK): Revenue 27.7bln (exp. 26.3bln), Operating profit 3.26bln (exp. 2.70bln), Net income 2.57bln (exp. 2.12bln); Guides initial FY26 Organic Revenue at +22%.
Shell (SHEL LN) - Q4 (USD): Adj. Profit 3.26bln (exp. 3.51bln), EPS 0.57 (exp. 0.63), Adj. EBITDA 12.79bln (prev. 14.77bln Y/Y), announces USD 3.5bln share buyback programme.
BNP Paribas outperformed expectations, which may support broader banking sector sentiment, while BBVA and Maersk's slight misses could raise concerns about future growth in their sectors. ArcelorMittal's outlook for increasing steel demand is a potential bright spot in materials, though the overall mixed results suggest a cautious market tone.
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