European Movers: Credit Agricole (ACA FP) +5.0%, Saint Gobain (SGO FP) +4.8%, Leonardo (LDO IM) +2.1%, Holcim (HOLN SW) +1.7%, BP (BP/ LN) -0.4%, Puma (PUM GY) -3.9%

BP (BP/ LN) - Co. says it is launching a process to market its North Sea business for potential sale as part of a portfolio review. (BP) Previously, talks around these assets were held with Ithaca Energy (ITH LN)

Credit Agricole (ACA FP) - Q2 2026 (EUR): Revenue 7.36bln (exp. 7.03bln), Operating costs 3.87bln (exp. 3.83bln), Net Income 2.05bln (exp. 1.93bln), Asset gathering revenue 2.21bln (exp. 2.06bln), Large customers revenue 2.34bln (exp. 2.28bln), International retail banking 1.05bln (exp. 1.02bln), CET1 11.3% (exp. 11.2%). (Credit Agricole)

Holcim (HOLN SW) - H1 2026 (CHF): Revenue 7.93bln (exp. 7.81bln), recurring EBIT 1.44bln (exp. 0.96bln), raises its FY26 sales growth to "around" 5% (prev. guided 3-5%) and recurring EBIT 10% (prev. guided 8-10%). (Holcim)

Leonardo (LDO IM) - H1 2026 (EUR): Adj. Net Income 476mln (prev. 273.6mln Y/Y), Revenue 10bln (prev. 8.92bln Y/Y), Order backlog EUR 58.6bln (prev. 45.0bln Y/Y), New Orders 16.3bln (prev. 11.2bln Y/Y). Raises its FY26 guidance, now sees new order intake c. 28.2bln (prev. guided c. 26.2bln), EBITA c. 2.21bln (prev. guided c. 2.15bln) and FOCF c. 1.37bln (prev. guided 1.32bln) with a ROS at 10.0%. (Leonardo)

Puma (PUM GY) - Q2 2026 (EUR): adj. Sales 1.69bln (exp. 1.66bln), adj. EBIT -42mln (exp. -55mln). FY Guidance confirmed. CEO "After a solid first quarter and a softer second quarter in line with expectations, we expect sales to improve sequentially in the second half of 2026". (EQS)

Saint Gobain (SGO FP) - H1 2026 (EUR): Revenue 23.60bln (prev. 23.85bln Y/Y), Net Income 1.68bln (exp. 1.39bln), EBITDA 3.63bln (exp. 3.51bln), affirms FY26 outlook. (Saint Gobain)