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European Movers: LSEG (LSEG LN) +7.0%, Siemens Energy (ENR GY) +3.5%, Heineken (HEIA NA) +3.9%, ABN AMRO (ABN NA) 1.7%, Commerzbank (CBK GY) -1.8%, Lufthansa (LHA GY) -3.8%, Dassault Systemes (DSY FP) -18.7%

The recent earnings reports showcase mixed results across significant European companies.

Newsquawk StaffPublished On the live feed at — 2 more headlines followed before this page went public
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EU's von der Leyen says the EU needs one large, deep and liquid capital market, adding that its currently too fragmented

EUROPEAN OPEN: ENR GY orders rise, sees higher sales this year; CBK GY tops expectations, boosts outlook; DSY FP misses estimates, guides below expectations; HEIA NA beer volumes decline less than expected, will cut jobs; Activist builds stake in LSEG LN

European Movers: LSEG (LSEG LN) +7.0%, Siemens Energy (ENR GY) +3.5%, Heineken (HEIA NA) +3.9%, ABN AMRO (ABN NA) 1.7%, Commerzbank (CBK GY) -1.8%, Lufthansa (LHA GY) -3.8%, Dassault Systemes (DSY FP) -18.7%

Russia to complete building two ice-class LNG tankers in 2026, according to IFX

Iran's President says that the country is not seeking nuclear weapons and are ready for any kind of verification

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  • LSEG (LSEG LN) - Elliott Management has built a significant stake in LSE, FT reports citing sources; Elliott is working with the Co. to engineer a improvement in performance. Reportedly pushing LSE to consider a multibillion-GBP buyback Does not want a full sale/spin-off of the exchange unit to occur. (FT)
  • Siemens Energy (ENR GY) - Q1 (EUR): Revenue 9.6bln (exp. 9.83bln), Profit Before Special Items 1.16bln (exp. 992.4mln), Orders 17.61bln (exp. 14.17bln); affirms guidance. CEO: "We have made a very strong start to the financial year. Sustained high demand in our gas turbines and grid technologies businesses is making a significant contribution to overall performance. Also in the wind business, there are early signs of a modest improvement". Siemens Gamesa continues to plan to break even in the 2026 fiscal year. The underlying operational measures are showing results, in particular the improved productivity in Offshore and increased service profitability in Onshore. The first quarter continued the positive development of the past fiscal year. (Siemens Energy)
  • Heineken (HEIA NA) - FY 2025 (EUR): Adj. Op. Profit 4.93bln (exp. 4.37bln), Organic Beer Volume -1.2% (exp. -2.48%), Div/Shr 1.90 (exp. 1.90); Sees 2026 Adj. Op. Profit +2-6%. Co also to axe up to 6k jobs over the next 2 years. (Heineken)
  • Commerzbank (CBK GY) - Q4 (EUR): Revenue 3.14bln (exp. 3.09bln), NII 2.05bln (exp. 2.04bln, prev. 2.31bln Y/Y), Net Income 737mln (exp. 628.6mln); Outlook 2026: Net result expected above original target of EUR 3.2bln (exp. 3.41bln) Q4 Metrics continued: Loan-loss provision 207mln, -3.3% Y/Y. CET1 Ratio 14.7% (exp. 14.6%). FY: Revenue 12.2bln (exp. 12bln) NII 8.23bln (prev. 8.33bln Y/Y) CET1 Ratio 14.7% (prev. 15.1% Y/Y) Op. Result 4.50bln (prev. 3.83bln Y/Y). (Commerzbank)
  • ABN AMRO (ABN NA) - Q4 (EUR) EPS 0.43 (exp. 0.54), NII 1.66bln (exp. 1.63bln, prev. 1.66bln Y/Y), Op. Income 2.25bln (prev. 2.24bln Y/Y); Additional EUR 500mln capital distribution; final dividend proposed of EUR 0.70/shr. "For 2026, we maintain our guidance for commercial net interest income of around EUR 6.4bln (exp. 6.62bln), excluding the intended acquisition of NIBC." "For 2026, we expect costs of EUR 5.6bln, excluding restructuring expenses and the intended acquisition of NIBC". (ABN AMRO)
  • Lufthansa (LHA GY) - Bloomberg reports that pilots are threatening to strike on Thursday, as recent pension talks have fallen through. (Bloomberg)
  • Dassault Systemes (DSY FP) - Q4 (EUR): EPS 0.33 (exp. 0.33), Adj. EBIT 622mln (exp. 654.6mln), Non-IFRS Revenue 1.68bln (exp. 1.74bln), Non-IFRS Revenue ex-FX +1% (exp. +3.49%); Sees Q1'26 Revenue ex-FX 1-5%, EPS 0.25-0.31 (exp. 0.33). Initiating FY26 non-IFRS outlook: total revenue growth of 3% to 5%, operating margin between 32.2% and 32.6%, and diluted EPS of EUR 1.30-1.34. AI-powered Virtual Twins showing early traction and demonstrating strong customer value; building a strategic partnership with NVIDIA (NVDA) to establish new Industry World Models at scale. (Dassault Systemes)
Context

LSEG is poised for improvement driven by activist pressure, while Siemens Energy and Heineken exceeded expectations, signaling strong demand in their sectors. In contrast, Dassault Systemes and Lufthansa are struggling, with the former missing revenue forecasts and the latter facing potential strikes that could impact operational continuity.

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