European Movers: Ubisoft (UBI FP) +11.5%, Safran (SAF FP) +5.4% Capgemini (CAP FP) +3.1%, Publicis (PUB FP) +1.8%, Mercedes Benz (MBG GY) -0.8%, L’Oreal (OR FP) -6.5%
Importance
Level 1
- Ubisoft (UBI FP) - Q3 (EUR): Net bookings 388mln, +12% Y/Y. 9M: Sales 976.2mln, -1.4% Y/Y. Net Bookings 1.11bln, +17.6% Y/Y. Outperformance vs expectations primarily driven by partnerships and the Assassin's Creed franchise. (Ubisoft)
- Safran (SAF FP) - FY25 (EUR): Revenue 31.3bln (prev. 27.3bln Y/Y), Operating profit 4.72bln (prev. 4.13bln Y/Y), sees FY26 revenue higher in the low to mid-teens and operating income between 6.1-6.2bln. (Safran)
- Capgemini (CAP FP) - FY 2025 (EUR): Revenue 22.5bln (exp. 22.3bln, prev. 22.1bln Y/Y), Operating profit 2.2bln (prev. 2.4bln Y/Y); guides initial FY26 at 6.5-8.5%. (Capgemini)
- Publicis (PUB FP) - Co. to buy back shares for EUR 175mln. (Publicis)
- Mercedes Benz (MBG GY) - Co. to recall 11.9k vehicles over a fire risk warning, according to the NHTSA. (NHTSA)
- L'Oreal (OR FP) - Q4 2025 (EUR): Revenue 11.25bln (exp. 11.11bln), Operating profit 8.89bln (exp. 8.94bln), LFL sales +6% (exp. +6.46%) LFL Sales: Derm. beauty +11.5% (exp. +5.78%). Consumer products +4.8% (exp. +4.84%). Luxe +4.5% (exp. +7.82%). Comp Sales: North America +8.6% (exp. +7.51%). North Asia +0.6% (exp. +5.44%). FY25 Results: Sales 44.1bln (exp. 44.2bln). (L'Oreal)
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