Glencore (GLEN LN) FY (USD): Revenue 247.5bln (exp. 233.9bln); Adj. EBITDA 13.51bln (exp. 13.22bln), Adj. EBIT 5.98bln (exp. 5.72bln), is to return USD 2bln to shareholders

Glencore reported stronger-than-expected FY results, with revenues and adjusted EBITDA exceeding consensus estimates, indicating solid operational performance.

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BAE Systems (BA/ LN) FY (GBP): Underlying EBIT 3.32bln (exp. 3.27bln), Div/shr 36.3p (exp. 35.5p), Revenue 30.7bln (exp. 30.7bln); guides FY26 underlying EBIT +9-11%, Revenue +7-9%

Iran and Russia are reportedly said to conduct navy drills in the Sea of Oman and Northern Indian Ocean on February 19th

Glencore (GLEN LN) FY (USD): Revenue 247.5bln (exp. 233.9bln); Adj. EBITDA 13.51bln (exp. 13.22bln), Adj. EBIT 5.98bln (exp. 5.72bln), is to return USD 2bln to shareholders

UK Inflation Rate YoY (Jan) Y/Y 3.0% vs. Exp. 3.0% (Prev. 3.4%, Low. 2.9%, High. 3.5%)

Newsquawk Daily European Equity Opening News - 18th February 2026

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CEO:

  • "We expect to be producing over 1 million tonnes annualised by the end of 2028, with Glencore now targeting c.1.6 million tonnes of copper production by 2035, supported by our enviable portfolio of highly capital-efficient copper growth options".
  • "Today we also announced the finalisation of the KCC land access package with Gécamines, unlocking LOM extension, productivity and cost improvements and the pathway to c.300ktpa of copper production".

2026:

  • "We remain focused on delivering on our 2026 priorities, achieving our operational targets and derisking and successfully progressing our organic production growth options, all with the objective of supporting long-term value creation for shareholders".
Context

The announcement of a $2 billion shareholder return not only underscores confidence in cash flow but also suggests a commitment to enhancing shareholder value, which may positively impact market sentiment toward the stock.

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