Volvo (VOLVB SS) Q4 (SEK) EPS 4.73 (exp. 4.34), Sales 123.8bln (exp. 121.7bln), Op. Income 12.8bln (exp. 11.7bln); raises FY26 NA truck orders 265k (prev. guided 250k)

Volvo's Q4 results surpassed expectations across key metrics, including EPS and sales, indicating strong operational performance.

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Newsquawk Daily European Opening News - 28th January 2026

China has reportedly approved imports of over 400k NVIDIA (NVDA) H200 chips, according to sources

Volvo (VOLVB SS) Q4 (SEK) EPS 4.73 (exp. 4.34), Sales 123.8bln (exp. 121.7bln), Op. Income 12.8bln (exp. 11.7bln); raises FY26 NA truck orders 265k (prev. guided 250k)

Standard Chartered forecasts copper prices in H1'26 at USD 12.96k compared with USD 11.47k in H2'26; USD softness and sharp moves in gold and silver has supported copper

ASML (ASML NA) - Q4 2025 (EUR): Sales 9.72bln (exp. 9.26bln, guided 9.2-9.8bln), Orders 13.2bln (exp. 6.95bln), guides Q1 2026 Revenue 8.2-8.9bln (exp. 8.11bln), guides FY26 sales 34-39bln (exp. 36.5bln); Announces up to EUR 12bln share buyback

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  • The Board of Directors proposes an ordinary dividend of SEK 8.50 per share and an extra dividend of SEK 4.50 per share.
  • Notes that there has been a slight improvement in some markets
Context

The increase in FY26 North American truck orders also suggests robust demand outlook in a key market segment. Additionally, the proposed dividends reflect confidence in sustaining shareholder returns amid improved market conditions.

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