Earnings

Esprinet Raises H1 2026 Outlook on Strong Sales Growth
Esprinet reports 80% year-over-year sales growth in H1 2026, lifting adjusted EBITDA guidance to 77-82 million euros for full-year 2026.

OUTsurance Profit Surges 18.5% to R5.6 Billion on Strong South Africa Growth
The insurer posted an 18.5% rise in normalised earnings to R5.6 billion for FY2026, driven by a 62.4% profit jump in South Africa. A special dividend was declared alongside a 22.7% ordinary dividend increase.

OUTsurance Posts 18.5% Earnings Growth on SA Profit Surge
South African operations powered by a 62% profit jump drove normalised earnings to ZAR 5.6bn, offsetting weaker results at Australian unit Youi.

Touax Reports H1 2026 Loss as Shares Drop 6.5%
European freight rail and container logistics company Touax swung to a EUR 4.2 million net loss in the first half of 2026, while revenue fell and shares tumbled.

Supermarket Income REIT posts H2 EPS beat, lifts portfolio value to £2.2bn
Supermarket Income REIT beat H2 2026 forecasts with EPS of 0.0312, while net rent income rose 6% to £122m and gross asset value climbed 37% year-over-year.

Oakley Capital posts 6% NAV return in H1 2026
The investment firm reported a GBP 1.29 billion NAV, 6% total return and a 33% discount to NAV, while highlighting AI‑focused fund activity and a strong buy‑back program.

OUTsurance posts 18.5% normalised earnings rise, dividend up 22%
South African insurer OUTsurance Group reported ZAR 5.6bn normalised earnings for FY 2026, up 18.5%, driven by strong domestic growth offsetting Australia weakness and Irish losses.

Glenveagh Raises 2026 Outlook on Record Order Book and Strong Homebuilding Margins
Irish homebuilder lifts full-year EPS guidance after record order book of €1.8bn; homebuilding units expected to exceed 1,700 in 2026.

THG H1 2026: Revenue up 7.2%, EBITDA doubles despite share fall
THG reported £828.7m in first-half revenue and nearly doubled adjusted EBITDA, though shares fell 6.9% on the results.

Novartis Pauses Eight Clinical Trials of Rap-Cel Over CAR-T Safety Concerns
Novartis halts eight clinical trials of its rap-cel therapy as wider sector concerns around CAR-T cell treatments emerge.

Puuilo H1 margins expand as private-label sales surge
Finnish discount retailer reports net sales of €257 million, up 14.2%, with adjusted EBITA margin rising to 19.5% as private-label sales accelerate.

Puuilo Posts Strong H1 Growth as Net Sales Reach EUR 257 Million
The Finnish discount retailer reported H1 net sales of EUR 257 million, up 14.2%, with adjusted EBITA rising 28.2% to EUR 50 million, yet its shares fell on the day.

THG posts 7.2% revenue rise in H1 2026, shares drop 6.9%
First‑half revenue reached £828.7 million, adjusted EBITDA doubled, but the stock fell nearly 7% after the earnings call.

Novartis Cholesterol Trial Failure Stalls $5B Lp(a) Drug Race
Novartis' pelacarsen lowered lipoprotein(a) but missed cardiovascular outcomes, dealing the first major setback to the multibillion-dollar race for an Lp(a) treatment.

Aldermore statutory profit falls 74% on motor finance redress charge
The UK bank reported £51.2 million in pre-tax profit for the year to June 30, dragged down by a £164.8 million FCA motor finance redress provision.

UBS posts Q2 2026 net profit of $2.8bn, 1H profit $5.8bn, assets $7.3tn
UBS Group AG reported a $2.8 billion net profit for the second quarter and $5.8 billion for the first half of 2026, with invested assets reaching $7.3 trillion and integration of Credit Suisse on track.

TSMC August Revenue Surges 53% on Sustained AI Chip Demand
Taiwan Semiconductor reported T$514.8 billion in August revenue, a 53.3% year-on-year jump, as relentless artificial intelligence demand continued to drive its most advanced manufacturing processes.

Mavi margins expand in H1 despite Turkey inflation pressure, revamps full-year outlook
Turkish denim retailer reports strong Q2 profit growth and improved gross margin, but lowers FY revenue guidance amid persistent inflation. Shares jump 8.5%.

Mavi Margins Expand in H1 2026 as Turkey Retail Sees Inflation Distortion
Turkish apparel retailer reports EBITDA margin of 18.1% and revised FY revenue guidance lower, while shares surged nearly 9% on a second phase of buybacks.

Mirum Pharmaceuticals Raises Full-Year Guidance, Outlines Pipeline Timeline
Mirum lifted 2024 revenue outlook to $680M–$700M as LIVMARLI posted 13% quarterly growth. CEO detailed pipeline catalysts through 2027.

Lennar Stock Hits 52-Week Low After Missed Q3 Earnings
Homebuilder's shares touched $76.61 following a third-quarter report that saw revenue and adjusted EPS come in below estimates.

First Watch at Piper Sandler conference: growth slows, cash focus rises
First Watch executives noted slowing growth and a heightened emphasis on cash at the Piper Sandler conference.

Pharvaris: Oral HAE drug deucrictibant shows strong efficacy at Wells Fargo conference
Pharvaris reported 87% attack reduction in its Phase III prophylaxis trial for deucrictibant, positioning the oral treatment against established injectable therapies for hereditary angioedema.

Teradyne AI push widens as cloud test demand accelerates
Semiconductor test equipment maker sees revenue surge 58% to $4.5B as cloud hyperscaler and merchant compute accounts drive growth.

