Updated
Updated · Bloomberg · Jul 16
European Companies Eye 11.5% Earnings Growth, Strongest in 3 Years
Updated
Updated · Bloomberg · Jul 16

European Companies Eye 11.5% Earnings Growth, Strongest in 3 Years

1 articles · Updated · Bloomberg · Jul 16

Summary

  • MSCI Europe index members are forecast to deliver 11.5% aggregate second-quarter earnings growth, the strongest profit expansion since the first quarter of 2023.
  • Oil majors, banks and artificial-intelligence winners are expected to drive the rebound with blowout results, reversing the sluggish profit growth that had weighed on European stocks.
  • The outlook points to a sharper earnings backdrop for the region as companies begin reporting second-quarter results.

Insights

Is Europe's profit boom a true revival or does it mask a widening technology gap with the US?
Can Europe's rebound last when fueled by volatile energy prices and a borrowed AI revolution?