Intel’s third quarter showed a company slowly regaining its footing. Revenue ticked up, margins improved, and its foundry ambitions took shape—yet persistent losses and execution risks remind investors that this comeback, while real, remains fragile.
SGS’s third-quarter update brings solid organic growth, firmer margins and disciplined M&A execution—early proof that new CEO Géraldine Picaud’s “Strategy 27” is starting to deliver exactly what she promised.
Lam Research delivered record margins on AI-fueled demand while warning China will fade under new curbs. Guidance dips on tariffs and mix, but 2026 growth bets rest on HBM, taller NAND stacks and EUV patterning—where Lam’s etch/deposition moat is deepest.
Novo Nordisk faces rare boardroom turmoil as its controlling foundation pushes for a sweeping overhaul. Chair Helge Lund and six directors are set to be replaced by a new slate led by ex-CEO Lars Rebien Sørensen—signaling a sharper, U.S.-focused pivot in the obesity-drug race.
EssilorLuxottica’s best quarter since the merger shows momentum is real. Smart glasses, premium lenses, and a thriving retail engine turned Q3 into a breakthrough—suggesting the eyewear giant’s tech-infused growth story is just getting started.
Nestlé’s new CEO is taking tough action: 16,000 job cuts, sharper portfolio focus, and a push for RIG-led growth—real demand, not just pricing. After years of inflation-driven gains, the world’s biggest food group is betting on leaner operations and genuine volume recovery.
Infosys’s latest quarter offers a sober answer to the hype: AI is good for IT consultants—but the payoff shows up first in bookings, delivery speed and margins, not a top-line sprint.
After a year of faltering sales and shaken investor confidence, LVMH’s third-quarter results finally signaled a rebound. Revenue ticked up 1%—a modest figure that nonetheless marks a turning point as growth returned across most divisions and China demand turned positive again.
ASML’s Q3 missed on revenue but beat on EBIT, with €5.4 billion in bookings and standout EUV orders. Guidance lifts Q4 above models and keeps 2025 on a ~15% growth track—while 2026 is “not below” 2025.
Givaudan’s nine-month update shows resilient organic growth and pricing power, outpacing peers like Symrise. While FX drags and tariffs weigh, Fine Fragrance and beauty actives keep momentum strong as FMCG giants from Nestlé to Pepsi battle volume fatigue.
ASM set a 2030 course—>€5.7bn revenue, 30% margins—built on ALD dominance, growing epi, outcome-based services and sustainability that lowers customers’ total costs.
Positive evERA data make giredestrant a real contender in HR+/HER2– breast cancer. Late-line use points to ~$1B peak; earlier-line wins could multiply that.
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