Societe Generale Sell-side卖方

Earnings Wrap Up 2Q26 reporting season Focus shifts to cash flows from capex

Aug 5, 20268 pages页

From the report报告摘录Developed Markets Earnings Strength: Q2 2026 results show 57% US, 28% Europe, 58% Japan YoY earnings growth, exceeding consensus by 31%/3%/17% respectively; 60% of companies beat estimates, signaling robust fundamentals…

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