Compagnie de Saint-Gobain S.A. (SGOp)

Compagnie de Saint-Gobain’s adjusted EPS topped expectations in the first half of fiscal 2026, with results reported July 30, 2026 also showing revenue that came in line with consensus. Revenue surged 97.8% year over year to roughly EUR 23.6 billion (up from EUR 11.926 billion a year ago), while EPS of EUR 3.40 topped the EUR 3.11 estimate, +9.3%; on the top line, revenue of EUR 23.595 billion compared with an EUR 23.328 billion estimate, +1.1%, and was in line. Profitability included a gross margin of about 27% alongside gross profit of roughly EUR 6.3 billion, and operating margin held near 10% with operating income of about EUR 2.4 billion. Net income rose 74.0% to roughly EUR 1.4 billion (up from about EUR 814.5 million a year ago). The company generated about EUR 1.1 billion of operating cash flow and paid roughly EUR 1.1 billion in dividends. Next-period consensus calls for EPS of EUR 3.16 on revenue of EUR 23.469 billion.