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Our experts’ analysis covers a range of individual companies worldwide. See our latest updates below.

July 2025

Anglo American: tough diamond market drags on first half performance
British American Tobacco: full-year guidance firms as US starts to recover
Microsoft: strong Q4 on cloud growth
Next: solid first half, guidance nudged higher
LSEG: decent H1 but some questions raised
Unilever: solid H1 numbers, Ice Cream demerger on track
Rolls-Royce: huge H1 profit beat, guidance raised
Standard Chartered: Q2 beat, small guidance raise
Shell: second quarter profit falls but buybacks continue
Airbus: H1 profits rise, full-year guidance maintained
Haleon: full-year revenue guidance cut, profit outlook remains healthy
Meta: strong Q2 as AI starts to deliver
Visa: Q3 results beat expectations
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