5 European shares to view this profit season among tariffs on Trump

Investors are in the first quarter profit season in 2025 with a huge cloud of uncertainty, which hangs over them, first of all, US President Donald Trump.

The scale of the duties announced in April, together with the volatility, which introduced the following updates and reversals in politics, has still exceeded even the most bearish forecasts.

Negotiators with European Union and UK negotiate with US officials to try to ease their appropriate 25% and 10% Tariffs on the blanket while fighting the broader tariffs steel, aluminum and toss. Meanwhile, the rest of the world is watching or not Red tension Between Washington and Beijing will cool down, judging by the trade war between the two largest economies that would be far the consequences.

Latest trade developments between the European Union and the US

Two main reports on income have already landed in Europe, which gave the following tone.

Luxurious giant Lvmh They said that its categories such as beauty, wine and perfume were vulnerable to the speech “aspiration customers”. Dutch semiconductor firm AsmlWhich machine manufacturers for chips are important for global technology, – Note Tariffs “created a new uncertainty” around demand. But none of them could quantify the scale of impact.

Here are five other major European firms to report the profits that may face big hits from tariff ups.

Mayers

Danish sea giant MayersOn May 8, the company’s shares have been ready to report profit in the first quarter in recent weeks.

The escalation trading war between the US and China, the two largest economies in the world, has become the main source of maritime and transport sector.

Cargo ships and containers in the port of Tsingao in the province of Shondo -Eastern China on December 4, 2024.

The global trading perspective “sharply deteriorated” amid Trump’s uncertainty, warns the WTO

Analysts expect Maersk’s profits to interest, depreciation, taxes and depreciation (EBITDA) in the first quarter, the consensus reports, decreased compared to $ 3.6 billion over the last three months 2024.

Mayers called tariffs in the US as “significant” and – in their current form – obviously not good news for the global economy, stability and trade.

“It is too early to speak with any confidence how it eventually unfolds. We need to see how the countries will respond to these plans-and to what extent they decided to agree, introduce counter categories, adjust duties on imports or continue the combination of these measures,” the company said on April 3.

Shell

Shell It is planned to report the profit in the first quarter of May 2. It comes after the British oil giant in March Announced plans To increase the return of shareholders, reduce the costs and double the connection to the liquefied natural gas (SPG).

In a later update of the Shell trading, the first -way production of the SPG, citing unplanned service, including in Australia.

Logo shell in Austin, Texas.

Brandon Bell | Getty Images | Gets the image

In recent weeks, oil and gas reserves have been tightened to market shocks, with energy specialties to strengthen the fears of the recession, humiliated oil demand and raw raw prices.

Analysts at Wealth Hargreaves Lansdown Manager – Note Earlier this month, “the surrounding accent Shell on efficiency and quality leaves it well to grow free cash flow and shareholder distribution.”

But it cannot control the price of oil, said Hargreaves Lansdown: “Thus, investors should be prepared for a relatively high level of volatility that accompanies the entire sector.”

Shell is expected to reports that the first quarter raised a $ 5.14 billion profit, according to a LSEG consensus, declined compared to $ 7.73 billion over the same period ago. In the last three months of 2024 in the last three months of 2024 in the last three months of 2024 in the last three months of 2024.

The stock analysts have nominated Shell as the best capital distributor among their European peers, pointing to the unwavering commitment of the firm to the discipline of the cost at the CEO of Vaela Savannah.

Volkswagen

Germany Volkswagen is one of many car firms that is expected Canada and Mexico – Although the results of April 30 should give a clearer designation of how much it counts on the shoulder through Chattanuse operations, Tennessee.

In April, the US made a 25% fee for all foreign cars that were imported into the country, which seems to have caused some By buying panic.

Chief Financial Director Volkswagen Arno Antlitz said CNBC last month The company advocated open markets, but already felt “as an American company” of its thousands of US staff.

However, Analysts warn Tariffs are especially negative for German vehicles that export thousands of vehicles a year in the US, while many cars produced in the country still require European parts.

Volkswagen is expected to receive a higher year of revenue in the first quarter, up to 77.6 billion euros (88.2 billion) from 75.5 billion euros, shows a consensus consisting of LSEG. Profit to interest and taxes (EBIT) see that they drop to € 4.03 billion.

Lufthansa

As the geopolitical tension, some of the LufthansaSince April 29, there may be some clues.

CEO Lufthansa Carsten SPOHR said CNBC In early March, he expected that global demand brings “much” higher profits in 2025 and did not see any dents in transatlantic orders. But since then much has changed, the scale of Trump tariffs and rhetoric that fueled public anger and even boycotts of American products.

Lufthansa Airlines Airlines for takeoff as aircraft Joint Airlines at San Francisco International Airport (SFO) in San Francisco, California, USA, February 7, 2025.

Anadolu | Anadolu | Gets the image

Figures on March, published by the International Trade Administration showing Falling visitors from Western Europe in the United States by 17.2% compared to 3.4% from Asia and 17.7% compared to the Middle East.

Lufthansa Group, which includes German flag carrier along with Swiss, Austrian airlines, Brussels Airlines and Ita Airways, is already fighting problems, including strikes, global pressure on prices and Boiling Delivery delays.

According to a consensus consisting of LSEG, analysts expect the group to report a profit of about 8.07 billion euros in the first quarter, which is compared to 7.4 billion euros last year, and approximately 630 million dollars in EBIT, sliced ​​from $ 871 million per year.

Novo nordisk

Drug Little imagine as their access The US critical market will affect the coming months.

Trump administration said last week that it has opened an investigation into how imports of certain pharmaceuticals affect national security, is widely regarded as a prelude to drug tariffs – also suggested to happen in the coming months Commerce Secretary Howard Lutnit.

There is no clarity over what the size will be, and if they take effect.

For Denmark Novo nordiskThe second largest company in Europe, which is listed, exposes the sale of its extremely popular obesity and treatment of Ozempic and Wegovy. Traders will hope that the results will indicate on May 7 as it is preparing for it and how much it can be offset it “Very significant” Setting up production in the US

Emily Field, Head of European Pharmaceutical Studies in Barclays, said CNBC earlier this month that tariffs were “question # 1 about investors’ minds.”

– Karen Gilchrist CNBC and Anik Kim Constantin contributed to the report.

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