InsiderFlow › News › Europe’s earnings are poised for double-digit growth. One sector will do the heavy lifting, says Deutsche

EARNINGS · CNBC · Jun 29, 2026 BULLISH

Europe’s earnings are poised for double-digit growth. One sector will do the heavy lifting, says Deutsche

Deutsche says European companies’ earnings in Q2 are set to grow by double digits compared with the same period last year.

What it means

Deutsche says European companies’ earnings in Q2 are set to grow by double digits compared with the same period last year. The bulk of that growth is expected to come from one particular sector, which should outperform the rest of the market.

Possible consequences

Investors may see stocks in the leading sector rise, while other sectors stay relatively flat. The broader European equity market could get a boost, with higher price‑to‑earnings multiples for the most profitable companies.

What you can do

Watch the key sector’s growth indicators (orders, margins) and consider a sector‑focused ETF if the trend holds.

In the InsiderFlow app you get the news that matters explained like this every day: what it means and what to watch.

Read the story on CNBC →

Explanation generated by InsiderFlow's AI for informational purposes: not financial advice.