11 German cyclical stocks reporting — with PMI, EUR 10Y, NATO defence and Brent signal context.
| Date | Company | Signal | EPS est. | Watch for | Priority |
|---|---|---|---|---|---|
| 30 Apr | MBG Mercedes-Benz |
PMI / Auto | EUR 1.42/share | Auto demand — China sales key | MEDIUM |
| 30 Apr | BAS BASF |
PMI / Chemicals | EUR 0.81/share | Energy costs + China demand | HIGH |
| 06 May | LHA Lufthansa |
Flying Hours | EUR -0.18/share | Brent $102 — fuel hedge update | HIGH |
| 07 May | RHM Rheinmetall |
NATO Defence | EUR 5.20/share | Record orderbook — 2.4% GDP spending | HIGH |
| 07 May | VOW3 Volkswagen |
PMI / Auto | EUR 4.10/share | EV margins + China market share | MEDIUM |
| 07 May | HEIG HeidelbergMaterials |
PMI / Cement | EUR 2.15/share | Infrastructure spending cycle | MEDIUM |
| 08 May | HLAG Hapag-Lloyd |
SCFI / BDI | EUR 1.30/share | Freight rates — Red Sea/Hormuz impact | HIGH |
| 08 May | TKA Thyssenkrupp |
PMI / Steel | EUR -0.08/share | Steel $90/t — restructuring update | LOW |
| 14 May | SIE Siemens |
PMI / Industrials | EUR 2.85/share | Factory automation — PMI neutral | MEDIUM |
| 14 May | 1COV Covestro |
PMI / Chemicals | EUR 0.22/share | Petrochemical margins recovery | MEDIUM |
| 20 May | AIR Airbus |
Flying Hours | EUR 1.05/share | Delivery ramp + defence contracts | HIGH |
Dates are estimates based on historical reporting patterns. Not financial advice. See disclaimer.