European industrials are set for strong EPS expansion, with 2024–26 consensus growth of 12.5%, driven by defense spending, AI data-center expansion, and Germany’s ramp-up in public infrastructure investment.
European industrials are set for strong EPS expansion, with 2024–26 consensus growth of 12.5%, driven by defense spending, AI data-center expansion, and Germany’s ramp-up in public infrastructure investment.