Tariffs are set to be the main target for buyers within the subsequent week, with US president Donald Trump’s deadline for the resumption of sweeping duties developing on 9 July, however there are additionally quite a few main firms resulting from report.

Shell (SHEL.L) will kick off the week’s firm reporting, with the oil main resulting from replace on second quarter efficiency on Monday.

Buyers can be TSMC’s (2330.TW, TSM) newest month-to-month gross sales figures, given the corporate is the world’s largest contract chipmaker, serving to to provide a way of demand within the sector.

On the earth of retail, buyers can be keeping track of outcomes from Levi Strauss (LEVI) to see how the denims model is navigating tariff uncertainty.

Again within the UK, Vistry (VTY.L) can be within the highlight, with buyers hoping the housebuilder’s troubles are behind it after issuing three revenue warnings in the direction of the tip of final 12 months.

Given Jet2 (JET2.L) has already supplied some steerage on efficiency for the 12 months in a buying and selling replace, the main target can be on the journey firm’s outlook for the 12 months forward.

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The share costs of FTSE 100-listed (^FTSE) firms Shell (SHEL.L) and BP (BP.L) have fluctuated previously month due to large swings in oil costs, as battle between Iran and Israel sparked issues about disruption to provide via the Strait of Hormuz.

Whereas a ceasefire between the 2 international locations seems to be holding, merchants proceed to observe developments across the subject of Iran’s nuclear programme, by way of how this impacts tensions within the Center East.

Nevertheless, oil costs have steadied within the wake of the truce, with buyers now targeted on an anticipated determination to extend provide when main producers meet this weekend. The Organisation of the Petroleum Exporting International locations and its allies, often called OPEC+, are extensively anticipated to agree on a manufacturing enhance of 411,000 barrels per day.

Previous to the June spike in oil costs, fears that tariff-fuelled financial downturn might dampen demand for gas weighed on the commodity. This has contributed to longer-term issues about slowing demand placing stress on firms’ refining margins, which replicate the earnings created from processing oil.

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Within the first quarter, Shell (SHEL.L) posted a world indicative refining margin of $6.20 a barrel, which was up from $5.50 within the fourth quarter, however down from $12 for a similar quarter final 12 months.

The Anglo-Dutch power main reported adjusted earnings of $5.58bn (£4.09bn) for the three months to March, down 28% from $7.73bn a 12 months earlier however forward of the $5.09bn forecast by analysts polled by London Inventory Alternate Group (LSEG.L).

Regardless of the autumn in earnings, Shell (SHEL.L) introduced one other $3.5bn in share buybacks with the discharge of the leads to Might, which marked its 14th consecutive quarter of repurchases of at the least $3bn.

In the meantime, BP (BP.L) reported a major drop in first-quarter revenue. The corporate reported an underlying alternative price revenue — a key metric used as a proxy for web revenue — of $1.38bn (£1bn), falling in need of the $1.53bn forecast by analysts polled by LSEG (LSEG.L).

BP’s (BP.L) weaker efficiency has led to hypothesis that the oil main has develop into a takeover goal, with stories that Shell (SHEL.L) was in talks to make a bid on its rival. Nevertheless, Shell put paid to the rumours in an announcement to markets on the finish of June, saying it had “no intention of making an offer for BP”.

Consideration will now flip to Shell’s (SHEL.L) second quarter replace launch on Monday, which ought to give buyers an concept as to how the oil main has been performing forward of it publishing the total outcomes on 31 July.

TSMC’s (2330.TW, TSM) June gross sales information will even give a way of how the chipmaker has carried out within the first half of the 12 months.

For Might, TSMC (2330.TW, TSM) posted web income of TWD320.52bn (£8.11bn), which was down 8.3% on the earlier month however up almost 40% on the identical month final 12 months.

The chipmaker has guided to web income of $28.4bn to $29.2bn for the second quarter, which might be up from $25.5bn for the primary quarter. TSMC (2330.TW, TSM) is because of launch its full second quarter outcomes on 17 July.

In a observe on Thursday, Barclays (BARC.L) analysts, who’ve an “overweight” ranking on the inventory, stated that they continued to see the inventory as a “core holding”.

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“Monthly sales data so far this quarter shows continued strong revenues meaning over 2/3s of quarterly guidance has already been achieved,” they stated. “Thus we think TMSC (2330.TW, TSM) can beat its guidance for revenues and we see scope for an upgrade to FY (full year).

The analysts added: “The talk we expect is on 2H and whether or not TSMC (2330.TW, TSM) is ready to ship additional sequential progress or if what we consider have been pull-in advantages restrict quarterly progress from right here. We enhance our USD revenues for 2025 and now mannequin +33% progress yoy, and if pull in exercise has been restricted then we expect our estimates could possibly be conservative.”

Year-to-date TSMC’s (2330.TW, TSM) Taipei-listed shares are less than 1% in the green, as tariff-related volatility has weighed on chip stocks more broadly.

Despite beating expectations in the first quarter, shares in Levi Strauss & Co (LEVI) fell after it posted its results in April, which were released just days after Trump announced sweeping tariffs on “Liberation Day”.

Levi Strauss (LEVI) maintained its top and bottom line guidance for the year but said this excluded the impact from the tariff announcements but added that it anticipated minimal impact to its margins for the second quarter.

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Speaking to Yahoo Finance at the time, Levi Strauss (LEVI) chief financial officer Harmit Singh said the company debated lifting its full-year guidance but felt it was “prudent” to maintain its outlook, given it was early in the year and in light of the tariff announcement.

Levi Strauss (LEVI) posted net revenues of $1.5bn in the first quarter, which was up 9% on an organic basis on the same period last year. Adjusted earnings per share came in at $0.38, compared with $0.25 for the first quarter of 2024.

For the year, the jeans maker has guided to 3.5% to 4.5% growth in organic net revenues, while earnings per share are expected to be between $1.20 and $1.25.

Shares in Vistry Group (VTY.L) are up 8% year-to-date but have failed to recover from a sharp drop towards the end of last year on the back of profit warnings by the housebuilder.

While revenue for the year rose 7% to £17.2bn ($23.5bn), final profit before tax was down 35% to £263.5m.

Vistry (VTY.L) is due to share a trading update on Thursday, giving investors a glimpse into what to expect from its actual half-year results in September.

AJ Bell’s (AJB.L) investment experts Danni Hewson and Coatsworth said: “Analysts will look to chief government Greg Fitzgerald for reassurance that final 12 months’s issues have been restricted to only two of the 4 regional operations within the south and that they’re now in hand, after a serious reorganisation of administration there.”

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While they said the update is unlikely to be too detailed, areas to watch include any commentary on the housebuilder’s forward order book, which stood at £4.4bn at the last count.

The company’s sales rate per site per week would be another area to keep an eye on, which came in at 0.59 in the first quarter.

The outlook for the second half and how that is expected to contribute to full-year profits will also be in focus. Hewson and Coatsworth said current analyst consensus is looking for adjusted pre-tax profit of £270m this year.

“Any signal of improved momentum within the order ebook and gross sales per outlet, in addition to debt discount, could possibly be taken nicely, offering 2024’s issues are certainly behind Vistry (VTY.L), and there aren’t any extra further prices for cladding remediation, both,” they said. “At the very least the shares are bumping round one occasions tangible web asset worth (NAV), so worth hunters have one thing to ponder there, given the large derating from two occasions and extra.”

Shares in Jet2 (JET2.L) surged after its full-year trading update at the end of April and have continued to climb since then, hitting an all-time high in June.

For the year, Jet2 (JET2.L) said it expected profit before foreign exchange revaluation and tax to come in between £565m and £570m for the year. That excluded a £10m profit on disposal of assets primarily from our retired Boeing 757- 200 aircraft fleet. The travel company said that this would represent approximately 9% growth on profits for the previous year.

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At the time, Jet2 (JET2.L) said its sale capacity for this summer was 8.3% than the previous year at 18.3 million seats, with new bases at Bournemouth and London Luton airports contributing approximately 4% of this growth.

Steve Heapy, CEO of Jet2 (JET2.L), said that the 2025 financial year “ended with one other 12 months of wholesome revenue progress, which underlines the resilience, flexibility and recognition of our product providing”.

“Though nonetheless very early in FY26, we’re happy with progress for summer season 2025 thus far,” he said.

Jet2 (JET2.L) also announced plans to launch a £250m share buyback programme, in more welcome news for investors.

Monday 7 July

Sinovac Biotech (SVA)

Tuesday 8 July

Unite Group (UTG.L)

Quantum Corporation (QMCO)

Wednesday 9 July

ZigUp (ZIG.L)

Thursday 10 July

DCC (DCC.L)

PageGroup (PAGE.L)

Delta Air Lines (DAL)

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