Jefferies英国工业股-每周图表

Thursday. Its FY26F revenue expectations were70% covered by orders as of FY25FY22Y23Y25Orders down td flat growth yoy, but will 25% tariffsfrom yslobk a threatfor2H25es"CS100%75%50%Source: JMTBA.2219.3%12.0%13.0%ding the status of non-US analysts on pages 3 - 9 of this report Jefferies UK Industrials Team * I EquityResearch Teamljefferiesukindustrialsteam@jefferies.comAndy Douglas * IEquity Analyst44 (0) 20 7029 8166 I andrew.douglas@jefferies.comDavid Farrell * IEquity Analyst44 (0)20 7029 8407 I david.farrell@jefferies.comVanessa Jeffriess * IEquity Analyst44 (0)20 7548 4123 I vjeffriess@jefferies.comRichard Hill * IEquity Associate+44 (0)20 7548 4540 I rhill1@jefferies.com JefferiesExhibit 6 - UK Industrials: Diary of EventsDate17-Jul 2524-Jul 2529-Jul 2530-Jul 25Sz Inr-0831-Jul 2531-Jul 2531-Jul 251-Aug 254-Aug 255-Aug 255-Aug 256-Aug 257-Aug 257-Aug 257-Aug 258-Aug 2512-Aug 2513-Aug 2518-Sep 2518-Sep 2523-Sep 2523-Oct 256-Nov 2510-Nov 2511-Nov 2513-Nov 2513-Nov 2526-Nov 25Source: Company Data (where dates have been made available) JefferiesCompany Valuation/RisksForImportant Disclosure information on companies recsellside/Disclosures.action orcall212.284.2300.Analyst Certification:security(ies) and subject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specificndations or views expressed inthis research repoI, Andy Douglas, certify that all of thsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations osedinthisresearchreportI, David Farrell, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsexpressedinthis researchreporI, Vanessa Jeffriess, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) andsubject company(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations oiI, Richard Hill, certify that all of the views expressed in this research report accurately reflect my personal views about the subject security(ies) and subjectcompany(ies). I also certify that no part of my compensation was, is, or will be, directly or indirectly, related to the specific recommendations or viewsRegistrationofnon-Usanalysts: Jefferies UK Industrials Team is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC anoand therefore may not be subject to the FiNRA Rule 2241 and restrictions on communications with a subject company, public appearances and tradingRegistration of non-US analysts: Andy Douglas is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered/not be subject to the FiNRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held byaresearchanalyst.Registration of non-Us analysts:DavidFarrellis employedby JefferiesInternational Limited,anon-US affiliateof Jefferies LLCandis not registeredqualified as aresearch aa research analystRegistrationofnon-Usanalysts:Varqualified as a research analyst with FINRA. This analyst(s) may not be an associated person of Jefferies LLC, a FINRA member firm, and therefore maynot be subject to the FiNRA Rule 2241 and restrictions on communications with a subject company, public appearances and trading securities held byAsisthe casewithallJetferies employees,theanalyst(s)responsibleforthe coverage ofthefinancialinstrumentsdiscussedinthis reportreceivescompensationbasedinpartontheoverallpertormanceofthefirm,includinginvestmentbankingincome.weseektoupdateourresearchasappropriateInvestment Recommendation Record(Article 3(1)e and Article 7 of MAR)RecommendationPublishedndation DistributedCompany Specific DisclosuresJefferies Financial Group Inc., its affiliates or subsidiaries make a market in the securities or ADRs of Essentra Plc.JefferiesFinancialGroupInc.,itsatfiliatesorsubsJefferiesFinancialGroupInc.,JefferiesFinancialGroupInc.,itsatfiliatesorsubsiJefferies Financial Group Inc., its affiliates or subsidiaries make a market in the securities or ADRs of Severfield plcJefferiesFinancialGroupInc.,its affiliates orsubsPlease see important disclosure information on pages 3 - 9 of this report. m, certify that all of the views expressed in this research report accurately reflect my personal views about the subjectlalyst with FINRA. This analyst(s) may not bessa Jeffriess is employed by Jefferies International Limited, a non-US affiliate of Jefferies LLC and is not registered mmended in this report, please visit our website at https://javatar.bluematrix.com/anassociated person of Je