Important information – This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.
Among those currently scheduled to release results next week:
13-Oct
No FTSE 350 Reporters
14-Oct
Ashmore
Q1 Assets under Management
IntegraFin Holdings
Q4 Trading Statement
Ninety One
Q2 Asset Under Management
Target Healthcare
Full Year Results
15-Oct
ASML Holding*
Q3 Results
Entain
Q3 Trading Statement
Jupiter Fund Management
Q3 Trading Statement
Rank Group
Q1 Trading Statement
Rathbones Group
Interim Management Statement
Rio Tinto
Q3 Operations Review
16-Oct
Atalaya Mining Copper
Q3 Operational Update
Croda*
Q3 Corporate Sales Release
Mondi
Q3 Trading Update
Taiwan Semiconductor Manufacturing Co*
Q3 Results
Whitbread*
Half Year Results
17-Oct
No FTSE 350 Reporters
*Events on which we will be updating investors
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ASML all eyes on 2026 outlook
ASML heads into third quarter results with some question marks looming around the outlook for next year. Results back in July were decent enough, with 23% top-line growth, but that was overshadowed by comments from management that pointed to an uncertain backdrop. Consensus for revenue growth in 2026 has already been brought down from around 7% in July to 4% so investors will have a keen eye on guidance.
Netherlands-based ASML is the market leader in lithography machines used to make semiconductor chips. The AI boom should be a tailwind and there have been some positive developments that suggest new foundries are on the horizon, each needing to be kited out with ASML’s machines. But the demand environment is different to traditional chip names, and the valuation doesn’t offer much upside at the minute in our view.
Prices delayed by at least 15 minutes
Prices delayed by at least 15 minutes
TSMC strong growth amid tariff challenges
TSMC got off to a strong start in 2025, with first-half results breezing past expectations and underscoring the strength of its exposure to AI and high-performance computing. Meanwhile, tension over tariffs persists, with Washington having floated a mandate that half of chip production occur in the US, a demand that Taiwan didn’t take too kindly.
To counter geopolitical pressure, in March, TSMC pledged to scale up its US commitment, bringing total US investment to $165bn. That includes three new fabrication plants, two advanced packaging plants, and a major R&D hub.
Looking ahead to the third quarter, TSMC has guided revenue of $31.8-33.0bn, implying roughly 38% year-over-year growth at the midpoint. That sets the bar high, but it is consistent with the upward trajectory established earlier in the year and signals confidence even amid macro and policy uncertainty.
Prices delayed by at least 15 minutes
Prices delayed by at least 15 minutes
Whitbread hopes to see bookings strength continue
Whitbread had a challenging first quarter as both Accommodation and Food and Beverage sales declined. Bookings were tracking ahead of last year, but Premier Inn doesn’t benefit greatly from revenue visibility and we’ll be keen to see if the improving demand trend has persisted. Recent industry data suggests that while UK room rates have been largely flat, occupancy has been on the increase. Premier Inn tends to outperform the competition, but there can be no guarantees.
Germany started the year more brightly and last we heard, the region remains on track to deliver profitability by the end of the year. But it’s not the main event for now. Overall market forecasts for first half group revenue and operating profit to land a shade below last year look reasonable. But achieving this isn’t just down to demand. It also hinges on Whitbread’s ability to deliver on its efficiency promises so that it can mitigate continuing cost pressures.
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This article is original Hargreaves Lansdown content, published by Hargreaves Lansdown. It was correct as at the date of publication, and our views may have changed since then. Unless otherwise stated estimates, including prospective yields, are a consensus of analyst forecasts provided by LSEG. These estimates are not a reliable indicator of future performance. Past performance is not a guide to the future. Investments rise and fall in value so investors could make a loss. Yields are variable and not guaranteed.
This article is not advice or a recommendation to buy, sell or hold any investment. No view is given on the present or future value or price of any investment, and investors should form their own view on any proposed investment.
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Written by
Derren Nathan
Head of Equity Research
Derren leads our Equity Research team with more than 15 years of experience in his field. Thriving in a passionate environment, Derren finds motivation in intellectual challenges and exploring diverse ideas within his writing.
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Published: 10th October 2025