BNPPE view: H1 results look solid (in-line with our forecasts at revenues and EBIT) with the cost cutting program beginning to bear fruit and a recovery in the US business gaining momentum. Management reiterated guidance for 2025 and noted increased confidence in the outlook given improved visibility on the order book alongside the recovery in the US. With guidance retained we do not expect significant revisions to consensus forecasts but believe the shares should be supported by evidence of a ....