VINCI (DG) 9M Revenue €56.0B (+3.1%); Order Book €75.4B (+7%)

VINCI's Cobra IS unit secured a €165M contract to construct a cooling plant for a data center campus in the Iberian Peninsula, involving 126 dry coolers for 200 MW of computing capacity. The company is also bidding on further phases worth billions of euros, according to the press release.

Vinci stock fell 2.8% to a 52-week low of 107.00 after France proposed a tax hike on long-distance transport infrastructure operators. Morgan Stanley estimates this could reduce Vinci's net income by 9% and lower its stock fair value by €4.50-€5.00. Fellow operators Eiffage and ADP also declined, reflecting sector-wide regulatory risk repricing.

VINCI SA reported first-half 2026 profit growth. Net income attributable to owners rose 9.6% to EUR 2.08bn, EPS to EUR 3.70, and revenue increased 2.1% to EUR 35.60bn. EBITDA rose 4.5% to EUR 6.41bn and operating income to EUR 4.36bn. Order intake grew 8% to EUR 34.4bn and the order book hit a record EUR 76.8bn. VINCI reaffirmed 2026 guidance and approved an interim dividend of EUR 1.10 per share.

VINCI Energies, via a unit of Vinci SA, announced a voluntary public tender offer to acquire all shares of Germany’s All for One Group SE. According to reports, the offer price is EUR 67.50 per share, and the deal is expected to accelerate All for One’s international growth strategy. The announcement drove All for One’s stock sharply higher on Thursday.

Great Southern Bancorp (GSBC) reported Q3 2026 earnings of $14.0M, down from $17.8M in Q3 2025. Net loans declined $59.3M due to payoffs, but the lending pipeline remains strong. Deposits fell $232.1M, with brokered deposits running off. Credit quality metrics stayed excellent, with non-performing assets at 0.18% of total assets. Non-interest expense decreased to $36.3M. The company made strategic investments in securities and adjusted interest rate swaps, impacting net interest income.

Xtract One Technologies reported Q4 earnings, with total contract value of new bookings at C$32.2M for fiscal 2026, down from C$38.5M in fiscal 2025. Gross margin decreased to 57% from 71% year-over-year. The company cited healthcare demand in California and new contracts with the British Museum and Metro Toronto Convention Centre. Cash reserves increased to C$17.3M. Management expects to focus on sales expansion and R&D in fiscal 2027.