LyondellBasell – Large Q2 Earnings Beat Driven by O&P
Key Points Q2’26 EBITDA and EPS beat on O&P strength Near-term outlook commentary mixed We rate LYB shares Overweight with a 12-month target price of USD83 per share Summary LyondellBasell ......
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- July 31, 2026
- July 30, 2026
Huntsman – Q2 EBITDA Beat but Q3 Guidance Mid-Point Below Consensus
Key Points Q1’26 EBITDA beat. Q3’26 guidance mid-point below consensus EBITDA expansion observed in all three segments (y-o-y). Management commentary mixed We rate HUN shares Overweight with a 12-month target ......
- July 30, 2026
Olin Corporation – Q2 EBITDA Beat; Q3 Guidance Below Consensus
Key Points Q2’26 EBITDA beat on sequential margin expansion across all three segments Below consensus Q3’26 guidance partly driven by VCM facility outage We rate Olin shares Overweight with a ......
- July 30, 2026
BA: Raising Mid-Term Outlook but Trimming Target Price as Firm Focuses on Better Execution & Expanding Margins
Key Points We’re reiterating our Overweight rating on shares of BA but trimming our target price by USD7 to USD298 to take a more conservative approach to valuation in the ......
- July 30, 2026
APD – Q3 Beat; Q4 Guidance Above Consensus
Key Points Q3’26 EPS beat on strong Asia business performance Q4’26 guidance above consensus We rate Air Products shares Overweight, with a 12-month target price of USD345 Summary Air Products ......
- July 30, 2026
Solstice Advanced Materials – Q2 EBITDA and EPS Beat; FY2026 EBITDA Guidance Raised
Key Points Q2’26 EBITDA and EPS beat on strong RAS sales growth FY2026 guidance raised to above consensus levels We rate SOLS shares Overweight with a 12-month target price of ......