Alembic Global Advisors is an independent equity research firm offering differentiated, experienced financial analysis on a variety of global industrial sectors. Our goal is to provide high quality, proprietary and actionable research into company, industry and broader macro trends on a truly global level.
Since its founding in 2009, Alembic has expanded from its core global chemical coverage to the aerospace & defense sector. Our analysts have been recognized by industry publications Institutional Investor, FT/Starmine and Extel.2 research analysts covering 35 companies across 3 industries (Chemicals and Aerospace & Defense). Our coverage list continues to grow as we remain focused on delivering our best-in-class research product.
Through our corporate access events we provide unique opportunities to meet with a select group of industry leaders, offering the chance to gain unique insights from people operating at the highest levels of their respective industries.
In addition to highly analytical deep dive research surrounding our specific equity coverage, we provide our macro view of each industry against the global backdrop of current events and how we see them shaping the future. We leverage our various areas of expertise to produce a collaborative cross-sector research product. This non-siloed approach allows us to maximize our areas of expertise, ultimately achieving a more dynamic and in-depth level of insight.
Not a client? Please contact Stephen Matthews – stephen.matthews@alembicglobal.com – to learn more about our research subscription offerings.
Access is limited to Alembic Global Advisors clients.
Key Points We’re updating our forecast for NOC post the firm’s 3Q results last week, and we’re reiterating our Overweight rating on the shares. We’re also maintaining our target price ......
Key Points We’re raising our top- and bottom-line forecast for RTX post the firm’s 3Q results earlier this week, and we’re reiterating our Overweight rating on the shares. That said, ......
Key Points Q3’26 EPS and EBITDA beat on pricing strength; Q4’26 guidance above consensus Near-term commentary and guidance mixed We rate Dow Inc. shares Overweight with a 12-month target price ......
Key Points Earnings revisions, not leverage alone, drive equity performance Debt maturities and recovery hurdles differentiate balance-sheet risk OLN/HUN offer cyclical leverage; CE/TROX offer self-help potential Summary Chemical equities have ......
Key Points We’re updating our forecast for BA for the first time post last week’s release of 3Q26 commercial aircraft orders and deliveries data. Our revenue outlook is largely intact, ......
Key Points We attended the annual Army AUSA conference in Washington, DC, earlier this week for three days. We found attendance at the event to be massive, perhaps a reflection ......