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.
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Key Points We’re raising our top- and bottom-line forecast for KTOS post the firm’s 2Q earnings report earlier this month, though we’re lowering our target price as we reconsider defense ......
Key Points We’re raising our outlook and target price for shares of MRCY post the firm’s 4QFY26 earnings report earlier this week, and we’re reiterating our Overweight rating on the ......
Key Points We’re modestly lowering our target price on shares of CW post the firm’s 2Q earnings results earlier this month, though we maintain our Overweight rating on the shares. ......
Key Points Destocking is fading, inventories are lean, pricing is improving, and capacity is being rationalized Chinese cost inflation and global anti-dumping actions could accelerate capacity cuts and market-share gains ......
Key Points We’re modestly raising our forecast for WWD post the firm’s 3QFY26 earnings report late last month, and we’re reiterating our Overweight rating on the shares. Our target price ......
Key Points We’re raising our top- and bottom-line forecast for HII as we update our outlook for the first time post 2Q earnings late last month. We’ve inched up our ......