Key Points Q2'25 EBITDA and EPS miss on lower volumes 2025 EBITDA guidance lowered and dividend cut by 60% We rate Tronox shares Overweight with a 12-month target price of USD17 per share Summary Tronox...
Key Points We’re updating our forecast for HXL post the firm’s 2Q25 earnings report earlier this week and reiterating our Overweight rating on the shares. After enduring a long period of...
Key Points Slight Q2’25 EBITDA and EPS beat on unplanned CAPV operational events Below consensus Q3’25 guidance. ECU PCI ticked up again We rate Olin shares Overweight with a 12-month target price of...
Key Points We’re updating our forecast for LHX post yesterday’s 2Q earnings release, raising our topline and cash flow outlooks, while also sharply increasing our target price and reiterating our Overweight...
Key Points Q2’25 EPS and EBITDA miss and Q3’25 guidance below consensus. Dividend cut by 50% Near-term commentary cautious, driven by tepid demand and industry oversupply We rate Dow Inc. shares Neutral with...
Key Points We’re updating our forecast for RTX post yesterday’s 2Q earnings release, raising our topline outlook while lowering our adjusted EPS forecast, as we include the impact of the U.S....
Key Points We’re updating our forecast for BA after yesterday’s release of 2Q orders and deliveries information, and we're raising our target price by USD42 to USD265. We’re also reiterating our...
Key Points Guided to growth plan economics and timelines achievable, in our view With continued production gains at Ironton and now a clearly laid out growth plan, investor attention should shift to...