Key Points Q4 EPS beat but slight EBITDA miss; outlook commentary and guidance positive Higher-than-forecasted volumes in Egypt, Medicine Hat, New Zealand, and Trinidad We rate Methanex shares Overweight, with a USD60 per...
Key Points Q4'24 EPS miss but EBITDA beat; slower than expected volume recovery Management's Q1’25 guidance below consensus We rate Dow Inc. shares Neutral, with a 12-month target price of USD50 per share Summary Dow...
Key Points We’re raising our target price on shares of RTX post the firm’s 4Q earnings call earlier this week and reiterating our Overweight rating on the shares. As we rotate our...
Key Points We’re updating our forecast for HXL post last Thursday’s 4Q24 earnings call, and we’re reiterating our Overweight rating on the shares. We’ve removed 2026 and outyear revenue related to the...
Key Points We’re updating our forecast for BA after the firm preannounced certain 4Q financial results last Thursday, to include charges on the 777/767 programs that were largely related to the...
Key Points We’re updating our forecast for TXT post yesterday’s 4Q24 earnings release. We’re maintaining our Neutral rating on the shares, but our target price rises USD3 to USD88 as we...
Key Points We’re updating our estimates following yesterday’s 4Q24 orders and deliveries release. We hadn’t updated our forecast following the low commercial deliveries that were noted in October and November, so...
Key Points We’re raising our topline forecast for BWXT following yesterday’s announcement of the USD525m deal for Kinectrics, of Toronto, a deal that is expected to close mid-year. We’ve included Kinectrics...