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Key Points We’re making modest non-operating changes to our outlook for RTX in the wake of management comments at a recent investor conference. The result is a lower EPS forecast, but...
Key Points We’re raising our forecast and target price for CW for the first time post the firm’s 3Q25 earnings report, and we’re reiterating our Overweight rating on the shares. Our...
Key Points We’re raising our forecast for MRCY for the first time post the firm’s 1QFY26 earnings report, and we’re reiterating our Overweight rating on the shares, which have performed well...
Key Points Market underestimating earnings power of the company with shares already trading at trough levels, in our view U.S. housing under-build, demographic growth, and infrastructure spend underpin medium-term volume and margin...
Key Points We’re raising our forecast and target price for HWM as we update our outlook for the first time post 3Q earnings. We also reiterate our Overweight rating as HWM’s...