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Key Points Q3’25 EBITDA and EPS beat on improved CAPV segment results Below consensus Q4’25 guidance primarily due to inventory reduction We rate Olin shares Overweight with a 12-month target price of USD31...
Key Points We’re raising our forecast and target price for RTX following the release last week of 3Q25 results, and we’re reiterating our Overweight rating on the shares. Our target price...
Key Points Periods of extreme MDI demand weakness, similar to the last three years, typically followed by strong demand rebounds MDI cycle could normalize as early as 2026/2027 with significant earnings and...
Key Points We’re increasing our target price on shares of HXL and reiterating our Overweight rating post yesterday’s 3Q25 earnings release. Our target price rises USD10 to USD90 as we’ve raised...
Key Points Q3’25 EPS and EBITDA beat and Q4’25 guidance above consensus Near-term commentary somewhat positive driven by industry capacity rationalization and positive global trade developments We rate Dow Inc. shares Neutral with...