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Key Points Q1’26 EPS beat on strong base business performance Q2’26 guidance above consensus We rate Air Products shares Overweight, with a 12-month target price of USD345 Summary Air Products reported Q1’26 adjusted EPS of...
Key Points Q4'25 EBITDA and EPS miss Near-term outlook commentary was mixed We rate LYB shares Neutral with a 12-month target price of USD56 per share Summary LyondellBasell announced Q4’25 results this morning: Recurring EBITDA...
Key Points Q4’25 EBITDA and EPS miss on higher raw material costs and unplanned operating events Below consensus Q1’26 guidance on higher raw material costs and weak CAPV demand We rate Olin shares...
Key Points Q4’25 EPS and EBITDA beat and Q1’26 guidance below consensus Near-term growth and productivity improvement plan to deliver over USD2bn in incremental EBITDA announced We rate Dow Inc. shares Neutral with...
Key Points Global polyethylene capacity growth continues into 2026 (~4% Y-o-Y) but remains manageable; higher oil prices could provide a pricing tailwind Consensus earnings estimates for polyethylene producers appear undemanding, based on...