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Key Points We’re updating our forecast for BWXT after the firm reported 2Q earnings earlier this week, and we’re reiterating our Overweight rating on the shares. Our target price rises USD76 to...
Key Points Q2’25 EBITDA and EPS beat on strong APM and TSS volumes Q3’25 and FY2025 guidance more or less in line with consensus once adjusted for Q3 outage impacts We rate CC...
Key Points Q2'25 EPS miss but EBITDA beat. HIP segment results continue to show resilience Management's near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD100 Summary Westlake Corporation announced...
Key Points We are terminating coverage of Transdigm (TDG; previously Rated Neutral) due to a change in research focus. Going forward, we will no longer maintain an investment rating or target price....
Key Points Earnings revisions may have troughed with OLN shares in deep value terrain Trough (and peak) earnings power of the company not fully appreciated, in our view We rate OLN shares Overweight...