For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points We’re updating our forecast for BA for the first time post last week’s release of 3Q26 commercial aircraft orders and deliveries data. Our revenue outlook is largely intact, but...
Key Points We attended the annual Army AUSA conference in Washington, DC, earlier this week for three days. We found attendance at the event to be massive, perhaps a reflection of...
Key Points Weak stocks despite improving fundamentals: Chemical shares declined 15.0% in Q3’26 despite higher y/y prices and margins Earnings recovery largely reflected in consensus: Integrated PE margins rose ~16% y/y, but...
Key Points Conflict-related volume disruption and weaker polymer pricing cloud Q3 earnings Fertilizer pricing offers relative resilience, with ammonia and urea up 30% and 14% sequentially Over the next 12-months, Overweight-rated SABIC is...
Key Points We’re updating our forecast for BWXT post attending the firm’s investor conference earlier this week in New York. The firm reiterated all aspects of 2026 financial guidance and gave...