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Key Points The recently announced MP Materials deal with the U.S. DoD has rightly resulted in a re-rating of the entire Western rare earths complex Supply growth in rare earths lagging behind...
Key Points We’re updating our forecast for LHX post yesterday’s 2Q earnings release, raising our topline and cash flow outlooks, while also sharply increasing our target price and reiterating our Overweight...
Key Points Q2’25 EPS and EBITDA miss and Q3’25 guidance below consensus. Dividend cut by 50% Near-term commentary cautious, driven by tepid demand and industry oversupply We rate Dow Inc. shares Neutral with...
Key Points We’re updating our forecast for RTX post yesterday’s 2Q earnings release, raising our topline outlook while lowering our adjusted EPS forecast, as we include the impact of the U.S....
Key Points Benign demand and diminishing innovation have resulted in years of chemical equity underperformance Consolidation, integration, innovation, rationalization, relocation, and restructuring key to future success of the industry We currently see the...