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Key Points We’re updating our forecast for TDG for the first time since TDG reported 2QFY25 earnings a couple of weeks ago. We’re also raising our target price by USD74 to USD1537...
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 updating our forecast for RBC post last Friday’s 4QFY25 earnings release and we're reiterating our Overweight rating on the shares. Our adj. EBITDA forecast for FY26 is virtually...
Key Points We’re reiterating our Overweight rating on shares of HWM and raising our target price post the firm’s 1Q earnings report earlier this month. Our target price rises USD33 to USD187...
Key Points We’re upgrading our rating on shares of HII to Overweight from Neutral and we’re also updating our forecast for the firm for the first time post its 1Q25 earnings...