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Key Points We’re updating our forecast for MRCY post last night’s 3QFY25 earnings call and we’re raising our target price by USD3 to USD66. We’re using the same 22x terminal multiple...
Key Points Q1’25 EBITDA and EPS miss Q2’25 and FY2025 guidance more or less in line with consensus We rate CC shares Overweight, with a revised-lower 12-month target price of USD18 per share Summary Chemours...
Key Points We’re updating our forecast for BWXT after last night’s 1Q earnings report and maintaining our Overweight rating on the shares. Our ongoing optimism for BWXT is intact, though we...
Key Points Q1’25 EBITDA and EPS miss; Q2’25 guidance ahead of consensus while FY2025 guidance range mid-point in line with consensus Sequentially higher EBITDA margins in S&S segment but lower in PM...
Key Points Above-consensus Q1’25 EBITDA and EPS. Q2 guidance mid-point in line with consensus. Free cash flow generation ahead of estimates H2 earnings expected to be better than H1 on self-help alone....