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Key Points Cost cuts, reliability gains, and the PEM improvement plan drive earnings upside largely independent of demand recovery Shares continue to price in housing weakness, while demographic tailwinds and mid-cycle earnings...
Key Points Solid FCF conversion despite earnings pressure underscores structural cash resilience Bridge from USD0.67 in Q4 toward USD1.50–2.00 quarterly run-rate as interest, cost saves, and margin normalization flow through Refinancings extend maturities;...
Key Points Record output, costs moving lower: 7.5mm lbs. produced at Ironton; Denver throughput +44% q-o-q; feedstock costs down 6¢/lb. y-o-y Commercial inflection ahead: 4th straight q-o-q revenue growth; 40–50mm lbs. ramping...
Key Points We attended LHX's investor conference yesterday in NYC and came away impressed with the topline outlook for the firm, highlighted by management's 2028 revenue target of USD27B, which implies...
Key Points Q4'25 EPS and EBITDA beat on PEM segment improvements Management's near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD100 Summary Westlake Corporation announced Q4’25 earnings this morning:...