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Key Points Q2'25 EPS miss but EBITDA beat. HIP segment results continue to show resilience Management's near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD100 Summary Westlake Corporation announced...
Key Points We are terminating coverage of Transdigm (TDG; previously Rated Neutral) due to a change in research focus. Going forward, we will no longer maintain an investment rating or target price....
Key Points Earnings revisions may have troughed with OLN shares in deep value terrain Trough (and peak) earnings power of the company not fully appreciated, in our view We rate OLN shares Overweight...
Key Points We’re updating our forecast for HWM post last week’s 2Q25 earnings call and we’re also reiterating our Overweight rating on the shares. Our target price rises USD29 to USD216 on...
Key Points We’re reiterating our Overweight rating for HII post the firm’s 2Q earnings call yesterday, and we’re raising our target price by USD63 to USD328. We’ve edged our terminal multiple up...