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Key Points Q2'25 EBITDA and EPS miss Near-term outlook commentary was mixed We rate LYB shares Neutral with a 12-month target price of USD67 per share Summary LyondellBasell announced Q2’25 results this morning: Recurring EBITDA...
Key Points Q2’25 EBITDA miss; midpoint of Q3'25 guidance range below consensus EBITDA contraction observed across all three segments (y-o-y). Management commentary cautious We rate HUN shares Overweight with a 12-month target price...
Key Points Q3’25 EPS and EBITDA beat on strong base business performance Q4’25 guidance below consensus We rate Air Products shares Overweight, with a 12-month target price of USD375 Summary Air Products reported Q3’25 adjusted...
Key Points We’re reiterating our Overweight rating for BA post the firm’s 2Q earnings call earlier this week, and we’re raising our target price by USD7 to USD272 while continuing to...
Key Points Q2 EBITDA and EPS beat; outlook commentary positive Higher-than-forecasted volumes in Chile, Geismar, and Egypt We rate Methanex shares Overweight, with a USD45 per share target price Summary Methanex announced Q2’25 earnings after...