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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....
Key Points We’re updating our forecast for TXT after its 1Q earnings report a couple of weeks ago, and we're maintaining our Neutral rating. Our target price declines USD7 to USD81 as...
Key Points Chinese tariffs on U.S. feedstock exports could have a meaningful impact on the global ethylene and propylene chains Reduced propane availability could result in Chinese PDH units being shuttered while...