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Key Points We’re updating our forecast for BA after the firm preannounced certain 4Q financial results last Thursday, to include charges on the 777/767 programs that were largely related to the...
Key Points We’re updating our forecast for TXT post yesterday’s 4Q24 earnings release. We’re maintaining our Neutral rating on the shares, but our target price rises USD3 to USD88 as we...
Key Points We remain positive on several commercial aerospace firms as we enter 2025 and attempt to follow onto a year (2024) that saw several aerospace stocks achieve not only positive...
Key Points We believe feedstock costs lagged product prices in Q4'24, we anticipate a mixed Q4’24 earnings season We are meaningfully above Q4’24 and 2025 consensus for BRKM5, CC, MEOH, OLN, TROX...
Key Points We’re updating our estimates following yesterday’s 4Q24 orders and deliveries release. We hadn’t updated our forecast following the low commercial deliveries that were noted in October and November, so...