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Key Points Slight Q2’25 EBITDA and EPS beat on unplanned CAPV operational events Below consensus Q3’25 guidance. ECU PCI ticked up again We rate Olin shares Overweight with a 12-month target price of...
Key Points The recently announced MP Materials deal with the U.S. DoD has rightly resulted in a re-rating of the entire Western rare earths complex Supply growth in rare earths lagging behind...
Key Points We’re updating our forecast for LHX post yesterday’s 2Q earnings release, raising our topline and cash flow outlooks, while also sharply increasing our target price and reiterating our Overweight...
Key Points Q2’25 EPS and EBITDA miss and Q3’25 guidance below consensus. Dividend cut by 50% Near-term commentary cautious, driven by tepid demand and industry oversupply We rate Dow Inc. shares Neutral with...
Key Points We’re updating our forecast for RTX post yesterday’s 2Q earnings release, raising our topline outlook while lowering our adjusted EPS forecast, as we include the impact of the U.S....