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Key Points Q4 EBITDA and EPS miss on APM and TT segment weakness Q1’26 and FY2026 guidance range midpoint below consensus estimates We rate CC shares Overweight with a 12-month target price of...
Key Points Q4’25 earnings miss on pricing weakness despite strong TiO2 and zircon volumes Q1’26 guidance below consensus on reduced operating rates (and higher fixed cost absorption). Pricing and volume outlook favorable We...
Key Points Below-consensus Q4’25 EBITDA and EPS. Q1 guidance below consensus primarily on the back of tepid demand Cash generation strong with USD252m operating cash flow and USD160m free cash flow We have...
Key Points Q4’25 EBITDA beat but EPS miss. Q1’26 guidance 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 We're updating our forecast for HWM post last week's 4Q earnings report, and we're reiterating our Overweight rating on the shares. Our target price rises USD56 to USD293 as we...