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Key Points Inline Q1’25 EPS beat on y-o-y margin expansion. Q2’25 guidance midpoint below and FY2025 guidance midpoint above consensus Higher y-o-y EBITDA logged in all segments except Europe and Middle East...
Key Points We’re reiterating our Overweight rating on shares of MRCY post the firm’s 2QFY25 earnings call earlier this week, and we're raising our target price by USD11 to USD63. This was...
Key Points We’re raising our target price on shares of WWD by USD13 to USD207 post the firm’s 1QFY25 earnings report earlier this week. 1Q was a solid quarter from a...
Key Points We’re raising our target price and reiterating our Overweight rating on RBC shares post the firm’s 3QFY25 earnings call on Friday. Our target price rises USD67 to USD404 as...
Key Points We expect global polyethylene capacity growth to tick up in 2025 and utilization rates to inflect up slightly; higher oil prices could provide a pricing tailwind Consensus earnings estimates for...