For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points HWM reported 4Q revenue of USD2.17B, which was +14.6% yr/yr and 3.1% above our estimate, while also 2.1% above the Street mean. Growth was broad-based, with commercial aerospace, defense...
Key Points 2026 earnings bridge points to above consensus numbers Natural gas deflation and largely one-off 2026 headwinds limit downside and position earnings to surprise positively as the cycle stabilizes We rate OLN...
Key Points We’re updating our forecast for LHX for the first time post 4Q earnings and we're reiterating our Overweight rating on the shares. Note we have shifted our EPS forecast...
Key Points Q4’25 EBITDA beat on strong RAS sales growth Above consensus Q1’26 guidance but 2026 guidance slightly below consensus We rate SOLS shares Overweight with a revised-higher 12-month target price of USD70...
Key Points We're updating our forecast for MRCY following last week's 2QFY26 earnings report, and we're reiterating our Overweight rating on the shares. Our target price rises USD17 to USD105 using the...