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Key Points We’re reiterating our Overweight rating on shares of MRCY after Wednesday’s 1QFY25 earnings report. While management largely reiterated its financial targets for 1H and the full-year FY25, 1Q was...
Key Points Q3’24 EBITDA and EPS miss; higher EBITDA margins logged in every segment y-o-y Q4’24 guidance range below consensus levels. Q4’24 free cash flow guidance positive We rate Trinseo shares Overweight; our...
Key Points Q3 EPS and EBITDA beat; outlook commentary and guidance positive Lower-than-forecasted volumes in Chile, Egypt, and New Zealand. G3 operating at full rates in October We rate Methanex shares Overweight, with...
Key Points Q3'24 EPS and EBITDA miss on volume declines Management's near-term commentary mixed We rate WLK shares Overweight; our 12-month Target Price is USD185 Summary Westlake Corporation announced Q3’24 earnings this morning: Reported recurring...
Key Points We’re reiterating our Overweight rating on shares of CW after last Thursday’s 3Q24 earnings release and raising our target price by USD9 to USD421. We’ve maintained our 24x terminal...