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Key Points We’re initiating coverage of Curtiss Wright with an Overweight Rating and target price of USD412. CW, headquartered in North Carolina but with broad U.S. and global operations, generates ~55% of...
Key Points We’re maintaining our Neutral rating on shares of TXT after yesterday’s 3Q24 earnings call and reducing our target price by USD5 to USD85. After a meaningful reduction in 2024 EPS...
Key Points Q3'24 EBITDA and EPS miss on lower pigment and zircon volumes Q4’24 EBITDA guidance below consensus We rate Tronox shares Overweight; our 12-month target price is USD25 per share Summary Tronox reported Q3’24...
Key Points Q3’24 EBITDA and EPS miss on higher Hurricane Beryl impact Below consensus Q4’24 on slower than anticipated CAPV segment recovery We rate Olin shares Overweight, with a 12-month target price of...
Key Points Q3'24 EPS and EBITDA beat; slower than expected volume recovery Management's Q4’24 guidance slightly below consensus We rate Dow Inc. shares Neutral, with a 12-month target price of USD60 per...