Methanex – Slight Q2 EBITDA and EPS Miss
Key Points Slight Q2 EBITDA and EPS miss on lower than forecasted production volumes Higher-than-forecasted volumes in Egypt and Geismar We rate Methanex shares Overweight, with a USD80 per share ......
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- July 28, 2026
- July 27, 2026
LMT: Raising Outlook & Target Price After Solid All-Around 2Q
Key Points We’re raising our top- and bottom-line outlook for LMT after last Thursday’s impressive 2Q earnings report, and we’re reiterating our Overweight rating on the shares. Our target price ......
- July 24, 2026
RTX: Raising Outlook and Target Price Post Impressive 2Q; Reiterate Overweight Rating
Key Points We’re raising our top- and bottom-line outlook for RTX after yesterday’s impressive 2Q earnings report, and we’re reiterating our Overweight rating on the shares. Our target price rises ......
- July 23, 2026
Dow Inc. – Q2 EPS and EBITDA Beat, Q3 Guidance Below Consensus
Key Points Q2’26 EPS and EBITDA beat on pricing strength; Q3’26 guidance below consensus Near-term commentary and guidance mixed We rate Dow Inc. shares Overweight with a 12-month target price ......
- July 22, 2026
NOC: Maintaining Target Price, but Reiterating Overweight Rating Post Mixed 2Q
Key Points We’re raising our mid-term topline growth outlook for NOC (~1.5% on average) post the firm’s mixed 2Q results yesterday, and we’re reiterating our Overweight rating on the shares. ......
- July 22, 2026
U.S. Chemicals – The Next Catalyst May Not Be Peace—It Could Be Restocking
Key Points Inventory depletion, not demand destruction, may be setting the stage for a potential chemical market squeeze China’s broad-based destocking could fuel a global restocking cycle Consensus appears to ......