Alembic Global Advisors is an independent equity research firm offering differentiated, experienced financial analysis on a variety of global industrial sectors. Our goal is to provide high quality, proprietary and actionable research into company, industry and broader macro trends on a truly global level.
Since its founding in 2009, Alembic has expanded from its core global chemical coverage to the aerospace & defense sector. Our analysts have been recognized by industry publications Institutional Investor, FT/Starmine and Extel.2 research analysts covering 35 companies across 3 industries (Chemicals and Aerospace & Defense). Our coverage list continues to grow as we remain focused on delivering our best-in-class research product.
Through our corporate access events we provide unique opportunities to meet with a select group of industry leaders, offering the chance to gain unique insights from people operating at the highest levels of their respective industries.
In addition to highly analytical deep dive research surrounding our specific equity coverage, we provide our macro view of each industry against the global backdrop of current events and how we see them shaping the future. We leverage our various areas of expertise to produce a collaborative cross-sector research product. This non-siloed approach allows us to maximize our areas of expertise, ultimately achieving a more dynamic and in-depth level of insight.
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Key Points Solid FCF conversion despite earnings pressure underscores structural cash resilience Bridge from USD0.67 in Q4 toward USD1.50–2.00 quarterly run-rate as interest, cost saves, and margin normalization flow through ......
Key Points Record output, costs moving lower: 7.5mm lbs. produced at Ironton; Denver throughput +44% q-o-q; feedstock costs down 6¢/lb. y-o-y Commercial inflection ahead: 4th straight q-o-q revenue growth; 40–50mm ......
Key Points We attended LHX’s investor conference yesterday in NYC and came away impressed with the topline outlook for the firm, highlighted by management’s 2028 revenue target of USD27B, which ......
Key Points Q4’25 EPS and EBITDA beat on PEM segment improvements Management’s near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD100 Summary Westlake Corporation ......
Key Points We’re updating our forecast for KTOS after the firm reported 4Q25 results last night, and we’re reiterating our Overweight rating on the shares. Our target price rises USD32 ......
Key Points We’re updating our forecast for NOC for the first time post 4Q earnings and reiterating our Overweight rating on the shares. Our target price rises USD187 to USD849 ......