Key Points We’re updating our forecast for HXL post last Thursday’s 4Q24 earnings call, and we’re reiterating our Overweight rating on the shares. We’ve removed 2026 and outyear revenue related to the...
Key Points We’re updating our forecast for BA after the firm preannounced certain 4Q financial results last Thursday, to include charges on the 777/767 programs that were largely related to the...
Key Points We’re updating our forecast for TXT post yesterday’s 4Q24 earnings release. We’re maintaining our Neutral rating on the shares, but our target price rises USD3 to USD88 as we...
Key Points We’re updating our estimates following yesterday’s 4Q24 orders and deliveries release. We hadn’t updated our forecast following the low commercial deliveries that were noted in October and November, so...
Key Points We’re raising our topline forecast for BWXT following yesterday’s announcement of the USD525m deal for Kinectrics, of Toronto, a deal that is expected to close mid-year. We’ve included Kinectrics...
Key Points We’re raising our forecast and target price for KTOS after the firm announced yesterday the largest contract win in its history, the USD1.45B/5-year MACH-TB 2.0 task order 1 program....
Key Points We’re updating our HXL forecast after reconsidering the potential impact of a flatter near-term delivery profile for the Airbus A350, as well as other, more modest impacts from the...
Key Points We’re updating our TXT forecast to include the expected impact from the firm’s decision last week to pursue strategic alternatives for its Powersports product line within the Industrial segment’s...