Key Points We’re updating our forecast for WWD for the first time since the firm reported its 3QFY24 a couple of weeks ago, and we're maintaining our Neutral rating on the...
Key Points We’re maintaining our Neutral rating on shares of BWXT post last week’s 2Q earnings report, but we're edging up our target price by USD2 to USD106. We continue to...
Key Points We’re updating our forecast for AIN post the firm’s 2Q earnings report earlier this week, and we're raising our target price by USD6 to USD96. Our forecast is largely...
Key Points Q2’24 earnings miss but Q2 sequentially higher EBITDA driven by higher sales in Brazil and Mexico Higher earnings in Brazil and Mexico offset weakness in U.S./Europe We rate Braskem shares Overweight,...
Key Points Record monthly production rates hit in June. No further outages foreseen at Ironton this year Compounding could provide further earnings boost We rate PCT shares Overweight, with a USD13 per share...
Key Points We’re raising our forecast and target price for TDG after yesterday’s solid 3QFY24 earnings report, though we’re maintaining our Neutral rating, having missed the YTD run in the shares. In...
Key Points Q2’24 EBITDA beat but EPS miss; higher EBITDA margins logged in every segment except Plastic Solutions y-o-y Q3’24 guidance range midpoint in line with consensus levels. H2’24 free cash flow...
Key Points Q2'24 EPS and EBITDA beat on HIP segment strength Management's near-term commentary positive We rate WLK shares Overweight; our 12-month Target Price is USD185 Summary Westlake Corporation announced Q2’24 earnings this morning: Reported...