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Key Points We remain positive on several commercial aerospace firms as we enter 2025 and attempt to follow onto a year (2024) that saw several aerospace stocks achieve not only positive...
Key Points We believe feedstock costs lagged product prices in Q4'24, we anticipate a mixed Q4’24 earnings season We are meaningfully above Q4’24 and 2025 consensus for BRKM5, CC, MEOH, OLN, TROX...
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 Forecasting Q4'24 q-o-q margin compression for the MENA group; we anticipate mostly earnings misses in the quarter Overall, we believe consensus is inaccurately forecasting Q4’24; we are meaningfully below Q4’24...
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...