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Key Points Q2’24 EBITDA and EPS miss; Q3’24 and FY2024 guidance range mid-point below consensus Sequentially higher EBITDA margins in PM segment but lower in S&S segment. Strong y-o-y PM segment volume...
Key Points We’re raising our rating on shares of RTX to Overweight post last week’s 2Q earnings report. We’ve also raised our financial forecast for RTX and our target price rises...
Key Points We’re updating our forecast for LHX post Friday’s 2Q24 earnings results, reiterating our Overweight rating, and raising our target price USD13 to USD264. Our revenue forecast increases for both...
Key Points We’re updating our forecast for GD post Wednesday's 2Q24 earnings results and maintaining our Neutral rating, though our target price rises USD4. While our topline forecast increases post excellent growth...
Key Points Q2’24 EBITDA and EPS miss on worse-than-expected Chemical business results Below consensus Q3’24 and FY2024 guidance on slower than anticipated CAPV segment recovery We rate Olin shares Overweight, with a 12-month...