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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...
Key Points Q2'24 EPS and EBITDA miss; slower than expected q-o-q volume recovery Management's Q3’24 guidance below consensus We rate Dow Inc. shares Neutral, with a 12-month target price of USD60 per share Summary Dow...
Key Points We’re updating our forecast for LMT post yesterday’s solid 2Q earnings report and we’re maintaining our Neutral rating. We are also raising our forecast and target price as Missiles...