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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...
Key Points Continuation of U.S. feedstock advantage, reversal of destocking related volume declines, anti-dumping duties, and undemanding consensus estimates sources of chemical equity outperformance for some in 2025, in our view For...
Key Points We’re updating our forecast post HEI’s 4QFY24 earnings release yesterday and we’re reiterating our Overweight rating on the shares. The stock was hit hard yesterday (-8.7%) on a fairly modest...
Key Points Technology and scale-up concerns mostly allayed while capital raised. Product commercialization in 2025 could result in the next leg up in PCT shares First major product commercialization announcement (in 2025)...