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Key Points We’re maintaining our Neutral rating on shares of LMT post last week’s 3Q24 earnings release and we’re raising our target price by USD39 to USD569. Our free cash flow outlook...
Key Points In line Q3’24 EBITDA but EPS beat; Q4’24 guidance range mid-point slightly below consensus Sequentially higher EBITDA margins in S&S segment but lower in PM segment. Healthy y-o-y PM segment...
Key Points We’re reiterating our Overweight rating on shares of LHX after Friday’s 3Q24 earnings release, and raising our target price by USD32 to USD296. The strong book/bill of 1.4x and the...
Key Points Recent stock market gains on the back of Chinese government stimulus point to a potential uptick in GDP See polyester, PVC, methanol, MTBE, VCM, MEG and chlor-alkali most impacted by...
Key Points We’re initiating coverage of Curtiss Wright with an Overweight Rating and target price of USD412. CW, headquartered in North Carolina but with broad U.S. and global operations, generates ~55% of...