分组1 - Eastman Chemical reported quarterly earnings of $0.75 per share, missing the Zacks Consensus Estimate of $0.76 per share, and down from $1.87 per share a year ago, representing an earnings surprise of -1.68% [1] - The company posted revenues of $1.97 billion for the quarter, missing the Zacks Consensus Estimate by 3.15%, and down from $2.25 billion year-over-year [2] - Over the last four quarters, Eastman Chemical has surpassed consensus EPS estimates only once and has not beaten consensus revenue estimates [2] 分组2 - The stock has gained about 8.2% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the coming quarter is $1.24 on revenues of $2.19 billion, and for the current fiscal year, it is $5.99 on revenues of $8.86 billion [7] - The Zacks Industry Rank for Chemical - Diversified is currently in the bottom 14% of over 250 Zacks industries, indicating potential underperformance compared to higher-ranked industries [8]

分组1 - Olin reported a quarterly loss of $0.58 per share, aligning with the Zacks Consensus Estimate, compared to earnings of $0.09 per share a year ago, indicating a significant decline [1] - The company posted revenues of $1.67 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.33%, with no year-over-year revenue change [2] - Olin shares have increased by approximately 9.2% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is -$0.16 on revenues of $1.57 billion, while for the current fiscal year, it is $0.26 on revenues of $6.7 billion [7] - The Zacks Industry Rank for Chemical - Diversified is currently in the bottom 14% of over 250 Zacks industries, indicating potential challenges for the sector [8] - LyondellBasell, a competitor in the same industry, is expected to report a quarterly earnings decline of 76% year-over-year, with revenues projected to decrease by 26.5% from the previous year [9][10]

Dow Inc. (DOW) came out with a quarterly loss of $0.34 per share versus the Zacks Consensus Estimate of a loss of $0.47. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +26.85%. A quarter ago, it was expected that this materials science would post a loss of $0.31 per share when it actually produced a loss of $0.19, delivering a surprise of +38.71%.Over the last four quarters, the company ha ...

Core Viewpoint - The analysis compares Avient (AVNT) and Air Products and Chemicals (APD) to determine which stock represents a better value opportunity for investors interested in the Chemical - Diversified sector [1]. Group 1: Zacks Rank and Earnings Estimates - Avient currently holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Air Products and Chemicals has a Zacks Rank of 4 (Sell), suggesting a less favorable earnings outlook [3]. - The Zacks Rank system emphasizes companies with positive earnings estimate revisions, which positions AVNT as having a more favorable earnings outlook compared to APD [3]. Group 2: Valuation Metrics - Avient has a forward P/E ratio of 12.40, significantly lower than Air Products and Chemicals' forward P/E of 20.37, indicating that AVNT may be undervalued relative to APD [5]. - The PEG ratio for Avient is 1.25, while for Air Products and Chemicals, it is 2.60, suggesting that AVNT is expected to grow earnings at a more favorable rate relative to its price [5]. - Avient's P/B ratio stands at 1.44, compared to APD's P/B of 3.39, further indicating that AVNT is trading at a lower valuation relative to its book value [6]. - Based on these valuation metrics, Avient holds a Value grade of A, while Air Products and Chemicals has a Value grade of C, reinforcing the view that AVNT is the better investment option at this time [6].

Core Viewpoint - The article highlights Albemarle (ALB) as a strong momentum stock, supported by its recent price performance and positive earnings estimate revisions, indicating potential for continued growth in the near term [2][11]. Price Performance - Albemarle shares have increased by 12.06% over the past week, outperforming the Zacks Chemical - Diversified industry, which rose by 6.31% during the same period [5]. - Over the last quarter, Albemarle's shares have surged by 93.65%, and they are up 90.95% over the past year, while the S&P 500 has only moved 4.96% and 20.67%, respectively [6]. Trading Volume - The average 20-day trading volume for Albemarle is 2,820,999 shares, which serves as a bullish indicator when combined with rising stock prices [7]. Earnings Outlook - In the past two months, three earnings estimates for Albemarle have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from -$1.24 to -$1.10 [9]. - For the next fiscal year, three estimates have also moved upwards with no downward revisions, indicating a positive trend in earnings expectations [9]. Momentum Style Score - Albemarle currently holds a Momentum Style Score of B, which, along with its Zacks Rank of 1 (Strong Buy), suggests it is well-positioned for outperformance in the market [2][3][11].

Core Viewpoint - Investors are evaluating Akzo Nobel NV (AKZOY) and Air Liquide (AIQUY) to determine which stock is more attractive for value investing [1] Group 1: Zacks Rank and Earnings Outlook - Akzo Nobel NV has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Air Liquide has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank system focuses on companies with positive earnings estimate revisions, suggesting that AKZOY has an improving earnings outlook [3] Group 2: Valuation Metrics - AKZOY has a forward P/E ratio of 13.34, significantly lower than AIQUY's forward P/E of 23.81 [5] - The PEG ratio for AKZOY is 0.94, while AIQUY's PEG ratio is 2.45, indicating that AKZOY is expected to grow earnings at a more favorable rate relative to its price [5] - AKZOY's P/B ratio is 2.45 compared to AIQUY's P/B of 3.74, further supporting AKZOY's valuation advantage [6] Group 3: Value Grades - Based on the valuation metrics, AKZOY has earned a Value grade of A, while AIQUY has a Value grade of C, highlighting AKZOY's superior value proposition [6] - Overall, AKZOY is considered the better value option due to its solid earnings outlook and favorable valuation figures [7]

Core Insights - Albemarle Corporation's shares reached a 52-week high of $169.62, closing at $169.33, with an 83.6% increase over the past year, significantly outperforming the Zacks Chemical - Diversified industry's 21.2% decline [1][6]. Group 1: Stock Performance - Albemarle's stock has surged 83.6% in the last year, driven by a rebound in lithium prices and improving demand from the electric vehicle (EV) and energy storage markets [1][6]. - The company's shares have outperformed the broader industry, which has seen a decline of 21.2% during the same period [1][6]. Group 2: Market Drivers - The increase in stock value is attributed to a combination of fundamental factors, including a rebound in lithium prices due to tightening supply and strong global demand, particularly from China [4]. - Demand forecasts from EVs, grid-scale energy storage, and new battery applications related to AI and data centers have positively influenced market sentiment [4]. Group 3: Operational Improvements - Albemarle has optimized its cost structure, expecting to achieve approximately $450 million in cost and productivity improvements by the end of 2025, having already realized $300–$400 million in annual savings through workforce reductions and efficiency gains [5]. - The company is expanding its global lithium conversion capacity through high-return projects, which has enhanced productivity and met strong customer demand [6][7]. Group 4: Project Progress - Key projects, such as the Salar yield improvement initiative in Chile and the Meishan conversion plant in China, are progressing well, with the latter ramping up ahead of schedule [7].

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: LSB (LXU) - LSB currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [3][4] - The stock has shown significant price increases, with an 8.52% rise over the past week, compared to a 6.31% increase in the Zacks Chemical - Diversified industry [6] - Over the past quarter, LSB shares have increased by 12.18%, and by 25% over the last year, outperforming the S&P 500's gains of 3.7% and 19.07% respectively [7] Trading Volume - LSB's average 20-day trading volume is 353,646 shares, which serves as a baseline for price-to-volume analysis; a rising stock with above-average volume is generally seen as bullish [8] Earnings Outlook - In the past two months, one earnings estimate for LSB has increased, raising the consensus estimate from $0.22 to $0.36 for the full year, with no downward revisions [10] - For the next fiscal year, one estimate has also moved upwards, indicating positive sentiment regarding future earnings [10] Conclusion - Given the strong performance metrics and positive earnings outlook, LSB is positioned as a promising investment opportunity with a Momentum Score of B [12]

Core Insights - Albemarle Corporation's shares have increased by 76.3% over the past year, significantly outperforming the Zacks Chemical - Diversified industry's decline of 20% during the same period, driven by a rebound in lithium prices and improving demand from electric vehicle and energy storage markets [1][7] Group 1: Market Performance - The stock rally is attributed to strengthening lithium market fundamentals and improved company performance, with Albemarle maintaining a dominant position in the global lithium supply chain [4] - Lithium prices have stabilized and begun to rebound due to tightening supply conditions and slower capacity additions from global producers, contributing to a 30% year-over-year increase in global EV sales in the first nine months of 2025 [5] - Lithium demand also rose by 30% during the same period, with expectations of a compound annual growth rate (CAGR) of 15-30% from 2024 to 2030 [5][7] Group 2: Operational Performance - Albemarle has implemented cost-optimization initiatives and improved productivity in its energy-storage segment, resulting in better-than-expected earnings, particularly in EBITDA and free cash flow [6] - The company is expanding its global lithium conversion capacity through high-return projects, with significant advancements in key projects such as the Salar yield improvement initiative in Chile and the Meishan conversion plant in China [8]

Core Viewpoint - Olin's shares experienced a significant rally of 5.8% to close at $23.86, attributed to higher trading volume and a recovery from a previous decline due to lowered EBITDA outlook [1][2]. Group 1: Company Performance - Olin's recent share price increase reflects a recovery from an initial shock after the company lowered its fourth-quarter EBITDA outlook, primarily due to a shortfall in its Chlor Alkali Products and Vinyls segment [2]. - The shortfall was caused by operational issues at the Freeport, TX facility, including extended maintenance, unplanned downtime, and lower demand for pipeline chlorine, but operations have since normalized [2]. - The company is focused on safe operations, cost reduction initiatives, and a disciplined value-first commercial approach [2]. Group 2: Financial Expectations - Olin is expected to report a quarterly loss of $0.28 per share, representing a year-over-year decline of 411.1%, with revenues projected at $1.62 billion, down 3% from the previous year [3]. - The consensus EPS estimate for Olin has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4]. Group 3: Industry Context - Olin operates within the Zacks Chemical - Diversified industry, where another company, Albemarle, closed 1.9% higher at $161.29 and has seen a 17.6% return over the past month [5]. - Albemarle's consensus EPS estimate has also remained unchanged, with a year-over-year change of +44% [6].