Earnings up y-o-y, but still undershot our estimates in Q2. Profitability issues should be mainly contained to '24e. Raising margins will be a gradual process.
Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
Author:
Adrian Gilani | ABGSC Capital Goods Research
Pages:
12
Earnings up y-o-y, but still undershot our estimates in Q2. Profitability issues should be mainly contained to '24e. Raising margins will be a gradual process.
