NasdaqGS:EBC
NasdaqGS:EBCBanks

HoldCo's Activist Campaign Might Change The Case For Investing In Eastern Bankshares (EBC)

On October 31, 2025, HoldCo Asset Management publicly released a presentation to Eastern Bankshares' independent Board of Directors urging the company to consider selling itself, criticizing recent acquisitions, securities restructurings, and capital allocation, and raising concerns about governance and executive compensation. This activist campaign alleges value destruction at a scale larger than Eastern's current market capitalization and challenges the independence of the board and the...
NYSE:LYB
NYSE:LYBChemicals

LyondellBasell (LYB): Unprofitable Status and Widening Losses Challenge Turnaround Narrative

LyondellBasell Industries (LYB) reported widening losses, with net profit margins and earnings quality reflecting its unprofitable status. Over the past five years, annual losses have grown by 24.8% per year and year-over-year profit growth is unavailable due to continued unprofitability. Looking ahead, the company forecasts earnings growth of 52.66% per year and expects to return to profitability within three years, despite revenue projections showing a 7.1% annual decline. See our full...
NYSE:SPR
NYSE:SPRAerospace & Defense

Spirit AeroSystems (SPR): Persistent Losses Challenge Bullish Recovery Narrative Despite Revenue Growth Forecast

Spirit AeroSystems Holdings (SPR) remains in the red, with annualized losses growing at 32.5% over the past five years and no sign of current profitability. Despite the negative margin trends, revenue is forecast to climb 14.2% per year, surpassing the US market’s expected 10.4% pace. EPS is projected to jump 88.11% yearly and the company anticipates returning to profit within three years. Investors weighing these results are balancing hefty growth projections and a deeply discounted share...