Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Howmet Aerospace's third quarter 2024 results demonstrate significant performance gains amidst a complex operating environment.</li><li>The company's revenue growth was substantial at 11% year-over-year, with commercial aerospace driving much of this improvement with a 17% increase in revenue.</li><li>The engine products and fasteners segments excelled, supported by robust structures performance.</li></ul>

Howmet Aerospace's third quarter 2024 results demonstrate significant performance gains amidst a complex operating environment.The company's revenue growth was substantial at 11% year-over-year, with commercial aerospace driving much of this improvement with a 17% increase in revenue.The engine products and fasteners segments excelled, supported by robust structures performance.

Howmet Aerospace Inc.: Capitalizing on Explosive Commercial Aerospace Growth for 2025! - Major Drivers

<ul><li>Howmet Aerospace Inc. recently reported its second quarter 2024 earnings.</li><li>The company reported substantial year-over-year revenue growth of 14%, driven primarily by a remarkable 27% increase in the commercial aerospace sector, continuing a strong growth trend from previous quarters.</li><li>EBITDA for the quarter stood at $483 million with an impressive profit margin of 25.7%, and operating income climbed to $414 million, marking a 38% increase compared to the previous year.</li></ul>

Howmet Aerospace Inc. recently reported its second quarter 2024 earnings.The company reported substantial year-over-year revenue growth of 14%, driven primarily by a remarkable 27% increase in the commercial aerospace sector, continuing a strong growth trend from previous quarters.EBITDA for the quarter stood at $483 million with an impressive profit margin of 25.7%, and operating income climbed to $414 million, marking a 38% increase compared to the previous year.

Howmet Aerospace: Market Expansion Through Service Offerings & Strategic Collaborations! - Major Drivers

<ul><li>Howmet Aerospace has reported an impressive first quarter for 2024, with record revenue, earnings per share, profit, and margin all improving from last year's figures.</li><li>However, there have been some challenges that the company faced, particularly related to the FAA restrictions on the Boeing 737 MAX production.</li><li>Despite these challenges, Howmet Aerospace has managed to effectively plan its strategies and make necessary adjustments to continue its growth trajectory.</li></ul>

Howmet Aerospace has reported an impressive first quarter for 2024, with record revenue, earnings per share, profit, and margin all improving from last year's figures.However, there have been some challenges that the company faced, particularly related to the FAA restrictions on the Boeing 737 MAX production.Despite these challenges, Howmet Aerospace has managed to effectively plan its strategies and make necessary adjustments to continue its growth trajectory.

Howmet Aerospace Inc.: Adapting To Dynamics In The Fastener Business! - Major Drivers

<ul><li>Howmet Aerospace positively reported strong fourth quarter 2023 results, achieving or surpassing the upper end of guidance across various parameters, including revenue, EBITDA, EBITDA margin, and earnings per share.</li><li>It was reported that the company continued to grow faster than its respective markets.</li><li>The full-year figures for 2023 also revealed strong performances with a 17% increase in revenue and 18% increase in EBITDA. The earnings per share showed significant annual improvements, setting a record at $1.84 per share, marking a 31% year-over-year increase.</li></ul>

Howmet Aerospace positively reported strong fourth quarter 2023 results, achieving or surpassing the upper end of guidance across various parameters, including revenue, EBITDA, EBITDA margin, and earnings per share.It was reported that the company continued to grow faster than its respective markets.The full-year figures for 2023 also revealed strong performances with a 17% increase in revenue and 18% increase in EBITDA. The earnings per share showed significant annual improvements, setting a record at $1.84 per share, marking a 31% year-over-year increase.

Howmet Aerospace: Focus on the Engine Product Market & Pricing Strategies! - Major Drivers

<ul><li>Howmet Aerospace Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, showcasing a 16% year-over-year revenue increase and a 1% sequential growth across all markets.</li><li>Commercial aerospace, marking its tenth consecutive quarter of growth, led the surge with a 23% year-over-year increase, constituting 49% of total revenue.</li><li>Besides, Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels reported significant year-over-year revenue growth, with EBITDA margins showing improvement.</li></ul>

Howmet Aerospace Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, showcasing a 16% year-over-year revenue increase and a 1% sequential growth across all markets.Commercial aerospace, marking its tenth consecutive quarter of growth, led the surge with a 23% year-over-year increase, constituting 49% of total revenue.Besides, Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels reported significant year-over-year revenue growth, with EBITDA margins showing improvement.

Howmet Aerospace Inc.: What Is Its Biggest Competitive Advantage? - Major Drivers

United States

Howmet Aerospace Inc. provides engineered metal products. The Company offers engines, fasteners, and structures, as well as forged wheels. Howmet Aerospace serves the aerospace and commercial transportation industries.

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Howmet Aerospace (HWM US)

Howmet Aerospace Inc.: Capitalizing on Explosive Commercial Aerospace Growth for 2025! - Major Drivers

Howmet Aerospace's third quarter 2024 results demonstrate significant performance gains amidst a complex operating environment. The company's...

Baptista Research

Howmet Aerospace: Market Expansion Through Service Offerings & Strategic Collaborations! - Major Drivers

Howmet Aerospace Inc. recently reported its second quarter 2024 earnings. The company reported substantial year-over-year revenue growth of 14%,...

Baptista Research

Howmet Aerospace Inc.: Adapting To Dynamics In The Fastener Business! - Major Drivers

Howmet Aerospace has reported an impressive first quarter for 2024, with record revenue, earnings per share, profit, and margin all improving from...

Baptista Research

Howmet Aerospace: Focus on the Engine Product Market & Pricing Strategies! - Major Drivers

Howmet Aerospace positively reported strong fourth quarter 2023 results, achieving or surpassing the upper end of guidance across various...

Baptista Research

Howmet Aerospace Inc.: What Is Its Biggest Competitive Advantage? - Major Drivers

Howmet Aerospace Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, showcasing a 16% year-over-year revenue...

Baptista Research

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