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>Jacobs Solutions recently concluded its fourth quarter and fiscal year 2024 with a focus on a strategic shift towards a more streamlined operation centered on higher value and higher-margin portfolios.</li><li>The company completed the separation transaction of its Critical Mission Solutions (CMS) and Cyber & Intelligence businesses.</li><li>This resulted in a cash inflow of $911 million, which was used to repay existing debt, alongside acquiring a 7.5% equity stake in Amentum, which could increase to 8%.</li></ul>

Jacobs Solutions recently concluded its fourth quarter and fiscal year 2024 with a focus on a strategic shift towards a more streamlined operation centered on higher value and higher-margin portfolios.The company completed the separation transaction of its Critical Mission Solutions (CMS) and Cyber & Intelligence businesses.This resulted in a cash inflow of $911 million, which was used to repay existing debt, alongside acquiring a 7.5% equity stake in Amentum, which could increase to 8%.

Jacobs Solutions Unveils Bold Fiscal ’25 Outlook: Profit Growth That’s Hard to Ignore! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Jacobs focuses on infrastructure, environment, and cyber security</li><li>Information vacuum from separation of non-core business segment will soon be resolved</li><li>Strong financial performance and market position make Jacobs a high-quality market leader</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Jacobs focuses on infrastructure, environment, and cyber securityInformation vacuum from separation of non-core business segment will soon be resolvedStrong financial performance and market position make Jacobs a high-quality market leaderThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Jacobs Solutions Inc (J) - Tuesday, Jun 25, 2024

<ul><li>In analyzing Jacobs Solutions' Third Quarter 2024 financial performance, it is important to recognize both the achievements and potential areas of concern that influence the company's overall business operations and financial health.</li><li>Jacobs Solutions delivered a solid financial performance, reporting a consolidated adjusted EBITDA of $392 million, reflecting an approximate 11% year-over-year increase.</li><li>This growth underscores effective margin management and robust operational efficiency, with the adjusted EBITDA margin standing at a commendable 11.5%.</li></ul>

In analyzing Jacobs Solutions' Third Quarter 2024 financial performance, it is important to recognize both the achievements and potential areas of concern that influence the company's overall business operations and financial health.Jacobs Solutions delivered a solid financial performance, reporting a consolidated adjusted EBITDA of $392 million, reflecting an approximate 11% year-over-year increase.This growth underscores effective margin management and robust operational efficiency, with the adjusted EBITDA margin standing at a commendable 11.5%.

Jacobs Solutions: Challenges & Strategies In The Engineering & Construction Sector! - Major Drivers

<ul><li>Jacobs Solutions has shared positive financial results in Q2 2024 earnings which saw revenues grow by 5% and an adjusted net revenue climb 3% organically.</li><li>However, gross revenue for the second quarter fell short of expectations resulting in a reach of $281 million for the quarter, including $53 million of amortization from acquired intangibles and $58 million of transaction costs.</li><li>Second quarter consolidated revenue was driven by a 5% growth with backlog up 2% year-over year and gross margin increased approximately 50 basis points year-over-year.</li></ul>

Jacobs Solutions has shared positive financial results in Q2 2024 earnings which saw revenues grow by 5% and an adjusted net revenue climb 3% organically.However, gross revenue for the second quarter fell short of expectations resulting in a reach of $281 million for the quarter, including $53 million of amortization from acquired intangibles and $58 million of transaction costs.Second quarter consolidated revenue was driven by a 5% growth with backlog up 2% year-over year and gross margin increased approximately 50 basis points year-over-year.

Jacobs Solutions: Will The Solid Momentum in the Critical Infrastructure Market Last? - Major Drivers

<ul><li>The Jacobs Fiscal First Quarter 2024 earnings demonstrated several positive and negative aspects for investors to consider.</li><li>Jacobs CEO, Bob Pragada, and CFO, Claudia Jaramillo, illustrated their company's exceptional resilience in face of challenging conditions, delivering better-than-expected underlying performance.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

The Jacobs Fiscal First Quarter 2024 earnings demonstrated several positive and negative aspects for investors to consider.Jacobs CEO, Bob Pragada, and CFO, Claudia Jaramillo, illustrated their company's exceptional resilience in face of challenging conditions, delivering better-than-expected underlying performance.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

United States

Jacobs Solutions Inc. provides technical professional services. The Company offers engineering and construction services, as well as scientific and specialty consulting for a broad range of clients including companies, organizations, and government agencies. Jacobs Solutions serves customers worldwide.

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Jacobs Solutions (J US)

Jacobs Solutions Unveils Bold Fiscal ’25 Outlook: Profit Growth That’s Hard to Ignore! - Major Drivers

Jacobs Solutions recently concluded its fourth quarter and fiscal year 2024 with a focus on a strategic shift towards a more streamlined operation...

Baptista Research

Jacobs Solutions Inc (J) - Tuesday, Jun 25, 2024

Jacobs focuses on infrastructure, environment, and cyber security. Information vacuum from separation of non-core business segment will soon be...

Value Investors Club

Jacobs Solutions: Challenges & Strategies In The Engineering & Construction Sector! - Major Drivers

In analyzing Jacobs Solutions' Third Quarter 2024 financial performance, it is important to recognize both the achievements and potential areas of...

Baptista Research

Jacobs Solutions: Will The Solid Momentum in the Critical Infrastructure Market Last? - Major Drivers

Jacobs Solutions has shared positive financial results in Q2 2024 earnings which saw revenues grow by 5% and an adjusted net revenue climb 3%...

Baptista Research

Jacobs Solutions: Backlog Increase

The Jacobs Fiscal First Quarter 2024 earnings demonstrated several positive and negative aspects for investors to consider. Jacobs CEO, Bob...

Baptista Research

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