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>Northrop Grumman's latest earnings for the second quarter of 2024 showcase robust financial and operational performance.</li><li>The company reported substantial increases in sales, operating income, and earnings per share (EPS), which surged by 7%, 13%, and 19% respectively compared to the same quarter the previous year.</li><li>The solid program execution and disciplined cost management have evidently played a key part in driving these results.</li></ul>

Northrop Grumman's latest earnings for the second quarter of 2024 showcase robust financial and operational performance.The company reported substantial increases in sales, operating income, and earnings per share (EPS), which surged by 7%, 13%, and 19% respectively compared to the same quarter the previous year.The solid program execution and disciplined cost management have evidently played a key part in driving these results.

Northrop Grumman Corporation: A Bear's Perspective On What Could Drive Them Down! - Major Drivers

<ul><li>Northrop Grumman, a global aerospace and defense technology company, has reported a strong start for the financial quarter, with revenues increasing 9% year-over-year due to growth in all four of its sectors.</li><li>The firm had implemented productivity and cost efficiency measures, which has led to its segment operating margin dollars increasing by 10%.</li><li>These efforts have also resulted in 15% EPS growth.</li></ul>

Northrop Grumman, a global aerospace and defense technology company, has reported a strong start for the financial quarter, with revenues increasing 9% year-over-year due to growth in all four of its sectors.The firm had implemented productivity and cost efficiency measures, which has led to its segment operating margin dollars increasing by 10%.These efforts have also resulted in 15% EPS growth.

Northrop Grumman Corporation: Are Autonomous Aircrafts Expected To Be A Major Growth Catalyst In The Future? - Major Drivers

<ul><li>Northrop Grumman Corporation's Q4 and year-end 2023 earnings call highlighted the company's robust performance despite economic pressures.</li><li>They reported a revenue increase of over 7% and a new record backlog exceeding $84 billion, setting a solid foundation for future growth.</li><li>The company's outlook documented in the call underlines strong operational performance generated at the high end of their guidance range and comfortably exceeding sales guidance.</li></ul>

Northrop Grumman Corporation's Q4 and year-end 2023 earnings call highlighted the company's robust performance despite economic pressures.They reported a revenue increase of over 7% and a new record backlog exceeding $84 billion, setting a solid foundation for future growth.The company's outlook documented in the call underlines strong operational performance generated at the high end of their guidance range and comfortably exceeding sales guidance.

Northrop Grumman Corporation: A String Of Opportunities for Improvement and Growth! - Major Drivers

<ul><li>Northrop Grumman managed to exceed analyst expectations in terms of revenue as well as earnings.</li><li>The company's revenues increased in the second quarter, with each of its 4 business sectors making significant contributions.</li><li>Global demand for their products is also increasing as their allies increase defense spending to combat emerging threats.</li></ul>

Northrop Grumman managed to exceed analyst expectations in terms of revenue as well as earnings.The company's revenues increased in the second quarter, with each of its 4 business sectors making significant contributions.Global demand for their products is also increasing as their allies increase defense spending to combat emerging threats.

Northrop Grumman Corporation: 4 Factors Powering Their Revenue Surge! – Key Drivers

Managing Partner, VRS (Valuation & Research Specialists)

VRS (Valuation & Research Specialists)

Managing Partner

Valuation & Research Specialists (VRS) is a boutique financial advisor with more than 17 years of experience in Corporate Valuation and Finance, and a diversified client base including some of the largest Companies in Greece.

Since 2002, VRS has completed more than 200 engagements in the areas of business valuation and financial analysis for more than 100 clients in a wide range of industries.

VRS has been honored to work with small and large private and publicly traded companies in Europe and overseas.

Boutique Financial Advisor

Thematic (Sector/Industry)

<ul>
<li>In Econote No. 110 ( Nov.Dec 2022) we broached the topic of investing in the Defence sectors of various West and Asian economies.</li>
<li>The reasons for this were very simple: First, the war in the Ukraine resulted to a sharp rise in defence spending in western countries and, second, this rise would not cease with the end of the war but presented a pivot to higher defence spending, not only in western countries, but also in areas such as Asia.</li>
<li>Hence the outlook for Defence stocks was, and is very bright, as witnessed by their persistent outperformance of the S&amp;P 500 and still reasonable valuations.</li>
</ul>


In Econote No. 110 ( Nov.Dec 2022) we broached the topic of investing in the Defence sectors of various West and Asian economies.
The reasons for this were very simple: First, the war in the Ukraine resulted to a sharp rise in defence spending in western countries and, second, this rise would not cease with the end of the war but presented a pivot to higher defence spending, not only in western countries, but also in areas such as Asia.
Hence the outlook for Defence stocks was, and is very bright, as witnessed by their persistent outperformance of the S&amp;P 500 and still reasonable valuations.


Ecognosis Advisory Ltd - ECONOTE No. 111 Investing in the Defence Sector

United States

Northrop Grumman Corporation is a global security company. The Company provides systems, products, and solutions in aerospace, electronics, information systems and technical services to government and commercial customers worldwide.

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Northrop Grumman (NOC US)

Northrop Grumman Corporation: A Bear's Perspective On What Could Drive Them Down! - Major Drivers

Northrop Grumman's latest earnings for the second quarter of 2024 showcase robust financial and operational performance. The company reported...

Baptista Research

Northrop Grumman Corporation: Are Autonomous Aircrafts Expected To Be A Major Growth Catalyst In The Future? - Major Drivers

Northrop Grumman, a global aerospace and defense technology company, has reported a strong start for the financial quarter, with revenues...

Baptista Research

Northrop Grumman Corporation: A String Of Opportunities for Improvement and Growth! - Major Drivers

Northrop Grumman Corporation's Q4 and year-end 2023 earnings call highlighted the company's robust performance despite economic pressures. They...

Baptista Research

Northrop Grumman Corporation: 4 Factors Powering Their Revenue Surge! – Key Drivers

Northrop Grumman managed to exceed analyst expectations in terms of revenue as well as earnings. The company's revenues increased in the second...

Baptista Research

Ecognosis Advisory Ltd - ECONOTE No. 111 Investing in the Defence Sector

In Econote No. 110 ( Nov.Dec 2022) we broached the topic of investing in the Defence sectors of various West and Asian economies.

VRS (Valuation & Research Specialists)

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