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>Rockwell Automation closed the second quarter of fiscal 2024 on a rather unsteady footing as a result of high inventory levels held by machine builders and slower ramp ups that are impacting shipments for the second half.</li><li>The company has also had to reduce its guidance for the full fiscal year which is proving to be larger than initially expected.</li><li>However, despite what looks like a rocky start to the fiscal year, Rockwell Automation has already set in motion a comprehensive program aimed at expanding margins as the company accelerates actions to align costs with the updated outlook on current year orders.</li></ul>

Rockwell Automation closed the second quarter of fiscal 2024 on a rather unsteady footing as a result of high inventory levels held by machine builders and slower ramp ups that are impacting shipments for the second half.The company has also had to reduce its guidance for the full fiscal year which is proving to be larger than initially expected.However, despite what looks like a rocky start to the fiscal year, Rockwell Automation has already set in motion a comprehensive program aimed at expanding margins as the company accelerates actions to align costs with the updated outlook on current year orders.

Rockwell Automation: Does Its Improved Industrial Automation Adoption Warrant A Bullish Rating? - Major Drivers

<ul><li>Rockwell Automation's first quarter demonstrated a sequential growth in orders, with all business segments and regional markets rising from the previous quarter's low point.</li><li>Despite ongoing impacts of excess inventory within the distribution channel, underlying demand from machine builders and end-users remained robust.</li><li>In the quarter under review, total sales grew by 3.6% year-over-year, with organic sales advancing by 1%.</li></ul>

Rockwell Automation's first quarter demonstrated a sequential growth in orders, with all business segments and regional markets rising from the previous quarter's low point.Despite ongoing impacts of excess inventory within the distribution channel, underlying demand from machine builders and end-users remained robust.In the quarter under review, total sales grew by 3.6% year-over-year, with organic sales advancing by 1%.

Rockwell Automation: What Is Driving The Acceleration of New Product Orders? - Major Drivers

<ul><li>In the Rockwell Automation results, it's important to start by appreciating that the company registered first quarter growth, even amidst the challenging economic landscape.</li><li>Rockwell Automation registered a 3.6% year-over-year increase in total sales led by North America.</li><li>This performance is attributable partly to the company's broad business portfolio which has helped spread risk.</li></ul>

In the Rockwell Automation results, it's important to start by appreciating that the company registered first quarter growth, even amidst the challenging economic landscape.Rockwell Automation registered a 3.6% year-over-year increase in total sales led by North America.This performance is attributable partly to the company's broad business portfolio which has helped spread risk.

Rockwell Automation: Strong End-Market Demand & 5 Other Factors Driving Its Growth! - Financial Forecasts

<ul><li>Rockwell Automation, Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, witnessing sales and adjusted earnings surge by over 20% compared to the previous year.</li><li>The Intelligent Devices Business segment experienced an 18% organic sales boost, particularly in independent car technology, concluding the fiscal year with over 50% growth in sales.</li><li>Information Solutions and Connected Services also achieved a 10% sales increase from the previous year, securing significant information solutions wins with Prometeon Tyre.</li></ul>

Rockwell Automation, Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, witnessing sales and adjusted earnings surge by over 20% compared to the previous year.The Intelligent Devices Business segment experienced an 18% organic sales boost, particularly in independent car technology, concluding the fiscal year with over 50% growth in sales.Information Solutions and Connected Services also achieved a 10% sales increase from the previous year, securing significant information solutions wins with Prometeon Tyre.

Rockwell Automation Inc.: A Boost In Cybersecurity Prowess From The Verve Industrial Protection Acquisition - Key Drivers

<ul><li>Rockwell Automation's results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings expectations of Wall Street.</li><li>This quarter, the company saw a double-digit increase in both sales and earnings as component shortages eased.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Rockwell Automation's results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings expectations of Wall Street.This quarter, the company saw a double-digit increase in both sales and earnings as component shortages eased.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

Rockwell Automation Inc.: Decoding High Teens Growth in Semiconductor Sales and Beyond! - Major Drivers

United States

Rockwell Automation, Inc. produces industrial automation products. The Company offers products such as control systems, motor control devices, sensors, and industrial control panels. Rockwell Automation markets its products worldwide.

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Rockwell Automation (ROK US)

Rockwell Automation: Does Its Improved Industrial Automation Adoption Warrant A Bullish Rating? - Major Drivers

Rockwell Automation closed the second quarter of fiscal 2024 on a rather unsteady footing as a result of high inventory levels held by machine...

Baptista Research

Rockwell Automation: What Is Driving The Acceleration of New Product Orders? - Major Drivers

Rockwell Automation's first quarter demonstrated a sequential growth in orders, with all business segments and regional markets rising from the...

Baptista Research

Rockwell Automation: Strong End-Market Demand & 5 Other Factors Driving Its Growth! - Financial Forecasts

In the Rockwell Automation results, it's important to start by appreciating that the company registered first quarter growth, even amidst the...

Baptista Research

Rockwell Automation Inc.: A Boost In Cybersecurity Prowess From The Verve Industrial Protection Acquisition - Key Drivers

Rockwell Automation, Inc. managed to exceed analyst expectations in terms of revenue as well as earnings, witnessing sales and adjusted earnings...

Baptista Research

Rockwell Automation Inc.: Decoding High Teens Growth in Semiconductor Sales and Beyond! - Major Drivers

Rockwell Automation's results were a major disappointment as the company failed to meet the revenue expectations as well as the earnings...

Baptista Research

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