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's fourth-quarter fiscal 2024 earnings call highlighted a mixed performance with several critical developments worth noting for investors.</li><li>The company faced headwinds with a continued softness in orders, down sequentially by low single digits, contrary to expectations for improvement.</li><li>However, Rockwell demonstrated some resilience by maintaining solid execution, especially in customer service and the profitable growth of its software and digital services, which helped offset channel inventory challenges.</li></ul>

Rockwell Automation's fourth-quarter fiscal 2024 earnings call highlighted a mixed performance with several critical developments worth noting for investors.The company faced headwinds with a continued softness in orders, down sequentially by low single digits, contrary to expectations for improvement.However, Rockwell demonstrated some resilience by maintaining solid execution, especially in customer service and the profitable growth of its software and digital services, which helped offset channel inventory challenges.

Rockwell Automation Inc.: These Are The 7 Biggest Factors Impacting Its Performance In 2025 &Beyond!  - Major Drivers

<ul><li>Rockwell Automation's latest quarterly earnings underscore both strengths and challenges within its business environment, indicating a mixed financial landscape that investors need to consider.</li><li>On the positive side, Rockwell Automation has shown adeptness in managing costs amidst lower order volumes, which has helped sustain margin performance.</li><li>The company has continued to push forward with its cost-cutting initiatives, anticipating $100 million in savings in the latter half of this fiscal year, alongside projections for an additional $120 million in savings next year.</li></ul>

Rockwell Automation's latest quarterly earnings underscore both strengths and challenges within its business environment, indicating a mixed financial landscape that investors need to consider.On the positive side, Rockwell Automation has shown adeptness in managing costs amidst lower order volumes, which has helped sustain margin performance.The company has continued to push forward with its cost-cutting initiatives, anticipating $100 million in savings in the latter half of this fiscal year, alongside projections for an additional $120 million in savings next year.

Rockwell Automation: Expansion of Partnership with NVIDIA & Key Developments - Major Drivers

<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

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 Inc.: These Are The 7 Biggest Factors Impacting Its Performance In 2025 &Beyond! - Major Drivers

Rockwell Automation's fourth-quarter fiscal 2024 earnings call highlighted a mixed performance with several critical developments worth noting for...

Baptista Research

Rockwell Automation: Expansion of Partnership with NVIDIA & Key Developments - Major Drivers

Rockwell Automation's latest quarterly earnings underscore both strengths and challenges within its business environment, indicating a mixed...

Baptista Research

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

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