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>TransDigm Group Inc. has concluded its fiscal year 2025 with a robust performance, showcasing its distinct strategy in aerospace markets.</li><li>The company focuses on maintaining a steady intrinsic shareholder value across all aerospace cycle phases, leveraging proprietary aerospace businesses with significant aftermarket content.</li><li>This strategy has shown results, as approximately 90% of TransDigm's net sales are derived from unique proprietary products and a substantial portion of the EBITDA from aftermarket activities, generally providing higher margins and stability during downturns.</li></ul>

TransDigm Group Inc. has concluded its fiscal year 2025 with a robust performance, showcasing its distinct strategy in aerospace markets.The company focuses on maintaining a steady intrinsic shareholder value across all aerospace cycle phases, leveraging proprietary aerospace businesses with significant aftermarket content.This strategy has shown results, as approximately 90% of TransDigm's net sales are derived from unique proprietary products and a substantial portion of the EBITDA from aftermarket activities, generally providing higher margins and stability during downturns.

TransDigm Group Doubles Down on Automation to Defend Its Margin Profile; Will It Worked?

<ul><li>TransDigm Group Inc.'s third-quarter 2025 results present a mixed picture of stability and growth, colored by market-specific challenges.</li><li>From a revenue perspective, the company experienced a decline in commercial original equipment manufacturer (OEM) revenues by 7%, attributed to disruptions such as the Boeing strike and Airbus's production challenges.</li><li>This decline contrasts with a healthy growth in commercial aftermarket and defense market channels, which drove an overall organic growth rate of 6.3% for the quarter.</li></ul>

TransDigm Group Inc.'s third-quarter 2025 results present a mixed picture of stability and growth, colored by market-specific challenges.From a revenue perspective, the company experienced a decline in commercial original equipment manufacturer (OEM) revenues by 7%, attributed to disruptions such as the Boeing strike and Airbus's production challenges.This decline contrasts with a healthy growth in commercial aftermarket and defense market channels, which drove an overall organic growth rate of 6.3% for the quarter.

TransDigm Group: The Servotronics Acquisition & Commercial Aftermarket Performance Are CRITICAL For Its Future!

<ul><li>TransDigm Group Inc.'s recent earnings discussion sheds light on both its strengths and challenges, providing insights into the company's ongoing strategies and performance outlook.</li><li>During the second quarter of fiscal 2025, TransDigm reported strong operational performance with significant contributions from its commercial aftermarket and defense market channels.</li><li>Revenue from these divisions displayed healthy growth, while commercial OEM revenues remained largely flat compared to the previous year, indicating an area of potential improvement as production recovers from past disruptions.</li></ul>

TransDigm Group Inc.'s recent earnings discussion sheds light on both its strengths and challenges, providing insights into the company's ongoing strategies and performance outlook.During the second quarter of fiscal 2025, TransDigm reported strong operational performance with significant contributions from its commercial aftermarket and defense market channels.Revenue from these divisions displayed healthy growth, while commercial OEM revenues remained largely flat compared to the previous year, indicating an area of potential improvement as production recovers from past disruptions.

TransDigm Group: An Insight Into Its Recent Aftermarket Growth, Market Dynamics & Key Growth Levers!

<ul><li>TransDigm Group Incorporated's Q1 2025 earnings call provided insights into both positive performance metrics and areas of potential concern.</li><li>This is crucial for understanding the company's current and future performance in the aerospace industry, which forms the backdrop of the company's strategies.</li><li>Positive aspects emphasize TransDigm's strong financial performance for the quarter.</li></ul>

TransDigm Group Incorporated's Q1 2025 earnings call provided insights into both positive performance metrics and areas of potential concern.This is crucial for understanding the company's current and future performance in the aerospace industry, which forms the backdrop of the company's strategies.Positive aspects emphasize TransDigm's strong financial performance for the quarter.

TransDigm Group: The $6 Billion Aftermarket Engine and Military Advantage Investors Must Watch!

<ul><li>TransDigm Group Inc., a prominent aerospace components manufacturer, recently released its Q4 2024 financial results, showcasing strong performance amidst challenging macroeconomic conditions.</li><li>The company continues to benefit from its strategic focus on producing unique proprietary products, a strategy that has enabled it to maintain strong aftermarket margins which remain a core driver of its earnings.</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>

TransDigm Group Inc., a prominent aerospace components manufacturer, recently released its Q4 2024 financial results, showcasing strong performance amidst challenging macroeconomic conditions.The company continues to benefit from its strategic focus on producing unique proprietary products, a strategy that has enabled it to maintain strong aftermarket margins which remain a core driver of its earnings.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.

TransDigm Group: An Insight Into Its Commercial Aftermarket Growth and Strategy! - Major Drivers

United States

TransDigm Group, Inc., through subsidiaries, manufactures aircraft components. The Company produces ignition systems and components, gear pumps, mechanical/electromechanical actuators and controls, NiCad batteries/chargers, power conditioning devices, hold-open rods and locking devices, engineered connectors and latches, cockpit security devices, and AC/DC electric motors.

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Transdigm Group (TDG US)

TransDigm Group Doubles Down on Automation to Defend Its Margin Profile; Will It Worked?

TransDigm Group Inc. has concluded its fiscal year 2025 with a robust performance, showcasing its distinct strategy in aerospace markets. The...

Baptista Research

TransDigm Group: The Servotronics Acquisition & Commercial Aftermarket Performance Are CRITICAL For Its Future!

TransDigm Group Inc.'s third-quarter 2025 results present a mixed picture of stability and growth, colored by market-specific challenges. From a...

Baptista Research

TransDigm Group: An Insight Into Its Recent Aftermarket Growth, Market Dynamics & Key Growth Levers!

TransDigm Group Inc.'s recent earnings discussion sheds light on both its strengths and challenges, providing insights into the company's ongoing...

Baptista Research

TransDigm Group: The $6 Billion Aftermarket Engine and Military Advantage Investors Must Watch!

TransDigm Group Incorporated's Q1 2025 earnings call provided insights into both positive performance metrics and areas of potential concern. This...

Baptista Research

TransDigm Group: An Insight Into Its Commercial Aftermarket Growth and Strategy! - Major Drivers

TransDigm Group Inc., a prominent aerospace components manufacturer, recently released its Q4 2024 financial results, showcasing strong...

Baptista Research

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