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.'s fiscal 2024 third-quarter earnings outlined the company's performance and plans amidst ongoing challenges and opportunities within the aerospace sector.</li><li>With a focus on aftermarket services and mergers and acquisitions (M&A) strategies, TransDigm continues to assert its robust market position, though not without facing industry-wide and operational challenges.</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.'s fiscal 2024 third-quarter earnings outlined the company's performance and plans amidst ongoing challenges and opportunities within the aerospace sector.With a focus on aftermarket services and mergers and acquisitions (M&A) strategies, TransDigm continues to assert its robust market position, though not without facing industry-wide and operational challenges.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 Incorporated: Will The Acquisition of CPI's Electron Device Business Be A Game Changer? - Major Drivers

<ul><li>The TransDigm Group reported their second quarter 2024 earnings and the group highlighted that their strategy remains consistent, focusing on intrinsic shareholder value creation through the different phases of the aerospace cycle.</li><li>Approximately 90% of net sales are from unique proprietary products, with most of their EBITDA coming from aftermarket revenues.</li><li>This results in higher margins and relative stability during downturns.</li></ul>

The TransDigm Group reported their second quarter 2024 earnings and the group highlighted that their strategy remains consistent, focusing on intrinsic shareholder value creation through the different phases of the aerospace cycle.Approximately 90% of net sales are from unique proprietary products, with most of their EBITDA coming from aftermarket revenues.This results in higher margins and relative stability during downturns.

TransDigm Group: Will Their Core Business Strategy Work? - Major Drivers

<ul><li>TransDigm Group Incorporated's first quarter 2024 results beat expectations and they raised their sales and EBITDA guidance for the year.</li><li>The commercial aerospace market trends remained favorable as the industry continued to recover and progress towards normalization.</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 Incorporated's first quarter 2024 results beat expectations and they raised their sales and EBITDA guidance for the year.The commercial aerospace market trends remained favorable as the industry continued to recover and progress towards normalization.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: A Strategic Focus on High IP

<ul><li>TransDigm Group Incorporated delivered a solid result and managed an all-around beat in the last quarter, particularly in the commercial market segment, which accounts for a significant portion of its revenue.</li><li>Commercial OEM revenue increased by approximately 25%, reflecting strong production rates and airline demand for new aircraft.</li><li>With a positive outlook for air travel recovery and solid defense market growth, TransDigm remains well-positioned to navigate industry dynamics.</li></ul>

TransDigm Group Incorporated delivered a solid result and managed an all-around beat in the last quarter, particularly in the commercial market segment, which accounts for a significant portion of its revenue.Commercial OEM revenue increased by approximately 25%, reflecting strong production rates and airline demand for new aircraft.With a positive outlook for air travel recovery and solid defense market growth, TransDigm remains well-positioned to navigate industry dynamics.

TransDigm Group Incorporated: How Domestic Travel & Defense Are Fueling Stellar Growth! - Major Drivers

Equity Capital Markets

<ul><li>TransDigm Group managed to exceed analyst expectations in terms of revenue as well as earnings in its recent quarterly result.</li><li>With approximately 90% of net sales generated by unique proprietary products, the company's focus on aftermarket revenues has provided stability and higher margins.</li><li>TransDigm experienced substantial growth in total commercial revenues and bookings across all major market channels.</li></ul>

TransDigm Group managed to exceed analyst expectations in terms of revenue as well as earnings in its recent quarterly result.With approximately 90% of net sales generated by unique proprietary products, the company's focus on aftermarket revenues has provided stability and higher margins.TransDigm experienced substantial growth in total commercial revenues and bookings across all major market channels.

TransDigm Group Incorporated: Acquisition of Calspan Corporation & Other 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 Incorporated: Will The Acquisition of CPI's Electron Device Business Be A Game Changer? - Major Drivers

TransDigm Group Inc.'s fiscal 2024 third-quarter earnings outlined the company's performance and plans amidst ongoing challenges and opportunities...

Baptista Research

TransDigm Group: Will Their Core Business Strategy Work? - Major Drivers

The TransDigm Group reported their second quarter 2024 earnings and the group highlighted that their strategy remains consistent, focusing on...

Baptista Research

TransDigm Group: A Strategic Focus on High IP

TransDigm Group Incorporated's first quarter 2024 results beat expectations and they raised their sales and EBITDA guidance for the year. The...

Baptista Research

TransDigm Group Incorporated: How Domestic Travel & Defense Are Fueling Stellar Growth! - Major Drivers

TransDigm Group Incorporated delivered a solid result and managed an all-around beat in the last quarter, particularly in the commercial market...

Baptista Research

TransDigm Group Incorporated: Acquisition of Calspan Corporation & Other Drivers

TransDigm Group managed to exceed analyst expectations in terms of revenue as well as earnings in its recent quarterly result. With approximately...

Baptista Research

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