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

Allison Transmission Holdings / Equity Bottom-Up

<ul><li>Allison Transmission's third quarter 2025 earnings call sheds light on the various dynamics influencing its performance, revealing both opportunities and challenges facing the company.</li><li>The primary challenges are rooted in the North American On-Highway market, a segment that has witnessed significant demand reductions due to uncertain macroeconomic conditions.</li><li>This decline is attributed to factors such as tariffs, evolving trade policies, and upcoming emissions regulations, leading to decreased purchasing activities among end users.</li></ul>

Allison Transmission's third quarter 2025 earnings call sheds light on the various dynamics influencing its performance, revealing both opportunities and challenges facing the company.The primary challenges are rooted in the North American On-Highway market, a segment that has witnessed significant demand reductions due to uncertain macroeconomic conditions.This decline is attributed to factors such as tariffs, evolving trade policies, and upcoming emissions regulations, leading to decreased purchasing activities among end users.

Allison Transmission: An Insight Into Its Positioning in Electrified Propulsion Solutions!

<ul><li>Allison Transmission's recent earnings call highlighted a mix of strategic initiatives, industry achievements, and both financial performance and adjustments that are significant to potential investors.</li><li>The acquisition of Dana Incorporated's Off-Highway business reflects a key strategic move to broaden the company’s global reach, diversify its markets, and optimize its operational efficiencies.</li><li>This transaction, which carries a purchase price of approximately $2.7 billion, is expected to extend Allison Transmission's capabilities into additional markets, such as agriculture and construction, while promising significant synergy benefits of up to $120 million annually.</li></ul>

Allison Transmission's recent earnings call highlighted a mix of strategic initiatives, industry achievements, and both financial performance and adjustments that are significant to potential investors.The acquisition of Dana Incorporated's Off-Highway business reflects a key strategic move to broaden the company’s global reach, diversify its markets, and optimize its operational efficiencies.This transaction, which carries a purchase price of approximately $2.7 billion, is expected to extend Allison Transmission's capabilities into additional markets, such as agriculture and construction, while promising significant synergy benefits of up to $120 million annually.

Allison Transmission: Accelerating Global Market Presence With A $2.7 Billion Game-Changing Acquisition!

<ul><li>Allison Transmission's first-quarter 2025 financial performance reflects a company navigating a complex market environment with notable achievements and challenges.</li><li>The company reported a 3% year-over-year decrease in net sales to $766 million.</li><li>This decline was primarily due to lower demand for medium-duty trucks, although offset by a 4% increase in sales in North America's on-highway market, driven by price increases in Class 8 vocational trucks and strengthening defense market sales.</li></ul>

Allison Transmission's first-quarter 2025 financial performance reflects a company navigating a complex market environment with notable achievements and challenges.The company reported a 3% year-over-year decrease in net sales to $766 million.This decline was primarily due to lower demand for medium-duty trucks, although offset by a 4% increase in sales in North America's on-highway market, driven by price increases in Class 8 vocational trucks and strengthening defense market sales.

Allison Transmission: Growth in International Defense Markets As A Significant Growth Enabler In The Foreseeable Future!

<ul><li>Allison Transmission's first quarter 2025 earnings painted a detailed picture of the company's current standing, plans, and challenges.</li><li>Notably, the report highlighted a slight drop in year-over-year net sales by 3% to $766 million.</li><li>Despite this, there were commendable areas of growth, such as a 4% increase in the North American On Highway market, driven by price increments and a robust demand for Class 8 vocational trucks.</li></ul>

Allison Transmission's first quarter 2025 earnings painted a detailed picture of the company's current standing, plans, and challenges.Notably, the report highlighted a slight drop in year-over-year net sales by 3% to $766 million.Despite this, there were commendable areas of growth, such as a 4% increase in the North American On Highway market, driven by price increments and a robust demand for Class 8 vocational trucks.

Allison Transmission: Will Its Focus On Defense Market Opportunities Pay Off?

<ul><li>Allison Transmission's fourth-quarter and full-year 2024 results showcase a solid performance, marked by record net sales of $3.2 billion for the year.</li><li>The company's strategic focus on expanding its market share and diversifying product offerings has contributed positively to its financial outcomes.</li><li>On the positive side, Allison Transmission experienced a 15% increase in net sales for its North America on highway market, driven by strong demand for its 3000 and 4000 Series products.</li></ul>

Allison Transmission's fourth-quarter and full-year 2024 results showcase a solid performance, marked by record net sales of $3.2 billion for the year.The company's strategic focus on expanding its market share and diversifying product offerings has contributed positively to its financial outcomes.On the positive side, Allison Transmission experienced a 15% increase in net sales for its North America on highway market, driven by strong demand for its 3000 and 4000 Series products.

Allison Transmission: The Electrification Bet That Could Reshape Its Future!

United States

Allison Transmission Holdings, Inc. manufactures fully-automatic transmissions for medium and heavy-duty commercial vehicles, medium and heavy-tactical U.S. military vehicles, and hybrid-propulsion systems for transit buses.  The Company's products are used in a variety of applications.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Allison Transmission Holdings (ALSN US)

Allison Transmission: An Insight Into Its Positioning in Electrified Propulsion Solutions!

Allison Transmission's third quarter 2025 earnings call sheds light on the various dynamics influencing its performance, revealing both...

Baptista Research

Allison Transmission: Accelerating Global Market Presence With A $2.7 Billion Game-Changing Acquisition!

Allison Transmission's recent earnings call highlighted a mix of strategic initiatives, industry achievements, and both financial performance and...

Baptista Research

Allison Transmission: Growth in International Defense Markets As A Significant Growth Enabler In The Foreseeable Future!

Allison Transmission's first-quarter 2025 financial performance reflects a company navigating a complex market environment with notable...

Baptista Research

Allison Transmission: Will Its Focus On Defense Market Opportunities Pay Off?

Allison Transmission's first quarter 2025 earnings painted a detailed picture of the company's current standing, plans, and challenges. Notably,...

Baptista Research

Allison Transmission: The Electrification Bet That Could Reshape Its Future!

Allison Transmission's fourth-quarter and full-year 2024 results showcase a solid performance, marked by record net sales of $3.2 billion for the...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)