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

American International Group / Equity Bottom-Up

<ul><li>American Airlines Group delivered a mixed but broadly resilient first quarter, with the discussion pointing to strong revenue momentum but also meaningful pressure from fuel, weather disruption and execution risk.</li><li>The central positive was demand strength across the network.</li><li>Management highlighted 10.8% year over year revenue growth in the quarter and guided to approximately 15% revenue growth in the second quarter, supported by strong booking trends, premium cabin demand, corporate travel recovery and better domestic pricing.</li></ul>

American Airlines Group delivered a mixed but broadly resilient first quarter, with the discussion pointing to strong revenue momentum but also meaningful pressure from fuel, weather disruption and execution risk.The central positive was demand strength across the network.Management highlighted 10.8% year over year revenue growth in the quarter and guided to approximately 15% revenue growth in the second quarter, supported by strong booking trends, premium cabin demand, corporate travel recovery and better domestic pricing.

American Airlines Group’s High-Stakes Turnaround: Premium Upselling

<ul><li>American International Group, Inc. reported strong financial results for the fourth quarter and full year 2025, demonstrating notable improvements across underwriting, earnings, and capital management metrics.</li><li>The company posted adjusted after-tax income per diluted share of $1.96 in the quarter, a 51% increase year-over-year, and $7.09 for the full year, up 43%.</li><li>Underwriting income rose 48% for the quarter to $670 million and 22% for the year to $2.3 billion, marking the first time since 2008 that AIG delivered underwriting income exceeding $2 billion excluding divested businesses.</li></ul>

American International Group, Inc. reported strong financial results for the fourth quarter and full year 2025, demonstrating notable improvements across underwriting, earnings, and capital management metrics.The company posted adjusted after-tax income per diluted share of $1.96 in the quarter, a 51% increase year-over-year, and $7.09 for the full year, up 43%.Underwriting income rose 48% for the quarter to $670 million and 22% for the year to $2.3 billion, marking the first time since 2008 that AIG delivered underwriting income exceeding $2 billion excluding divested businesses.

American International Group (AIG): Expense Discipline

<ul><li>American International Group, Inc. (AIG) has reported strong financial performance for the third quarter of 2025, characterized by significant growth in earnings and strategic capital investments.</li><li>The company achieved an adjusted after-tax income per diluted share of $2.20, marking a 77% increase compared to the same period last year.</li><li>Adjusted after-tax income increased by 52% to $1.2 billion, driven primarily by its General Insurance business, which showed substantial gains in underwriting income and net investment income.</li></ul>

American International Group, Inc. (AIG) has reported strong financial performance for the third quarter of 2025, characterized by significant growth in earnings and strategic capital investments.The company achieved an adjusted after-tax income per diluted share of $2.20, marking a 77% increase compared to the same period last year.Adjusted after-tax income increased by 52% to $1.2 billion, driven primarily by its General Insurance business, which showed substantial gains in underwriting income and net investment income.

American International Group (AIG) Is Using GenAI at Scale—What Happens When 200

<ul><li>American Airlines, during its third-quarter 2025 report, revealed an adjusted pretax loss of $139 million, equating to a loss of $0.17 per share, which aligns with the higher end of its guidance.</li><li>The loss indicates the challenging operating conditions the airline has faced.</li><li>Despite this, the revenue performance has been a relative positive, as adjustments have been made to fourth-quarter and full-year guidance.</li></ul>

American Airlines, during its third-quarter 2025 report, revealed an adjusted pretax loss of $139 million, equating to a loss of $0.17 per share, which aligns with the higher end of its guidance.The loss indicates the challenging operating conditions the airline has faced.Despite this, the revenue performance has been a relative positive, as adjustments have been made to fourth-quarter and full-year guidance.

American Airlines: What’s Really Driving Their Comeback—Hubs, Loyalty, or Labor Certainty?

<ul><li>American International Group, Inc. (AIG) recently held its second quarter 2025 earnings call, showcasing strong financial performance with a mix of positive developments and some industry-related challenges.</li><li>The company's reported adjusted after-tax income per diluted share is at $1.81, reflecting a sizeable year-over-year increase of 56%.</li><li>In addition, the adjusted after-tax income rose by 35% to reach $1 billion, driven largely by a solid performance in its general insurance business.</li></ul>

American International Group, Inc. (AIG) recently held its second quarter 2025 earnings call, showcasing strong financial performance with a mix of positive developments and some industry-related challenges.The company's reported adjusted after-tax income per diluted share is at $1.81, reflecting a sizeable year-over-year increase of 56%.In addition, the adjusted after-tax income rose by 35% to reach $1 billion, driven largely by a solid performance in its general insurance business.

American International Group (AIG): Growth in Casualty & Specialty Insurance & Other Factors Driving Our Optimism!

United States

American International Group, Inc. is an international insurance organization serving commercial, institutional and individual customers. AIG provides property-casualty insurance, life insurance and retirement services.

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American International Group (AIG US)

American Airlines Group’s High-Stakes Turnaround: Premium Upselling

American Airlines Group delivered a mixed but broadly resilient first quarter, with the discussion pointing to strong revenue momentum but also...

Baptista Research

American International Group (AIG): Expense Discipline

American International Group, Inc. reported strong financial results for the fourth quarter and full year 2025, demonstrating notable improvements...

Baptista Research

American International Group (AIG) Is Using GenAI at Scale—What Happens When 200

American International Group, Inc. (AIG) has reported strong financial performance for the third quarter of 2025, characterized by significant...

Baptista Research

American Airlines: What’s Really Driving Their Comeback—Hubs, Loyalty, or Labor Certainty?

American Airlines, during its third-quarter 2025 report, revealed an adjusted pretax loss of $139 million, equating to a loss of $0.17 per share,...

Baptista Research

American International Group (AIG): Growth in Casualty & Specialty Insurance & Other Factors Driving Our Optimism!

American International Group, Inc. (AIG) recently held its second quarter 2025 earnings call, showcasing strong financial performance with a mix...

Baptista Research

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