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>AMETEK delivered a strong second quarter in 2026, achieving record sales of $2.04 billion, which reflected a 15% increase year-over-year, including 10% organic growth and 5% from acquisitions.</li><li>Orders reached a record $2.3 billion, up 28%, with organic orders growing sharply by 25%, resulting in a backlog of $4.11 billion.</li><li>Both operating income and EBITDA set new highs, increasing by 18% and 14%, respectively.</li></ul>

AMETEK delivered a strong second quarter in 2026, achieving record sales of $2.04 billion, which reflected a 15% increase year-over-year, including 10% organic growth and 5% from acquisitions.Orders reached a record $2.3 billion, up 28%, with organic orders growing sharply by 25%, resulting in a backlog of $4.11 billion.Both operating income and EBITDA set new highs, increasing by 18% and 14%, respectively.

AMETEK’s $5 Billion Indicor Acquisition: Can It Reshape The Growth Story?

<ul><li>AMETEK reported first quarter 2026 results exhibiting strong top-line and earnings performance, highlighted by double-digit sales growth, record orders, margin expansion, and robust cash flow generation.</li><li>Quarterly sales reached $1.93 billion, an 11% increase year-over-year, with organic growth contributing 5%.</li><li>Orders surged 23% to a record $2.2 billion, driving a backlog of nearly $3.9 billion.</li></ul>

AMETEK reported first quarter 2026 results exhibiting strong top-line and earnings performance, highlighted by double-digit sales growth, record orders, margin expansion, and robust cash flow generation.Quarterly sales reached $1.93 billion, an 11% increase year-over-year, with organic growth contributing 5%.Orders surged 23% to a record $2.2 billion, driving a backlog of nearly $3.9 billion.

AMETEK: Can $2.2 Billion In Orders Offset Tougher Back Half Comparisons?

<ul><li>Ametek is reportedly in exclusive talks to acquire the testing and measurement businesses of Indicor, an industrials company owned by private-equity firm Clayton, Dubilier & Rice, in a transaction that could value the assets at roughly $5 billion.</li><li>The potential deal comes shortly after Ametek delivered a record fourth quarter, with sales of $2 billion, orders up 18%, a record backlog of $3.58 billion, and strong free cash flow conversion.</li><li>Management has also emphasized that acquisitions remain its top capital deployment priority, supported by capacity to deploy more than $5 billion while maintaining an investment-grade credit rating.</li></ul>

Ametek is reportedly in exclusive talks to acquire the testing and measurement businesses of Indicor, an industrials company owned by private-equity firm Clayton, Dubilier & Rice, in a transaction that could value the assets at roughly $5 billion.The potential deal comes shortly after Ametek delivered a record fourth quarter, with sales of $2 billion, orders up 18%, a record backlog of $3.58 billion, and strong free cash flow conversion.Management has also emphasized that acquisitions remain its top capital deployment priority, supported by capacity to deploy more than $5 billion while maintaining an investment-grade credit rating.

Ametek Is Closing In On A Major Deal—And The Upside Could Be Huge!

<ul><li>AMETEK, Inc. reported a strong finish to fiscal year 2025, setting new records in sales, orders, operating income, EBITDA, earnings per share, and cash flow.</li><li>Fourth-quarter sales reached $2 billion, a 13% year-over-year increase, driven by 5% organic growth, 7% from acquisitions, and a small favorable currency impact.</li><li>Orders were robust at $2 billion, up 18%, leading to a record backlog of $3.58 billion.</li></ul>

AMETEK, Inc. reported a strong finish to fiscal year 2025, setting new records in sales, orders, operating income, EBITDA, earnings per share, and cash flow.Fourth-quarter sales reached $2 billion, a 13% year-over-year increase, driven by 5% organic growth, 7% from acquisitions, and a small favorable currency impact.Orders were robust at $2 billion, up 18%, leading to a record backlog of $3.58 billion.

AMETEK Inc.: A $3.58 Billion Backlog Faces Conversion Uncertainty!

<ul><li>AMETEK, Inc. demonstrated robust performance during the third quarter of 2025, marked by noteworthy achievements across various financial metrics.</li><li>The company announced double-digit growth in key areas such as sales, orders, operating profit, and diluted earnings per share.</li><li>The quarter recorded a historical sales figure of $1.89 billion, reflecting an 11% increase compared to the same period in 2024.</li></ul>

AMETEK, Inc. demonstrated robust performance during the third quarter of 2025, marked by noteworthy achievements across various financial metrics.The company announced double-digit growth in key areas such as sales, orders, operating profit, and diluted earnings per share.The quarter recorded a historical sales figure of $1.89 billion, reflecting an 11% increase compared to the same period in 2024.

Inside AMETEK’s Recent Expansion: Will Automation & Engineered Solutions Keep the Momentum Alive?

United States

AMETEK, Inc. is a global manufacturer of electronic instruments and electromechanical devices. The Company manufactures advanced instruments for process, aerospace, power and industrial markets and is a supplier of electrical interconnects, specialty metals, technical motors and systems, and floor care and specialty motors.

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Ametek Inc (AME US)

AMETEK’s $5 Billion Indicor Acquisition: Can It Reshape The Growth Story?

AMETEK delivered a strong second quarter in 2026, achieving record sales of $2.04 billion, which reflected a 15% increase year-over-year,...

Baptista Research

AMETEK: Can $2.2 Billion In Orders Offset Tougher Back Half Comparisons?

AMETEK reported first quarter 2026 results exhibiting strong top-line and earnings performance, highlighted by double-digit sales growth, record...

Baptista Research

Ametek Is Closing In On A Major Deal—And The Upside Could Be Huge!

Ametek is reportedly in exclusive talks to acquire the testing and measurement businesses of Indicor, an industrials company owned by...

Baptista Research

AMETEK Inc.: A $3.58 Billion Backlog Faces Conversion Uncertainty!

AMETEK, Inc. reported a strong finish to fiscal year 2025, setting new records in sales, orders, operating income, EBITDA, earnings per share, and...

Baptista Research

Inside AMETEK’s Recent Expansion: Will Automation & Engineered Solutions Keep the Momentum Alive?

AMETEK, Inc. demonstrated robust performance during the third quarter of 2025, marked by noteworthy achievements across various financial...

Baptista Research

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