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

Applied Industrial Tech / Equity Bottom-Up

<ul><li>Applied Industrial Technologies reported a solid start to fiscal 2026, registering a 9.2% increase in consolidated sales over the prior year.</li><li>This performance was driven by acquisition contributions and organic sales growth of 3%.</li><li>Their EBITDA and EPS grew by 13% and 11%, respectively, exceeding expectations, and consolidating the company's strategic initiatives in cost control and gross margin improvements.</li></ul>

Applied Industrial Technologies reported a solid start to fiscal 2026, registering a 9.2% increase in consolidated sales over the prior year.This performance was driven by acquisition contributions and organic sales growth of 3%.Their EBITDA and EPS grew by 13% and 11%, respectively, exceeding expectations, and consolidating the company's strategic initiatives in cost control and gross margin improvements.

Applied Industrial Technologies’ Acquisition Strategy: Inside the Hydradyne Power Play!

<ul><li>Applied Industrial Technologies demonstrated a strong performance in the fiscal year 2025, marked by record sales, EBITDA, and earnings per share (EPS) amidst a muted demand backdrop.</li><li>The company achieved a fullyear EPS growth of 4%, surpassing its initial guidance, and expanded its gross margins by nearly 50 basis points to exceed 30% for the first time.</li><li>The strategic acquisition of Hydradyne, Applied’s largest in six years, contributed materially to inorganic growth, emphasizing the company’s capital deployment capacity and strategic expansion efforts.</li></ul>

Applied Industrial Technologies demonstrated a strong performance in the fiscal year 2025, marked by record sales, EBITDA, and earnings per share (EPS) amidst a muted demand backdrop.The company achieved a fullyear EPS growth of 4%, surpassing its initial guidance, and expanded its gross margins by nearly 50 basis points to exceed 30% for the first time.The strategic acquisition of Hydradyne, Applied’s largest in six years, contributed materially to inorganic growth, emphasizing the company’s capital deployment capacity and strategic expansion efforts.

Applied Industrial Technologies (AIT):  A Closer Look At Its Strategy & Recent Margin Initiatives!

<ul><li>The latest financial results for Applied Industrial Technologies reflect a complex landscape marked by notable achievements alongside challenges.</li><li>During the fiscal 2025 third quarter, the company succeeded in surpassing many expectations with a concerted focus on margin improvements, operational efficiency, and strategic acquisitions.</li><li>However, the broader economic environment remains challenging, impacting overall demand dynamics and forward-looking guidance.</li></ul>

The latest financial results for Applied Industrial Technologies reflect a complex landscape marked by notable achievements alongside challenges.During the fiscal 2025 third quarter, the company succeeded in surpassing many expectations with a concerted focus on margin improvements, operational efficiency, and strategic acquisitions.However, the broader economic environment remains challenging, impacting overall demand dynamics and forward-looking guidance.

Applied Industrial Technologies (AIT): An Insight Into The Hydradyne Acquisition

<ul><li>Applied Industrial Technologies reported their fiscal 2025 first-quarter results, indicating a mixed performance amid ongoing economic uncertainties and strategic investments.</li><li>The company experienced a moderate decline in organic daily sales of 3% compared to the previous year, though this was somewhat offset by a robust September performance, surpassing initial expectations.</li><li>On the positive side, the company achieved a record first quarter for free cash flow generation, nearly doubling compared to the prior year, and maintained steady EBITDA performance, consistent with internal targets.</li></ul>

Applied Industrial Technologies reported their fiscal 2025 first-quarter results, indicating a mixed performance amid ongoing economic uncertainties and strategic investments.The company experienced a moderate decline in organic daily sales of 3% compared to the previous year, though this was somewhat offset by a robust September performance, surpassing initial expectations.On the positive side, the company achieved a record first quarter for free cash flow generation, nearly doubling compared to the prior year, and maintained steady EBITDA performance, consistent with internal targets.

Applied Industrial Technologies (AIT): Will The Hydradyne Acquisition & Synergies Strengthen Its Competitive Position? - Major Drivers

Applied Industrial Technologies (AIT): Emerging Market Growth & Margin Expansion To Change The Game! - Major Drivers

United States

Applied Industrial Technologies, Inc. distributes bearings and seals, power transmission and fluid power components, hydraulic and pneumatic components, industrial rubber products, linear components, and general maintenance items. The Company also provides engineering design and systems integration services, as well as mechanical, fabricated rubber, and fluid power shop services.

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Applied Industrial Tech (AIT US)

Applied Industrial Technologies’ Acquisition Strategy: Inside the Hydradyne Power Play!

Applied Industrial Technologies reported a solid start to fiscal 2026, registering a 9.2% increase in consolidated sales over the prior year. This...

Baptista Research

Applied Industrial Technologies (AIT): A Closer Look At Its Strategy & Recent Margin Initiatives!

Applied Industrial Technologies demonstrated a strong performance in the fiscal year 2025, marked by record sales, EBITDA, and earnings per share...

Baptista Research

Applied Industrial Technologies (AIT): An Insight Into The Hydradyne Acquisition

The latest financial results for Applied Industrial Technologies reflect a complex landscape marked by notable achievements alongside...

Baptista Research

Applied Industrial Technologies (AIT): Will The Hydradyne Acquisition & Synergies Strengthen Its Competitive Position? - Major Drivers

Applied Industrial Technologies reported their fiscal 2025 first-quarter results, indicating a mixed performance amid ongoing economic...

Baptista Research

Applied Industrial Technologies (AIT): Emerging Market Growth & Margin Expansion To Change The Game! - Major Drivers

Applied Industrial Technologies reported their fiscal 2025 first-quarter results, indicating a mixed performance amid ongoing economic...

Baptista Research

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