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>Baker Hughes Company's third-quarter earnings call for the fiscal year 2024 highlighted robust financial and operational performance across several fronts.</li><li>The company, a notable player in the oilfield services and equipment (OFSE) and industrial & energy technology (IET) sectors, reported record quarterly EBITDA, marking a continuation of its upward trajectory in profitability.</li><li>The EBITDA margin of 17.5% is the highest since 2017, demonstrating significant efficiency improvements and strong execution.</li></ul>

Baker Hughes Company's third-quarter earnings call for the fiscal year 2024 highlighted robust financial and operational performance across several fronts.The company, a notable player in the oilfield services and equipment (OFSE) and industrial & energy technology (IET) sectors, reported record quarterly EBITDA, marking a continuation of its upward trajectory in profitability.The EBITDA margin of 17.5% is the highest since 2017, demonstrating significant efficiency improvements and strong execution.

Baker Hughes Company:  Driving Growth Through Technology and Services Integration! - Major Drivers

<ul><li>Baker Hughes Company demonstrated robust performance in the second quarter of 2024, underscoring the effectiveness of its strategic directions and operational efficiency.</li><li>The company reported significant growth across its various segments, achieving a compelling 46% year-over-year increase in EPS and a 25% increase in EBITDA.</li><li>Noteworthy is the continuous trajectory toward operational excellence, as evidenced by six consecutive quarters of achieving or surpassing quarterly EBITDA guidance.</li></ul>

Baker Hughes Company demonstrated robust performance in the second quarter of 2024, underscoring the effectiveness of its strategic directions and operational efficiency.The company reported significant growth across its various segments, achieving a compelling 46% year-over-year increase in EPS and a 25% increase in EBITDA.Noteworthy is the continuous trajectory toward operational excellence, as evidenced by six consecutive quarters of achieving or surpassing quarterly EBITDA guidance.

Baker Hughes Company: Strategic Focus On Operational Efficiency & Cost Reductions To Boost The Bottom-Line! - Major Drivers

<ul><li>Baker Hughes Company's recent results offers mixed signals for investors, delivering a blend of positive and negative takeaways.</li><li>The solid first-quarter results highlight the company's resilience despite external volatility, with the order book and margin development indicating a path towards the achievement of full-year guidance.</li><li>A significant 11% year-on-year increase in the quarterly dividend suggests a positive outlook for investors, aligning with the company's commitment to enhance shareholder returns.</li></ul>

Baker Hughes Company's recent results offers mixed signals for investors, delivering a blend of positive and negative takeaways.The solid first-quarter results highlight the company's resilience despite external volatility, with the order book and margin development indicating a path towards the achievement of full-year guidance.A significant 11% year-on-year increase in the quarterly dividend suggests a positive outlook for investors, aligning with the company's commitment to enhance shareholder returns.

Baker Hughes Company: The 6 Fundamental Elements Driving Its Performance In 2024 & Beyond! - Major Drivers

<ul><li>In 2023, Baker Hughes made significant strides in reshaping its operations, resulting in a removal of $150 million in costs, realigning its IET business, and launching efforts to further streamline its OFSE business.</li><li>The company set records regarding all primary financial metrics, including orders, revenue, EBITDA, EPS, free cash flow, and returns.</li><li>Adjusted EBITDA saw an increase of 26% YoY, exceeding prior peak levels by 25%.</li></ul>

In 2023, Baker Hughes made significant strides in reshaping its operations, resulting in a removal of $150 million in costs, realigning its IET business, and launching efforts to further streamline its OFSE business.The company set records regarding all primary financial metrics, including orders, revenue, EBITDA, EPS, free cash flow, and returns.Adjusted EBITDA saw an increase of 26% YoY, exceeding prior peak levels by 25%.

Baker Hughes Company: Does It Have A Sustainable Competitive Advantage? - Key Drivers

<ul><li>Baker Hughes Company's Q4 2023 financial performance reveals an overall strong growth and a positive outlook for 2024.</li><li>The company made substantial progress and saw records broken for all primary financial metrics like orders, revenue, EBITDA, EPS, and free cash flow.</li><li>This growth trend shows a successful financial strategy and beneficial operational improvements.</li></ul>

Baker Hughes Company's Q4 2023 financial performance reveals an overall strong growth and a positive outlook for 2024.The company made substantial progress and saw records broken for all primary financial metrics like orders, revenue, EBITDA, EPS, and free cash flow.This growth trend shows a successful financial strategy and beneficial operational improvements.

Baker Hughes Company: Improving Consumer Demand For Integrated Solutions! - Major Drivers

United States

Baker Hughes Company provides oilfield products and services. The Company engages in surface logging, drilling, pipeline operations, petroleum engineering, and fertilizer solutions, as well as offers gas turbines, valves, actuators, pumps, flow meters, generators, and motors. Baker Hughes serves oil and gas industries worldwide.

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Baker Hughes (BHGE US)

Baker Hughes Company: Driving Growth Through Technology and Services Integration! - Major Drivers

Baker Hughes Company's third-quarter earnings call for the fiscal year 2024 highlighted robust financial and operational performance across...

Baptista Research

Baker Hughes Company: Strategic Focus On Operational Efficiency & Cost Reductions To Boost The Bottom-Line! - Major Drivers

Baker Hughes Company demonstrated robust performance in the second quarter of 2024, underscoring the effectiveness of its strategic directions and...

Baptista Research

Baker Hughes Company: The 6 Fundamental Elements Driving Its Performance In 2024 & Beyond! - Major Drivers

Baker Hughes Company's recent results offers mixed signals for investors, delivering a blend of positive and negative takeaways. The solid...

Baptista Research

Baker Hughes Company: Does It Have A Sustainable Competitive Advantage? - Key Drivers

In 2023, Baker Hughes made significant strides in reshaping its operations, resulting in a removal of $150 million in costs, realigning its IET...

Baptista Research

Baker Hughes Company: Improving Consumer Demand For Integrated Solutions! - Major Drivers

Baker Hughes Company's Q4 2023 financial performance reveals an overall strong growth and a positive outlook for 2024. The company made...

Baptista Research

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