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>The Boeing Company's third quarter of 2025 earnings presentation brought forth several noteworthy points that influence an investment thesis for the company.</li><li>On the positive side, Boeing reported a significant increase of 30% in quarterly revenue, reaching $23.3 billion, driven by improved operational performance and higher commercial and defense deliveries.</li><li>The company also generated positive free cash flow for the first time since 2023, at $238 million, indicating progress in its operational recovery.</li></ul>

The Boeing Company's third quarter of 2025 earnings presentation brought forth several noteworthy points that influence an investment thesis for the company.On the positive side, Boeing reported a significant increase of 30% in quarterly revenue, reaching $23.3 billion, driven by improved operational performance and higher commercial and defense deliveries.The company also generated positive free cash flow for the first time since 2023, at $238 million, indicating progress in its operational recovery.

Boeing: Will 737 & 787 Mega-Production Unlock a $600 Billion Comeback?

<ul><li>After years of turbulence, Boeing is closing in on a potential mega-deal to sell up to 500 aircraft to China.</li><li>This development comes at a time when the U.S. aerospace giant continues to wrestle with production inefficiencies, regulatory scrutiny, safety lapses, and supply chain instability.</li><li>The proposed transaction—still contingent on easing trade tensions between the U.S. and China—would mark the largest commercial order since President Trump’s 2017 visit and may serve as the centerpiece of a broader trade agreement between the two economic superpowers.</li></ul>

After years of turbulence, Boeing is closing in on a potential mega-deal to sell up to 500 aircraft to China.This development comes at a time when the U.S. aerospace giant continues to wrestle with production inefficiencies, regulatory scrutiny, safety lapses, and supply chain instability.The proposed transaction—still contingent on easing trade tensions between the U.S. and China—would mark the largest commercial order since President Trump’s 2017 visit and may serve as the centerpiece of a broader trade agreement between the two economic superpowers.

Boeing’s $65 Billion China Lifeline: A Rare Win Amid Mounting Headwinds!

<ul><li>The Boeing Company reported its second-quarter 2025 financial results, showcasing a mixed bag of performance indicators, strategic progress, and notable challenges.</li><li>During this period, Boeing generated total revenue of $22.7 billion, marking a significant increase of 35% from the previous year.</li><li>This uptick was primarily driven by an increase in commercial airplane deliveries.</li></ul>

The Boeing Company reported its second-quarter 2025 financial results, showcasing a mixed bag of performance indicators, strategic progress, and notable challenges.During this period, Boeing generated total revenue of $22.7 billion, marking a significant increase of 35% from the previous year.This uptick was primarily driven by an increase in commercial airplane deliveries.

<ul><li>The tragic crash of Air India Flight 171, a Boeing 787-8 Dreamliner, on June 12, 2025, initially triggered global alarm over the safety of Boeing’s aircraft, evoking chilling memories of the 737 MAX debacle.</li><li>However, a preliminary report by India’s Aircraft Accident Investigation Bureau (AAIB) appears to shift attention away from mechanical failure and toward pilot actions.</li><li>According to the report, both fuel control switches were inexplicably moved from the “RUN” to the “CUTOFF” position seconds after takeoff—starving both engines of fuel.</li></ul>

The tragic crash of Air India Flight 171, a Boeing 787-8 Dreamliner, on June 12, 2025, initially triggered global alarm over the safety of Boeing’s aircraft, evoking chilling memories of the 737 MAX debacle.However, a preliminary report by India’s Aircraft Accident Investigation Bureau (AAIB) appears to shift attention away from mechanical failure and toward pilot actions.According to the report, both fuel control switches were inexplicably moved from the “RUN” to the “CUTOFF” position seconds after takeoff—starving both engines of fuel.

Boeing Breathes Easy For Now, But AI171 Crash Leaves A Trail Of Uncomfortable Questions!

<ul><li>The crash of Air India Flight AI171 has jolted the global aviation industry and once again cast a long shadow over Boeing’s safety record.</li><li>The Dreamliner, once heralded as a revolutionary leap in aviation technology with a flawless fatality record, now lies at the center of a growing storm.</li><li>The flight, a Boeing 787-8 en route to the U.K., crashed shortly after takeoff from Ahmedabad, killing 241 of the 242 onboard.</li></ul>

The crash of Air India Flight AI171 has jolted the global aviation industry and once again cast a long shadow over Boeing’s safety record.The Dreamliner, once heralded as a revolutionary leap in aviation technology with a flawless fatality record, now lies at the center of a growing storm.The flight, a Boeing 787-8 en route to the U.K., crashed shortly after takeoff from Ahmedabad, killing 241 of the 242 onboard.

Boeing’s Dreamliner Nightmare: Is AI171 the Beginning of the End?

United States

The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide.  The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.

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Boeing Co (BA US)

Boeing: Will 737 & 787 Mega-Production Unlock a $600 Billion Comeback?

The Boeing Company's third quarter of 2025 earnings presentation brought forth several noteworthy points that influence an investment thesis for...

Baptista Research

Boeing’s $65 Billion China Lifeline: A Rare Win Amid Mounting Headwinds!

After years of turbulence, Boeing is closing in on a potential mega-deal to sell up to 500 aircraft to China. This development comes at a time...

Baptista Research

Boeing Co: Service Expansion Complexity

The Boeing Company reported its second-quarter 2025 financial results, showcasing a mixed bag of performance indicators, strategic progress, and...

Baptista Research

Boeing Breathes Easy For Now, But AI171 Crash Leaves A Trail Of Uncomfortable Questions!

The tragic crash of Air India Flight 171, a Boeing 787-8 Dreamliner, on June 12, 2025, initially triggered global alarm over the safety of...

Baptista Research

Boeing’s Dreamliner Nightmare: Is AI171 the Beginning of the End?

The crash of Air India Flight AI171 has jolted the global aviation industry and once again cast a long shadow over Boeing’s safety record. The...

Baptista Research

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