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>Curtiss-Wright's first quarter 2025 earnings results reveal a robust start to the year, driven by both increased sales and operational efficiency.</li><li>The company reported a 13% year-over-year increase in sales to $806 million, with an 11% rise on an organic basis.</li><li>This growth was primarily fueled by stronger-than-expected performance in the Aerospace and Defense (A&D) markets.</li></ul>

Curtiss-Wright's first quarter 2025 earnings results reveal a robust start to the year, driven by both increased sales and operational efficiency.The company reported a 13% year-over-year increase in sales to $806 million, with an 11% rise on an organic basis.This growth was primarily fueled by stronger-than-expected performance in the Aerospace and Defense (A&D) markets.

Curtiss-Wright: Commercial Aerospace Opportunities As A Key Growth Catalyst!

<ul><li>Curtiss-Wright Corporation's latest earnings report reflects a balanced outlook with both growth opportunities and challenges.</li><li>The company reported a 5% year-over-year increase in sales for the fourth quarter of 2024, driven primarily by strong performances in its Defense Electronics and Naval & Power segments.</li><li>However, operating income remained flat, with an operating margin holding steady at 19.8%.</li></ul>

Curtiss-Wright Corporation's latest earnings report reflects a balanced outlook with both growth opportunities and challenges.The company reported a 5% year-over-year increase in sales for the fourth quarter of 2024, driven primarily by strong performances in its Defense Electronics and Naval & Power segments.However, operating income remained flat, with an operating margin holding steady at 19.8%.

Curtiss-Wright: The Resilience & Adaptation to Economic & Policy Shifts!

<ul><li>Curtiss-Wright Corporation delivered a robust performance in the third quarter of 2024, reflecting notable growth across several segments of its diversified portfolio.</li><li>The company reported a 10% year-over-year increase in sales, reaching nearly $800 million, driven by strong performances in its Defense Electronics and Naval & Power segments.</li><li>Curtiss-Wright's Aerospace & Defense markets saw a 15% growth, and the commercial nuclear market experienced low double-digit growth during the period.</li></ul>

Curtiss-Wright Corporation delivered a robust performance in the third quarter of 2024, reflecting notable growth across several segments of its diversified portfolio.The company reported a 10% year-over-year increase in sales, reaching nearly $800 million, driven by strong performances in its Defense Electronics and Naval & Power segments.Curtiss-Wright's Aerospace & Defense markets saw a 15% growth, and the commercial nuclear market experienced low double-digit growth during the period.

Curtiss-Wright Corporation: Expansion in Defense Electronics As A Pivotal Factor Driving Growth! - Major Drivers

<ul><li>Curtiss-Wright Corporation reported robust financial results for the second quarter of 2024, showcasing substantial growth in sales and earnings per share (EPS), bolstered by strong performances in Defense Electronics and Naval & Power segments.</li><li>The company's sales rose by 11% year-over-year to $785 million, outperforming expectations primarily due to significant contributions from the Aerospace and Defense markets.</li><li>Notably, the operating income increased by 16% year-over-year, leading to a 60 basis-point expansion in operating margins.</li></ul>

Curtiss-Wright Corporation reported robust financial results for the second quarter of 2024, showcasing substantial growth in sales and earnings per share (EPS), bolstered by strong performances in Defense Electronics and Naval & Power segments.The company's sales rose by 11% year-over-year to $785 million, outperforming expectations primarily due to significant contributions from the Aerospace and Defense markets.Notably, the operating income increased by 16% year-over-year, leading to a 60 basis-point expansion in operating margins.

Curtiss-Wright Corporation: Initiation Of Coverage - These Are The 4 Biggest Challenges That Lie Ahead! - Major Drivers

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/hyundai-rotem-company" target="_blank" data-smartkarma-citation="entities:1554:1" rel="noopener">Hyundai Rotem</a>, RENK Group and <a href="https://www.smartkarma.com/entities/karman-holdings-inc" target="_blank" data-smartkarma-citation="entities:44289:1" rel="noopener">Karman Holdings</a> will be added to the MV Global Defense Industry Index after the close of trading on 20 June.</li>
<li>Constituent changes, float changes and capping changes result in an estimated one-way turnover of 8.8% and a round-trip trade of US$1.1bn.</li>
<li>The index has moved up steadily over the last few years and the ETF has taken in a big chunk of money over the last 6 months.</li>
</ul>



Hyundai Rotem, RENK Group and Karman Holdings will be added to the MV Global Defense Industry Index after the close of trading on 20 June.
Constituent changes, float changes and capping changes result in an estimated one-way turnover of 8.8% and a round-trip trade of US$1.1bn.
The index has moved up steadily over the last few years and the ETF has taken in a big chunk of money over the last 6 months.


MV Global Defense Industry Index Rebalance: US$1.1bn Round-Trip Trade as Stocks Soar

United States

Curtiss-Wright Corporation designs, manufactures, and overhauls precision components and systems. The Company's systems provides engineered services to the aerospace, automotive, shipbuilding, oil, petrochemical, agricultural equipment, power generation, metal working, and fire and rescue industries.

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Curtiss Wright (CW US)

Curtiss-Wright: Commercial Aerospace Opportunities As A Key Growth Catalyst!

Curtiss-Wright's first quarter 2025 earnings results reveal a robust start to the year, driven by both increased sales and operational...

Baptista Research

Curtiss-Wright: The Resilience & Adaptation to Economic & Policy Shifts!

Curtiss-Wright Corporation's latest earnings report reflects a balanced outlook with both growth opportunities and challenges. The company...

Baptista Research

Curtiss-Wright Corporation: Expansion in Defense Electronics As A Pivotal Factor Driving Growth! - Major Drivers

Curtiss-Wright Corporation delivered a robust performance in the third quarter of 2024, reflecting notable growth across several segments of its...

Baptista Research

Curtiss-Wright Corporation: Initiation Of Coverage - These Are The 4 Biggest Challenges That Lie Ahead! - Major Drivers

Curtiss-Wright Corporation reported robust financial results for the second quarter of 2024, showcasing substantial growth in sales and earnings...

Baptista Research

MV Global Defense Industry Index Rebalance: US$1.1bn Round-Trip Trade as Stocks Soar

There are 3 adds to the index. Estimated turnover is 8.8% and round-trip trade is US$1.1bn. The index has moved up a lot and stocks have soared....

Brian Freitas

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