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>Donaldson Company reported a mix of positive and challenging results for the third quarter of fiscal 2025.</li><li>The company showcased record sales and adjusted earnings, demonstrating resilience amid macroeconomic uncertainties such as evolving tariff policies and sector-specific pressures.</li><li>The financial performance was supported by revenue growth across its three primary segments—Mobile Solutions, Industrial Solutions, and Life Sciences.</li></ul>

Donaldson Company reported a mix of positive and challenging results for the third quarter of fiscal 2025.The company showcased record sales and adjusted earnings, demonstrating resilience amid macroeconomic uncertainties such as evolving tariff policies and sector-specific pressures.The financial performance was supported by revenue growth across its three primary segments—Mobile Solutions, Industrial Solutions, and Life Sciences.

Donaldson Revenue Machine: How Recurring Sales Could Fuel Massive Profits!

<ul><li>Donaldson Company, Inc. recently reported its second quarter fiscal year 2025 financial results, presenting a mixed performance amidst challenging market conditions.</li><li>The company, known for its focus on technology-led filtration solutions, demonstrated resilience in various segments, although it faced several headwinds.</li><li>On the positive side, Donaldson achieved a modest 1% increase in sales in constant currency, with total sales reaching $870 million despite a 170 basis point negative impact from currency translation.</li></ul>

Donaldson Company, Inc. recently reported its second quarter fiscal year 2025 financial results, presenting a mixed performance amidst challenging market conditions.The company, known for its focus on technology-led filtration solutions, demonstrated resilience in various segments, although it faced several headwinds.On the positive side, Donaldson achieved a modest 1% increase in sales in constant currency, with total sales reaching $870 million despite a 170 basis point negative impact from currency translation.

Donaldson Company: Growth In Aftermarket & Solutions Segments Propelling Our ‘Outperform’ Rating!

<ul><li>Donaldson Company, a prominent player in the filtration solutions industry, reported robust financial performance in the first quarter of fiscal 2025.</li><li>The company's sales totaled $900 million, reflecting a year-over-year increase of 6%.</li><li>This growth was primarily driven by volume expansion, with a marginal pricing and currency benefit contributing to the results.</li></ul>

Donaldson Company, a prominent player in the filtration solutions industry, reported robust financial performance in the first quarter of fiscal 2025.The company's sales totaled $900 million, reflecting a year-over-year increase of 6%.This growth was primarily driven by volume expansion, with a marginal pricing and currency benefit contributing to the results.

Donaldson Company: Industrial Solutions Expansion As A Pivotal Growth Lever! - Major Drivers

<ul><li>Donaldson Company has reported a record-breaking financial performance for the fiscal year 2024, achieving high sales, margins, and EPS.</li><li>The company surpassed $3.5 billion in sales and reported an operating margin of 15.4%, delivering an adjusted EPS of $3.42 which reflects a 13% year-over-year growth.</li><li>This robust performance was underpinned by strong cash conversion over 97%, and the return of $286 million to shareholders through dividends and buybacks.</li></ul>

Donaldson Company has reported a record-breaking financial performance for the fiscal year 2024, achieving high sales, margins, and EPS.The company surpassed $3.5 billion in sales and reported an operating margin of 15.4%, delivering an adjusted EPS of $3.42 which reflects a 13% year-over-year growth.This robust performance was underpinned by strong cash conversion over 97%, and the return of $286 million to shareholders through dividends and buybacks.

Donaldson Company Inc: Will The Aftermarket and Off-Road Growth in Mobile Solutions Last? - Major Drivers

<ul><li>Donaldson Company's third quarter fiscal 2024 results illuminate a company adeptly navigating its competitive landscape and growth avenues, albeit with nuances across different segments and geographies that invite a more tempered enthusiasm.</li><li>The reported 6% increase in total sales to a record $928 million and a 22% increase in EPS to a record $0.92, alongside an operating margin at a more than decade-high, succinctly encapsulate the firm's short-term operational success.</li><li>In Mobile Solutions, notable volume growth driven by the aftermarket business has surpassed pricing gains, which points to robust market performance and potentially sustainable revenue streams from recurrent business.</li></ul>

Donaldson Company's third quarter fiscal 2024 results illuminate a company adeptly navigating its competitive landscape and growth avenues, albeit with nuances across different segments and geographies that invite a more tempered enthusiasm.The reported 6% increase in total sales to a record $928 million and a 22% increase in EPS to a record $0.92, alongside an operating margin at a more than decade-high, succinctly encapsulate the firm's short-term operational success.In Mobile Solutions, notable volume growth driven by the aftermarket business has surpassed pricing gains, which points to robust market performance and potentially sustainable revenue streams from recurrent business.

Donaldson Company Inc.: Initiation of Coverage - Expansion in Life Sciences Sector & Other Major Drivers

United States

Donaldson Company, Inc. manufactures filtration systems and replacement parts. The Company's products include filters and emission control products for heavy duty mobile equipment, in-plant air cleaning systems, air intake systems for industrial gas turbines, and specialized filters for computer disk drives, aircraft cabins, and semiconductors. Donaldson operates around the world.

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Donaldson Co (DCI US)

Donaldson Revenue Machine: How Recurring Sales Could Fuel Massive Profits!

Donaldson Company reported a mix of positive and challenging results for the third quarter of fiscal 2025. The company showcased record sales and...

Baptista Research

Donaldson Company: Growth In Aftermarket & Solutions Segments Propelling Our ‘Outperform’ Rating!

Donaldson Company, Inc. recently reported its second quarter fiscal year 2025 financial results, presenting a mixed performance amidst challenging...

Baptista Research

Donaldson Company: Industrial Solutions Expansion As A Pivotal Growth Lever! - Major Drivers

Donaldson Company, a prominent player in the filtration solutions industry, reported robust financial performance in the first quarter of fiscal...

Baptista Research

Donaldson Company Inc: Will The Aftermarket and Off-Road Growth in Mobile Solutions Last? - Major Drivers

Donaldson Company has reported a record-breaking financial performance for the fiscal year 2024, achieving high sales, margins, and EPS. The...

Baptista Research

Donaldson Company Inc.: Initiation of Coverage - Expansion in Life Sciences Sector & Other Major Drivers

Donaldson Company's third quarter fiscal 2024 results illuminate a company adeptly navigating its competitive landscape and growth avenues, albeit...

Baptista Research

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