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>Eaton Corporation is expanding its European electrical footprint through an agreement to acquire COL Group from Oaktree’s Power Opportunities strategy at an enterprise value of €810 million.</li><li>Announced on September 25, 2026, the transaction is expected to increase Eaton’s manufacturing capacity and strengthen its power distribution capabilities across Europe, with closing targeted for the first quarter of 2027.</li><li>COL Group is forecast to generate approximately €250 million in 2027 sales, making the acquisition relatively modest compared with Eaton’s overall revenue base but potentially important to its broader electrical strategy.</li></ul>

Eaton Corporation is expanding its European electrical footprint through an agreement to acquire COL Group from Oaktree’s Power Opportunities strategy at an enterprise value of €810 million.Announced on September 25, 2026, the transaction is expected to increase Eaton’s manufacturing capacity and strengthen its power distribution capabilities across Europe, with closing targeted for the first quarter of 2027.COL Group is forecast to generate approximately €250 million in 2027 sales, making the acquisition relatively modest compared with Eaton’s overall revenue base but potentially important to its broader electrical strategy.

Eaton’s €810 Million Takeover Could Transform Its European Electrical Footprint!

<ul><li>Eaton Corporation reported strong financial and operational results in the second quarter of 2026, demonstrating progress in its strategic focus on growth, portfolio transformation, and cultural evolution.</li><li>The company posted record revenue of $8.5 billion, representing 21% total revenue growth, including 14% organic growth, both exceeding the high end of guidance.</li><li>Adjusted earnings per share (EPS) of $3.15 set a quarterly record and beat mid-point expectations by $0.10.</li></ul>

Eaton Corporation reported strong financial and operational results in the second quarter of 2026, demonstrating progress in its strategic focus on growth, portfolio transformation, and cultural evolution.The company posted record revenue of $8.5 billion, representing 21% total revenue growth, including 14% organic growth, both exceeding the high end of guidance.Adjusted earnings per share (EPS) of $3.15 set a quarterly record and beat mid-point expectations by $0.10.

Eaton Corporation’s 15-Year Data Center Backlog: Can The Growth Engine Keep Running?

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ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

<ul><li>Short interest moved sharply across both directions this week.</li><li>FERG and FTV led a burst of new bearish positioning in industrials, while CRWV and PPLC saw heavy short covering.</li><li>Earnings season drove most of the action, with borrow costs and availability swinging hard around report dates.</li></ul>

Short interest moved sharply across both directions this week.FERG and FTV led a burst of new bearish positioning in industrials, while CRWV and PPLC saw heavy short covering.Earnings season drove most of the action, with borrow costs and availability swinging hard around report dates.

Short Sellers Charge Into Industrials, Exit Tech

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Research Reinvented

<ul>
  <li>Eaton is strategically positioned to capitalize on the secular growth trends of electrification and digitalization, with significant exposure to the booming data center market.</li>
  <li>The company demonstrates a strong track record of financial performance, characterized by consistent revenue growth, margin expansion, and robust free cash flow generation.</li>
  <li>While commanding a premium valuation, Eaton's wide economic moat, built on a vast installed base, deep customer relationships, and technological expertise, supports a positive long-term outlook, though operational pressures from rapid expansion present a key risk.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Eaton is strategically positioned to capitalize on the secular growth trends of electrification and digitalization, with significant exposure to the booming data center market.
  The company demonstrates a strong track record of financial performance, characterized by consistent revenue growth, margin expansion, and robust free cash flow generation.
  While commanding a premium valuation, Eaton's wide economic moat, built on a vast installed base, deep customer relationships, and technological expertise, supports a positive long-term outlook, though operational pressures from rapid expansion present a key risk.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Eaton Corp Plc (ETN US) - Aug 2026

<ul><li>Eaton Corporation reported strong first-quarter results for 2026, characterized by robust demand and record financial performance across several segments.</li><li>The company posted record revenues of $7.5 billion and segment profit of $1.7 billion, with margins at 22.7%.</li><li>Organic growth reached 10%, driven primarily by strength in Electrical Americas, Electrical Global, and Aerospace segments.</li></ul>

Eaton Corporation reported strong first-quarter results for 2026, characterized by robust demand and record financial performance across several segments.The company posted record revenues of $7.5 billion and segment profit of $1.7 billion, with margins at 22.7%.Organic growth reached 10%, driven primarily by strength in Electrical Americas, Electrical Global, and Aerospace segments.

Eaton: Data Center Demand Is Exploding—Can Capacity Ramp-Ups Drive the Next Re-Rating?

United States

Eaton Corporation PLC manufactures engineered products for the industrial, vehicle, construction, commercial, and aerospace markets. The Company offers products including hydraulic products and fluid connectors, electrical power distribution and control equipment, truck drivetrain systems, engine components, and a wide variety of controls. Eaton conducts business in Dublin, Ireland.

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Eaton Corp Plc (ETN US)

Eaton’s €810 Million Takeover Could Transform Its European Electrical Footprint!

Eaton Corporation is expanding its European electrical footprint through an agreement to acquire COL Group from Oaktree’s Power Opportunities...

Baptista Research

Eaton Corporation’s 15-Year Data Center Backlog: Can The Growth Engine Keep Running?

Eaton Corporation reported strong financial and operational results in the second quarter of 2026, demonstrating progress in its strategic focus...

Baptista Research

Short Sellers Charge Into Industrials, Exit Tech

Short interest moved sharply across both directions this week. FERG and FTV led a burst of new bearish positioning in industrials, while CRWV and...

ORTEX Market Intel

Primer: Eaton Corp Plc (ETN US) - Aug 2026

Eaton is strategically positioned to capitalize on the secular growth trends of electrification and digitalization, with significant exposure to...

αSK Primers

Eaton: Data Center Demand Is Exploding—Can Capacity Ramp-Ups Drive the Next Re-Rating?

Eaton Corporation reported strong first-quarter results for 2026, characterized by robust demand and record financial performance across several...

Baptista Research

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