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's third-quarter 2025 earnings results reflect a mix of robust growth in its key segments, tempered by challenges in some shorter-cycle markets.</li><li>The company reported organic growth of 7% overall, with strong performances in its Electrical Americas and Aerospace divisions.</li><li>Notably, orders in the Electrical Americas segment soared, with a 7% increase on a rolling 12-month basis and a backlog growth of 20%.</li></ul>

Eaton Corporation's third-quarter 2025 earnings results reflect a mix of robust growth in its key segments, tempered by challenges in some shorter-cycle markets.The company reported organic growth of 7% overall, with strong performances in its Electrical Americas and Aerospace divisions.Notably, orders in the Electrical Americas segment soared, with a 7% increase on a rolling 12-month basis and a backlog growth of 20%.

Eaton Corporation: A Game Changing Leap Into Liquid Cooling With The $9.5 Billion Boyd Thermal Acquisition!

<ul><li>Eaton Corporation's second quarter results for 2025 indicate both positive growth and areas requiring attention.</li><li>The company's organic sales growth stood at 8%, marking a significant achievement, as it aligned with the high end of their guidance range.</li><li>Revenue hit a record $7 billion, alongside an adjusted EPS increase of 8%, reaching $2.95.</li></ul>

Eaton Corporation's second quarter results for 2025 indicate both positive growth and areas requiring attention.The company's organic sales growth stood at 8%, marking a significant achievement, as it aligned with the high end of their guidance range.Revenue hit a record $7 billion, alongside an adjusted EPS increase of 8%, reaching $2.95.

Eaton’s Massive Boyd Acquisition Explained—What Wall Street Missed!

Eaton Corporation Bets on AI & Tech Integration—Is This the Future of Smart Power?

<ul><li>Eaton Corporation's latest earnings for the first quarter of 2025 provides insight into the company's current financial health and strategic positioning.</li><li>The earnings underscore both positive performances and areas of concern, offering a comprehensive view of Eaton's operational landscape.</li><li>On the positive side, Eaton reported record quarterly achievements, notably a 13% year-over-year increase in adjusted earnings per share (EPS) to $2.72.</li></ul>

Eaton Corporation's latest earnings for the first quarter of 2025 provides insight into the company's current financial health and strategic positioning.The earnings underscore both positive performances and areas of concern, offering a comprehensive view of Eaton's operational landscape.On the positive side, Eaton reported record quarterly achievements, notably a 13% year-over-year increase in adjusted earnings per share (EPS) to $2.72.

Eaton Corporation: These 5 Factors That Can Truly Affect Its Performance In 2025 & Beyond!

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>The market remains relentlessly strong, shrugging off the latest "bearish" headline regarding Moody's U.S. debt downgrade on Friday.</li>
<li>This is exactly what we would expect to happen in a bull market, particularly during this "lockout rally," and helps confirm our bullish outlook.</li>
<li>Our outlook will remain bullish as long as the SPX is above 5500, while short-term gap support is at 5700-5785. We expect a test of all-time highs soon.</li>
</ul>


The market remains relentlessly strong, shrugging off the latest "bearish" headline regarding Moody's U.S. debt downgrade on Friday.
This is exactly what we would expect to happen in a bull market, particularly during this "lockout rally," and helps confirm our bullish outlook.
Our outlook will remain bullish as long as the SPX is above 5500, while short-term gap support is at 5700-5785. We expect a test of all-time highs soon.


Expecting a Test of All-Time Highs; Crypto (MSTR, HOOD, BTDR) And Quantum (QBTS, IONQ, RGTI) Leading

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Eaton Corp Plc (ETN US)

Eaton Corporation: A Game Changing Leap Into Liquid Cooling With The $9.5 Billion Boyd Thermal Acquisition!

Eaton Corporation's third-quarter 2025 earnings results reflect a mix of robust growth in its key segments, tempered by challenges in some...

Baptista Research

Eaton’s Massive Boyd Acquisition Explained—What Wall Street Missed!

Eaton Corporation's second quarter results for 2025 indicate both positive growth and areas requiring attention. The company's organic sales...

Baptista Research

Eaton Corporation Bets on AI & Tech Integration—Is This the Future of Smart Power?

Eaton Corporation's second quarter results for 2025 indicate both positive growth and areas requiring attention. The company's organic sales...

Baptista Research

Eaton Corporation: These 5 Factors That Can Truly Affect Its Performance In 2025 & Beyond!

Eaton Corporation's latest earnings for the first quarter of 2025 provides insight into the company's current financial health and strategic...

Baptista Research

Expecting a Test of All-Time Highs; Crypto (MSTR, HOOD, BTDR) And Quantum (QBTS, IONQ, RGTI) Leading

Expecting a Test of All-Time Highs; Crypto $MSTR $HOOD $BTDR $COIN and Quantum $QBTS $IONQ $RGTI $QUBT) Leading. Bullish outlook intact as long as...

Vermilion Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)