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>EMCOR Group, Inc.'s third quarter 2025 financial results showcase robust performance, marked by several commendable achievements alongside areas of moderate concern.</li>
<li>The company recorded diluted earnings per share (EPS) of $6.57 and reported revenues of $4.3 billion, reflecting a 16.4% increase compared to the previous year.</li>
<li>Operating margin reached an impressive 9.4%, and operating cash flow registered at $475.5 million.</li>
</ul>


EMCOR Group, Inc.'s third quarter 2025 financial results showcase robust performance, marked by several commendable achievements alongside areas of moderate concern.
The company recorded diluted earnings per share (EPS) of $6.57 and reported revenues of $4.3 billion, reflecting a 16.4% increase compared to the previous year.
Operating margin reached an impressive 9.4%, and operating cash flow registered at $475.5 million.


EMCOR Group: Is The Growth In Mechanical & Electrical Service Markets Here To Stay?

<ul>
<li>EMCOR Group reported a robust performance for the second quarter of 2025, marked by significant revenue growth and strong operating margins.</li>
<li>The company achieved a record $4.3 billion in consolidated revenues, representing a 17.4% increase compared to the same period last year.</li>
<li>This growth was driven by a combination of organic expansion and strategic acquisitions, notably Miller Electric, which contributed $330.3 million to the overall revenue.</li>
</ul>


EMCOR Group reported a robust performance for the second quarter of 2025, marked by significant revenue growth and strong operating margins.
The company achieved a record $4.3 billion in consolidated revenues, representing a 17.4% increase compared to the same period last year.
This growth was driven by a combination of organic expansion and strategic acquisitions, notably Miller Electric, which contributed $330.3 million to the overall revenue.


EMCOR Group: Leveraging Prefabrication Power To Push For High-Value Construction Projects!

<ul>
<li>EMCOR Group, Inc. recently reported robust first-quarter results for 2025, showcasing strong revenue growth and solid performance across many of its business segments.</li>
<li>The company's revenue increased by 12.7% year over year to $3.87 billion, with a significant contribution from the Electrical and Mechanical Construction segments, which grew by 42.3% and 10.2%, respectively.</li>
<li>This growth was driven by heightened activity in sectors like data centers, healthcare, and industrial projects, reflecting organic expansion and the strategic acquisition of Miller Electric.</li>
</ul>


EMCOR Group, Inc. recently reported robust first-quarter results for 2025, showcasing strong revenue growth and solid performance across many of its business segments.
The company's revenue increased by 12.7% year over year to $3.87 billion, with a significant contribution from the Electrical and Mechanical Construction segments, which grew by 42.3% and 10.2%, respectively.
This growth was driven by heightened activity in sectors like data centers, healthcare, and industrial projects, reflecting organic expansion and the strategic acquisition of Miller Electric.


<ul>
<li>EMCOR Group, Inc. has reported strong financial performance in its fourth quarter and full-year 2024 results.</li>
<li>The company achieved record metrics across various financial indicators, including a diluted earnings per share of $6.32 for the fourth quarter, a 41.4% increase from the same period in the previous year.</li>
<li>Its operating income for the quarter stood at $389 million, while revenues increased by 9.6% year-over-year to $3.77 billion.</li>
</ul>


EMCOR Group, Inc. has reported strong financial performance in its fourth quarter and full-year 2024 results.
The company achieved record metrics across various financial indicators, including a diluted earnings per share of $6.32 for the fourth quarter, a 41.4% increase from the same period in the previous year.
Its operating income for the quarter stood at $389 million, while revenues increased by 9.6% year-over-year to $3.77 billion.


EMCOR Group Inc.: Data Center & High-Tech Manufacturing Growth Is Here To Stay!

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

Interactive Brokers Group, Inc / Index Rebalance

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>In this insight, we take a look at the upcoming constituent changes in the run up to the September 2025 index rebal event.</li>
<li>We expect two regular changes in September 2025 - maybe $10bn a side. There are also a couple of live M&amp;A events which are likely to trigger intra-review index changes.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
In this insight, we take a look at the upcoming constituent changes in the run up to the September 2025 index rebal event.
We expect two regular changes in September 2025 - maybe $10bn a side. There are also a couple of live M&amp;A events which are likely to trigger intra-review index changes.


[Quiddity Index] S&P500/400/600 Sep25 Rebal: Two Possible Changes, But One Iffy

United States

EMCOR Group, Inc. provides mechanical and electrical construction and facilities services around the world.  The Company specializes in the design, installation, integration, and start-up of distribution systems for electrical power, lighting systems, low-voltage systems such as fire and security alarms, voice and data communication systems, ventilation systems, and plumbing and piping systems.

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Emcor Group Inc (EME US)

EMCOR Group: Is The Growth In Mechanical & Electrical Service Markets Here To Stay?

EMCOR Group, Inc.'s third quarter 2025 financial results showcase robust performance, marked by several commendable achievements alongside areas of...

Baptista Research

EMCOR Group: Leveraging Prefabrication Power To Push For High-Value Construction Projects!

EMCOR Group reported a robust performance for the second quarter of 2025, marked by significant revenue growth and strong operating margins.

Baptista Research

EMCOR Group : Flexes Financial Muscle...

EMCOR Group, Inc. recently reported robust first-quarter results for 2025, showcasing strong revenue growth and solid performance across many of...

Baptista Research

EMCOR Group Inc.: Data Center & High-Tech Manufacturing Growth Is Here To Stay!

Its operating income for the quarter stood at $389 million, while revenues increased by 9.6% year-over-year to $3.77 billion.

Baptista Research

[Quiddity Index] S&P500/400/600 Sep25 Rebal: Two Possible Changes, But One Iffy

We expect IBKR and possibly APP to join the S&P500 in September. We expect two deletes. MSTR has moved to second place BUT it has issues which...

Travis Lundy

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