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>Emerson Electric Company reported a solid performance in its third quarter of fiscal 2026, exceeding expectations across several key metrics including sales, margins, earnings per share (EPS), and cash flow.</li><li>The company highlighted robust demand driven by secular trends in its growth verticals such as semiconductor and power, where underlying order growth reached 7%, with Software & Systems posting a 10% increase and Test & Measurement orders up 19%.</li><li>Geographic growth was broad-based, led by North America and Asia, while Europe and China remained softer but showed signs of improvement.</li></ul>

Emerson Electric Company reported a solid performance in its third quarter of fiscal 2026, exceeding expectations across several key metrics including sales, margins, earnings per share (EPS), and cash flow.The company highlighted robust demand driven by secular trends in its growth verticals such as semiconductor and power, where underlying order growth reached 7%, with Software & Systems posting a 10% increase and Test & Measurement orders up 19%.Geographic growth was broad-based, led by North America and Asia, while Europe and China remained softer but showed signs of improvement.

Emerson Electric Faces A Geopolitical Tipping Point — Can Growth Absorb The $100 Million Hit?

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
  <li>Emerson has successfully transformed its portfolio into a higher-growth, pure-play global automation leader, focusing on key secular trends like digital transformation, nearshoring, and sustainability.</li>
  <li>The recent acquisition of National Instruments (NI) significantly expands Emerson's reach into the discrete automation and test &amp; measurement markets, diversifying its end-market exposure and accelerating its software strategy.</li>
  <li>While the company demonstrates strong profitability and a commitment to shareholder returns through consistent dividends, its current valuation appears elevated relative to historical levels and peers, and it faces integration risks with recent large acquisitions.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Emerson has successfully transformed its portfolio into a higher-growth, pure-play global automation leader, focusing on key secular trends like digital transformation, nearshoring, and sustainability.
  The recent acquisition of National Instruments (NI) significantly expands Emerson's reach into the discrete automation and test &amp; measurement markets, diversifying its end-market exposure and accelerating its software strategy.
  While the company demonstrates strong profitability and a commitment to shareholder returns through consistent dividends, its current valuation appears elevated relative to historical levels and peers, and it faces integration risks with recent large acquisitions.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Emerson Electric Co (EMR US) - Aug 2026

<ul><li>In the first quarter of 2026, Emerson effectively balanced its strategic initiatives and operational execution, reflected in a mix of both promising advancements and ongoing challenges.</li><li>Their results provide insights into the company's strategic directions, strengths, and areas that may warrant investor scrutiny.</li><li>Emerson reported robust growth with underlying orders increasing by 9%, showcasing substantial demand in longer-cycle projects, particularly in power, LNG, and IT growth verticals.</li></ul>

In the first quarter of 2026, Emerson effectively balanced its strategic initiatives and operational execution, reflected in a mix of both promising advancements and ongoing challenges.Their results provide insights into the company's strategic directions, strengths, and areas that may warrant investor scrutiny.Emerson reported robust growth with underlying orders increasing by 9%, showcasing substantial demand in longer-cycle projects, particularly in power, LNG, and IT growth verticals.

Emerson Electric’s Global Balancing Act: Explosive Growth in India, Resilience in the Americas!

<ul><li>Emerson Electric Manufacturing Company concluded its fiscal year 2025 with a mixed performance, marked by both achievements and challenges.</li><li>Financially, Emerson reported $1.62 in adjusted earnings per share for the fourth quarter, aligning with its expectations.</li><li>For the full year, adjusted earnings per share increased by 9% to $6, while free cash flow rose 12% year-over-year, reaching $3.24 billion.</li></ul>

Emerson Electric Manufacturing Company concluded its fiscal year 2025 with a mixed performance, marked by both achievements and challenges.Financially, Emerson reported $1.62 in adjusted earnings per share for the fourth quarter, aligning with its expectations.For the full year, adjusted earnings per share increased by 9% to $6, while free cash flow rose 12% year-over-year, reaching $3.24 billion.

Emerson Electric’s Bold Power Play: Tapping Into a New Energy Supercycle!

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

<ul>
<li>
<a href="https://www.smartkarma.com/entities/yokogawa-electric-corp" target="_blank" data-smartkarma-citation="entities:12795:1" rel="noopener">Yokogawa Electric (6841 JP) </a>management has launched several initiatives that have improved operating results and increased the share price. </li>
<li>It counts <a href="https://www.smartkarma.com/entities/saudi-aramco" target="_blank" data-smartkarma-citation="entities:27317:1" rel="noopener">Saudi Aramco (ARAMCO AB)</a> , <a href="https://www.smartkarma.com/entities/shell-plc" target="_blank" data-smartkarma-citation="entities:22108:1" rel="noopener">Shell (SHEL LN)</a> and <a href="https://www.smartkarma.com/entities/bp-plc-sponsored-adr" target="_blank" data-smartkarma-citation="entities:27921:1" rel="noopener">BP (BP US)</a> as customers, among others. </li>
<li>As the company ramps up its digital business, its margin will improve even more and will trade closer to parity with its counterparts such as <a href="https://www.smartkarma.com/entities/honeywell-international-inc" target="_blank" data-smartkarma-citation="entities:16765:1" rel="noopener">Honeywell International (HON US)</a> .</li>
</ul>



Yokogawa Electric (6841 JP) management has launched several initiatives that have improved operating results and increased the share price. 
It counts Saudi Aramco (ARAMCO AB) , Shell (SHEL LN) and BP (BP US) as customers, among others. 
As the company ramps up its digital business, its margin will improve even more and will trade closer to parity with its counterparts such as Honeywell International (HON US) .


United States

Emerson Electric Co. designs and manufactures electronic and electrical equipment, software, systems and services for industrial, commercial and consumer markets worldwide through its network power, process management, industrial automation, climate technologies and commercial & residential solutions divisions.

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Emerson Electric Co (EMR US)

Emerson Electric Faces A Geopolitical Tipping Point — Can Growth Absorb The $100 Million Hit?

Emerson Electric Company reported a solid performance in its third quarter of fiscal 2026, exceeding expectations across several key metrics...

Baptista Research

Primer: Emerson Electric Co (EMR US) - Aug 2026

Emerson has successfully transformed its portfolio into a higher-growth, pure-play global automation leader, focusing on key secular trends like...

αSK Primers

Emerson Electric’s Global Balancing Act: Explosive Growth in India, Resilience in the Americas!

In the first quarter of 2026, Emerson effectively balanced its strategic initiatives and operational execution, reflected in a mix of both...

Baptista Research

Emerson Electric’s Bold Power Play: Tapping Into a New Energy Supercycle!

Emerson Electric Manufacturing Company concluded its fiscal year 2025 with a mixed performance, marked by both achievements and...

Baptista Research

Yokogawa Electric (6841): Catch Up

Yokogawa Electric's management has ramped up its digitalization initiatives that should improve OPM closer to 15% and therefore should see its...

Henry Soediarko

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