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>Ford Motor Company's third-quarter 2025 earnings presentation highlighted several areas of strength and challenge within the business.</li><li>The company reported a record $50.5 billion in revenue and $2.6 billion in adjusted EBIT, despite encountering significant headwinds due to tariff impacts and an operational disruption caused by a Novelis plant fire.</li><li>The revenue growth, driven by strong product offerings such as the iconic F-150 and Mustang, showcases Ford's solid market position in both traditional vehicles and its developing lineup of electric vehicles (EVs).</li></ul>

Ford Motor Company's third-quarter 2025 earnings presentation highlighted several areas of strength and challenge within the business.The company reported a record $50.5 billion in revenue and $2.6 billion in adjusted EBIT, despite encountering significant headwinds due to tariff impacts and an operational disruption caused by a Novelis plant fire.The revenue growth, driven by strong product offerings such as the iconic F-150 and Mustang, showcases Ford's solid market position in both traditional vehicles and its developing lineup of electric vehicles (EVs).

Ford’s $1 Billion Recovery Mission: What You Need to Know About Its Big Manufacturing Rebound!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Key points (machine generated)<ul><li>The post does not provide investment advice or recommendations.</li><li>It disclaims responsibility for the accuracy or completeness of the information.</li><li>The upcoming content may be unpopular or controversial.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)The post does not provide investment advice or recommendations.It disclaims responsibility for the accuracy or completeness of the information.The upcoming content may be unpopular or controversial.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

<ul><li>A recent fire at Novelis' Oswego, New York, aluminum rolling mill has sent shockwaves through the U.S. auto manufacturing sector, with Ford Motor Co. standing out as one of the most directly affected.</li><li>Novelis, the largest supplier of aluminum sheet to the U.S. auto industry, experienced a substantial disruption that forced the plant to temporarily halt production.</li><li>Ford, which sources aluminum from this plant for several of its core vehicles, including the high-volume F-Series pickup trucks, is facing heightened supply chain risk as a result.</li></ul>

A recent fire at Novelis' Oswego, New York, aluminum rolling mill has sent shockwaves through the U.S. auto manufacturing sector, with Ford Motor Co. standing out as one of the most directly affected.Novelis, the largest supplier of aluminum sheet to the U.S. auto industry, experienced a substantial disruption that forced the plant to temporarily halt production.Ford, which sources aluminum from this plant for several of its core vehicles, including the high-volume F-Series pickup trucks, is facing heightened supply chain risk as a result.

Ford’s Worst Nightmare: Novelis Plant Fire Sparks Massive Production Fears!

<ul><li>In a year that was supposed to be about electrification and forward momentum, Ford Motor Company finds itself grappling with a growing crisis: vehicle recalls.</li><li>As of late August 2025, the automaker has issued 105 separate recall notices, covering nearly 7 million vehicles—a record for the company and for the industry in recent memory.</li><li>The most recent recall involves 355,656 Fseries trucks from the 2025 and 2026 model years due to potential failures in the instrument panel display.</li></ul>

In a year that was supposed to be about electrification and forward momentum, Ford Motor Company finds itself grappling with a growing crisis: vehicle recalls.As of late August 2025, the automaker has issued 105 separate recall notices, covering nearly 7 million vehicles—a record for the company and for the industry in recent memory.The most recent recall involves 355,656 Fseries trucks from the 2025 and 2026 model years due to potential failures in the instrument panel display.

Ford's 7 Million Recalls In 2025: A Red Flag Investors Can’t Ignore!

<ul><li>Ford Motor Company's second-quarter 2025 performance paints a picture of a company executing on its strategic ambitions while managing through significant operational headwinds.</li><li>The automaker posted record quarterly revenue of $50.2 billion, up from $47.8 billion a year earlier, driven by solid demand across its divisions.</li><li>Adjusted EBIT came in at $2.1 billion, topping Wall Street estimates of $1.9 billion, while adjusted earnings per share were 37 cents versus an expected 33 cents.</li></ul>

Ford Motor Company's second-quarter 2025 performance paints a picture of a company executing on its strategic ambitions while managing through significant operational headwinds.The automaker posted record quarterly revenue of $50.2 billion, up from $47.8 billion a year earlier, driven by solid demand across its divisions.Adjusted EBIT came in at $2.1 billion, topping Wall Street estimates of $1.9 billion, while adjusted earnings per share were 37 cents versus an expected 33 cents.

Ford’s EV Division Is Bleeding Cash—And Investors Are Cheering Anyway

United States

Ford Motor Company designs, manufactures, and services cars and trucks.  The Company also provides vehicle-related financing, leasing, and insurance through its subsidiary.

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Ford Motor Co (F US)

Ford’s $1 Billion Recovery Mission: What You Need to Know About Its Big Manufacturing Rebound!

Ford Motor Company's third-quarter 2025 earnings presentation highlighted several areas of strength and challenge within the business. The company...

Baptista Research

Ford Motor Co (F) - Monday, Jul 28, 2025

The post clarifies it doesn't provide investment advice, disclaims responsibility for information accuracy, and suggests upcoming content may be...

Value Investors Club (VIC)

Ford’s Worst Nightmare: Novelis Plant Fire Sparks Massive Production Fears!

A recent fire at Novelis' Oswego, New York, aluminum rolling mill has sent shockwaves through the U.S. auto manufacturing sector, with Ford Motor...

Baptista Research

Ford's 7 Million Recalls In 2025: A Red Flag Investors Can’t Ignore!

In a year that was supposed to be about electrification and forward momentum, Ford Motor Company finds itself grappling with a growing crisis:...

Baptista Research

Ford’s EV Division Is Bleeding Cash—And Investors Are Cheering Anyway

Ford Motor Company's second-quarter 2025 performance paints a picture of a company executing on its strategic ambitions while managing through...

Baptista Research

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