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>General Dynamics Corporation (GD) reported a strong financial performance for the third quarter of 2025, demonstrating significant growth across its various business segments.</li><li>The aerospace and marine systems divisions were the primary contributors to this growth, showcasing substantial revenue increases and improved operating margins.</li><li>The aerospace segment exhibited an impressive 30.3% year-over-year revenue growth, generating $3.2 billion, primarily driven by new aircraft deliveries and increased special mission volume.</li></ul>

General Dynamics Corporation (GD) reported a strong financial performance for the third quarter of 2025, demonstrating significant growth across its various business segments.The aerospace and marine systems divisions were the primary contributors to this growth, showcasing substantial revenue increases and improved operating margins.The aerospace segment exhibited an impressive 30.3% year-over-year revenue growth, generating $3.2 billion, primarily driven by new aircraft deliveries and increased special mission volume.

General Dynamics’ Cash Flow Surges 179% of Net Income—What’s Powering This Boom?

<ul><li>General Electric Company (GE) reported its third-quarter results for 2025, reflecting a robust financial performance driven by the strength of its aerospace operations.</li><li>The company's revenue increased by 26% year-over-year, reaching $11.3 billion, while the operating profit grew by the same percentage to $2.3 billion.</li><li>Earnings per share (EPS) improved significantly, rising 44% to $1.66, supported by a strong free cash flow conversion of over 130%.</li></ul>

General Electric Company (GE) reported its third-quarter results for 2025, reflecting a robust financial performance driven by the strength of its aerospace operations.The company's revenue increased by 26% year-over-year, reaching $11.3 billion, while the operating profit grew by the same percentage to $2.3 billion.Earnings per share (EPS) improved significantly, rising 44% to $1.66, supported by a strong free cash flow conversion of over 130%.

GE Aerospace: How Is The Management Expanding Aftermarket Dominance & Long-Term Service Revenue Visibility!

<ul><li>For the first time in more than two decades, GE Aerospace has reclaimed an all-time high, marking a milestone that investors had nearly written off.</li><li>On September 17, 2025, shares of GE Aerospace closed at $292.97 after touching $294.74 intraday, breaking past the prior record set in August 2000.</li><li>The stock’s rally has been nothing short of dramatic, climbing about 72% year-to-date and beating the S&P 500 by roughly 84 percentage points, largely on the back of surging commercial jet demand.</li></ul>

For the first time in more than two decades, GE Aerospace has reclaimed an all-time high, marking a milestone that investors had nearly written off.On September 17, 2025, shares of GE Aerospace closed at $292.97 after touching $294.74 intraday, breaking past the prior record set in August 2000.The stock’s rally has been nothing short of dramatic, climbing about 72% year-to-date and beating the S&P 500 by roughly 84 percentage points, largely on the back of surging commercial jet demand.

GE Aerospace’s Soaring Comeback: First Record High Since 2000 Fueled By Jet Demand!

<ul><li>General Dynamics has recently reported its second-quarter 2025 earnings, highlighting several key aspects of its financial performance and operational activities.</li><li>The company recorded earnings of $3.74 per share, surpassing analyst expectations by $0.19, with revenues coming in at $13 billion, marking an 8.9% increase year-over-year.</li><li>The operational earnings also showed positive growth, rising by nearly 13% to $1.3 billion, while net earnings increased by 12%.</li></ul>

General Dynamics has recently reported its second-quarter 2025 earnings, highlighting several key aspects of its financial performance and operational activities.The company recorded earnings of $3.74 per share, surpassing analyst expectations by $0.19, with revenues coming in at $13 billion, marking an 8.9% increase year-over-year.The operational earnings also showed positive growth, rising by nearly 13% to $1.3 billion, while net earnings increased by 12%.

General Dynamics: Technological Advancements & Strategic Partnerships Are Paving The Way Forward!

<ul><li>General Electric Company (GE) Aerospace's second quarter of 2025 earnings report reflects a robust performance and a constructive outlook characterized by growth in revenue, profits, and operational efficiencies.</li><li>The company continues to leverage its strong position within the aerospace industry, both in commercial and defense sectors, to sustain and enhance its performance metrics.</li><li>In the reported quarter, GE Aerospace exhibited solid growth across several financial parameters.</li></ul>

General Electric Company (GE) Aerospace's second quarter of 2025 earnings report reflects a robust performance and a constructive outlook characterized by growth in revenue, profits, and operational efficiencies.The company continues to leverage its strong position within the aerospace industry, both in commercial and defense sectors, to sustain and enhance its performance metrics.In the reported quarter, GE Aerospace exhibited solid growth across several financial parameters.

GE Aerospace's New Focus: How LEAP Engine Retrofits & $4B in Services Could Up Their Game!

United States

General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.

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General Electric (GE US)

General Dynamics’ Cash Flow Surges 179% of Net Income—What’s Powering This Boom?

General Dynamics Corporation (GD) reported a strong financial performance for the third quarter of 2025, demonstrating significant growth across...

Baptista Research

GE Aerospace: How Is The Management Expanding Aftermarket Dominance & Long-Term Service Revenue Visibility!

General Electric Company (GE) reported its third-quarter results for 2025, reflecting a robust financial performance driven by the strength of its...

Baptista Research

GE Aerospace’s Soaring Comeback: First Record High Since 2000 Fueled By Jet Demand!

For the first time in more than two decades, GE Aerospace has reclaimed an all-time high, marking a milestone that investors had nearly written...

Baptista Research

General Dynamics: Technological Advancements & Strategic Partnerships Are Paving The Way Forward!

General Dynamics has recently reported its second-quarter 2025 earnings, highlighting several key aspects of its financial performance and...

Baptista Research

GE Aerospace's New Focus: How LEAP Engine Retrofits & $4B in Services Could Up Their Game!

General Electric Company (GE) Aerospace's second quarter of 2025 earnings report reflects a robust performance and a constructive outlook...

Baptista Research

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