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>GXO Logistics reported strong results for the third quarter of 2025, showcasing solid financial performance and promising strategic developments.</li><li>The company's revenue reached a record $3.4 billion, reflecting 8% year-over-year growth with 4% of that being organic.</li><li>This indicates robust expansion across all geographic regions, supported by significant new business wins totaling $280 million, up 24% from the previous year.</li></ul>

GXO Logistics reported strong results for the third quarter of 2025, showcasing solid financial performance and promising strategic developments.The company's revenue reached a record $3.4 billion, reflecting 8% year-over-year growth with 4% of that being organic.This indicates robust expansion across all geographic regions, supported by significant new business wins totaling $280 million, up 24% from the previous year.

GXO Logistics Just Landed a Massive NHS Deal—Is This the Breakout Catalyst Investors Needed?

<ul><li>GXO Logistics Inc. reported a robust performance in the second quarter of 2025, with record revenues and increased guidance, signaling strong operational health and strategic advancements.</li><li>The company achieved a record revenue of $3.3 billion, marking a 16% increase from the previous year, with organic growth contributing 6%, the highest in nine quarters.</li><li>Adjusted EBITDA rose by 13% year-over-year to $212 million, leading GXO to raise its full-year guidance for adjusted EBITDA to a range of $865 to $885 million.</li></ul>

GXO Logistics Inc. reported a robust performance in the second quarter of 2025, with record revenues and increased guidance, signaling strong operational health and strategic advancements.The company achieved a record revenue of $3.3 billion, marking a 16% increase from the previous year, with organic growth contributing 6%, the highest in nine quarters.Adjusted EBITDA rose by 13% year-over-year to $212 million, leading GXO to raise its full-year guidance for adjusted EBITDA to a range of $865 to $885 million.

GXO Logistics: Expansion in E-commerce and Reverse Logistics To Up Their Game!

<ul><li>GXO Logistics, Inc. recently announced its fourth-quarter and full-year 2024 earnings, highlighting a period marked by robust growth, strategic achievements, and ongoing challenges.</li><li>The company reported record revenue and adjusted EBITDA for the year, with a 30% year-over-year increase in adjusted EBITDA for the fourth quarter alone.</li><li>Full-year revenue reached $11.7 billion, reflecting a 20% growth from the previous year, with 3% coming from organic growth.</li></ul>

GXO Logistics, Inc. recently announced its fourth-quarter and full-year 2024 earnings, highlighting a period marked by robust growth, strategic achievements, and ongoing challenges.The company reported record revenue and adjusted EBITDA for the year, with a 30% year-over-year increase in adjusted EBITDA for the fourth quarter alone.Full-year revenue reached $11.7 billion, reflecting a 20% growth from the previous year, with 3% coming from organic growth.

GXO Logistics: Expansion into New Vertical Markets & Critical Growth Levers!

<ul><li>GXO Logistics' latest earnings for the third quarter of 2024 painted a mixed yet informative picture of its financial performance and strategic positioning.</li><li>The company reported record revenues of $3.2 billion, marking a substantial year-over-year increase of 28%.</li><li>This robust top-line growth is partially attributed to an organic revenue growth of 3%, which has shown a sequential upward trend throughout the fiscal year.</li></ul>

GXO Logistics' latest earnings for the third quarter of 2024 painted a mixed yet informative picture of its financial performance and strategic positioning.The company reported record revenues of $3.2 billion, marking a substantial year-over-year increase of 28%.This robust top-line growth is partially attributed to an organic revenue growth of 3%, which has shown a sequential upward trend throughout the fiscal year.

GXO Logistics Inc.: Expanding E-Fulfillment Capabilities to Set New Standards! - Major Drivers

<ul><li>GXO Logistics, a leading global provider of supply chain solutions, has been in the news recently for exploring strategic options including a possible sale.</li><li>The company has positioned itself well as a potential acquisition target.</li><li>Since its spinoff from XPO Inc. in 2021, GXO has experienced steady growth, signing $270 million of new business in the second quarter and expanding its pipeline to a record $2.3 billion.</li></ul>

GXO Logistics, a leading global provider of supply chain solutions, has been in the news recently for exploring strategic options including a possible sale.The company has positioned itself well as a potential acquisition target.Since its spinoff from XPO Inc. in 2021, GXO has experienced steady growth, signing $270 million of new business in the second quarter and expanding its pipeline to a record $2.3 billion.

GXO Logistics Exploring A Sale! A Hidden Gem for Strategic Buyers and Financial Sponsors?

United States

GXO Logistics, Inc. operates as a contract logistics provider. The Company solves complex logistics challenges for its blue-chip customers with technologically advanced supply chain solutions, at scale, with speed. GXO Logistics serves clients worldwide.

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GXO Logistics (GXO US)

GXO Logistics Just Landed a Massive NHS Deal—Is This the Breakout Catalyst Investors Needed?

GXO Logistics reported strong results for the third quarter of 2025, showcasing solid financial performance and promising strategic...

Baptista Research

GXO Logistics: Expansion in E-commerce and Reverse Logistics To Up Their Game!

GXO Logistics Inc. reported a robust performance in the second quarter of 2025, with record revenues and increased guidance, signaling strong...

Baptista Research

GXO Logistics: Expansion into New Vertical Markets & Critical Growth Levers!

GXO Logistics, Inc. recently announced its fourth-quarter and full-year 2024 earnings, highlighting a period marked by robust growth, strategic...

Baptista Research

GXO Logistics Inc.: Expanding E-Fulfillment Capabilities to Set New Standards! - Major Drivers

GXO Logistics' latest earnings for the third quarter of 2024 painted a mixed yet informative picture of its financial performance and strategic...

Baptista Research

GXO Logistics Exploring A Sale! A Hidden Gem for Strategic Buyers and Financial Sponsors?

GXO Logistics, a leading global provider of supply chain solutions, has been in the news recently for exploring strategic options including a...

Baptista Research

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