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>In its recent results, Heico is showing a significant growth trajectory in its recent financial results.</li><li>This growth can be attributed to a couple of key factors, but there are also a number of risks and potential downsides that investors should be aware of.</li><li>In terms of positives, HEICO's first quarter of fiscal 2024 showed dramatic improvement over the first quarter of fiscal 2023.</li></ul>

In its recent results, Heico is showing a significant growth trajectory in its recent financial results.This growth can be attributed to a couple of key factors, but there are also a number of risks and potential downsides that investors should be aware of.In terms of positives, HEICO's first quarter of fiscal 2024 showed dramatic improvement over the first quarter of fiscal 2023.

HEICO Corporation: Is It Able To Capture Adequate Value From Acquisitions? - Major Drivers

Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

<ul><li>Investment firms are using Ten East to diversify personal portfolios</li><li>Business Breakdowns podcast explores successful businesses like Heiko in niche markets</li><li>Heiko operates in the aerospace industry, offering cost-saving solutions for aircraft parts and repairs, similar to generic drugs in the pharmaceutical industry</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Investment firms are using Ten East to diversify personal portfoliosBusiness Breakdowns podcast explores successful businesses like Heiko in niche marketsHeiko operates in the aerospace industry, offering cost-saving solutions for aircraft parts and repairs, similar to generic drugs in the pharmaceutical industryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

HEICO: Parts for Planes - [Business Breakdowns, EP.150]

<ul><li>HEICO Corporation delivered an all-around beat in the previous quarter, with operating income and net sales reaching unprecedented heights.</li><li>The fourth quarter of fiscal '23 witnessed a remarkable 29% surge in consolidated operating income and a 54% increase in net sales compared to the same period in fiscal '22.</li><li>The Flight Support Group achieved significant net sales of $601.7 million in the fourth quarter of fiscal year '23, marking a 74% increase from the same period in fiscal year '22.</li></ul>

HEICO Corporation delivered an all-around beat in the previous quarter, with operating income and net sales reaching unprecedented heights.The fourth quarter of fiscal '23 witnessed a remarkable 29% surge in consolidated operating income and a 54% increase in net sales compared to the same period in fiscal '22.The Flight Support Group achieved significant net sales of $601.7 million in the fourth quarter of fiscal year '23, marking a 74% increase from the same period in fiscal year '22.

HEICO Corporation: Exceptional Enthusiasm for Wencor - Why is it a Standout Acquisition? - Major Drivers

<ul><li>HEICO Corporation managed to exceed the revenue and earnings expectations of Wall Street.</li><li>These results primarily represent a 12% quarterly consolidated organic net sales growth and the impact of acquisitions.</li><li>In the quarter, The Flight Support Group's net sales grew 23% to $405 million, up from $330.3 million in the third quarter of fiscal 2022.</li></ul>

HEICO Corporation managed to exceed the revenue and earnings expectations of Wall Street.These results primarily represent a 12% quarterly consolidated organic net sales growth and the impact of acquisitions.In the quarter, The Flight Support Group's net sales grew 23% to $405 million, up from $330.3 million in the third quarter of fiscal 2022.

HEICO Corporation: Behind The Scenes Of The Recent Performance & The Wencor Acquisition! - Major Drivers

Equity Capital Markets

<ul><li>Heico delivered a mixed set of results for the previous quarter, with revenues well below analyst expectations but managed an earnings beat.</li><li>The operating income of The Flight Support Group increased, reflecting the improved gross profit margin and net sales growth.</li><li>The improved gross margin replicates higher net sales within Heico's Specialty Products as well as Aftermarket Replacement Parts product lines.</li></ul>

Heico delivered a mixed set of results for the previous quarter, with revenues well below analyst expectations but managed an earnings beat.The operating income of The Flight Support Group increased, reflecting the improved gross profit margin and net sales growth.The improved gross margin replicates higher net sales within Heico's Specialty Products as well as Aftermarket Replacement Parts product lines.

Heico Corporation: Acquisition of Wencor Group & Other Drivers

United States

HEICO Corporation designs, manufactures, and sells aerospace products and services through its subsidiaries. The Company's customers include airlines and airmotive, as well as defense contractors and military agencies worldwide, including the United States Air Force, the United States Navy, and the National Aeronautics & Space Administration (NASA).

HEICO Corp (HEI US)

HEICO Corporation: Is It Able To Capture Adequate Value From Acquisitions? - Major Drivers

In its recent results, Heico is showing a significant growth trajectory in its recent financial results. This growth can be attributed to a couple...

Baptista Research

HEICO: Parts for Planes - [Business Breakdowns, EP.150]

Heiko operates in the aerospace industry, offering cost-saving solutions for aircraft parts and repairs, similar to generic drugs in the...

Business Breakdowns

HEICO Corporation: Exceptional Enthusiasm for Wencor - Why is it a Standout Acquisition? - Major Drivers

HEICO Corporation delivered an all-around beat in the previous quarter, with operating income and net sales reaching unprecedented heights. The...

Baptista Research

HEICO Corporation: Behind The Scenes Of The Recent Performance & The Wencor Acquisition! - Major Drivers

HEICO Corporation managed to exceed the revenue and earnings expectations of Wall Street. These results primarily represent a 12% quarterly...

Baptista Research

Heico Corporation: Acquisition of Wencor Group & Other Drivers

Heico delivered a mixed set of results for the previous quarter, with revenues well below analyst expectations but managed an earnings beat. The...

Baptista Research