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>The Home Depot's third quarter earnings report for 2025 presents a mixed picture, with both positive developments and areas of concern.</li><li>The company reported total sales of $41.4 billion, a 2.8% increase from the same period last year, and a slight increase in comp sales by 0.2% in the U.S. However, adjusted diluted earnings per share decreased slightly to $3.74 from $3.78 a year ago, indicating some pressure on profitability.</li><li>One of the key factors adversely affecting Home Depot's performance was the lack of storm activity during the quarter, which traditionally boosts demand for products like roofing and power generation.</li></ul>

The Home Depot's third quarter earnings report for 2025 presents a mixed picture, with both positive developments and areas of concern.The company reported total sales of $41.4 billion, a 2.8% increase from the same period last year, and a slight increase in comp sales by 0.2% in the U.S. However, adjusted diluted earnings per share decreased slightly to $3.74 from $3.78 a year ago, indicating some pressure on profitability.One of the key factors adversely affecting Home Depot's performance was the lack of storm activity during the quarter, which traditionally boosts demand for products like roofing and power generation.

The Home Depot: Inside the Housing Cycle, Storm Sensitivity, & Pro Services Expansion!

<ul><li>The Home Depot reported a solid performance for the second quarter of 2025, with total sales reaching $45.3 billion, marking an increase of 4.9% from the same period last year.</li><li>Comp sales saw a modest rise of 1% yearover-year, with U.S. comps slightly higher at 1.4%.</li><li>Adjusted diluted earnings per share were relatively stable, slightly increasing to $4.68 from $4.67 in the same quarter last year.</li></ul>

The Home Depot reported a solid performance for the second quarter of 2025, with total sales reaching $45.3 billion, marking an increase of 4.9% from the same period last year.Comp sales saw a modest rise of 1% yearover-year, with U.S. comps slightly higher at 1.4%.Adjusted diluted earnings per share were relatively stable, slightly increasing to $4.68 from $4.67 in the same quarter last year.

Home Depot: Inside The Core Business Strategy to Win Amid High Interest Rates!

<ul><li>Home Depot is facing increasing scrutiny on two critical fronts—economic pressure from new tariffs and growing backlash over immigration enforcement activity near its stores.</li><li>As the largest home improvement retailer in the U.S., Home Depot finds itself caught between geopolitical trade dynamics and domestic immigration crackdowns under the Trump administration.</li><li>While the company is actively working with suppliers to offset the impact of tariffs and maintain pricing consistency, it also continues to grapple with growing public criticism regarding Immigration and Customs Enforcement (ICE) raids targeting undocumented day laborers outside its parking lots.</li></ul>

Home Depot is facing increasing scrutiny on two critical fronts—economic pressure from new tariffs and growing backlash over immigration enforcement activity near its stores.As the largest home improvement retailer in the U.S., Home Depot finds itself caught between geopolitical trade dynamics and domestic immigration crackdowns under the Trump administration.While the company is actively working with suppliers to offset the impact of tariffs and maintain pricing consistency, it also continues to grapple with growing public criticism regarding Immigration and Customs Enforcement (ICE) raids targeting undocumented day laborers outside its parking lots.

Home Depot’s Dual Dilemma: Tariffs Squeeze Margins as Deportation Raids Spark Controversy!

<ul><li>The Home Depot, during its first quarter of fiscal 2025, reported sales of $39.9 billion, which represented a 9.4% increase compared to the same period last year.</li><li>However, the company's comparable store sales declined slightly by 0.3%.</li><li>The U.S. comps showed a modest increase of 0.2%.</li></ul>

The Home Depot, during its first quarter of fiscal 2025, reported sales of $39.9 billion, which represented a 9.4% increase compared to the same period last year.However, the company's comparable store sales declined slightly by 0.3%.The U.S. comps showed a modest increase of 0.2%.

How The Home Depot Plans to Capture a $50 Billion Opportunity Amid Economic Uncertainty!

<ul><li>Home Depot’s latest financial results presented a mixed picture, with some encouraging signs of recovery despite a cautious outlook for the coming year.</li><li>Total sales for fiscal 2024 rose 4.5% to $159.5 billion, though comparable sales for the year declined by 1.8%.</li><li>However, fourth-quarter same-store sales showed improvement, rising 0.8%—breaking an eight-quarter streak of declines and exceeding analysts' expectations of a 1.5% drop.</li></ul>

Home Depot’s latest financial results presented a mixed picture, with some encouraging signs of recovery despite a cautious outlook for the coming year.Total sales for fiscal 2024 rose 4.5% to $159.5 billion, though comparable sales for the year declined by 1.8%.However, fourth-quarter same-store sales showed improvement, rising 0.8%—breaking an eight-quarter streak of declines and exceeding analysts' expectations of a 1.5% drop.

Home Depot’s Surprise Sales Rebound—But Is It Enough to Overcome a Tough 2025?

United States

The Home Depot, Inc. is a home improvement retailer that sells building materials and home improvement products. The Company sells a wide assortment of building materials, home improvement and lawn and garden products and provide a number of services. Home Depot operates throughout the U.S. (including Puerto Rico, the Virgin Islands and Guam), Canada, China, and Mexico.

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Home Depot Inc (HD US)

The Home Depot: Inside the Housing Cycle, Storm Sensitivity, & Pro Services Expansion!

The Home Depot's third quarter earnings report for 2025 presents a mixed picture, with both positive developments and areas of concern. The...

Baptista Research

Home Depot: Inside The Core Business Strategy to Win Amid High Interest Rates!

The Home Depot reported a solid performance for the second quarter of 2025, with total sales reaching $45.3 billion, marking an increase of 4.9%...

Baptista Research

Home Depot’s Dual Dilemma: Tariffs Squeeze Margins as Deportation Raids Spark Controversy!

Home Depot is facing increasing scrutiny on two critical fronts—economic pressure from new tariffs and growing backlash over immigration...

Baptista Research

How The Home Depot Plans to Capture a $50 Billion Opportunity Amid Economic Uncertainty!

The Home Depot, during its first quarter of fiscal 2025, reported sales of $39.9 billion, which represented a 9.4% increase compared to the same...

Baptista Research

Home Depot’s Surprise Sales Rebound—But Is It Enough to Overcome a Tough 2025?

Home Depot’s latest financial results presented a mixed picture, with some encouraging signs of recovery despite a cautious outlook for the coming...

Baptista Research

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