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>IDEX Corporation's third quarter 2025 results and strategic direction reveal both opportunities and challenges.</li><li>The company's performance exceeded expectations, marked by organic order growth of 7% and sales growth of 5%, particularly driven by its Health & Science Technologies (HST) segment.</li><li>Key drivers of HST's momentum include growth in markets such as pharmaceutical, data centers, semiconductor consumables, and space and defense.</li></ul>

IDEX Corporation's third quarter 2025 results and strategic direction reveal both opportunities and challenges.The company's performance exceeded expectations, marked by organic order growth of 7% and sales growth of 5%, particularly driven by its Health & Science Technologies (HST) segment.Key drivers of HST's momentum include growth in markets such as pharmaceutical, data centers, semiconductor consumables, and space and defense.

IDEX Corporation: Is The Growth Momentum in Health and Science Technologies Here To Stay?

<ul><li>IDEX Corporation delivered a mixed performance in the second quarter of 2025, presenting both opportunities and challenges for investors.</li><li>On the positive side, the company exceeded expectations in terms of adjusted EBITDA margin and adjusted EPS, reflecting strong operational execution and cost management.</li><li>Organic orders increased by 2% over the previous year, driven by robust demand in pharmaceutical, energy, and agriculture markets, along with stability in diversified industrial and water segments.</li></ul>

IDEX Corporation delivered a mixed performance in the second quarter of 2025, presenting both opportunities and challenges for investors.On the positive side, the company exceeded expectations in terms of adjusted EBITDA margin and adjusted EPS, reflecting strong operational execution and cost management.Organic orders increased by 2% over the previous year, driven by robust demand in pharmaceutical, energy, and agriculture markets, along with stability in diversified industrial and water segments.

IDEX Corporation: Will Its Focus on Emerging Markets & Strategic Acquisitions Yield Concrete Results?

<ul><li>IDEX Corporation recently reported its first-quarter results for 2025, outlining both positive performances and areas of challenge.</li><li>The company exceeded expectations across revenue, profitability, and adjusted earnings per share, thanks to incremental cost savings and strategic price adjustments.</li><li>This highlights IDEX’s effective operational management, despite an environment marked by policy-driven uncertainties, such as newly introduced tariffs.</li></ul>

IDEX Corporation recently reported its first-quarter results for 2025, outlining both positive performances and areas of challenge.The company exceeded expectations across revenue, profitability, and adjusted earnings per share, thanks to incremental cost savings and strategic price adjustments.This highlights IDEX’s effective operational management, despite an environment marked by policy-driven uncertainties, such as newly introduced tariffs.

IDEX Corporation: Its Position In Performance Pneumatics and Sustainable Power Solutions Is Perhaps The Biggest Future Growth Enabler!

<ul><li>IDEX Corporation displayed a solid financial performance for the fourth quarter and full year 2024, navigating a challenging macroeconomic environment with creativity and strategic execution.</li><li>The company's key accomplishment in 2024 was the acquisition and integration of Mott, which enhanced IDEX's capabilities in the filtration domain and positioned the company well for growth in energy transition markets.</li><li>Mott's strong performance and seamless integration exceeded initial expectations and provided immediate accretion benefits to IDEX.</li></ul>

IDEX Corporation displayed a solid financial performance for the fourth quarter and full year 2024, navigating a challenging macroeconomic environment with creativity and strategic execution.The company's key accomplishment in 2024 was the acquisition and integration of Mott, which enhanced IDEX's capabilities in the filtration domain and positioned the company well for growth in energy transition markets.Mott's strong performance and seamless integration exceeded initial expectations and provided immediate accretion benefits to IDEX.

IDEX Corporation: An Insight Into Its Strategic Growth Investments & Other Major Drivers

<ul><li>IDEX Corporation delivered its financial results for the third quarter of 2024, revealing a performance that managed to balance multiple prevailing economic uncertainties with solid operational execution.</li><li>The company reported a revenue of $798 million, reflecting a flat organic growth when compared to the previous year, and a slight uptick from a 1% reported increase.</li><li>Furthermore, IDEX Corporation achieved an adjusted EBITDA margin of 26.9%, although this was a decline of 150 basis points compared to the previous year, primarily due to acquisition-related expenses.</li></ul>

IDEX Corporation delivered its financial results for the third quarter of 2024, revealing a performance that managed to balance multiple prevailing economic uncertainties with solid operational execution.The company reported a revenue of $798 million, reflecting a flat organic growth when compared to the previous year, and a slight uptick from a 1% reported increase.Furthermore, IDEX Corporation achieved an adjusted EBITDA margin of 26.9%, although this was a decline of 150 basis points compared to the previous year, primarily due to acquisition-related expenses.

IDEX Corporation: Will The Management's Enhanced Focus on Fast-Growing Markets Pay Off? - Major Drivers

United States

IDEX Corporation designs, manufactures, and markets a variety of pump products, dispensing equipment, and other engineered products.  The Company's products include industrial pumps, lubrication systems, banding and clamping devices, and rescue tools.  IDEX markets its products to customers in the United States and overseas.

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Idex Corp (IEX US)

IDEX Corporation: Is The Growth Momentum in Health and Science Technologies Here To Stay?

IDEX Corporation's third quarter 2025 results and strategic direction reveal both opportunities and challenges. The company's performance exceeded...

Baptista Research

IDEX Corporation: Will Its Focus on Emerging Markets & Strategic Acquisitions Yield Concrete Results?

IDEX Corporation delivered a mixed performance in the second quarter of 2025, presenting both opportunities and challenges for investors. On the...

Baptista Research

IDEX Corporation: Its Position In Performance Pneumatics and Sustainable Power Solutions Is Perhaps The Biggest Future Growth Enabler!

IDEX Corporation recently reported its first-quarter results for 2025, outlining both positive performances and areas of challenge. The company...

Baptista Research

IDEX Corporation: An Insight Into Its Strategic Growth Investments & Other Major Drivers

IDEX Corporation displayed a solid financial performance for the fourth quarter and full year 2024, navigating a challenging macroeconomic...

Baptista Research

IDEX Corporation: Will The Management's Enhanced Focus on Fast-Growing Markets Pay Off? - Major Drivers

IDEX Corporation delivered its financial results for the third quarter of 2024, revealing a performance that managed to balance multiple...

Baptista Research

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