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

Installed Building Products / Equity Bottom-Up

<ul><li>Installed Building Products has made headlines with its latest strategic move: the acquisition of Echols Glass & Mirror and Vanderkoy Bros. Announced in October 2025, these acquisitions together contribute over $16 million in annual revenue and are part of a broader 2025 initiative that has added $55 million in acquired revenue to date.</li><li>This expansion effort comes during a time of elevated interest rates and persistent housing affordability challenges, which have slowed single-family starts across the U.S. IBP, however, remains focused on geographic expansion and end-market diversification as it positions itself to weather current headwinds.</li><li>The company is targeting over $100 million in acquired revenue for the year and views bolt-on acquisitions as a means to expand both regional presence and complementary product offerings.</li></ul>

Installed Building Products has made headlines with its latest strategic move: the acquisition of Echols Glass & Mirror and Vanderkoy Bros. Announced in October 2025, these acquisitions together contribute over $16 million in annual revenue and are part of a broader 2025 initiative that has added $55 million in acquired revenue to date.This expansion effort comes during a time of elevated interest rates and persistent housing affordability challenges, which have slowed single-family starts across the U.S. IBP, however, remains focused on geographic expansion and end-market diversification as it positions itself to weather current headwinds.The company is targeting over $100 million in acquired revenue for the year and views bolt-on acquisitions as a means to expand both regional presence and complementary product offerings.

Installed Building Products (IBP) Just Made Two Game-Changing Acquisitions—Is This the Start of a Massive Growth Spree?

<ul><li>Installed Building Products (IBP) has showcased robust financial results for the second quarter of 2025, reflecting its operational strength and strategic positioning in a challenging market landscape.</li><li>The company reported a consolidated net revenue increase of 3% year-over-year to $760 million, setting a record for the second quarter.</li><li>This growth was largely driven by a 9% increase in commercial same-branch sales, despite a single-digit decline in residential sales.</li></ul>

Installed Building Products (IBP) has showcased robust financial results for the second quarter of 2025, reflecting its operational strength and strategic positioning in a challenging market landscape.The company reported a consolidated net revenue increase of 3% year-over-year to $760 million, setting a record for the second quarter.This growth was largely driven by a 9% increase in commercial same-branch sales, despite a single-digit decline in residential sales.

Installed Building Products (IBP): How Capital Discipline Powers Resilience in a Slow Housing Market!

<ul><li>Installed Building Products (IBP) reported its first quarter 2025 financial results, reflecting mixed performance amidst a challenging macroeconomic landscape affecting the construction industry.</li><li>The company's performance was impacted by housing market dynamics and adverse weather conditions, although strategic initiatives and a strong operating framework provided some balance.</li><li>On the positive side, IBP maintained a solid financial base with significant cash flow, highlighting its capacity for growth via acquisitions.</li></ul>

Installed Building Products (IBP) reported its first quarter 2025 financial results, reflecting mixed performance amidst a challenging macroeconomic landscape affecting the construction industry.The company's performance was impacted by housing market dynamics and adverse weather conditions, although strategic initiatives and a strong operating framework provided some balance.On the positive side, IBP maintained a solid financial base with significant cash flow, highlighting its capacity for growth via acquisitions.

Installed Building Products (IBP): Its Efforts Towards Expansion in Heavy Commercial Business & Other Major Drivers!

<ul><li>Installed Building Products reported mixed results for the fourth quarter and fiscal year 2024, reflecting both opportunities and challenges in its various segments.</li><li>During the fiscal year, the company achieved record revenues and profitability, driven by organic growth across its residential markets and a series of acquisitions that expanded its geographic footprint.</li><li>Positive aspects from the earnings discussion include the robust performance in the residential end markets, particularly in single-family and multifamily installations.</li></ul>

Installed Building Products reported mixed results for the fourth quarter and fiscal year 2024, reflecting both opportunities and challenges in its various segments.During the fiscal year, the company achieved record revenues and profitability, driven by organic growth across its residential markets and a series of acquisitions that expanded its geographic footprint.Positive aspects from the earnings discussion include the robust performance in the residential end markets, particularly in single-family and multifamily installations.

Installed Building Products’ (IBP) Aggressive Acquisition Spree Is Reinventing the Installation Industry!

<ul><li>Installed Building Products Inc. (IBP) reported a strong third quarter for 2024, displaying record revenue and profitability driven by organic growth and strategic acquisitions.</li><li>The quarter's earnings highlighted robust performance across residential and commercial segments, although some challenges persist.</li><li>On the positive side, IBP achieved a consolidated net revenue increase of 8% year-over-year, reaching $761 million.</li></ul>

Installed Building Products Inc. (IBP) reported a strong third quarter for 2024, displaying record revenue and profitability driven by organic growth and strategic acquisitions.The quarter's earnings highlighted robust performance across residential and commercial segments, although some challenges persist.On the positive side, IBP achieved a consolidated net revenue increase of 8% year-over-year, reaching $761 million.

Installed Building Products (IBP): Can It Really Sustain Its Margins Amidst Market Fluctuations? - Major Drivers

United States

Installed Building Products Inc installs residential insulation in the United States.  The Company also installs complementary building products, including garage doors, rain gutters, shower doors, closet shelving and mirrors.

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Installed Building Products (IBP US)

Installed Building Products (IBP) Just Made Two Game-Changing Acquisitions—Is This the Start of a Massive Growth Spree?

Installed Building Products has made headlines with its latest strategic move: the acquisition of Echols Glass & Mirror and Vanderkoy Bros....

Baptista Research

Installed Building Products (IBP): How Capital Discipline Powers Resilience in a Slow Housing Market!

Installed Building Products (IBP) has showcased robust financial results for the second quarter of 2025, reflecting its operational strength and...

Baptista Research

Installed Building Products (IBP): Its Efforts Towards Expansion in Heavy Commercial Business & Other Major Drivers!

Installed Building Products (IBP) reported its first quarter 2025 financial results, reflecting mixed performance amidst a challenging...

Baptista Research

Installed Building Products’ (IBP) Aggressive Acquisition Spree Is Reinventing the Installation Industry!

Installed Building Products reported mixed results for the fourth quarter and fiscal year 2024, reflecting both opportunities and challenges in...

Baptista Research

Installed Building Products (IBP): Can It Really Sustain Its Margins Amidst Market Fluctuations? - Major Drivers

Installed Building Products Inc. (IBP) reported a strong third quarter for 2024, displaying record revenue and profitability driven by organic...

Baptista Research

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