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>Knight-Swift Transportation's third quarter of 2025 revealed a mix of developments reflecting both challenges and opportunities within the company's operational segments.</li><li>The overall environment remains uncertain, with freight markets still adjusting to shifting seasonal patterns and regulatory changes impacting capacity.</li><li>Key observations from the quarter point to stability in freight demand across different trucking brands despite challenges.</li></ul>

Knight-Swift Transportation's third quarter of 2025 revealed a mix of developments reflecting both challenges and opportunities within the company's operational segments.The overall environment remains uncertain, with freight markets still adjusting to shifting seasonal patterns and regulatory changes impacting capacity.Key observations from the quarter point to stability in freight demand across different trucking brands despite challenges.

Knight-Swift Transportation: Will Its Focus On LTL Truckloads Pay Off?

<ul><li>Knight-Swift Transportation Holdings Inc. recently reported its second quarter 2025 results, where revenues excluding fuel surcharges increased by 1.9%.</li><li>The company managed to achieve a 17.2% improvement in adjusted operating income, driven largely by its truckload business and improved margins.</li><li>Despite facing a soft freight demand environment, Knight-Swift has demonstrated resilience in managing operating income positively across most segments.</li></ul>

Knight-Swift Transportation Holdings Inc. recently reported its second quarter 2025 results, where revenues excluding fuel surcharges increased by 1.9%.The company managed to achieve a 17.2% improvement in adjusted operating income, driven largely by its truckload business and improved margins.Despite facing a soft freight demand environment, Knight-Swift has demonstrated resilience in managing operating income positively across most segments.

Knight-Swift Transportation: A Focus On LTL Expansion Through Bold Acquisitions!

<ul><li>Knight-Swift Transportation's first-quarter 2025 results indicate a mixed performance amidst an uncertain market environment, highlighting both strengths and challenges faced by the company.</li><li>On the positive side, the company experienced an increase in overall revenue, excluding fuel surcharge, by 1.2%, and a significant improvement in adjusted operating income by 68.2%.</li><li>This was partially due to cost management initiatives and improved productivity.</li></ul>

Knight-Swift Transportation's first-quarter 2025 results indicate a mixed performance amidst an uncertain market environment, highlighting both strengths and challenges faced by the company.On the positive side, the company experienced an increase in overall revenue, excluding fuel surcharge, by 1.2%, and a significant improvement in adjusted operating income by 68.2%.This was partially due to cost management initiatives and improved productivity.

Knight-Swift Transportation: Is Its Strategic Positioning & Brand Integration The Right Move to Strengthen Its Market Position?

<ul><li>Knight-Swift Transportation's Q4 2024 results reflect a mixed performance with several moving parts across different segments.</li><li>The company reported a slight decline in consolidated revenue excluding fuel surcharge, down 0.9% year-over-year, but achieved a significant improvement in adjusted operating income of 127%, or $59.4 million.</li><li>Q4 GAAP earnings per diluted share were $0.43, with adjusted EPS at $0.36.</li></ul>

Knight-Swift Transportation's Q4 2024 results reflect a mixed performance with several moving parts across different segments.The company reported a slight decline in consolidated revenue excluding fuel surcharge, down 0.9% year-over-year, but achieved a significant improvement in adjusted operating income of 127%, or $59.4 million.Q4 GAAP earnings per diluted share were $0.43, with adjusted EPS at $0.36.

Knight-Swift Transportation Benefitting From U.S. Xpress Synergies: Massive Integration Wins Lie Ahead But Does It Warrant A ‘Buy’ Rating?

<ul><li>Knight-Swift Transportation Holdings Inc. reported its third-quarter 2024 performance in a challenging market, with mixed results that highlight both opportunities and obstacles for the future.</li><li>Revenue, excluding fuel surcharge, experienced a decline of 5.3% year-over-year, while adjusted operating income decreased by 7.1%.</li><li>Adjusted earnings per share (EPS) stood at $0.34, with a consolidated adjusted operating ratio at 93.9%, representing a modest sequential improvement.</li></ul>

Knight-Swift Transportation Holdings Inc. reported its third-quarter 2024 performance in a challenging market, with mixed results that highlight both opportunities and obstacles for the future.Revenue, excluding fuel surcharge, experienced a decline of 5.3% year-over-year, while adjusted operating income decreased by 7.1%.Adjusted earnings per share (EPS) stood at $0.34, with a consolidated adjusted operating ratio at 93.9%, representing a modest sequential improvement.

Knight-Swift Transportation: Can Its Fleet Optimization Efforts Give Them A Competitive Edge? - Major Drivers

United States

Knight-Swift Transportation Holdings Inc. provides transportation and logistics services. The Company offers dry van, cross border freight transportation, fleet solutions, consulting, brokerage, equipment leasing, temperature controlled transport, and engineering services. Knight-Swift Transportation Holdings serves customers in North America.

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Knight Transportation (KNX US)

Knight-Swift Transportation: Will Its Focus On LTL Truckloads Pay Off?

Knight-Swift Transportation's third quarter of 2025 revealed a mix of developments reflecting both challenges and opportunities within the...

Baptista Research

Knight-Swift Transportation: A Focus On LTL Expansion Through Bold Acquisitions!

Knight-Swift Transportation Holdings Inc. recently reported its second quarter 2025 results, where revenues excluding fuel surcharges increased by...

Baptista Research

Knight-Swift Transportation: Is Its Strategic Positioning & Brand Integration The Right Move to Strengthen Its Market Position?

Knight-Swift Transportation's first-quarter 2025 results indicate a mixed performance amidst an uncertain market environment, highlighting both...

Baptista Research

Knight-Swift Transportation Benefitting From U.S. Xpress Synergies: Massive Integration Wins Lie Ahead But Does It Warrant A ‘Buy’ Rating?

Knight-Swift Transportation's Q4 2024 results reflect a mixed performance with several moving parts across different segments. The company...

Baptista Research

Knight-Swift Transportation: Can Its Fleet Optimization Efforts Give Them A Competitive Edge? - Major Drivers

Knight-Swift Transportation Holdings Inc. reported its third-quarter 2024 performance in a challenging market, with mixed results that highlight...

Baptista Research

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