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>Leonardo DRS demonstrated a strong performance in the first quarter of fiscal year 2025, with financial metrics surpassing initial expectations.</li><li>The company registered organic growth of 16% in revenues, with a significant book-to-bill ratio of 1.2 and a record backlog of $8.6 billion.</li><li>This quarter marks the 13th consecutive quarter with a book-to-bill ratio over 1, underpinning strong demand across a diversified portfolio of products, including advanced infrared sensing, electric power and propulsion, and tactical radars.</li></ul>

Leonardo DRS demonstrated a strong performance in the first quarter of fiscal year 2025, with financial metrics surpassing initial expectations.The company registered organic growth of 16% in revenues, with a significant book-to-bill ratio of 1.2 and a record backlog of $8.6 billion.This quarter marks the 13th consecutive quarter with a book-to-bill ratio over 1, underpinning strong demand across a diversified portfolio of products, including advanced infrared sensing, electric power and propulsion, and tactical radars.

Leonardo DRS Inc.: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond!

<ul><li>Leonardo DRS recently announced its fourth-quarter and fiscal year 2024 results showcasing substantial achievements and strategic initiatives, while also highlighting certain challenges to consider for investors.</li><li>The company reported record bookings with a 1.3x book-to-bill ratio, both for the fourth quarter and for the entire year, while achieving mid-teens organic revenue growth and a 14% revenue increase year-over-year.</li><li>Further supporting their performance, Leonardo DRS demonstrated a solid growth in adjusted EBITDA by 23% year-over year, with a notable 90 basis points margin expansion.</li></ul>

Leonardo DRS recently announced its fourth-quarter and fiscal year 2024 results showcasing substantial achievements and strategic initiatives, while also highlighting certain challenges to consider for investors.The company reported record bookings with a 1.3x book-to-bill ratio, both for the fourth quarter and for the entire year, while achieving mid-teens organic revenue growth and a 14% revenue increase year-over-year.Further supporting their performance, Leonardo DRS demonstrated a solid growth in adjusted EBITDA by 23% year-over year, with a notable 90 basis points margin expansion.

Leonardo DRS Reveals Game-Changing Tech & Jaw-Dropping Profit Surge But Is This Here To Stay?

<ul><li>Leonardo DRS reported its third-quarter fiscal year 2024 results, showcasing strong financial performance and strategic progress, but also highlighting ongoing challenges and considerations.</li><li>The company delivered a solid quarter with significant year-over-year growth across key financial metrics.</li><li>Revenue increased by 16%, entirely organic, reflecting robust customer demand and favorable timing of material receipts, with particular strengths in advanced infrared sensing, force protection, and tactical radars.</li></ul>

Leonardo DRS reported its third-quarter fiscal year 2024 results, showcasing strong financial performance and strategic progress, but also highlighting ongoing challenges and considerations.The company delivered a solid quarter with significant year-over-year growth across key financial metrics.Revenue increased by 16%, entirely organic, reflecting robust customer demand and favorable timing of material receipts, with particular strengths in advanced infrared sensing, force protection, and tactical radars.

Leonardo DRS: Will Its Force Protection & Counter-UAS Innovations Be A Potential Game Changer? - Major Drivers

<ul><li>Leonardo DRS's performance during the second quarter of 2024 demonstrates a robust trajectory, backed by growth across several segments and strategic advancements, despite facing some industry-wide challenges.</li><li>The company's revenue growth of 20% year-over-year is entirely organic, driven primarily by demand in sectors related to advanced infrared sensing, electric power and propulsion, along with network computing and ground system integration.</li><li>Moreover, Leonardo DRS's adjusted EBITDA increased by 32%, showing a meaningful margin expansion of 100 basis points over the previous year, alongside improvements in adjusted net earnings and adjusted diluted earnings per share, which rose by 21% and 20% respectively.</li></ul>

Leonardo DRS's performance during the second quarter of 2024 demonstrates a robust trajectory, backed by growth across several segments and strategic advancements, despite facing some industry-wide challenges.The company's revenue growth of 20% year-over-year is entirely organic, driven primarily by demand in sectors related to advanced infrared sensing, electric power and propulsion, along with network computing and ground system integration.Moreover, Leonardo DRS's adjusted EBITDA increased by 32%, showing a meaningful margin expansion of 100 basis points over the previous year, alongside improvements in adjusted net earnings and adjusted diluted earnings per share, which rose by 21% and 20% respectively.

Leonardo DRS Inc.: Initiation Of Coverage - Electric Power and Propulsion Systems Advancement Catalyzing Growth! - Major Drivers

United States

Leonardo DRS, Inc. manufactures and supplies defense electronic systems. The Company provides reconnaissance, surveillance, target acquisition, battlefield systems, mobility and armor systems, tablets, and vehicle diagnostics products. Leonardo DRS serves military forces, intelligence agencies, and prime contractors worldwide.

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Leonardo DRS (DRS US)

Leonardo DRS Inc.: These Are The 6 Biggest Factors Impacting Its Performance In 2025 & Beyond!

Leonardo DRS demonstrated a strong performance in the first quarter of fiscal year 2025, with financial metrics surpassing initial...

Baptista Research

Leonardo DRS Reveals Game-Changing Tech & Jaw-Dropping Profit Surge But Is This Here To Stay?

Leonardo DRS recently announced its fourth-quarter and fiscal year 2024 results showcasing substantial achievements and strategic initiatives,...

Baptista Research

Leonardo DRS: Will Its Force Protection & Counter-UAS Innovations Be A Potential Game Changer? - Major Drivers

Leonardo DRS reported its third-quarter fiscal year 2024 results, showcasing strong financial performance and strategic progress, but also...

Baptista Research

Leonardo DRS Inc.: Initiation Of Coverage - Electric Power and Propulsion Systems Advancement Catalyzing Growth! - Major Drivers

Leonardo DRS's performance during the second quarter of 2024 demonstrates a robust trajectory, backed by growth across several segments and...

Baptista Research

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