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>Lincoln Electric reported solid first quarter results characterized by record quarterly sales and adjusted earnings per share, despite facing heightened operational challenges from global geopolitical tensions and trade negotiations.</li><li>Their newly launched RISE strategy contributed to noteworthy early successes, including the introduction of an elite customer program in the U.S. and the implementation of advanced automation in manufacturing processes, notably tripling productivity at a Harris facility.</li><li>These initiatives underscore the company's focus on customer service enhancement, operational efficiency, and speed to market.</li></ul>

Lincoln Electric reported solid first quarter results characterized by record quarterly sales and adjusted earnings per share, despite facing heightened operational challenges from global geopolitical tensions and trade negotiations.Their newly launched RISE strategy contributed to noteworthy early successes, including the introduction of an elite customer program in the U.S. and the implementation of advanced automation in manufacturing processes, notably tripling productivity at a Harris facility.These initiatives underscore the company's focus on customer service enhancement, operational efficiency, and speed to market.

Lincoln Electric: Is Market Diversification Shielding It From A Bigger Slowdown?

<ul><li>The Lincoln Electric Company reported record financial results for fiscal year 2025 despite facing challenging end markets, particularly in its automation segment.</li><li>Sales increased 6% to a record $4.2 billion driven by acquisitions and pricing actions, with adjusted diluted earnings per share rising to a record $9.87.</li><li>Additionally, adjusted operating income margins were maintained at previous year levels, supported by disciplined cost management and supply chain agility that offset inflationary pressures.</li></ul>

The Lincoln Electric Company reported record financial results for fiscal year 2025 despite facing challenging end markets, particularly in its automation segment.Sales increased 6% to a record $4.2 billion driven by acquisitions and pricing actions, with adjusted diluted earnings per share rising to a record $9.87.Additionally, adjusted operating income margins were maintained at previous year levels, supported by disciplined cost management and supply chain agility that offset inflationary pressures.

Lincoln Electric: A $4.2 Billion Revenue Base Faces Automation Slowdown!

<ul><li>Lincoln Electric delivered a solid financial performance in the third quarter of 2025, highlighting the mixed results across its various segments and geographic markets.</li><li>The company reported an 8% increase in revenues, driven primarily by pricing strategies, acquisitions, and robust demand in several of its markets, particularly in the Americas Welding and Harris Products Group segments.</li><li>Despite these positives, the company continues to face challenging conditions in its automation portfolio and sluggish demand in the EMEA region.</li></ul>

Lincoln Electric delivered a solid financial performance in the third quarter of 2025, highlighting the mixed results across its various segments and geographic markets.The company reported an 8% increase in revenues, driven primarily by pricing strategies, acquisitions, and robust demand in several of its markets, particularly in the Americas Welding and Harris Products Group segments.Despite these positives, the company continues to face challenging conditions in its automation portfolio and sluggish demand in the EMEA region.

Lincoln Electric Strengthens Competitive Edge Through Robust Consumables & HVAC Momentum; What's Next?

<ul><li>Lincoln Electric has demonstrated a strong performance in the second quarter of 2025, with key strategic actions that have positively contributed to their financial results.</li><li>The company achieved a 7% sales growth, driven by effective pricing strategies, mergers and acquisitions (M&A) activities, and improvements in volume within the Americas Welding and Harris Products Group segments.</li><li>Notably, the company's focus on managing inflationary pressures and supply chain challenges has maintained their neutral price/cost position, leading to improved profit margins.</li></ul>

Lincoln Electric has demonstrated a strong performance in the second quarter of 2025, with key strategic actions that have positively contributed to their financial results.The company achieved a 7% sales growth, driven by effective pricing strategies, mergers and acquisitions (M&A) activities, and improvements in volume within the Americas Welding and Harris Products Group segments.Notably, the company's focus on managing inflationary pressures and supply chain challenges has maintained their neutral price/cost position, leading to improved profit margins.

Lincoln Electric: Initiation of Coverage- Balancing Cost Control & Innovation – Is This the Blueprint for Long-Term Success?

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>To mix it up this week, I am going to journal out the top chart patterns I generally look for when scanning and reviewing charts.</li><li>This post will also include some examples of price action that I typically look for, coupled with fundamental research, which has yielded the best entries and results over the years.</li><li>For starters, I focus on weekly charts to eliminate the noise of the hourly and daily charts which allows for confirming whether the name is in a strong uptrend (defined as above both rising 10WK/40WK moving averages).</li></ul>

To mix it up this week, I am going to journal out the top chart patterns I generally look for when scanning and reviewing charts.This post will also include some examples of price action that I typically look for, coupled with fundamental research, which has yielded the best entries and results over the years.For starters, I focus on weekly charts to eliminate the noise of the hourly and daily charts which allows for confirming whether the name is in a strong uptrend (defined as above both rising 10WK/40WK moving averages).

United States

Lincoln Electric Holdings, Inc. designs and manufactures welding and cutting products.  The Company's products include arc welding power sources, wire feeding systems, robotic welding packages, fume extraction equipment, consumable electrodes, fluxes, and regulators and torches used in oxy-fuel welding and cutting.

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Lincoln Electric (LECO US)

Lincoln Electric: Is Market Diversification Shielding It From A Bigger Slowdown?

Lincoln Electric reported solid first quarter results characterized by record quarterly sales and adjusted earnings per share, despite facing...

Baptista Research

Lincoln Electric: A $4.2 Billion Revenue Base Faces Automation Slowdown!

The Lincoln Electric Company reported record financial results for fiscal year 2025 despite facing challenging end markets, particularly in its...

Baptista Research

Lincoln Electric Strengthens Competitive Edge Through Robust Consumables & HVAC Momentum; What's Next?

Lincoln Electric delivered a solid financial performance in the third quarter of 2025, highlighting the mixed results across its various segments...

Baptista Research

Lincoln Electric: Initiation of Coverage- Balancing Cost Control & Innovation – Is This the Blueprint for Long-Term Success?

Lincoln Electric has demonstrated a strong performance in the second quarter of 2025, with key strategic actions that have positively contributed...

Baptista Research

Weekly Stock Bullfinder - Week of 6/5

To mix it up this week, I am going to journal out the top chart patterns I generally look for when scanning and reviewing charts.

Weekly Stock Bull Finder

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