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>LKQ Corporation has once again found itself in the activist crosshairs.</li><li>According to reports, hedge fund Ananym Capital has been engaging with the company for several months, urging management to sell or spin off its struggling European business to refocus on its more profitable North American operations.</li><li>The push comes amid ongoing operational challenges across LKQ’s European footprint—where macroeconomic weakness, price competition, and legacy inefficiencies have hampered growth—and after CEO Justin Jude’s recent comments about a potential portfolio simplification process.</li></ul>

LKQ Corporation has once again found itself in the activist crosshairs.According to reports, hedge fund Ananym Capital has been engaging with the company for several months, urging management to sell or spin off its struggling European business to refocus on its more profitable North American operations.The push comes amid ongoing operational challenges across LKQ’s European footprint—where macroeconomic weakness, price competition, and legacy inefficiencies have hampered growth—and after CEO Justin Jude’s recent comments about a potential portfolio simplification process.

LKQ’s $1 Billion Keystone Sale Plan Leaked—Here’s What It Could Unlock!

<ul><li>LKQ Corporation's third-quarter 2025 earnings report reflects a blend of strategic achievements and ongoing market challenges.</li><li>The company's revenue increased by 1.3% to $3.5 billion compared to the previous year, although both GAAP and adjusted diluted earnings per share showed slight declines.</li><li>These results include positive impacts from strategic decisions and macroeconomic shifts affecting the automotive industry.</li></ul>

LKQ Corporation's third-quarter 2025 earnings report reflects a blend of strategic achievements and ongoing market challenges.The company's revenue increased by 1.3% to $3.5 billion compared to the previous year, although both GAAP and adjusted diluted earnings per share showed slight declines.These results include positive impacts from strategic decisions and macroeconomic shifts affecting the automotive industry.

LKQ Corporation: Accelerating Growth With Bold Portfolio Simplification & Debt Reduction Power Moves!

LKQ Corporation Under Fire: Activist Investor Demands European Exit to Boost U.S. Profits!

<ul><li>LKQ Corporation recently reported its second-quarter 2025 financial results, revealing a challenging period marked by economic and operational headwinds.</li><li>Revenue came in at $3.6 billion, with diluted earnings per share increasing by $0.05 to $0.75 year-over-year, although adjusted earnings per share fell $0.11 to $0.87 due to lower operational results.</li><li>A positive note was the modest benefit in earnings from share repurchases and favorable foreign exchange rates.</li></ul>

LKQ Corporation recently reported its second-quarter 2025 financial results, revealing a challenging period marked by economic and operational headwinds.Revenue came in at $3.6 billion, with diluted earnings per share increasing by $0.05 to $0.75 year-over-year, although adjusted earnings per share fell $0.11 to $0.87 due to lower operational results.A positive note was the modest benefit in earnings from share repurchases and favorable foreign exchange rates.

LKQ Corporation: An Insight Into Its Market Expansion Efforts & Competitive Positioning in North America!

<ul><li>LKQ Corporation's recent financial results reflect a mixed performance, with both favorable developments and ongoing challenges evident in its earnings report.</li><li>During the quarter, LKQ reported diluted earnings per share of $0.65, marking a $0.06 increase compared to the previous year.</li><li>However, on an adjusted basis, diluted EPS stood at $0.79, reflecting a slight decline of $0.03 from the prior year, mainly due to decreased segment EBITDA dollars in LKQ's North American market.</li></ul>

LKQ Corporation's recent financial results reflect a mixed performance, with both favorable developments and ongoing challenges evident in its earnings report.During the quarter, LKQ reported diluted earnings per share of $0.65, marking a $0.06 increase compared to the previous year.However, on an adjusted basis, diluted EPS stood at $0.79, reflecting a slight decline of $0.03 from the prior year, mainly due to decreased segment EBITDA dollars in LKQ's North American market.

LKQ Corporation: An Insight Into Its North American Business Strategy And Its Market Position In Aftermarket Collision Parts!

United States

LKQ Corporation offers automotive products and services. The Company provides alternative collision replacement parts, recycled engines and transmissions, as well as remanufactured engines. LKQ offers customers in North America, Central America and Europe replacement systems, components and parts for the repair of automobiles and light, medium, and heavy-duty trucks.

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Lkq Corp (LKQ US)

LKQ’s $1 Billion Keystone Sale Plan Leaked—Here’s What It Could Unlock!

LKQ Corporation has once again found itself in the activist crosshairs. According to reports, hedge fund Ananym Capital has been engaging with the...

Baptista Research

LKQ Corporation: Accelerating Growth With Bold Portfolio Simplification & Debt Reduction Power Moves!

LKQ Corporation's third-quarter 2025 earnings report reflects a blend of strategic achievements and ongoing market challenges. The company's...

Baptista Research

LKQ Corporation Under Fire: Activist Investor Demands European Exit to Boost U.S. Profits!

LKQ Corporation has once again found itself in the activist crosshairs. According to reports, hedge fund Ananym Capital has been engaging with the...

Baptista Research

LKQ Corporation: An Insight Into Its Market Expansion Efforts & Competitive Positioning in North America!

LKQ Corporation recently reported its second-quarter 2025 financial results, revealing a challenging period marked by economic and operational...

Baptista Research

LKQ Corporation: An Insight Into Its North American Business Strategy And Its Market Position In Aftermarket Collision Parts!

LKQ Corporation's recent financial results reflect a mixed performance, with both favorable developments and ongoing challenges evident in its...

Baptista Research

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