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>Mohawk Industries delivered a mixed performance in its third quarter of 2025, navigating a complex market landscape marked by fluctuating economic conditions and persistent challenges in the housing and remodeling sectors.</li><li>The company reported net sales of $2.8 billion, marking a modest increase of 1.4% as reported but flat on a constant currency basis.</li><li>This slight growth suggests resilience amid weakened demand across regions and highlights the strength of Mohawk's premium product offerings in both residential and commercial markets.</li></ul>

Mohawk Industries delivered a mixed performance in its third quarter of 2025, navigating a complex market landscape marked by fluctuating economic conditions and persistent challenges in the housing and remodeling sectors.The company reported net sales of $2.8 billion, marking a modest increase of 1.4% as reported but flat on a constant currency basis.This slight growth suggests resilience amid weakened demand across regions and highlights the strength of Mohawk's premium product offerings in both residential and commercial markets.

Mohawk Industries: Inside the $70 Million Restructuring Plan That Could Redefine Its Future!

<ul><li>This earnings call update on Mohawk Industries provides a thorough overview of the company's current performance, strategies, and market challenges.</li><li>The company's second-quarter net sales were reported at $2.8 billion, which shows a stable performance in the face of ongoing global challenges.</li><li>Positives from this period include a favorable product mix, particularly within premium residential and commercial segments, bolstered by new product collections introduced over the last two years.</li></ul>

This earnings call update on Mohawk Industries provides a thorough overview of the company's current performance, strategies, and market challenges.The company's second-quarter net sales were reported at $2.8 billion, which shows a stable performance in the face of ongoing global challenges.Positives from this period include a favorable product mix, particularly within premium residential and commercial segments, bolstered by new product collections introduced over the last two years.

Mohawk Industries: How Its Local Manufacturing Leverage Is Giving It An Edge In The Current Business Environment!

<ul><li>Mohawk Industries' fourth-quarter results showed a mixed performance amid ongoing industry challenges.</li><li>The company reported net sales of approximately $2.6 billion, consistent with the previous year, although this included the benefit from two additional shipping days.</li><li>Positively impacting the results were sales initiatives, restructuring efforts, and productivity improvements.</li></ul>

Mohawk Industries' fourth-quarter results showed a mixed performance amid ongoing industry challenges.The company reported net sales of approximately $2.6 billion, consistent with the previous year, although this included the benefit from two additional shipping days.Positively impacting the results were sales initiatives, restructuring efforts, and productivity improvements.

Mohawk Industries Bets Big on Luxury—Can Its Premium Products Help Them Gain Market Share?

Mohawk Industries: Its Expansion in Higher-End Product Mix In An Attempt To Aid Margin Expansion May Just Work Out!

Index Rebalance and Special Situations Coverage, Quiddity Advisors

Anjana Amarasuriya

Index Rebalance and Special Situations Coverage

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul><li>The SP 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li><li>In this insight, we take a look at the upcoming constituent changes in the run up to the December 2025 index rebal event.</li><li>The index changes for the December 2025 rebal will be based on the open of 3rd December 2025 and announced after the close of 5th December 2025.</li></ul>

The SP 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.In this insight, we take a look at the upcoming constituent changes in the run up to the December 2025 index rebal event.The index changes for the December 2025 rebal will be based on the open of 3rd December 2025 and announced after the close of 5th December 2025.

Quiddity Leaderboard SP500/600 Dec25 Rebal: Last Minute Surprise in The Leading Names

United States

Mohawk Industries, Inc. designs, manufactures, sources, distributes and markets flooring for residential and commercial applications.  The Company offers carpet, ceramic tile, laminate, wood, stone, vinyl, and rugs.  Mohawk markets residential and commercial flooring in the United States, and residential flooring in Europe.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Mohawk Industries (MHK US)

Mohawk Industries: Inside the $70 Million Restructuring Plan That Could Redefine Its Future!

Mohawk Industries delivered a mixed performance in its third quarter of 2025, navigating a complex market landscape marked by fluctuating economic...

Baptista Research

Mohawk Industries: How Its Local Manufacturing Leverage Is Giving It An Edge In The Current Business Environment!

This earnings call update on Mohawk Industries provides a thorough overview of the company's current performance, strategies, and market...

Baptista Research

Mohawk Industries: Its Expansion in Higher-End Product Mix In An Attempt To Aid Margin Expansion May Just Work Out!

Mohawk Industries' fourth-quarter results showed a mixed performance amid ongoing industry challenges. The company reported net sales of...

Baptista Research

Quiddity Leaderboard SP500/600 Dec25 Rebal: Last Minute Surprise in The Leading Names

SP500 rankings will be decided at today's open and announced on 5 December after the close. We see $100bn to trade across the SP500 complex. Kalshi...

Anjana Amarasuriya

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)