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>PACCAR Inc.'s recent earnings for the first quarter of 2025 presented a nuanced view of the company's financial performance and strategic positioning amid complex global economic conditions.</li><li>The company reported revenues of $7.4 billion and an adjusted net income of $770 million, indicating solid financial health.</li><li>PACCAR Parts achieved record quarterly revenues of $1.7 billion, with pretax income of $427 million, a testament to their successful expansion and market demand for their products.</li></ul>

PACCAR Inc.'s recent earnings for the first quarter of 2025 presented a nuanced view of the company's financial performance and strategic positioning amid complex global economic conditions.The company reported revenues of $7.4 billion and an adjusted net income of $770 million, indicating solid financial health.PACCAR Parts achieved record quarterly revenues of $1.7 billion, with pretax income of $427 million, a testament to their successful expansion and market demand for their products.

PACCAR: Tariff Management Strategy to Maintain Stability & Upsurge Revenue!

<ul><li>PACCAR Inc's fourth-quarter 2024 earnings call highlighted a balanced view of the company's fiscal performance, including both strengths and challenges faced during the period.</li><li>For the year 2024, PACCAR reported revenues of $33.7 billion and a net income of $4.2 billion, marking this as the second-highest profit in its history.</li><li>These achievements underscore the company's strength in producing high-quality trucks and transportation solutions, powered by its long-standing brands such as Kenworth, Peterbilt, and DAF Trucks.</li></ul>

PACCAR Inc's fourth-quarter 2024 earnings call highlighted a balanced view of the company's fiscal performance, including both strengths and challenges faced during the period.For the year 2024, PACCAR reported revenues of $33.7 billion and a net income of $4.2 billion, marking this as the second-highest profit in its history.These achievements underscore the company's strength in producing high-quality trucks and transportation solutions, powered by its long-standing brands such as Kenworth, Peterbilt, and DAF Trucks.

PACCAR Inc.: Can European Market Dynamics Help Capture Share & Boost Revenue In The Region? - Major Drivers

<ul><li>PACCAR, a renowned manufacturer of high-quality trucks and related services, reported robust financial results for the third quarter of 2024, with strong revenue and profit figures reflecting its leadership in the industry.</li><li>The company reported $972 million in earnings on revenues of $8.2 billion, maintaining an impressive after-tax return on revenue of 11.8%.</li><li>This performance is indicative of the company's strategic positioning and operational efficiency.</li></ul>

PACCAR, a renowned manufacturer of high-quality trucks and related services, reported robust financial results for the third quarter of 2024, with strong revenue and profit figures reflecting its leadership in the industry.The company reported $972 million in earnings on revenues of $8.2 billion, maintaining an impressive after-tax return on revenue of 11.8%.This performance is indicative of the company's strategic positioning and operational efficiency.

PACCAR Inc:  Focus on Vocational Truck Market & Aftermarket Parts Driving Growth! - Major Drivers

<ul><li>PACCAR Inc. reported robust financial results for the second quarter of 2024, demonstrating strong performance across its various segments, despite mixed market conditions.</li><li>The company recorded revenues of $8.8 billion and net income of $1.12 billion, driven by commendable performance in both truck and parts operations worldwide.</li><li>PACCAR Parts notable revenue increase to $1.7 billion and pretax profits of $414 million highlight its resilience and operational efficiency, achieving a 30.3% gross margin.</li></ul>

PACCAR Inc. reported robust financial results for the second quarter of 2024, demonstrating strong performance across its various segments, despite mixed market conditions.The company recorded revenues of $8.8 billion and net income of $1.12 billion, driven by commendable performance in both truck and parts operations worldwide.PACCAR Parts notable revenue increase to $1.7 billion and pretax profits of $414 million highlight its resilience and operational efficiency, achieving a 30.3% gross margin.

PACCAR Inc.: How Has Its Market Share and Pricing Strategy Evolved? - Major Drivers

<ul><li>10.7% share in the first quarter compared to 8.6% in the same period last year.</li><li>DAF trucks are highly desired by customers in South America and the region is an important part of PACCAR's growth and success.</li><li>In the third quarter of last year, PACCAR announced a commercial vehicle battery joint venture.</li></ul>

10.7% share in the first quarter compared to 8.6% in the same period last year.DAF trucks are highly desired by customers in South America and the region is an important part of PACCAR's growth and success.In the third quarter of last year, PACCAR announced a commercial vehicle battery joint venture.

PACCAR Inc.: What Are The Market Share Growth Across Different Segments? - Major Drivers

United States

PACCAR Inc designs, develops, manufactures, and distributes light-, medium-, and heavy-duty trucks, and related aftermarket distribution of parts.  The Company also offers finance and leasing services to its customers and dealers.

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Paccar Inc (PCAR US)

PACCAR: Tariff Management Strategy to Maintain Stability & Upsurge Revenue!

PACCAR Inc.'s recent earnings for the first quarter of 2025 presented a nuanced view of the company's financial performance and strategic...

Baptista Research

PACCAR Inc: Focus on Vocational Truck Market & Aftermarket Parts Driving Growth! - Major Drivers

PACCAR, a renowned manufacturer of high-quality trucks and related services, reported robust financial results for the third quarter of 2024, with...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

PACCAR: Tariff Management Strategy to Maintain Stability & Upsurge Revenue!

PACCAR Inc.'s recent earnings for the first quarter of 2025 presented a nuanced view of the company's financial performance and strategic...

Baptista Research

PACCAR Inc.: Can European Market Dynamics Help Capture Share & Boost Revenue In The Region? - Major Drivers

PACCAR Inc's fourth-quarter 2024 earnings call highlighted a balanced view of the company's fiscal performance, including both strengths and...

Baptista Research

PACCAR Inc: Focus on Vocational Truck Market & Aftermarket Parts Driving Growth! - Major Drivers

PACCAR, a renowned manufacturer of high-quality trucks and related services, reported robust financial results for the third quarter of 2024, with...

Baptista Research

PACCAR Inc.: How Has Its Market Share and Pricing Strategy Evolved? - Major Drivers

PACCAR Inc. reported robust financial results for the second quarter of 2024, demonstrating strong performance across its various segments,...

Baptista Research

PACCAR Inc.: What Are The Market Share Growth Across Different Segments? - Major Drivers

10.7% share in the first quarter compared to 8.6% in the same period last year. DAF trucks are highly desired by customers in South America and...

Baptista Research