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 third quarter 2025 results reveal a mixed performance amidst challenging market conditions.</li><li>The company achieved robust revenues of $6.7 billion and a net income of $590 million, attributed primarily to the contributions of Peterbilt, Kenworth, and DAF Trucks.</li><li>Further adding to the solid revenue base was PACCAR Parts, which recorded a historic high in quarterly revenues at $1.72 billion, with an increment of 4% compared to the previous year.</li></ul>

PACCAR Inc.'s third quarter 2025 results reveal a mixed performance amidst challenging market conditions.The company achieved robust revenues of $6.7 billion and a net income of $590 million, attributed primarily to the contributions of Peterbilt, Kenworth, and DAF Trucks.Further adding to the solid revenue base was PACCAR Parts, which recorded a historic high in quarterly revenues at $1.72 billion, with an increment of 4% compared to the previous year.

PACCAR: A Tale Of Expansion of Engine Insourcing and Growth in High-Margin Parts Business!

<ul><li>PACCAR Inc. presented a mixed but largely positive financial performance in the second quarter of 2025.</li><li>The company reported revenues of $7.5 billion and an adjusted net income of $724 million, benefiting from robust performances across its divisions, including PACCAR Parts and the financial services segment.</li><li>The parts division recorded record-breaking revenues of $1.72 billion, with excellent quarterly pretax income of $417 million.</li></ul>

PACCAR Inc. presented a mixed but largely positive financial performance in the second quarter of 2025.The company reported revenues of $7.5 billion and an adjusted net income of $724 million, benefiting from robust performances across its divisions, including PACCAR Parts and the financial services segment.The parts division recorded record-breaking revenues of $1.72 billion, with excellent quarterly pretax income of $417 million.

PACCAR Inc.: A Closer Look At Its Regulatory Factors

<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

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: A Tale Of Expansion of Engine Insourcing and Growth in High-Margin Parts Business!

PACCAR Inc.'s third quarter 2025 results reveal a mixed performance amidst challenging market conditions. The company achieved robust revenues of...

Baptista Research

PACCAR Inc.: A Closer Look At Its Regulatory Factors

PACCAR Inc. presented a mixed but largely positive financial performance in the second quarter of 2025. The company reported revenues of $7.5...

Baptista Research

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: A Tale Of Expansion of Engine Insourcing and Growth in High-Margin Parts Business!

PACCAR Inc.'s third quarter 2025 results reveal a mixed performance amidst challenging market conditions. The company achieved robust revenues of...

Baptista Research

PACCAR Inc.: A Closer Look At Its Regulatory Factors

PACCAR Inc. presented a mixed but largely positive financial performance in the second quarter of 2025. The company reported revenues of $7.5...

Baptista Research

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