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>Parker Hannifin Corporation's Q3 earnings report for fiscal year 2025 highlights a robust performance characterized by record-setting profitability metrics amid challenging macroeconomic conditions.</li><li>The company reported a solid adjusted segment operating margin of 26.3% and an adjusted EBITDA margin of 27%, marking notable achievements as both figures reached record highs.</li><li>Total cash flow from operations hit $2.3 billion year to-date, underscoring the strong cash generation capabilities of the business.</li></ul>

Parker Hannifin Corporation's Q3 earnings report for fiscal year 2025 highlights a robust performance characterized by record-setting profitability metrics amid challenging macroeconomic conditions.The company reported a solid adjusted segment operating margin of 26.3% and an adjusted EBITDA margin of 27%, marking notable achievements as both figures reached record highs.Total cash flow from operations hit $2.3 billion year to-date, underscoring the strong cash generation capabilities of the business.

Parker-Hannifin Corporation: How Is The Aftermarket Expansion Through The Meggitt Acquisition Panning Out?

<ul><li>Parker-Hannifin Corporation recently reported its fiscal 2025 second-quarter results, showcasing both commendable achievements and areas for improvement.</li><li>The company demonstrated strong operational excellence despite facing some top-line pressures and a slightly challenging market environment.</li><li>Notably, Parker-Hannifin achieved record second-quarter adjusted segment operating margins of 25.6%, marking a 110 basis point improvement year-over-year.</li></ul>

Parker-Hannifin Corporation recently reported its fiscal 2025 second-quarter results, showcasing both commendable achievements and areas for improvement.The company demonstrated strong operational excellence despite facing some top-line pressures and a slightly challenging market environment.Notably, Parker-Hannifin achieved record second-quarter adjusted segment operating margins of 25.6%, marking a 110 basis point improvement year-over-year.

Parker Hannifin: How the Meggitt Acquisition Reshapes Its Aerospace Business! - Major Drivers

<ul><li>Parker-Hannifin Corporation reported its Fiscal 2025 First Quarter Earnings, presenting a comprehensive overview of its financial performance and strategic positioning.</li><li>Despite some market vertical pressures, the company demonstrated resilience and strategic agility, translating into a robust quarter with record results in several financial metrics.</li><li>Jenny Parmentier, Chairman and CEO, reinforced the company's strategic initiatives under their business system, The Win Strategy, highlighting a decentralized organization that enhances customer proximity and operational agility.</li></ul>

Parker-Hannifin Corporation reported its Fiscal 2025 First Quarter Earnings, presenting a comprehensive overview of its financial performance and strategic positioning.Despite some market vertical pressures, the company demonstrated resilience and strategic agility, translating into a robust quarter with record results in several financial metrics.Jenny Parmentier, Chairman and CEO, reinforced the company's strategic initiatives under their business system, The Win Strategy, highlighting a decentralized organization that enhances customer proximity and operational agility.

Parker-Hannifin Corporation: Will Its Strategic Divestitures Help Achieve The Targeted Margin Improvement? - Major Drivers

<ul><li>Parker-Hannifin Corporation delivered a robust performance in fiscal 2024, continually strengthening through strategic portfolio transformation and a particularly standout year for the Aerospace Systems segment.</li><li>Although the company saw low single-digit sales growth overall, it succeeded in expanding margins significantly by 200 basis points in its Aerospace sector.</li><li>This was highlighted by an 18% increase in earnings per share, a notable achievement following a 15% earnings growth in the previous fiscal year, and generating a record free cash flow of $3 billion.</li></ul>

Parker-Hannifin Corporation delivered a robust performance in fiscal 2024, continually strengthening through strategic portfolio transformation and a particularly standout year for the Aerospace Systems segment.Although the company saw low single-digit sales growth overall, it succeeded in expanding margins significantly by 200 basis points in its Aerospace sector.This was highlighted by an 18% increase in earnings per share, a notable achievement following a 15% earnings growth in the previous fiscal year, and generating a record free cash flow of $3 billion.

Parker-Hannifin Corporation: An Evolving Market Vertical Coverage Driving Growth! - Major Drivers

<ul><li>The Parker-Hannifin Corporation had a strong third-quarter performance in its Fiscal Year 2024, recording record sales of $5.1 billion and a 150 basis point improvement in its margins on the prior year.</li><li>The CFO, Todd Leombruno, attributed the record levels of sales, segment operating income, net income, and earnings per share to the impressive operating performance of the company.</li><li>Highlights of the quarter included the aerospace segment which drove significant growth and a record operating margin of 26.7%.</li></ul>

The Parker-Hannifin Corporation had a strong third-quarter performance in its Fiscal Year 2024, recording record sales of $5.1 billion and a 150 basis point improvement in its margins on the prior year.The CFO, Todd Leombruno, attributed the record levels of sales, segment operating income, net income, and earnings per share to the impressive operating performance of the company.Highlights of the quarter included the aerospace segment which drove significant growth and a record operating margin of 26.7%.

Parker-Hannifin Corporation: Evolution of Win Strategy 3.0 and Margin Expansion! - Major Drivers

United States

Parker-Hannifin Corporation manufactures motion control products, including fluid power systems, electromechanical controls, and related components.  The Company also produces fluid purification, fluid flow, process instrumentation, air conditioning, refrigeration, and electromagnetic shielding and thermal management products.

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Parker Hannifin (PH US)

Parker-Hannifin Corporation: How Is The Aftermarket Expansion Through The Meggitt Acquisition Panning Out?

Parker Hannifin Corporation's Q3 earnings report for fiscal year 2025 highlights a robust performance characterized by record-setting...

Baptista Research

Parker Hannifin: How the Meggitt Acquisition Reshapes Its Aerospace Business! - Major Drivers

Parker-Hannifin Corporation recently reported its fiscal 2025 second-quarter results, showcasing both commendable achievements and areas for...

Baptista Research

Parker-Hannifin Corporation: Will Its Strategic Divestitures Help Achieve The Targeted Margin Improvement? - Major Drivers

Parker-Hannifin Corporation reported its Fiscal 2025 First Quarter Earnings, presenting a comprehensive overview of its financial performance and...

Baptista Research

Parker-Hannifin Corporation: An Evolving Market Vertical Coverage Driving Growth! - Major Drivers

Parker-Hannifin Corporation delivered a robust performance in fiscal 2024, continually strengthening through strategic portfolio transformation...

Baptista Research

Parker-Hannifin Corporation: Evolution of Win Strategy 3.0 and Margin Expansion! - Major Drivers

The Parker-Hannifin Corporation had a strong third-quarter performance in its Fiscal Year 2024, recording record sales of $5.1 billion and a 150...

Baptista Research

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