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>ResMed Inc. delivered a strong performance in the first quarter of fiscal year 2026, showcasing a robust operational and financial stance amidst challenging global market conditions.</li><li>The company reported a 9% growth in revenue, or 8% in constant currency, reflecting significant contributions across its product portfolio.</li><li>The U.S., Canada, and Latin American markets demonstrated high single-digit growth in device sales and double-digit growth in masks, contributing substantially to the overall revenue growth.</li></ul>

ResMed Inc. delivered a strong performance in the first quarter of fiscal year 2026, showcasing a robust operational and financial stance amidst challenging global market conditions.The company reported a 9% growth in revenue, or 8% in constant currency, reflecting significant contributions across its product portfolio.The U.S., Canada, and Latin American markets demonstrated high single-digit growth in device sales and double-digit growth in masks, contributing substantially to the overall revenue growth.

The Secret Behind ResMed’s Market Surge—AI, Awareness, & Smarter Sleep Campaigns!

Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

<ul><li>ResMed's first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been negated by US import tariff ambiguity.</li><li> ResMed updates with strong September quarter performance (but largely in line) Gross margin surprised, device revenues outperform expectation Uncertainty about US import tariff exemption weighs on share price Expects share buybacks of US$150m in each quarter of FY26 Ord Minnett sees scope for additional capital management initiatives</li></ul>

ResMed's first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been negated by US import tariff ambiguity. ResMed updates with strong September quarter performance (but largely in line) Gross margin surprised, device revenues outperform expectation Uncertainty about US import tariff exemption weighs on share price Expects share buybacks of US$150m in each quarter of FY26 Ord Minnett sees scope for additional capital management initiatives

Tariff Uncertainty Negates ResMed's Q1 Positives

<ul><li>ResMed's fourth quarter fiscal year 2025 results present a balanced outlook for potential investors, highlighting a mix of strong financial performance and strategic challenges.</li><li>The company reported a 10% year-over-year increase in headline revenue and a 230 basis point expansion in gross margin, indicating strong operational execution and cost management.</li><li>This growth was fueled by robust demand across its product and ReSupply portfolios, with notable performance in both the U.S., Canada, Latin America, and internationally.</li></ul>

ResMed's fourth quarter fiscal year 2025 results present a balanced outlook for potential investors, highlighting a mix of strong financial performance and strategic challenges.The company reported a 10% year-over-year increase in headline revenue and a 230 basis point expansion in gross margin, indicating strong operational execution and cost management.This growth was fueled by robust demand across its product and ReSupply portfolios, with notable performance in both the U.S., Canada, Latin America, and internationally.

ResMed: Accelerating Global Expansion With Strong Growth in Europe & China!

<ul><li>ResMed Inc.'s Q3 Fiscal Year 2025 results reflected both robust performance and strategic plans poised for long term growth, giving investors a mixed but intriguing picture of the company's current standing and future potential.</li><li>The company reported strong financial results, with an 11% increase in non-GAAP net income and a 13% boost in diluted earnings per share, reaching $2.37.</li><li>Revenue rose by 8% on a headline basis and 9% in constant currency terms, reflecting comprehensive growth across products and markets.</li></ul>

ResMed Inc.'s Q3 Fiscal Year 2025 results reflected both robust performance and strategic plans poised for long term growth, giving investors a mixed but intriguing picture of the company's current standing and future potential.The company reported strong financial results, with an 11% increase in non-GAAP net income and a 13% boost in diluted earnings per share, reaching $2.37.Revenue rose by 8% on a headline basis and 9% in constant currency terms, reflecting comprehensive growth across products and markets.

ResMed Corporation: GLP-1 Demand Generation Strategy to Expand Customer Base & Strengthen Their Position!

<ul><li>ResMed Inc.'s second quarter fiscal year 2025 earnings presentation highlights several notable financial and operational results, alongside key strategic initiatives.</li><li>From a performance standpoint, the company reported a global revenue increase of 10%, reaching $1.28 billion.</li><li>This growth spanned ResMed's key business sectors, including device sales, which rose by 11%, and masks and accessories, which grew by 11% as well.</li></ul>

ResMed Inc.'s second quarter fiscal year 2025 earnings presentation highlights several notable financial and operational results, alongside key strategic initiatives.From a performance standpoint, the company reported a global revenue increase of 10%, reaching $1.28 billion.This growth spanned ResMed's key business sectors, including device sales, which rose by 11%, and masks and accessories, which grew by 11% as well.

ResMed: How Sleep Apnea Awareness is Expanding Global Market Potential! - Major Drivers

United States

ResMed Inc. develops, manufactures, and markets medical equipment for the treatment of sleep disordered breathing.  The Company sells diagnostic and treatment devices in various countries through its subsidiaries and independent distributors.

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Resmed Inc (RMD US)

The Secret Behind ResMed’s Market Surge—AI, Awareness, & Smarter Sleep Campaigns!

ResMed Inc. delivered a strong performance in the first quarter of fiscal year 2026, showcasing a robust operational and financial stance amidst...

Baptista Research

Tariff Uncertainty Negates ResMed's Q1 Positives

ResMed's first-quarter result broadly met market expectations, though rising margins and potential for further capital management have been...

FNArena

ResMed: Accelerating Global Expansion With Strong Growth in Europe & China!

ResMed's fourth quarter fiscal year 2025 results present a balanced outlook for potential investors, highlighting a mix of strong financial...

Baptista Research

ResMed Corporation: GLP-1 Demand Generation Strategy to Expand Customer Base & Strengthen Their Position!

ResMed Inc.'s Q3 Fiscal Year 2025 results reflected both robust performance and strategic plans poised for long term growth, giving investors a...

Baptista Research

ResMed: How Sleep Apnea Awareness is Expanding Global Market Potential! - Major Drivers

ResMed Inc.'s second quarter fiscal year 2025 earnings presentation highlights several notable financial and operational results, alongside key...

Baptista Research

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