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>Ryder Systems' second quarter of 2025 presented a mixed bag of results, signaling both positive performance and existing challenges.</li><li>The company's financial performance was bolstered primarily by continued strength in its Supply Chain Solutions (SCS) segment, with earnings showing double-digit growth.</li><li>This strong performance was offset partly by higher than expected used vehicle wholesale volumes, which Ryder undertook to manage aged inventory levels.</li></ul>

Ryder Systems' second quarter of 2025 presented a mixed bag of results, signaling both positive performance and existing challenges.The company's financial performance was bolstered primarily by continued strength in its Supply Chain Solutions (SCS) segment, with earnings showing double-digit growth.This strong performance was offset partly by higher than expected used vehicle wholesale volumes, which Ryder undertook to manage aged inventory levels.

Ryder System: Mobile Maintenance & Tech Are Disrupting Fleet Services But Is It A 'Buy'?!

<ul><li>Ryder System's first quarter 2025 earnings highlighted a mix of strong strategic execution and challenges from market conditions.</li><li>The company reported a 2% increase in operating revenue, reaching $2.6 billion, driven by contractual growth in Supply Chain Solutions (SCS) and Fleet Management Solutions (FMS), albeit partly offset by weaker rental demand.</li><li>The comparable earnings per share (EPS) from continuing operations rose to $2.46 from $2.14 in the previous year, demonstrating resilience amid a challenging environment.</li></ul>

Ryder System's first quarter 2025 earnings highlighted a mix of strong strategic execution and challenges from market conditions.The company reported a 2% increase in operating revenue, reaching $2.6 billion, driven by contractual growth in Supply Chain Solutions (SCS) and Fleet Management Solutions (FMS), albeit partly offset by weaker rental demand.The comparable earnings per share (EPS) from continuing operations rose to $2.46 from $2.14 in the previous year, demonstrating resilience amid a challenging environment.

Ryder System: Optimizing Omnichannel Retail Warehouse Network in Supply Chain Solutions For Margin Expansion!

<ul><li>Ryder System, Inc. reported its earnings for the third quarter of 2024, reflecting solid performance despite persisting freight recession and weak conditions in used vehicle sales and rental.</li><li>Chairman and CEO Robert Sanchez highlighted that the company's earnings growth in contractual lease, dedicated, and supply chain businesses had continued to drive performance, showcasing the efficacy of its balanced growth strategy.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Ryder System, Inc. reported its earnings for the third quarter of 2024, reflecting solid performance despite persisting freight recession and weak conditions in used vehicle sales and rental.Chairman and CEO Robert Sanchez highlighted that the company's earnings growth in contractual lease, dedicated, and supply chain businesses had continued to drive performance, showcasing the efficacy of its balanced growth strategy.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Ryder System Inc.: These Are The 4 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

<ul><li>Ryder System has demonstrated a resilient financial performance in the second quarter of 2024, overcoming challenges in a demanding freight environment.</li><li>The company's strategic adaptations and acquisitions have strengthened its market stance, making major contributions toward revenue growth.</li><li>The integration of Cardinal Logistics and Impact Fulfillment Services (IFS) is proceeding as planned, enhancing Ryder System's offerings in dedicated transportation solutions and its supply chain capabilities, respectively.</li></ul>

Ryder System has demonstrated a resilient financial performance in the second quarter of 2024, overcoming challenges in a demanding freight environment.The company's strategic adaptations and acquisitions have strengthened its market stance, making major contributions toward revenue growth.The integration of Cardinal Logistics and Impact Fulfillment Services (IFS) is proceeding as planned, enhancing Ryder System's offerings in dedicated transportation solutions and its supply chain capabilities, respectively.

Ryder System: Initiation Of Coverage - Leveraging Cyclical Recovery in Transportation and Logistics But Is It Enough? - Major Drivers

High Quality Stock Setups, Weekly Stock Bull Finder

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<ul><li>One useful way of finding emerging trends and potential market leadership is by spotting divergences in sectors, companies, and indexes.</li><li>Alternatively, spotting negative divergences can be useful to identify when existing trends are reversing or about to reverse judged solely by the observed price action.</li><li>Divergences can often give helpful clues of new market leadership which then can be confirmed by technical charts and especially volume or accumulation signs.</li></ul>

One useful way of finding emerging trends and potential market leadership is by spotting divergences in sectors, companies, and indexes.Alternatively, spotting negative divergences can be useful to identify when existing trends are reversing or about to reverse judged solely by the observed price action.Divergences can often give helpful clues of new market leadership which then can be confirmed by technical charts and especially volume or accumulation signs.

United States

Ryder System, Inc. provides a continuum of logistics, supply chain, and transportation management solutions worldwide.  The Company's offerings range from full-service leasing, commercial rental and maintenance of vehicles to integrated services.  The Company also offers comprehensive supply chain solutions, logistics management services, and e-Commerce solutions.

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Ryder System (R US)

Ryder System: Mobile Maintenance & Tech Are Disrupting Fleet Services But Is It A 'Buy'?!

Ryder Systems' second quarter of 2025 presented a mixed bag of results, signaling both positive performance and existing challenges. The company's...

Baptista Research

Ryder System: Optimizing Omnichannel Retail Warehouse Network in Supply Chain Solutions For Margin Expansion!

Ryder System's first quarter 2025 earnings highlighted a mix of strong strategic execution and challenges from market conditions. The company...

Baptista Research

Ryder System Inc.: These Are The 4 Biggest Factors Impacting Its Performance In 2025 & Beyond! - Major Drivers

Ryder System, Inc. reported its earnings for the third quarter of 2024, reflecting solid performance despite persisting freight recession and weak...

Baptista Research

Ryder System: Initiation Of Coverage - Leveraging Cyclical Recovery in Transportation and Logistics But Is It Enough? - Major Drivers

Ryder System has demonstrated a resilient financial performance in the second quarter of 2024, overcoming challenges in a demanding freight...

Baptista Research

Weekly Stock Bullfinder - Week of 11/21

One useful way of finding emerging trends and potential market leadership is by spotting divergences in sectors, companies, and indexes.

Weekly Stock Bull Finder

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