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>The A.</li><li>O.</li><li>Smith Corporation reported first quarter 2026 results reflecting mixed performance across regions and segments amid challenging market conditions.</li></ul>

The A.O.Smith Corporation reported first quarter 2026 results reflecting mixed performance across regions and segments amid challenging market conditions.

A. O. Smith: Can $946 Million Sales Stabilize Amid China Pressure?

<ul><li>A.</li><li>O.</li><li>Smith Corporation reported full-year 2025 results that reflected stable top-line performance alongside incremental margin expansion, supported by pricing actions, cost discipline, and portfolio adjustments, while facing continued end-market and geographic challenges.</li></ul>

A.O.Smith Corporation reported full-year 2025 results that reflected stable top-line performance alongside incremental margin expansion, supported by pricing actions, cost discipline, and portfolio adjustments, while facing continued end-market and geographic challenges.

A. O. Smith’s Pricing Playbook: How Tariffs, Steel Costs, and Mix Are Shaping North America Margins!

<ul><li>A.</li><li>O.</li><li>Smith Corporation has moved decisively in the strategic reshaping of its water technology portfolio by announcing a $470 million all-cash acquisition of Leonard Valve (LVC Holdco), a Rhode Island-based company specializing in water temperature control systems.</li></ul>

A.O.Smith Corporation has moved decisively in the strategic reshaping of its water technology portfolio by announcing a $470 million all-cash acquisition of Leonard Valve (LVC Holdco), a Rhode Island-based company specializing in water temperature control systems.

A. O. Smith Is Quietly Building A Water Empire—The Leonard Valve Acquisition Proves It!

<ul><li>A.O. Smith Corporation reported a mixed bag of results for the third quarter of 2025, with some segments performing well while others faced challenges.</li><li>The company achieved a 4% year-over-year sales increase to $943 million, with a notable 15% rise in earnings per share (EPS) to $0.94, driven by solid performance in North America.</li><li>North America sales grew by 6%, supported by effective pricing actions and strong volumes of commercial water heaters and boilers, which expanded segment margins by 110 basis points.</li></ul>

A.O. Smith Corporation reported a mixed bag of results for the third quarter of 2025, with some segments performing well while others faced challenges.The company achieved a 4% year-over-year sales increase to $943 million, with a notable 15% rise in earnings per share (EPS) to $0.94, driven by solid performance in North America.North America sales grew by 6%, supported by effective pricing actions and strong volumes of commercial water heaters and boilers, which expanded segment margins by 110 basis points.

A.O. Smith Defies the Odds: The Surprising Comeback in Commercial Water Heaters!

<ul><li>A.</li><li>O.</li><li>Smith's second-quarter fiscal 2025 earnings results reflect a mixed performance, highlighting both strengths and challenges in the company's global operations and strategic initiatives.</li></ul>

A.O.Smith's second-quarter fiscal 2025 earnings results reflect a mixed performance, highlighting both strengths and challenges in the company's global operations and strategic initiatives.

A. O. Smith: An Insight Into The Water Heater Market Dynamics & Its Emerging Market Expansion Efforts

United States

A.O. Smith Corporation manufactures residential and commercial water heating equipment and water treatment products. The Company distributes its products world wide.

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Smith (A.O.) (AOS US)

A. O. Smith: Can $946 Million Sales Stabilize Amid China Pressure?

The A. O. Smith Corporation reported first quarter 2026 results reflecting mixed performance across regions and segments amid challenging market...

Baptista Research

A. O. Smith’s Pricing Playbook: How Tariffs, Steel Costs, and Mix Are Shaping North America Margins!

A. O. Smith Corporation reported full-year 2025 results that reflected stable top-line performance alongside incremental margin expansion,...

Baptista Research

A. O. Smith Is Quietly Building A Water Empire—The Leonard Valve Acquisition Proves It!

A. O. Smith Corporation has moved decisively in the strategic reshaping of its water technology portfolio by announcing a $470 million all-cash...

Baptista Research

A.O. Smith Defies the Odds: The Surprising Comeback in Commercial Water Heaters!

A.O. Smith Corporation reported a mixed bag of results for the third quarter of 2025, with some segments performing well while others faced...

Baptista Research

A. O. Smith: An Insight Into The Water Heater Market Dynamics & Its Emerging Market Expansion Efforts

A. O. Smith's second-quarter fiscal 2025 earnings results reflect a mixed performance, highlighting both strengths and challenges in the company's...

Baptista Research

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