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

Somnigroup International / Equity Bottom-Up

<ul>
<li>Somnigroup's second-quarter 2025 performance reflects a nuanced trajectory shaped by strategic acquisitions and industry dynamics.</li>
<li>The quarter was marked by a significant increase in net sales, which rose by approximately 53% to $1.9 billion, and an adjusted EBITDA growth of 26% to $291 million.</li>
<li>This improvement was largely bolstered by the acquisition of Mattress Firm, although the bedding market overall faced declines with North American sales down significantly.</li>
</ul>


Somnigroup's second-quarter 2025 performance reflects a nuanced trajectory shaped by strategic acquisitions and industry dynamics.
The quarter was marked by a significant increase in net sales, which rose by approximately 53% to $1.9 billion, and an adjusted EBITDA growth of 26% to $291 million.
This improvement was largely bolstered by the acquisition of Mattress Firm, although the bedding market overall faced declines with North American sales down significantly.


Somnigroup International Accelerates Expansion Through Tempur Sealy Integration...

<ul>
<li>Somnigroup Group International, formerly known as Tempur Sealy International, has undergone a significant transformation with the completion of the merger with Mattress Firm, officially operating under the new name Somnigroup Group International.</li>
<li>This merger creates a global sleep solutions provider encompassing well recognized brands such as Tempur Sealy, Dreams, and Mattress Firm, each operating under their brand names within a decentralized framework.</li>
<li>The financial results of Mattress Firm will be included in the forthcoming quarters.</li>
</ul>


Somnigroup Group International, formerly known as Tempur Sealy International, has undergone a significant transformation with the completion of the merger with Mattress Firm, officially operating under the new name Somnigroup Group International.
This merger creates a global sleep solutions provider encompassing well recognized brands such as Tempur Sealy, Dreams, and Mattress Firm, each operating under their brand names within a decentralized framework.
The financial results of Mattress Firm will be included in the forthcoming quarters.


Somnigroup (Tempur Sealy International): Launch of New Sealy Products & Other Key Developments!

<ul>
<li>In the third quarter of 2024, Tempur Sealy reported a modest 2% increase in net sales, amounting to $1.3 billion.</li>
<li>This was accompanied by a 6% rise in adjusted EBITDA to $275 million year-over year.</li>
<li>The company's GAAP EPS grew 14% to $0.73 per share, while the adjusted EPS saw a 7% increase to $0.82 per share.</li>
</ul>


In the third quarter of 2024, Tempur Sealy reported a modest 2% increase in net sales, amounting to $1.3 billion.
This was accompanied by a 6% rise in adjusted EBITDA to $275 million year-over year.
The company's GAAP EPS grew 14% to $0.73 per share, while the adjusted EPS saw a 7% increase to $0.82 per share.


Tempur Sealy: International Expansion & Growth As A Pivotal Growth Lever! - Major Drivers

<ul>
<li>The earnings for Tempur Sealy in the second quarter of 2024 presents a mixed financial outlook, characterized by both positive achievements and challenging market conditions.</li>
<li>The company reported a notable increase in net sales which approximate $1.2 billion, and adjusted EBITDA stood at $231 million, marking a year-over-year improvement of 6%.</li>
<li>Adjusted earnings per share also saw growth, rising 9% to $0.63, alongside an improved leverage ratio.</li>
</ul>


The earnings for Tempur Sealy in the second quarter of 2024 presents a mixed financial outlook, characterized by both positive achievements and challenging market conditions.
The company reported a notable increase in net sales which approximate $1.2 billion, and adjusted EBITDA stood at $231 million, marking a year-over-year improvement of 6%.
Adjusted earnings per share also saw growth, rising 9% to $0.63, alongside an improved leverage ratio.


TPX US: These Are The 4 Biggest Factors Impacting Its Performance In 2025 & Beyond!

<ul>
<li>Tempur Sealy International Inc. announced its results for the first quarter of 2024, providing insights into its financial and operational performance.</li>
<li>The company reported net sales of approximately $1.2 billion and an adjusted EPS of $0.50.</li>
<li>Tempur Sealy's adjusted EBITDA remained steady at $198 million, mirroring the performance of the previous year.</li>
</ul>


Tempur Sealy International Inc. announced its results for the first quarter of 2024, providing insights into its financial and operational performance.
The company reported net sales of approximately $1.2 billion and an adjusted EPS of $0.50.
Tempur Sealy's adjusted EBITDA remained steady at $198 million, mirroring the performance of the previous year.


Tempur Sealy International Inc. - A Tale Of Product Innovation & Market Expansion!

United States

Somnigroup International Inc. operates as a bedding company. The Company develops, produces, and markets mattresses, adjustable bases, pillows, and other sleep and relaxation products. Somnigroup International serves customers worldwide.

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Somnigroup International (SGI US)

Somnigroup International Accelerates Expansion Through Tempur Sealy Integration...

Somnigroup's second-quarter 2025 performance reflects a nuanced trajectory shaped by strategic acquisitions and industry dynamics.

Baptista Research

Somnigroup (Tempur Sealy International): Launch of New Sealy Products & Other Key Developments!

Somnigroup Group International, formerly known as Tempur Sealy International, has undergone a significant transformation with the completion of the...

Baptista Research

Tempur Sealy: International Expansion & Growth As A Pivotal Growth Lever! - Major Drivers

In the third quarter of 2024, Tempur Sealy reported a modest 2% increase in net sales, amounting to $1.3 billion. This was accompanied by a 6% rise...

Baptista Research

TPX US: These Are The 4 Biggest Factors Impacting Its Performance In 2025 & Beyond!

The earnings for Tempur Sealy in the second quarter of 2024 presents a mixed financial outlook, characterized by both positive achievements and...

Baptista Research

Tempur Sealy International Inc. - A Tale Of Product Innovation & Market Expansion!

Tempur Sealy International Inc. announced its results for the first quarter of 2024, providing insights into its financial and operational...

Baptista Research

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