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 TransDigm Group reported a third quarter of fiscal 2026 that exhibited growth across its three primary market channels: commercial original equipment manufacturer (OEM), commercial aftermarket, and defense.</li><li>Revenues increased notably, driven by double-digit growth in commercial OEM sales aligning with rising production rates at Boeing and Airbus, a strong 18% year-over-year increase in commercial transport aftermarket revenues, and an 11% growth in defense revenues, supported by new business wins and operational execution.</li><li>The company raised its full-year revenue guidance to a midpoint of approximately $10.51 billion—an increase of 19% over the prior year—and increased EBITDA As Defined guidance to a midpoint of $5.52 billion, an improvement of about 16%.</li></ul>

The TransDigm Group reported a third quarter of fiscal 2026 that exhibited growth across its three primary market channels: commercial original equipment manufacturer (OEM), commercial aftermarket, and defense.Revenues increased notably, driven by double-digit growth in commercial OEM sales aligning with rising production rates at Boeing and Airbus, a strong 18% year-over-year increase in commercial transport aftermarket revenues, and an 11% growth in defense revenues, supported by new business wins and operational execution.The company raised its full-year revenue guidance to a midpoint of approximately $10.51 billion—an increase of 19% over the prior year—and increased EBITDA As Defined guidance to a midpoint of $5.52 billion, an improvement of about 16%.

TransDigm Group’s Strategic Reshape — Prince & Izant Expands Aerospace And Defense Exposure!

<ul><li>TransDigm Group has agreed to acquire Prince & Izant from Industrial Growth Partners for approximately $1.066 billion in cash, including certain tax benefits.</li><li>The transaction, announced on July 27, 2026, remains subject to U.S. regulatory approvals and customary closing conditions.</li><li>Prince & Izant is a Cleveland-based manufacturer of brazing alloys and specialty metal components used in advanced, high-cost-of-failure applications.</li></ul>

TransDigm Group has agreed to acquire Prince & Izant from Industrial Growth Partners for approximately $1.066 billion in cash, including certain tax benefits.The transaction, announced on July 27, 2026, remains subject to U.S. regulatory approvals and customary closing conditions.Prince & Izant is a Cleveland-based manufacturer of brazing alloys and specialty metal components used in advanced, high-cost-of-failure applications.

TransDigm Acquisition Shocker: Why Prince & Izant Could Be A Hidden Gem!

<ul><li>TransDigm Group Inc. reported its second quarter of fiscal 2026 results, highlighting continued growth across its primary market channels—commercial original equipment manufacturer (OEM), commercial aftermarket, and defense—despite a complex and uncertain aerospace environment.</li><li>The company attributes its performance to its longstanding strategy centered on proprietary, high-aftermarket-content products, a decentralized operating structure, and disciplined capital allocation.</li><li>The company recorded approximately 11% organic growth for the quarter on a pro forma basis, with strong contributions from all market segments.</li></ul>

TransDigm Group Inc. reported its second quarter of fiscal 2026 results, highlighting continued growth across its primary market channels—commercial original equipment manufacturer (OEM), commercial aftermarket, and defense—despite a complex and uncertain aerospace environment.The company attributes its performance to its longstanding strategy centered on proprietary, high-aftermarket-content products, a decentralized operating structure, and disciplined capital allocation.The company recorded approximately 11% organic growth for the quarter on a pro forma basis, with strong contributions from all market segments.

TransDigm Group: Aftermarket Strength and Defense Wins—What Is Powering Its Revenue Momentum?

<ul><li>TransDigm Group Incorporated has entered 2026 with renewed strategic momentum, underpinned by resilient commercial aftermarket demand, disciplined capital allocation, and a fresh wave of acquisition activity that reinforces its long-standing private-equity-style playbook.</li><li>In January, the company announced agreements to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings from Vance Street Capital for a combined consideration of approximately $2.2 billion in cash.</li><li>The two businesses generated roughly $280 million of combined revenue in 2025, with nearly 100% derived from the commercial aftermarket, a revenue stream that sits at the core of TransDigm’s margin structure and cash flow stability.</li></ul>

TransDigm Group Incorporated has entered 2026 with renewed strategic momentum, underpinned by resilient commercial aftermarket demand, disciplined capital allocation, and a fresh wave of acquisition activity that reinforces its long-standing private-equity-style playbook.In January, the company announced agreements to acquire Jet Parts Engineering and Victor Sierra Aviation Holdings from Vance Street Capital for a combined consideration of approximately $2.2 billion in cash.The two businesses generated roughly $280 million of combined revenue in 2025, with nearly 100% derived from the commercial aftermarket, a revenue stream that sits at the core of TransDigm’s margin structure and cash flow stability.

TransDigm’s $2.2B Aftermarket Power Move Could Reshape Its Profit Engine!

<ul><li>TransDigm Group Incorporated has made headlines with its latest move to acquire Stellant Systems for approximately $960 million in cash.</li><li>This acquisition, disclosed on December 31, 2025, continues TransDigm’s aggressive capital allocation strategy, which has already seen $7 billion deployed over fiscal 2025 through M&A and shareholder returns.</li><li>The Stellant deal follows recent acquisitions like Servotronics and Simmonds Precision, reinforcing TransDigm’s strategic focus on acquiring proprietary aerospace businesses with strong aftermarket potential.</li></ul>

TransDigm Group Incorporated has made headlines with its latest move to acquire Stellant Systems for approximately $960 million in cash.This acquisition, disclosed on December 31, 2025, continues TransDigm’s aggressive capital allocation strategy, which has already seen $7 billion deployed over fiscal 2025 through M&A and shareholder returns.The Stellant deal follows recent acquisitions like Servotronics and Simmonds Precision, reinforcing TransDigm’s strategic focus on acquiring proprietary aerospace businesses with strong aftermarket potential.

TransDigm Is Buying Stellant Systems—And The Synergies Are Eye-Popping!

United States

TransDigm Group, Inc., through subsidiaries, manufactures aircraft components. The Company produces ignition systems and components, gear pumps, mechanical/electromechanical actuators and controls, NiCad batteries/chargers, power conditioning devices, hold-open rods and locking devices, engineered connectors and latches, cockpit security devices, and AC/DC electric motors.

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Transdigm Group (TDG US)

TransDigm Group’s Strategic Reshape — Prince & Izant Expands Aerospace And Defense Exposure!

The TransDigm Group reported a third quarter of fiscal 2026 that exhibited growth across its three primary market channels: commercial original...

Baptista Research

TransDigm Acquisition Shocker: Why Prince & Izant Could Be A Hidden Gem!

TransDigm Group has agreed to acquire Prince & Izant from Industrial Growth Partners for approximately $1.066 billion in cash, including...

Baptista Research

TransDigm Group: Aftermarket Strength and Defense Wins—What Is Powering Its Revenue Momentum?

TransDigm Group Inc. reported its second quarter of fiscal 2026 results, highlighting continued growth across its primary market...

Baptista Research

TransDigm’s $2.2B Aftermarket Power Move Could Reshape Its Profit Engine!

TransDigm Group Incorporated has entered 2026 with renewed strategic momentum, underpinned by resilient commercial aftermarket demand, disciplined...

Baptista Research

TransDigm Is Buying Stellant Systems—And The Synergies Are Eye-Popping!

TransDigm Group Incorporated has made headlines with its latest move to acquire Stellant Systems for approximately $960 million in cash. This...

Baptista Research

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