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>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!

<ul><li>TransDigm Group Inc. has concluded its fiscal year 2025 with a robust performance, showcasing its distinct strategy in aerospace markets.</li><li>The company focuses on maintaining a steady intrinsic shareholder value across all aerospace cycle phases, leveraging proprietary aerospace businesses with significant aftermarket content.</li><li>This strategy has shown results, as approximately 90% of TransDigm's net sales are derived from unique proprietary products and a substantial portion of the EBITDA from aftermarket activities, generally providing higher margins and stability during downturns.</li></ul>

TransDigm Group Inc. has concluded its fiscal year 2025 with a robust performance, showcasing its distinct strategy in aerospace markets.The company focuses on maintaining a steady intrinsic shareholder value across all aerospace cycle phases, leveraging proprietary aerospace businesses with significant aftermarket content.This strategy has shown results, as approximately 90% of TransDigm's net sales are derived from unique proprietary products and a substantial portion of the EBITDA from aftermarket activities, generally providing higher margins and stability during downturns.

TransDigm Group Doubles Down on Automation to Defend Its Margin Profile; Will It Worked?

<ul><li>TransDigm Group Inc.'s third-quarter 2025 results present a mixed picture of stability and growth, colored by market-specific challenges.</li><li>From a revenue perspective, the company experienced a decline in commercial original equipment manufacturer (OEM) revenues by 7%, attributed to disruptions such as the Boeing strike and Airbus's production challenges.</li><li>This decline contrasts with a healthy growth in commercial aftermarket and defense market channels, which drove an overall organic growth rate of 6.3% for the quarter.</li></ul>

TransDigm Group Inc.'s third-quarter 2025 results present a mixed picture of stability and growth, colored by market-specific challenges.From a revenue perspective, the company experienced a decline in commercial original equipment manufacturer (OEM) revenues by 7%, attributed to disruptions such as the Boeing strike and Airbus's production challenges.This decline contrasts with a healthy growth in commercial aftermarket and defense market channels, which drove an overall organic growth rate of 6.3% for the quarter.

TransDigm Group: The Servotronics Acquisition & Commercial Aftermarket Performance Are CRITICAL For Its Future!

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: 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

TransDigm Group Doubles Down on Automation to Defend Its Margin Profile; Will It Worked?

TransDigm Group Inc. has concluded its fiscal year 2025 with a robust performance, showcasing its distinct strategy in aerospace markets. The...

Baptista Research

TransDigm Group: The Servotronics Acquisition & Commercial Aftermarket Performance Are CRITICAL For Its Future!

TransDigm Group Inc.'s third-quarter 2025 results present a mixed picture of stability and growth, colored by market-specific challenges. From a...

Baptista Research

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