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

United Parcel Service Cl B / Equity Bottom-Up

<ul><li>United Parcel Service (UPS) delivered its third quarter 2025 financial performance amidst significant strategic shifts and operational challenges.</li><li>The company reported consolidated revenue of $21.4 billion, with an adjusted operating profit of $2.1 billion, reflecting an operating margin of 10%.</li><li>A focus on revenue quality and cost management was evident as UPS navigated complex changes in both U.S. and international markets.</li></ul>

United Parcel Service (UPS) delivered its third quarter 2025 financial performance amidst significant strategic shifts and operational challenges.The company reported consolidated revenue of $21.4 billion, with an adjusted operating profit of $2.1 billion, reflecting an operating margin of 10%.A focus on revenue quality and cost management was evident as UPS navigated complex changes in both U.S. and international markets.

United Parcel Service (UPS) Axes 48,000 Jobs & Ditches Amazon; What's Next?

<ul><li>United Parcel Service, Inc. (UPS) presented its financial results for the second quarter of 2025, highlighting several strategic and operational dynamics affecting the company.</li><li>The outcomes were shaped by complex macroeconomic factors, including shifting trade policies and evolving market demands.</li><li>In terms of financial performance, UPS reported consolidated revenue of $21.2 billion, with an operating profit of $1.9 billion and an operating margin of 8.8%.</li></ul>

United Parcel Service, Inc. (UPS) presented its financial results for the second quarter of 2025, highlighting several strategic and operational dynamics affecting the company.The outcomes were shaped by complex macroeconomic factors, including shifting trade policies and evolving market demands.In terms of financial performance, UPS reported consolidated revenue of $21.2 billion, with an operating profit of $1.9 billion and an operating margin of 8.8%.

United Parcel Service (UPS) Shuts 74 Facilities—Is This A Necessary Move to Stay Profitable?

Alpha-Centric ESG Research

Kyle Rudden

COVID-19 vaccines figure into Biden's recently-announced COVID-19 response plan, though with a clear emphasis on distribution versus development (as was Trump's focus). Biden's prioritisation of vaccine distribution – and the US$25 billion earmarked for it – is a gift for "cold chain" stocks."Cold chain" refers to a complex temperature-controlled supply chain that is mission-critical to the distribution of COVID-19 vaccines. Critical, because vaccines require consistent ultra-cold storage from manufacture to needle-stick, otherwise those expensive vaccines become medical waste.This Insight looks at cold chain stocks as an investment theme inherent in Biden's COVID-19 plan (see <a href="https://www.smartkarma.com/insights/biden-covid-19-response-plan-overview-of-its-inherent-investment-themes" target="_blank" data-smartkarma-citation="insights:45631" rel="noopener">Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes</a>). Although the cold chain is fragmented and largely privately-held, but there are opportunities in three areas:<ol>
<li>
Freight and Logistics: Most listed companies fall into this category, including both integrated cold chain freight and logistics stocks, as well as niche players in either of freight or logistics.</li>
<li>
Freezer Manufacturers: Ultra-cold freezer boxes and related industrial components of various shapes and sizes are needed for the cold chain to function. Several stocks serve this segment.</li>
<li>
Specialty Chemicals: Dry ice gets all the headlines, as massive amounts are needed but supply is short, but other specialty chemicals and industrial gases are also needed in the cold chain.</li>
</ol>

COVID-19 vaccines figure into Biden's recently-announced COVID-19 response plan, though with a clear emphasis on distribution versus development (as was Trump's focus). Biden's prioritisation of vaccine distribution – and the US$25 billion earmarked for it – is a gift for "cold chain" stocks."Cold chain" refers to a complex temperature-controlled supply chain that is mission-critical to the distribution of COVID-19 vaccines. Critical, because vaccines require consistent ultra-cold storage from manufacture to needle-stick, otherwise those expensive vaccines become medical waste.This Insight looks at cold chain stocks as an investment theme inherent in Biden's COVID-19 plan (see Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes). Although the cold chain is fragmented and largely privately-held, but there are opportunities in three areas:

Freight and Logistics: Most listed companies fall into this category, including both integrated cold chain freight and logistics stocks, as well as niche players in either of freight or logistics.

Freezer Manufacturers: Ultra-cold freezer boxes and related industrial components of various shapes and sizes are needed for the cold chain to function. Several stocks serve this segment.

Specialty Chemicals: Dry ice gets all the headlines, as massive amounts are needed but supply is short, but other specialty chemicals and industrial gases are also needed in the cold chain.


Biden COVID-19 Response Plan: Cold Chain Transportation and Logistics Stocks Benefit

<ul><li>United Parcel Service, Inc. (UPS) reported its first-quarter 2025 financial results amidst a complex global trade landscape and strategic shifts in its business model.</li><li>The company's consolidated revenue for the quarter stood at $21.5 billion, a slight decrease of 0.7% from the previous year, aligning with its forecasts.</li><li>Meanwhile, operating profit rose by 0.9% to $1.8 billion, reflected in an operating margin improvement to 8.2%.</li></ul>

United Parcel Service, Inc. (UPS) reported its first-quarter 2025 financial results amidst a complex global trade landscape and strategic shifts in its business model.The company's consolidated revenue for the quarter stood at $21.5 billion, a slight decrease of 0.7% from the previous year, aligning with its forecasts.Meanwhile, operating profit rose by 0.9% to $1.8 billion, reflected in an operating margin improvement to 8.2%.

United Parcel Service (UPS): Recent Shift to Robotics & Automation Driving Our Bullishness!

<ul><li>United Parcel Service, Inc. (UPS) delivered a mixed fourth-quarter 2024 performance, reflecting strategic operational adjustments and market challenges.</li><li>Highlighting a slight revenue growth with significant profit and margin expansion, UPS navigated the complexities of a shifting logistics landscape while undergoing significant operational transformations.</li><li>UPS reported a consolidated revenue increase of 1.5% year-over-year to $25.3 billion for Q4 2024.</li></ul>

United Parcel Service, Inc. (UPS) delivered a mixed fourth-quarter 2024 performance, reflecting strategic operational adjustments and market challenges.Highlighting a slight revenue growth with significant profit and margin expansion, UPS navigated the complexities of a shifting logistics landscape while undergoing significant operational transformations.UPS reported a consolidated revenue increase of 1.5% year-over-year to $25.3 billion for Q4 2024.

United Parcel Service (UPS): International Diversification to Capitalize On Emerging Trades! - Major Drivers

United States

United Parcel Service, Inc.(UPS) delivers packages and documents throughout the United States and in other countries and territories.  The Company also provides global supply chain services and less-than-truckload transportation, primarily in the U.S. UPS's business consists of integrated air and ground pick-up and delivery network

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United Parcel Service Cl B (UPS US)

United Parcel Service (UPS) Axes 48,000 Jobs & Ditches Amazon; What's Next?

United Parcel Service (UPS) delivered its third quarter 2025 financial performance amidst significant strategic shifts and operational...

Baptista Research

United Parcel Service (UPS) Shuts 74 Facilities—Is This A Necessary Move to Stay Profitable?

United Parcel Service, Inc. (UPS) presented its financial results for the second quarter of 2025, highlighting several strategic and operational...

Baptista Research

Biden COVID-19 Response Plan: Cold Chain Transportation and Logistics Stocks Benefit

Biden's COVID-19 response plan earmarks US$25 billion to vaccines, but with a twist. His emphasis is vaccine distribution, not development. That...

Kyle Rudden

United Parcel Service (UPS): Recent Shift to Robotics & Automation Driving Our Bullishness!

United Parcel Service, Inc. (UPS) reported its first-quarter 2025 financial results amidst a complex global trade landscape and strategic shifts...

Baptista Research

United Parcel Service (UPS): International Diversification to Capitalize On Emerging Trades! - Major Drivers

United Parcel Service, Inc. (UPS) delivered a mixed fourth-quarter 2024 performance, reflecting strategic operational adjustments and market...

Baptista Research

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