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>United Rentals reported strong second quarter results, establishing new records in total revenue, rental revenue, EBITDA, and adjusted earnings per share.</li><li>Total revenue increased 12% year-over-year to $4.4 billion, driven by a nearly 13% increase in rental revenue to $3.8 billion.</li><li>Fleet productivity improved 3.4%, contributing to operating equipment rental (OER) growth of 9%.</li></ul>

United Rentals reported strong second quarter results, establishing new records in total revenue, rental revenue, EBITDA, and adjusted earnings per share.Total revenue increased 12% year-over-year to $4.4 billion, driven by a nearly 13% increase in rental revenue to $3.8 billion.Fleet productivity improved 3.4%, contributing to operating equipment rental (OER) growth of 9%.

United Rentals’ Record Quarter — Will Higher Fuel And Delivery Costs Matter?

<ul><li>The United Rentals, Inc. reported record revenues and EBITDA for the full year 2025, supported primarily by growth in rental revenues which increased 4.6% year-over-year, reaching $3.6 billion in the fourth quarter.</li><li>Total revenue grew by 2.8% year-over-year to $4.2 billion in the quarter.</li><li>Fleet productivity improved slightly by 0.5%, contributing to overall equipment rentals (OER) growth of 3.5%.</li></ul>

The United Rentals, Inc. reported record revenues and EBITDA for the full year 2025, supported primarily by growth in rental revenues which increased 4.6% year-over-year, reaching $3.6 billion in the fourth quarter.Total revenue grew by 2.8% year-over-year to $4.2 billion in the quarter.Fleet productivity improved slightly by 0.5%, contributing to overall equipment rentals (OER) growth of 3.5%.

United Rentals Inc: The REAL Pressure Point Is Rising Delivery And Insurance Costs!

<ul><li>United Rentals demonstrated a mixed performance in its latest financial results, reflecting both positive developments and challenges.</li><li>The company reported total revenue growth of 2.8% year-over-year in the fourth quarter of 2025, reaching $4.2 billion.</li><li>This included a 4.6% increase in rental revenue.</li></ul>

United Rentals demonstrated a mixed performance in its latest financial results, reflecting both positive developments and challenges.The company reported total revenue growth of 2.8% year-over-year in the fourth quarter of 2025, reaching $4.2 billion.This included a 4.6% increase in rental revenue.

United Rentals: Are Specialty Acquisitions the Next Major Growth Catalyst?

<ul><li>United Rentals reported its third-quarter results, showcasing some notable achievements alongside challenges that could impact its future performance.</li><li>The company experienced record revenue and adjusted EBITDA due to robust demand, particularly from large projects and key verticals.</li><li>Total revenue increased by 5.9% year-over-year to $4.2 billion, with rental revenue rising by 5.8% to $3.7 billion.</li></ul>

United Rentals reported its third-quarter results, showcasing some notable achievements alongside challenges that could impact its future performance.The company experienced record revenue and adjusted EBITDA due to robust demand, particularly from large projects and key verticals.Total revenue increased by 5.9% year-over-year to $4.2 billion, with rental revenue rising by 5.8% to $3.7 billion.

United Rentals’ Infrastructure Playbook: How the IIJA Is Driving Solid Demand!

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

Thematic (Sector/Industry)

<ul><li>Goodman is advancing a data center campus project in Greater Tokyo, enhancing real estate growth.</li><li>A prime super-site in Auckland's central business district is available for acquisition, attracting interest.</li><li>In Hong Kong, home prices have reached a 30-month peak due to rising demand from mainland buyers.</li></ul>

Goodman is advancing a data center campus project in Greater Tokyo, enhancing real estate growth.A prime super-site in Auckland's central business district is available for acquisition, attracting interest.In Hong Kong, home prices have reached a 30-month peak due to rising demand from mainland buyers.

Asia Real Estate Tracker (28-May-2026): Goodman to develop data centre campus in Greater Tokyo.

United States

United Rentals, Inc., through its subsidiary, is an equipment rental company operating a network of locations in the United States and Canada.  The Company serves the construction industry, industrial and commercial concerns, homeowners, and other individuals.

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United Rentals (URI US)

United Rentals’ Record Quarter — Will Higher Fuel And Delivery Costs Matter?

United Rentals reported strong second quarter results, establishing new records in total revenue, rental revenue, EBITDA, and adjusted earnings...

Baptista Research

United Rentals Inc: The REAL Pressure Point Is Rising Delivery And Insurance Costs!

The United Rentals, Inc. reported record revenues and EBITDA for the full year 2025, supported primarily by growth in rental revenues which...

Baptista Research

United Rentals: Are Specialty Acquisitions the Next Major Growth Catalyst?

United Rentals demonstrated a mixed performance in its latest financial results, reflecting both positive developments and challenges. The company...

Baptista Research

United Rentals’ Infrastructure Playbook: How the IIJA Is Driving Solid Demand!

United Rentals reported its third-quarter results, showcasing some notable achievements alongside challenges that could impact its future...

Baptista Research

Asia Real Estate Tracker (28-May-2026): Goodman to develop data centre campus in Greater Tokyo.

Goodman is developing a data center in Greater Tokyo, while Auckland offers a prime site, Tokyu Land buys a hotel in Okinawa, and Hong Kong sees...

Asia Real Estate Tracker

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