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>Woodward, Inc. reported strong financial results in the third quarter of fiscal year 2026, reflecting solid growth and operational execution across its Aerospace and Industrial segments.</li><li>Consolidated net sales increased 21% year-over-year to $1.1 billion, while adjusted earnings per share rose 43% to $2.52, supported by pricing actions and productivity gains from ongoing lean transformation efforts.</li><li>The Aerospace segment saw 19% sales growth to $709 million, largely driven by commercial aerospace, where OEM sales rose 34% in line with rising airframer build rates and commercial services increased 24%.</li></ul>

Woodward, Inc. reported strong financial results in the third quarter of fiscal year 2026, reflecting solid growth and operational execution across its Aerospace and Industrial segments.Consolidated net sales increased 21% year-over-year to $1.1 billion, while adjusted earnings per share rose 43% to $2.52, supported by pricing actions and productivity gains from ongoing lean transformation efforts.The Aerospace segment saw 19% sales growth to $709 million, largely driven by commercial aerospace, where OEM sales rose 34% in line with rising airframer build rates and commercial services increased 24%.

Woodward’s Aerospace Breakthrough — OEM Revenue Jumps 34%!

<ul><li>Woodward, Inc. presented a strong start to its fiscal year 2026 with notable financial performance, reflecting robust demand across its Aerospace and Industrial segments.</li><li>The company's first-quarter results showcased a 29% increase in sales year-over-year, reaching $996 million, and a 54% rise in earnings per share, a notable achievement against a backdrop of global supply chain challenges.</li><li>However, Woodward acknowledged lingering inefficiencies in inventory management and supply chain alignment, which may restrict potential improvements until late 2026 or even 2027.</li></ul>

Woodward, Inc. presented a strong start to its fiscal year 2026 with notable financial performance, reflecting robust demand across its Aerospace and Industrial segments.The company's first-quarter results showcased a 29% increase in sales year-over-year, reaching $996 million, and a 54% rise in earnings per share, a notable achievement against a backdrop of global supply chain challenges.However, Woodward acknowledged lingering inefficiencies in inventory management and supply chain alignment, which may restrict potential improvements until late 2026 or even 2027.

Woodward Inc. Is Rebuilding for Takeoff—Will Automation and Aerospace Demand Fuel the Next Upswing?

<ul><li>Woodward, Inc. recently reported its financial results for the fourth quarter and full fiscal year 2025.</li><li>The company achieved record performance, exceeding $3.5 billion in annual revenue for the first time, driven by substantial growth in both its Aerospace and Industrial segments.</li><li>Key financial highlights include a 14% increase in Aerospace sales and a 10% growth in core Industrial sales, excluding China.</li></ul>

Woodward, Inc. recently reported its financial results for the fourth quarter and full fiscal year 2025.The company achieved record performance, exceeding $3.5 billion in annual revenue for the first time, driven by substantial growth in both its Aerospace and Industrial segments.Key financial highlights include a 14% increase in Aerospace sales and a 10% growth in core Industrial sales, excluding China.

Woodward Inc. Just Lit Up Aerospace Services With a 40% Surge—Is This the Breakout Investors Missed?

AlphaSituations-Event/Catalyst Driven Research, AlphaSituations

Robert Sassoon

AlphaSituations-Event/Catalyst Driven Research

AlphaSituations

Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%. In January 2022, AlphaSituations was contracted by Water Tower Research, an investor engagement and stakeholder communication platform to provide coverage of Special Situations

Thematic (Sector/Industry)

<p>Our snapshot study reveals that abandoned merger targets can deliver even more lucrative investment opportunities once the dust settles. Based on data from our universe of announced US M&amp;A deals in excess of $400MN going back to 2017, when merger transaction terminations do occur (which is not that common), better returns can be achieved out of target companies more often than not.</p>

Our snapshot study reveals that abandoned merger targets can deliver even more lucrative investment opportunities once the dust settles. Based on data from our universe of announced US M&amp;A deals in excess of $400MN going back to 2017, when merger transaction terminations do occur (which is not that common), better returns can be achieved out of target companies more often than not.

MergerTalk:Broken Deals Do Not Necessarily Lead To Broken Investments

<ul><li>Woodward, Inc. delivered a promising performance in the second quarter of fiscal 2025, with net sales rising by 6% year-over-year and adjusted earnings per share increasing by 4%, reflecting steady growth despite challenges, notably from decreased volumes in China's on-highway market.</li><li>Excluding the China on-highway impacts, the company posted a 12% increase in revenue and a significant 22% rise in operating earnings, showcasing resilience and efficiency in a challenging global environment.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Woodward, Inc. delivered a promising performance in the second quarter of fiscal 2025, with net sales rising by 6% year-over-year and adjusted earnings per share increasing by 4%, reflecting steady growth despite challenges, notably from decreased volumes in China's on-highway market.Excluding the China on-highway impacts, the company posted a 12% increase in revenue and a significant 22% rise in operating earnings, showcasing resilience and efficiency in a challenging global environment.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Woodward Misses a Beat But Bets Big on Naval Dominance With MicroNet Contracts!

United States

Woodward Inc.designs, manufactures, and services energy control systems and components for aircraft and industrial engines and turbines. The Company's products and services are used in the aerospace, power generation, oil and gas processing, and transportation markets, which includes rail, marine, and many light and heavy industrial applications.

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Woodward Inc (WWD US)

Woodward’s Aerospace Breakthrough — OEM Revenue Jumps 34%!

Woodward, Inc. reported strong financial results in the third quarter of fiscal year 2026, reflecting solid growth and operational execution...

Baptista Research

Woodward Inc. Is Rebuilding for Takeoff—Will Automation and Aerospace Demand Fuel the Next Upswing?

Woodward, Inc. presented a strong start to its fiscal year 2026 with notable financial performance, reflecting robust demand across its Aerospace...

Baptista Research

Woodward Inc. Just Lit Up Aerospace Services With a 40% Surge—Is This the Breakout Investors Missed?

Woodward, Inc. recently reported its financial results for the fourth quarter and full fiscal year 2025. The company achieved record performance,...

Baptista Research

MergerTalk:Broken Deals Do Not Necessarily Lead To Broken Investments

Our snapshot study reveals that abandoned merger targets can deliver even more lucrative investment opportunities more often than one might think

Robert Sassoon

Woodward Misses a Beat But Bets Big on Naval Dominance With MicroNet Contracts!

Woodward, Inc. delivered a promising performance in the second quarter of fiscal 2025, with net sales rising by 6% year-over-year and adjusted...

Baptista Research

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