Independent research on the U.S. markets, Baptista Research

Baptista Research

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.

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 financial results for AerCap Holdings N.V. in the second quarter of 2026 indicate continued operational momentum and financial strength amid a supportive industry backdrop.</li><li>AerCap reported adjusted earnings per share of $5.14 and an adjusted return on equity of 18%, supported by $1.5 billion in operating cash flow.</li><li>The company achieved a lease extension rate on passenger aircraft of 85%, above its long-term average, and completed $1.4 billion in asset sales with a gain-on-sale margin of 20%, reflecting favorable supply-demand dynamics in aircraft leasing.</li></ul>

The financial results for AerCap Holdings N.V. in the second quarter of 2026 indicate continued operational momentum and financial strength amid a supportive industry backdrop.AerCap reported adjusted earnings per share of $5.14 and an adjusted return on equity of 18%, supported by $1.5 billion in operating cash flow.The company achieved a lease extension rate on passenger aircraft of 85%, above its long-term average, and completed $1.4 billion in asset sales with a gain-on-sale margin of 20%, reflecting favorable supply-demand dynamics in aircraft leasing.

AerCap Holdings Orders 15 Boeing 787s To Capture Scarce Wide-Body Demand!

AerCap Holdings NV

AerCap Holdings Orders 15 Boeing 787s To Capture Scarce Wide-Body Demand!