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

Allison Transmission Holdings / Equity Bottom-Up

<ul><li>Allison Transmission Holdings Inc. reported strong second quarter 2026 results driven by the recent acquisition of its Off-Highway business unit and solid performance in the Transmission business unit.</li><li>Consolidated net sales jumped 92% year-over-year to $1.566 billion, mainly reflecting the addition of the Off-Highway segment, which contributed $706 million in revenue, and a 6% increase to a record $860 million in the Transmission business unit.</li><li>The growth in the Transmission unit was notably supported by a 57% year-over-year revenue increase in the defense end market, underscoring continued strength amid rising global defense budgets and geopolitical uncertainty.</li></ul>

Allison Transmission Holdings Inc. reported strong second quarter 2026 results driven by the recent acquisition of its Off-Highway business unit and solid performance in the Transmission business unit.Consolidated net sales jumped 92% year-over-year to $1.566 billion, mainly reflecting the addition of the Off-Highway segment, which contributed $706 million in revenue, and a 6% increase to a record $860 million in the Transmission business unit.The growth in the Transmission unit was notably supported by a 57% year-over-year revenue increase in the defense end market, underscoring continued strength amid rising global defense budgets and geopolitical uncertainty.

Allison Transmission’s Off-Highway Acquisition — Revenue Jumps 92%!