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>Revvity reported solid financial and operational results for the second quarter of 2026, with total revenue of $711 million and pro forma organic growth of 3%, slightly surpassing the high end of company guidance.</li><li>The diagnostics segment was a key driver of this growth, delivering an 11% organic increase, supported by strong performance in immunodiagnostics outside China and reproductive health sectors, including ongoing contributions from the Genomics England sequencing contract.</li><li>Conversely, the Life Sciences segment experienced a 3% organic decline primarily due to a roughly 20% year-over-year drop in the Signals software business, attributed to contract timing and challenging year-ago comparisons.</li></ul>

Revvity reported solid financial and operational results for the second quarter of 2026, with total revenue of $711 million and pro forma organic growth of 3%, slightly surpassing the high end of company guidance.The diagnostics segment was a key driver of this growth, delivering an 11% organic increase, supported by strong performance in immunodiagnostics outside China and reproductive health sectors, including ongoing contributions from the Genomics England sequencing contract.Conversely, the Life Sciences segment experienced a 3% organic decline primarily due to a roughly 20% year-over-year drop in the Signals software business, attributed to contract timing and challenging year-ago comparisons.

Revvity’s Strategic Shift — China Exit & AI Investment Reshape The Portfolio!