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>Amphenol Corporation announced its fourth quarter and full year results for 2023 with the company closing the quarter with sales of $3,327 million and record adjusted diluted EPS of $0.82.</li><li>The company's sales were up 3% in U.S. dollars for Q4, 4% sequentially, but down 1% organically compared to Q4 2022.</li><li>In contrast, the full year saw a drop with sales of $12,555 million, which was a decline of 50 basis points in U.S. dollars and a 3% organic decrease compared to 2022.</li></ul>

Amphenol Corporation announced its fourth quarter and full year results for 2023 with the company closing the quarter with sales of $3,327 million and record adjusted diluted EPS of $0.82.The company's sales were up 3% in U.S. dollars for Q4, 4% sequentially, but down 1% organically compared to Q4 2022.In contrast, the full year saw a drop with sales of $12,555 million, which was a decline of 50 basis points in U.S. dollars and a 3% organic decrease compared to 2022.

Amphenol Corporation: AI Advancements & Capacity Management  As A Growth Catalyst! - Major Drivers

<ul><li>Amphenol Corporation delivered an all-around beat in the most recent quarterly results.</li><li>The commercial air business of Amphenol could reach its highest level of quarterly sales.</li><li>Recently, Amphenol Corporation closed the acquisition of North American cable as well as the global base station antenna business of RFS.</li></ul>

Amphenol Corporation delivered an all-around beat in the most recent quarterly results.The commercial air business of Amphenol could reach its highest level of quarterly sales.Recently, Amphenol Corporation closed the acquisition of North American cable as well as the global base station antenna business of RFS.

Amphenol Corporation: Acquisition Of RFS' Cable & Base Station Antenna Businesses & Other Drivers

<ul><li>Amphenol's performance in the last quarter was better than market expectations in terms of both, revenues as well as earnings.</li><li>The company's sales increased over the previous year by 3% in local currency and 1% in US dollars, totaling $2.974 billion.</li><li>Its operating margins, adjusted operating margins, were 20.1% in the quarter, a 10-basis-point rise over the previous year's levels.</li></ul>

Amphenol's performance in the last quarter was better than market expectations in terms of both, revenues as well as earnings.The company's sales increased over the previous year by 3% in local currency and 1% in US dollars, totaling $2.974 billion.Its operating margins, adjusted operating margins, were 20.1% in the quarter, a 10-basis-point rise over the previous year's levels.

Amphenol Corporation: A Defense Giant You Cant Ignore? – Key Drivers

<ul><li>Amphenol Corporation delivered another all-around beat with an increase in operating margins.</li><li>It generated strong operating free cash flow in this quarter and its operating margin increased on an adjusted basis, driven by robust operating leverage on the higher sales volumes and the benefit of ongoing pricing actions.</li><li>We give Amphenol Corporation a ‘Hold’ rating with a revised target price.</li></ul>

Amphenol Corporation delivered another all-around beat with an increase in operating margins.It generated strong operating free cash flow in this quarter and its operating margin increased on an adjusted basis, driven by robust operating leverage on the higher sales volumes and the benefit of ongoing pricing actions.We give Amphenol Corporation a ‘Hold’ rating with a revised target price.

Credit

<ul><li>Amphenol Corporation is a renowned designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products, and coaxial and high-speed specialty cables.</li><li>The company has seen a strong financial performance in recent quarters and their restructuring strategy is on track.</li><li>Amphenol’s strong portfolio of advanced connectivity and sensor solutions places the company well across all key defense programs as militaries worldwide continue to deploy a wide range of next-generation defense technologies.</li></ul>

Amphenol Corporation is a renowned designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect systems, antennas, sensors and sensor-based products, and coaxial and high-speed specialty cables.The company has seen a strong financial performance in recent quarters and their restructuring strategy is on track.Amphenol’s strong portfolio of advanced connectivity and sensor solutions places the company well across all key defense programs as militaries worldwide continue to deploy a wide range of next-generation defense technologies.

Amphenol Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

Amphenol Corporation designs, manufactures, and markets electrical, electronic and fiber optic connectors, interconnect systems, and coaxial and flat-ribbon cable.  The Company's products are used in a variety of industries, including telephone, wireless, and data communications systems, cable television systems, and commercial and military aerospace electronics.

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Amphenol Corp Cl A (APH US)

Amphenol Corporation: AI Advancements & Capacity Management As A Growth Catalyst! - Major Drivers

Amphenol Corporation announced its fourth quarter and full year results for 2023 with the company closing the quarter with sales of $3,327 million...

Baptista Research

Amphenol Corporation: Acquisition Of RFS' Cable & Base Station Antenna Businesses & Other Drivers

Amphenol Corporation delivered an all-around beat in the most recent quarterly results. The commercial air business of Amphenol could reach its...

Baptista Research

Amphenol Corporation: A Defense Giant You Cant Ignore? – Key Drivers

Amphenol's performance in the last quarter was better than market expectations in terms of both, revenues as well as earnings. The company's sales...

Baptista Research

Amphenol Corporation: Major Drivers

Amphenol Corporation delivered another all-around beat with an increase in operating margins. It generated strong operating free cash flow in this...

Baptista Research

Amphenol Corporation: Detailed Credit Analysis & Financial Strength Evaluation Report

Amphenol Corporation is a renowned designer, manufacturer, and marketer of electrical, electronic and fiber optic connectors and interconnect...

Baptista Research

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