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>Arrow Electronics Inc. has demonstrated a mixed bag of performance and outlook in the latest quarter, indicating areas of strength as well as challenges that the company faces.</li><li>The company's revenue for the third quarter of 2025 reached $7.7 billion, marking a significant increase of $890 million year-over-year.</li><li>This was above the midpoint of the guidance range and reflects a 13% growth compared to the previous year.</li></ul>

Arrow Electronics Inc. has demonstrated a mixed bag of performance and outlook in the latest quarter, indicating areas of strength as well as challenges that the company faces.The company's revenue for the third quarter of 2025 reached $7.7 billion, marking a significant increase of $890 million year-over-year.This was above the midpoint of the guidance range and reflects a 13% growth compared to the previous year.

Arrow Electronics: Inside Its Technology Lifecycle Advantage — What Makes Its OEM Partnerships So Powerful?

<ul><li>Arrow Electronics reported their second quarter results of 2025, showcasing a commendable performance with revenues and earnings per share exceeding the upper end of their guided expectations.</li><li>The company's two major segments, Global Components and Global Enterprise Computing Solutions (ECS), both contributed to this outperformance.</li><li>Positives from the report indicate that Global Components achieved year-over-year growth for the first time since the fourth quarter of 2022.</li></ul>

Arrow Electronics reported their second quarter results of 2025, showcasing a commendable performance with revenues and earnings per share exceeding the upper end of their guided expectations.The company's two major segments, Global Components and Global Enterprise Computing Solutions (ECS), both contributed to this outperformance.Positives from the report indicate that Global Components achieved year-over-year growth for the first time since the fourth quarter of 2022.

Arrow Electronics’ ECS Momentum – What’s Driving Its Cloud & Cybersecurity Gains?

<ul><li>Arrow Electronics has presented several key financial outcomes and operational insights in its first quarter of 2025 results.</li><li>The company reported consolidated sales of $6.8 billion, which exceeded the upper range of its guidance.</li><li>Results showed that while global components sales were slightly down by 1% year-over-year at $4.8 billion, the Enterprise Computing Solutions (ECS) segment saw a notable 18% year-over-year increase in sales to $2 billion, indicating strong performance particularly in cloud and hybrid cloud technologies, and infrastructure software.</li></ul>

Arrow Electronics has presented several key financial outcomes and operational insights in its first quarter of 2025 results.The company reported consolidated sales of $6.8 billion, which exceeded the upper range of its guidance.Results showed that while global components sales were slightly down by 1% year-over-year at $4.8 billion, the Enterprise Computing Solutions (ECS) segment saw a notable 18% year-over-year increase in sales to $2 billion, indicating strong performance particularly in cloud and hybrid cloud technologies, and infrastructure software.

Arrow Electronics Is Looking To Secure Future Growth with Record-High Backlog & Cloud-Driven Demand; But Will It Work?

<ul><li>Arrow Electronics concluded the fourth quarter of 2024 with a mixed performance, characterized by resilience and adaptability amidst challenging market conditions, notably in the semiconductor industry.</li><li>The company reported financial metrics that exceeded expectations, with total sales of $7.3 billion and non-GAAP earnings per share of $2.97.</li><li>These results reflect Arrow's strategic focus on navigating the semiconductor market's cyclical correction and strengthening its global components segment.</li></ul>

Arrow Electronics concluded the fourth quarter of 2024 with a mixed performance, characterized by resilience and adaptability amidst challenging market conditions, notably in the semiconductor industry.The company reported financial metrics that exceeded expectations, with total sales of $7.3 billion and non-GAAP earnings per share of $2.97.These results reflect Arrow's strategic focus on navigating the semiconductor market's cyclical correction and strengthening its global components segment.

Arrow Electronics: Margin Stability & Operational Efficiency Powering Our ‘Outperform’ Rating!

<ul><li>Arrow Electronics, a major player in electronic components and enterprise computing solutions, recently reported its third quarter 2024 earnings.</li><li>As a leading distributor in a highly volatile market, Arrow Electronics' performance provides insight into both sector trends and the company's operational resilience.</li><li>For the third quarter, Arrow Electronics reported total sales of $6.8 billion, with non-GAAP earnings per share (EPS) of $2.38.</li></ul>

Arrow Electronics, a major player in electronic components and enterprise computing solutions, recently reported its third quarter 2024 earnings.As a leading distributor in a highly volatile market, Arrow Electronics' performance provides insight into both sector trends and the company's operational resilience.For the third quarter, Arrow Electronics reported total sales of $6.8 billion, with non-GAAP earnings per share (EPS) of $2.38.

Arrow Electronics Inc.: Expansion in IT-as-a-Service & Hybrid Cloud Solutions As A Primary Growth Accelerator! - Major Drivers

United States

Arrow Electronics, Inc. distributes electronic components and computer products to industrial and commercial customers.  The Company distributes a variety of products including computer systems, peripherals, software, and mass storage products to original equipment manufacturers and commercial customers worldwide.

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Arrow Electronics (ARW US)

Arrow Electronics: Inside Its Technology Lifecycle Advantage — What Makes Its OEM Partnerships So Powerful?

Arrow Electronics Inc. has demonstrated a mixed bag of performance and outlook in the latest quarter, indicating areas of strength as well as...

Baptista Research

Arrow Electronics’ ECS Momentum – What’s Driving Its Cloud & Cybersecurity Gains?

Arrow Electronics reported their second quarter results of 2025, showcasing a commendable performance with revenues and earnings per share...

Baptista Research

Arrow Electronics Is Looking To Secure Future Growth with Record-High Backlog & Cloud-Driven Demand; But Will It Work?

Arrow Electronics has presented several key financial outcomes and operational insights in its first quarter of 2025 results. The company reported...

Baptista Research

Arrow Electronics: Margin Stability & Operational Efficiency Powering Our ‘Outperform’ Rating!

Arrow Electronics concluded the fourth quarter of 2024 with a mixed performance, characterized by resilience and adaptability amidst challenging...

Baptista Research

Arrow Electronics Inc.: Expansion in IT-as-a-Service & Hybrid Cloud Solutions As A Primary Growth Accelerator! - Major Drivers

Arrow Electronics, a major player in electronic components and enterprise computing solutions, recently reported its third quarter 2024...

Baptista Research

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