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 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

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Arrow distributes semiconductors, electronic components, and IT hardware/software to value-added resellers globally</li><li>With 600 suppliers and 210,000 customers, Arrow simplifies the supply chain process for both parties</li><li>Focus on cheap electronic components with some high-value semiconductors like GPUs; plays a crucial role in aggregating customer demand</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Arrow distributes semiconductors, electronic components, and IT hardware/software to value-added resellers globallyWith 600 suppliers and 210,000 customers, Arrow simplifies the supply chain process for both partiesFocus on cheap electronic components with some high-value semiconductors like GPUs; plays a crucial role in aggregating customer demandThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Arrow Electronics Inc (ARW) - Tuesday, Jul 9, 2024

<ul><li>Arrow Electronics' second quarter of 2024 earnings demonstrated effective management navigating a challenging macroeconomic environment, marked by prolonged inventory adjustments in the electronic supply chain and a varied enterprise IT spending landscape.</li><li>Despite these headwinds, the company posted revenues of $6.9 billion and a relative uplift in non-GAAP earnings per share at $2.78, exceeding the upper end of their guidance, signaling effective operational adaptations and possibly outperforming some market expectations.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Arrow Electronics' second quarter of 2024 earnings demonstrated effective management navigating a challenging macroeconomic environment, marked by prolonged inventory adjustments in the electronic supply chain and a varied enterprise IT spending landscape.Despite these headwinds, the company posted revenues of $6.9 billion and a relative uplift in non-GAAP earnings per share at $2.78, exceeding the upper end of their guidance, signaling effective operational adaptations and possibly outperforming some market expectations.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Arrow Electronics Inc.: These Are The Reasons Why We Are Not Too Optimistic On The Stock! - 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 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

Arrow Electronics Inc (ARW) - Tuesday, Jul 9, 2024

Focus on cheap electronic components with some high-value semiconductors like GPUs; plays a crucial role in aggregating customer demand

Value Investors Club

Arrow Electronics Inc.: These Are The Reasons Why We Are Not Too Optimistic On The Stock! - Major Drivers

Arrow Electronics' second quarter of 2024 earnings demonstrated effective management navigating a challenging macroeconomic environment, marked by...

Baptista Research

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