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>Avnet, a global technology distributor, reported its first-quarter financial results for fiscal year 2026, demonstrating a mix of positive developments and areas of concern.</li><li>Overall, the company achieved solid sales figures, but challenges remain in margin pressures and regional performance disparities.</li><li>Avnet's revenue for the first quarter reached $5.9 billion, surpassing its guidance and marking a 5% increase both year-over-year and sequentially.</li></ul>

Avnet, a global technology distributor, reported its first-quarter financial results for fiscal year 2026, demonstrating a mix of positive developments and areas of concern.Overall, the company achieved solid sales figures, but challenges remain in margin pressures and regional performance disparities.Avnet's revenue for the first quarter reached $5.9 billion, surpassing its guidance and marking a 5% increase both year-over-year and sequentially.

Avnet’s Global Expansion in IP&E Could Be a Game-Changer—Find Out How!

<ul><li>Avnet's financial performance in the fourth quarter and fiscal year 2025 indicates a complex matrix of strategic moves and market conditions influencing its operations.</li><li>The company reported $22.2 billion in annual revenue, while adjusted diluted earnings per share stood at $3.44.</li><li>This reflects Avnet's focus on managing factors within its control, such as strengthening customer-supplier relationships, optimizing working capital, and maintaining healthy cash flow despite challenging market environments.</li></ul>

Avnet's financial performance in the fourth quarter and fiscal year 2025 indicates a complex matrix of strategic moves and market conditions influencing its operations.The company reported $22.2 billion in annual revenue, while adjusted diluted earnings per share stood at $3.44.This reflects Avnet's focus on managing factors within its control, such as strengthening customer-supplier relationships, optimizing working capital, and maintaining healthy cash flow despite challenging market environments.

Avnet Inc Is Navigating A Tough Market Cycle—Can Asia-Pacific Help Them Build Resilience?

<ul><li>Avnet, Inc. reported its financial results for the third quarter of fiscal year 2025, demonstrating a performance that exceeded some expectations despite challenging market conditions.</li><li>The company achieved sales of $5.3 billion, reaching near the high end of its guidance, while adjusted earnings per share (EPS) of $0.84 surpassed expectations.</li><li>Cash flow from operations amounted to $141 million for the quarter, driven largely by a better-than expected performance in Asia and positive developments from Farnell, although the company faced ongoing weaknesses in the Western markets, with Europe providing the most difficult environment.</li></ul>

Avnet, Inc. reported its financial results for the third quarter of fiscal year 2025, demonstrating a performance that exceeded some expectations despite challenging market conditions.The company achieved sales of $5.3 billion, reaching near the high end of its guidance, while adjusted earnings per share (EPS) of $0.84 surpassed expectations.Cash flow from operations amounted to $141 million for the quarter, driven largely by a better-than expected performance in Asia and positive developments from Farnell, although the company faced ongoing weaknesses in the Western markets, with Europe providing the most difficult environment.

Avnet Inc: Promising Developments At Farnell Are Not Enough To Overshadow Europe Challenges!

<ul><li>Avnet has reported its second-quarter fiscal year 2025 results, which reflect both challenges and opportunities within the broader market environment.</li><li>The company recorded sales of $5.7 billion and an adjusted earnings per share (EPS) of $0.87, performing above the midpoint of previous guidance.</li><li>While sales showed resilience primarily in Asia, offset by weaker demand in Western regions, Avnet's global book-to-bill ratio remains below parity, indicating continued market challenges, particularly in Europe.</li></ul>

Avnet has reported its second-quarter fiscal year 2025 results, which reflect both challenges and opportunities within the broader market environment.The company recorded sales of $5.7 billion and an adjusted earnings per share (EPS) of $0.87, performing above the midpoint of previous guidance.While sales showed resilience primarily in Asia, offset by weaker demand in Western regions, Avnet's global book-to-bill ratio remains below parity, indicating continued market challenges, particularly in Europe.

Avnet Inc.: Will Its Shift High-Margin Businesses Like IP&E Pay Off? - Major Drivers

<ul><li>Avnet's first quarter fiscal year 2025 results reflect a mixed environment, with strong performance in Asia, challenges in Western economies, and noticeable difficulties in the Farnell segment.</li><li>With total revenue reaching $5.6 billion and adjusted earnings per share (EPS) at $0.92, both figures exceeded the company's initial projections.</li><li>Operational cash flow also showed robustness, generating over $100 million.</li></ul>

Avnet's first quarter fiscal year 2025 results reflect a mixed environment, with strong performance in Asia, challenges in Western economies, and noticeable difficulties in the Farnell segment.With total revenue reaching $5.6 billion and adjusted earnings per share (EPS) at $0.92, both figures exceeded the company's initial projections.Operational cash flow also showed robustness, generating over $100 million.

Avnet Inc.: These Are The 4 Biggest Challenges Why We Lack Optimism! - Major Drivers

United States

Avnet, Inc. distributes computer products and semiconductors, as well as interconnect, passive, and electromechanical components. The Company markets and distributes these products and provides supply-chain integration, engineering design, and technical services. Avnet serves customers in countries around the world.

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Avnet Inc (AVT US)

Avnet’s Global Expansion in IP&E Could Be a Game-Changer—Find Out How!

Avnet, a global technology distributor, reported its first-quarter financial results for fiscal year 2026, demonstrating a mix of positive...

Baptista Research

Avnet Inc Is Navigating A Tough Market Cycle—Can Asia-Pacific Help Them Build Resilience?

Avnet's financial performance in the fourth quarter and fiscal year 2025 indicates a complex matrix of strategic moves and market conditions...

Baptista Research

Avnet Inc: Promising Developments At Farnell Are Not Enough To Overshadow Europe Challenges!

Avnet, Inc. reported its financial results for the third quarter of fiscal year 2025, demonstrating a performance that exceeded some expectations...

Baptista Research

Avnet Inc.: Will Its Shift High-Margin Businesses Like IP&E Pay Off? - Major Drivers

Avnet has reported its second-quarter fiscal year 2025 results, which reflect both challenges and opportunities within the broader market...

Baptista Research

Avnet Inc.: These Are The 4 Biggest Challenges Why We Lack Optimism! - Major Drivers

Avnet's first quarter fiscal year 2025 results reflect a mixed environment, with strong performance in Asia, challenges in Western economies, and...

Baptista Research

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