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>Celestica Inc.'s third-quarter earnings for 2024 revealed a mixed but generally positive performance across its business segments.</li><li>The company achieved revenues of $2.5 billion, reflecting a year-over-year growth of 22%, surpassing the high end of their guidance.</li><li>This revenue increase was primarily driven by strong demand in the Connectivity and Cloud Solutions (CCS) segment, which saw a 42% growth, primarily due to heightened investment from hyperscale customers on data center infrastructure, particularly for networking switches.</li></ul>

Celestica Inc.'s third-quarter earnings for 2024 revealed a mixed but generally positive performance across its business segments.The company achieved revenues of $2.5 billion, reflecting a year-over-year growth of 22%, surpassing the high end of their guidance.This revenue increase was primarily driven by strong demand in the Connectivity and Cloud Solutions (CCS) segment, which saw a 42% growth, primarily due to heightened investment from hyperscale customers on data center infrastructure, particularly for networking switches.

Celestica Inc.: An Insight Into Its Networking & Capacity Expansion & Other Major Drivers

<ul><li>Celestica launched the first quarter of 2023 on a robust note, demonstrating a significant enhancement in its financial metrics and strategic position.</li><li>The firm reported revenues of $2.21 billion, surpassing their high-end guidance and representing a year-over-year increase of 20%.</li><li>Notably, the adjusted earnings per share (EPS) reached $0.86, exceeding expectations by $0.39 compared to the prior year period.</li></ul>

Celestica launched the first quarter of 2023 on a robust note, demonstrating a significant enhancement in its financial metrics and strategic position.The firm reported revenues of $2.21 billion, surpassing their high-end guidance and representing a year-over-year increase of 20%.Notably, the adjusted earnings per share (EPS) reached $0.86, exceeding expectations by $0.39 compared to the prior year period.

Celestica Inc.: How Will Their Expansion in Hyperscalers and Data Center Market Impact Future Growth? - Major Drivers

<ul><li>Celestica Inc hosted its fourth-quarter 2022 earnings call recently, reporting a positive Q4 and expressing optimism for the future.</li><li>The company achieved revenue of $2.14 billion and a Non-IFRS adjusted EPS of $0.76, marking an increase from the previous year and surpassing its guidance range, driven by the continued strength in the company's CCS segment backed by its hyperscaler portfolio.</li><li>In contrast, the ATS segment reported a slight decrease year-over-year due to a slowdown in demand in the industrial business and sustained demand headwinds in the capital equipment business, partially offset by growth in the A&D business.</li></ul>

Celestica Inc hosted its fourth-quarter 2022 earnings call recently, reporting a positive Q4 and expressing optimism for the future.The company achieved revenue of $2.14 billion and a Non-IFRS adjusted EPS of $0.76, marking an increase from the previous year and surpassing its guidance range, driven by the continued strength in the company's CCS segment backed by its hyperscaler portfolio.In contrast, the ATS segment reported a slight decrease year-over-year due to a slowdown in demand in the industrial business and sustained demand headwinds in the capital equipment business, partially offset by growth in the A&D business.

Celestica Inc: Increasing Demand in AI/ML Compute Programs & Other Major Drivers

<ul><li>This is our first report on hardware platform and supply chain solutions provider, Celestica.</li><li>The company's Q3 2023 Earnings were reasonably good which reflects positively on the company's portfolio and execution efforts by its team.</li><li>Celestica's third-quarter revenue was reported at $2.04 billion, increasing 6% year over year, which represents the high end of the company's guidance range.</li></ul>

This is our first report on hardware platform and supply chain solutions provider, Celestica.The company's Q3 2023 Earnings were reasonably good which reflects positively on the company's portfolio and execution efforts by its team.Celestica's third-quarter revenue was reported at $2.04 billion, increasing 6% year over year, which represents the high end of the company's guidance range.

Celestica Inc.: Initiation of Coverage - What Is Their Biggest Competitive Advantage? - Major Drivers

Canada

Celestica Inc. designs and manufactures electronic components.  The Company's products and services include design, prototyping, printed circuit assembly, full system assembly, power converters, memory packages and repair services. Celestica markets its products and services to original equipment manufacturers, primarily in the computer and communications sector.

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Celestica (CLS US)

Celestica Inc.: An Insight Into Its Networking & Capacity Expansion & Other Major Drivers

Celestica Inc.'s third-quarter earnings for 2024 revealed a mixed but generally positive performance across its business segments. The company...

Baptista Research

Celestica Inc.: How Will Their Expansion in Hyperscalers and Data Center Market Impact Future Growth? - Major Drivers

Celestica launched the first quarter of 2023 on a robust note, demonstrating a significant enhancement in its financial metrics and strategic...

Baptista Research

Celestica Inc: Increasing Demand in AI/ML Compute Programs & Other Major Drivers

Celestica Inc hosted its fourth-quarter 2022 earnings call recently, reporting a positive Q4 and expressing optimism for the future. The company...

Baptista Research

Celestica Inc.: Initiation of Coverage - What Is Their Biggest Competitive Advantage? - Major Drivers

This is our first report on hardware platform and supply chain solutions provider, Celestica. The company's Q3 2023 Earnings were reasonably good...

Baptista Research

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