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>Sanmina Corporation reported its financial results for the fourth quarter and fiscal year 2025, demonstrating robust performance across multiple financial metrics.</li><li>The company's revenue for the fiscal year 2025 was $8.13 billion, marking a 7.4% increase from the previous year.</li><li>Non-GAAP operating earnings stood at 5.7%, an improvement of 30 basis points year-over-year, while non-GAAP earnings per share (EPS) reached $6.04, a rise of 14.4% from the prior year.</li></ul>

Sanmina Corporation reported its financial results for the fourth quarter and fiscal year 2025, demonstrating robust performance across multiple financial metrics.The company's revenue for the fiscal year 2025 was $8.13 billion, marking a 7.4% increase from the previous year.Non-GAAP operating earnings stood at 5.7%, an improvement of 30 basis points year-over-year, while non-GAAP earnings per share (EPS) reached $6.04, a rise of 14.4% from the prior year.

Sanmina Corporation: Acquisition of ZT Systems

<ul><li>Sanmina Corporation reported its third-quarter fiscal 2025 earnings, revealing a strong performance that either met or exceeded their outlook across various financial metrics.</li><li>The company recorded a revenue of approximately $2.04 billion, marking a 10.9% increase year-over-year, driven by robust demand across all end markets, particularly in communications networks and cloud infrastructure.</li><li>The non-GAAP gross margin improved to 9.1%, a 60 basis point increase from the previous year, attributed to favorable product mix and operational efficiencies.</li></ul>

Sanmina Corporation reported its third-quarter fiscal 2025 earnings, revealing a strong performance that either met or exceeded their outlook across various financial metrics.The company recorded a revenue of approximately $2.04 billion, marking a 10.9% increase year-over-year, driven by robust demand across all end markets, particularly in communications networks and cloud infrastructure.The non-GAAP gross margin improved to 9.1%, a 60 basis point increase from the previous year, attributed to favorable product mix and operational efficiencies.

Sanmina Corporation: Will Its Enhanced Operational Execution & Margin Improvement Last In The Medium Term?

<ul><li>Sanmina Corporation's second quarter fiscal year 2025 results highlighted a mixed performance with several elements combining to shape the company's current trajectory.</li><li>Positively, the company reported solid revenue of $1.98 billion, reflecting an 8.1% increase year-over-year, fueled primarily by growth across most of its end markets, notably in communication networks and cloud infrastructure.</li><li>The non-GAAP EPS of $1.41 also exceeded expectations, driven by favorable mix and operational efficiencies.</li></ul>

Sanmina Corporation's second quarter fiscal year 2025 results highlighted a mixed performance with several elements combining to shape the company's current trajectory.Positively, the company reported solid revenue of $1.98 billion, reflecting an 8.1% increase year-over-year, fueled primarily by growth across most of its end markets, notably in communication networks and cloud infrastructure.The non-GAAP EPS of $1.41 also exceeded expectations, driven by favorable mix and operational efficiencies.

Sanmina Corporation: Does Its Diversification Across End Markets Safeguard Against Sector-Specific Risks?

<ul><li>Sanmina Corporation reported its financial performance for the first quarter of fiscal year 2025, revealing both strengths and challenges that investors should consider.</li><li>The company achieved a revenue of $2.01 billion, reflecting a year-over-year increase of 7%.</li><li>Its non-GAAP earnings per share (EPS) amounted to $1.44, surpassing the company’s projected outlook.</li></ul>

Sanmina Corporation reported its financial performance for the first quarter of fiscal year 2025, revealing both strengths and challenges that investors should consider.The company achieved a revenue of $2.01 billion, reflecting a year-over-year increase of 7%.Its non-GAAP earnings per share (EPS) amounted to $1.44, surpassing the company’s projected outlook.

Sanmina Corporation Outperforms With 19% Growth—Cloud Infrastructure Boom Fuels Record Revenues!

<ul><li>Sanmina Corporation recently presented its financial performance for the fourth quarter and fiscal year 2024.</li><li>The company exhibited a commendable year-end financial performance, with revenue reaching $2.02 billion, surpassing their forecast of $1.9 billion to $2.0 billion, marking a sequential increase of 9.6%.</li><li>Despite facing a challenging fiscal year largely characterized by inventory adjustment with clients, Sanmina achieved non-GAAP earnings per share (EPS) of $1.43, exceeding expectations.</li></ul>

Sanmina Corporation recently presented its financial performance for the fourth quarter and fiscal year 2024.The company exhibited a commendable year-end financial performance, with revenue reaching $2.02 billion, surpassing their forecast of $1.9 billion to $2.0 billion, marking a sequential increase of 9.6%.Despite facing a challenging fiscal year largely characterized by inventory adjustment with clients, Sanmina achieved non-GAAP earnings per share (EPS) of $1.43, exceeding expectations.

Sanmina Corporation: Its Efforts Towards Expansion & Optimization of Manufacturing Capabilities Paying Off? - Major Drivers

United States

Sanmina Corporation provides electronics contract manufacturing services to customers located around the world. The Company offers its customers expertise in new product introduction, manufacturing, and design and fabrication of complex interconnect products. Sanmina Corporation specializes in circuit fabrication, system assembly, integration, and high-end enclosures and cabling.

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Sanmina Corp (SANM US)

Sanmina Corporation: Acquisition of ZT Systems

Sanmina Corporation reported its financial results for the fourth quarter and fiscal year 2025, demonstrating robust performance across multiple...

Baptista Research

Sanmina Corporation: Will Its Enhanced Operational Execution & Margin Improvement Last In The Medium Term?

Sanmina Corporation reported its third-quarter fiscal 2025 earnings, revealing a strong performance that either met or exceeded their outlook...

Baptista Research

Sanmina Corporation: Does Its Diversification Across End Markets Safeguard Against Sector-Specific Risks?

Sanmina Corporation's second quarter fiscal year 2025 results highlighted a mixed performance with several elements combining to shape the...

Baptista Research

Sanmina Corporation Outperforms With 19% Growth—Cloud Infrastructure Boom Fuels Record Revenues!

Sanmina Corporation reported its financial performance for the first quarter of fiscal year 2025, revealing both strengths and challenges that...

Baptista Research

Sanmina Corporation: Its Efforts Towards Expansion & Optimization of Manufacturing Capabilities Paying Off? - Major Drivers

Sanmina Corporation recently presented its financial performance for the fourth quarter and fiscal year 2024. The company exhibited a commendable...

Baptista Research

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