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>WESCO International delivered robust performance in Q3 2025, underscoring strong market position and execution capability across its strategic business units (SBUs).</li><li>The company recorded record quarterly sales of $6.2 billion, marked by organic growth across all divisions: Communications and Security Solutions (CSS) up 18%, Electrical and Electronic Solutions (EES) up 12%, and Utility and Broadband Solutions (UBS) up 3%.</li><li>Particularly notable was the 60% year-over-year increase in data center sales, highlighting an accelerating focus on AI-driven data center growth, which now represents a significant portion of the company’s overall revenue.</li></ul>

WESCO International delivered robust performance in Q3 2025, underscoring strong market position and execution capability across its strategic business units (SBUs).The company recorded record quarterly sales of $6.2 billion, marked by organic growth across all divisions: Communications and Security Solutions (CSS) up 18%, Electrical and Electronic Solutions (EES) up 12%, and Utility and Broadband Solutions (UBS) up 3%.Particularly notable was the 60% year-over-year increase in data center sales, highlighting an accelerating focus on AI-driven data center growth, which now represents a significant portion of the company’s overall revenue.

WESCO International: Data Center Expansion & Growth

<ul><li>WESCO International, Inc. delivered a mixed financial performance for the second quarter of 2025, indicating both challenges and significant growth opportunities.</li><li>Positives were apparent in the company's organic sales growth, which was reported at 7% year-over-year, highlighted by a 17% increase in Communications & Security Solutions (CSS) and a 6% increase in Electrical & Electronic Solutions (EES).</li><li>The company also reached a milestone as its data center sales surpassed $1 billion, reflecting a 65% growth compared to the previous year.</li></ul>

WESCO International, Inc. delivered a mixed financial performance for the second quarter of 2025, indicating both challenges and significant growth opportunities.Positives were apparent in the company's organic sales growth, which was reported at 7% year-over-year, highlighted by a 17% increase in Communications & Security Solutions (CSS) and a 6% increase in Electrical & Electronic Solutions (EES).The company also reached a milestone as its data center sales surpassed $1 billion, reflecting a 65% growth compared to the previous year.

WESCO Accelerates Momentum Across UBS, EES, & AI-Driven Data Centers; What Lies Ahead?

<ul><li>Wesco International, Inc. presented its first quarter 2025 financial results and outlook and reported a 6% organic sales growth for the first quarter, primarily fueled by a 70% increase in its data center business, along with notable surpluses in their OEM and Broadband segments.</li><li>These results exceeded initial forecasts and reflect the company’s ability to capitalize on high-demand areas within technology infrastructure.</li><li>The firm achieved a stable gross margin sequentially, a strategic play given potential global tariff impacts.</li></ul>

Wesco International, Inc. presented its first quarter 2025 financial results and outlook and reported a 6% organic sales growth for the first quarter, primarily fueled by a 70% increase in its data center business, along with notable surpluses in their OEM and Broadband segments.These results exceeded initial forecasts and reflect the company’s ability to capitalize on high-demand areas within technology infrastructure.The firm achieved a stable gross margin sequentially, a strategic play given potential global tariff impacts.

WESCO International Powers Utility Rebound with Grid Modernization & Strategic Contracts!

<ul><li>WESCO International, Inc. reported a mixed set of results during their fourth quarter and full-year 2024 earnings call.</li><li>The company highlighted a return to sales growth in Q4, primarily led by an over 70% growth in its Data Center business and a 20% growth in its Broadband business.</li><li>However, this was offset by a slowdown in sales with industrial customers in December and a continued weakness in their Utility segment.</li></ul>

WESCO International, Inc. reported a mixed set of results during their fourth quarter and full-year 2024 earnings call.The company highlighted a return to sales growth in Q4, primarily led by an over 70% growth in its Data Center business and a 20% growth in its Broadband business.However, this was offset by a slowdown in sales with industrial customers in December and a continued weakness in their Utility segment.

WESCO International: Why Its Vendor Consolidation Strategy Is a Potential Goldmine!

<ul><li>WESCO International recently reported its third-quarter 2024 financial results, reflecting a mix of positive trends and ongoing challenges in the business environment.</li><li>The company's performance showcased both areas of strength and segments facing headwinds, with the data center business notably accelerating, while utility and broadband sectors exhibited continued weakness.</li><li>WESCO's sales in the third quarter were slightly above the previous quarter, reaching the high end of their guidance range.</li></ul>

WESCO International recently reported its third-quarter 2024 financial results, reflecting a mix of positive trends and ongoing challenges in the business environment.The company's performance showcased both areas of strength and segments facing headwinds, with the data center business notably accelerating, while utility and broadband sectors exhibited continued weakness.WESCO's sales in the third quarter were slightly above the previous quarter, reaching the high end of their guidance range.

WESCO International’s Game-Changing Electrification Strategy Powering a Renewable Revolution! - Major Drivers

United States

WESCO International, Inc. distributes electrical products and other industrial maintenance, repair, and operating supplies.  The Company also provides integrated supply services.  WESCO operates branches and distribution centers in the United States, Canada, Puerto Rico, Guam, Mexico, the United Kingdom, and Singapore, which serve customers worldwide.

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Wesco International (WCC US)

WESCO International: Data Center Expansion & Growth

WESCO International delivered robust performance in Q3 2025, underscoring strong market position and execution capability across its strategic...

Baptista Research

WESCO Accelerates Momentum Across UBS, EES, & AI-Driven Data Centers; What Lies Ahead?

WESCO International, Inc. delivered a mixed financial performance for the second quarter of 2025, indicating both challenges and significant...

Baptista Research

WESCO International Powers Utility Rebound with Grid Modernization & Strategic Contracts!

Wesco International, Inc. presented its first quarter 2025 financial results and outlook and reported a 6% organic sales growth for the first...

Baptista Research

WESCO International: Why Its Vendor Consolidation Strategy Is a Potential Goldmine!

WESCO International, Inc. reported a mixed set of results during their fourth quarter and full-year 2024 earnings call. The company highlighted a...

Baptista Research

WESCO International’s Game-Changing Electrification Strategy Powering a Renewable Revolution! - Major Drivers

WESCO International recently reported its third-quarter 2024 financial results, reflecting a mix of positive trends and ongoing challenges in the...

Baptista Research

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