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Earnings Call Summary | TERUMO CORP(TRUMF.US) Q3 2024 Earnings Conference

Earnings Call Summary | TERUMO CORP(TRUMF.US) Q3 2024 Earnings Conference

業績電話會議摘要 | TERUMO CORP (TRUMF.US) 2024 年第三季度業績會議
富途資訊 ·  02/09 13:45  · 電話會議

The following is a summary of the Terumo Corporation (TRUMF) Q3 2024 Earnings Call Transcript:

以下是Terumo Corporation(TRUMF)2024年第三季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Terumo Corporation reported highest ever revenue in Q3 2024 due to double-digit growth in revenue, operating profit, and annual profit.

  • Profits grew by 9% YoY excluding FX.

  • Factors such as price increases, profitability improvement measures, and inflation ease drove increase in operating profit.

  • Gross profit increased beyond expected, even with increased SG&A factors like price policy revision and bolstered sales force in North America.

  • Terumo Corporation報告稱,由於收入、營業利潤和年利潤的兩位數增長,2024年第三季度收入創歷史新高。

  • 不包括外匯,利潤同比增長9%。

  • 價格上漲、盈利能力改善措施和通貨膨脹緩解等因素推動了營業利潤的增長。

  • 儘管價格政策修訂和北美銷售隊伍增強等銷售和收購因素有所增加,但毛利增長仍超出預期。

Business Progress:

業務進展:

  • Revenue was mainly driven by TIS and Vascular Graft businesses of the Cardiac and Vascular Company and blood center business of the Blood and Cell Technologies Company.

  • Expansion of therapeutic devices in North America is evident by the shift from negative to positive gross margin in H2.

  • While therapeutic devices remain strong in main markets, emerging markets like Asia and The Middle East also contributed to growth rate.

  • Volume-based procurement in China impacted Q3.

  • Annual guidance has been revised upward especially for Cardiac and Vascular, and Blood and Cell Technologies predicting a continued profitability improvement in Q4 despite a downward revision of Medical Care Solutions.

  • 收入主要由心臟和血管公司的TIS和血管移植業務以及血液和細胞技術公司的血液中心業務推動。

  • 下半年毛利率從負向正的轉變爲正數,北美治療設備的擴張是明證。

  • 儘管主要市場的治療設備仍然強勁,但亞洲和中東等新興市場也推動了增長率。

  • 中國基於數量的採購影響了第三季度。

  • 年度預期已向上修正,尤其是心臟和血管以及血液和細胞技術公司的年度指引,儘管醫療保健解決方案向下修正,但第四季度的盈利能力仍將持續改善。

More details: TERUMO CORP IR

更多詳情: TERUMO CORP IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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