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Earnings Call Summary | Amphenol(APH.US) Q1 2024 Earnings Conference

Earnings Call Summary | Amphenol(APH.US) Q1 2024 Earnings Conference

财报电话会议摘要 | Amphenol (APH.US) 2024 年第一季度财报会议
富途资讯 ·  04/25 11:01  · 电话会议

The following is a summary of the Amphenol Corporation (APH) Q1 2024 Earnings Call Transcript:

以下是安费诺公司(APH)2024年第一季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Amphenol reported Q1 2024 sales of $3,256 million, a 9% increase year-over-year, with diluted EPS of $0.80, and free cash flow of $506 million.

  • The GAAP diluted EPS for Q1 2024 was $0.87, up 23% compared to the prior year, and the GAAP and adjusted operating income was $685 million.

  • Orders in the quarter rose 16% from Q1 2023 to $3,348 million, resulting in a strong book-to-bill ratio of 1.03:1.

  • The company repurchased 1.4 million shares at an average price of $108, returning a total of $286 million to shareholders.

  • 安费诺报告称,2024年第一季度销售额为32.56亿美元,同比增长9%,摊薄后每股收益为0.80美元,自由现金流为5.06亿美元。

  • 2024年第一季度GAAP摊薄后每股收益为0.87美元,与去年同期相比增长23%,GAAP和调整后的营业收入为6.85亿美元。

  • 该季度的订单较2023年第一季度增长了16%,达到33.48亿美元,使账面账单比率达到1. 03:1。

  • 该公司以平均1.08美元的价格回购了140万股股票,共向股东返还了2.86亿美元。

Business Progress:

业务进展:

  • Amphenol's Board of Directors approved a new $2 billion three-year stock repurchase plan.

  • The acquisition of Carlisle Interconnect Technologies is expected to close by the end of Q2 2024, and is anticipated to add approximately $0.02 to earnings in 2H 2024.

  • Despite a decline in the industrial market, sales growth was seen in defense (13%), commercial aerospace (20%), and IT datacom (29%).

  • The company has a robust position in AI with its high-speed, low latency interconnect products gaining traction in the market.

  • Amphenol董事会批准了一项新的20亿美元三年期股票回购计划。

  • 对卡莱尔互连科技的收购预计将在2024年第二季度末完成,预计将在2024年下半年使收益增加约0.02美元。

  • 尽管工业市场下滑,但国防(13%)、商业航空航天(20%)和IT数据通信(29%)的销售额仍有所增长。

  • 该公司在人工智能领域占据了稳固的地位,其高速、低延迟的互连产品在市场上越来越受欢迎。

More details: Amphenol IR

更多详情: Amphenol IR

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