Earnings Call Summary | Beazer Homes USA(BZH.US) Q2 2024 Earnings Conference
Earnings Call Summary | Beazer Homes USA(BZH.US) Q2 2024 Earnings Conference
The following is a summary of the Beazer Homes USA, Inc. (BZH) Q2 2024 Earnings Call Transcript:
以下是Beazer Homes USA, Inc.（BZH）2024年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Beazer Homes reported a 10% rise in new orders compared to the previous year, indicating robust sales performance.
The company maintained a count of 145 active communities, a significant growth from 136 at year-end and 121 from a year ago.
With better than expected gross margins and efficient overhead management, the company reported an EBITDA of over $58 million.
The company ended the quarter with a liquidity of $433 million, preparing for future expansion.
Beazer Homes achieved a Net income of $39.2 million or $1.26 per share.
Beazer Homes報告稱，與去年相比，新訂單增長了10％，這表明銷售業績強勁。
該公司維持了145個活躍社區，較年底的136個和去年同期的121個顯著增長。
該公司報告的息稅折舊攤銷前利潤超過5800萬美元，毛利率好於預期，管理費用高於預期。
該公司在本季度末的流動性爲4.33億美元，爲未來的擴張做準備。
Beazer Homes實現了3,920萬美元的淨收益，合每股收益1.26美元。
Business Progress:
業務進展：
Over 75% of the company's starts transitioned to Zero Energy Ready homes in the last quarter, showing substantial progress in sustainable housing.
Despite slightly higher mortgage rates, the company surpassed their sales targets.
The company accelerated the transition to their 'READY Series' by quickly closing out older communities.
They plan to reach 200 active communities and maintain a net debt to net cap ratio below 30% by FY 2026.
Measures for effective capital utilization, including investments and share repurchases, are being considered.
Despite challenging conditions in the Southeast and East, sales pace was maintained and gross margins are expected to exceed 20% in Q4.
The company is focusing on 'READY PLUS Homes' which offer greater value for buyers and community growth.
Their operational strategy includes optimizing every community, transitioning to READY, and launch all new ones as READY.
Expectations are set for improved cycle times and warranty conditions, steady community count increase, and potential share buybacks.
上個季度，該公司超過75％的開工量過渡到零能耗就緒型住宅，這表明在可持續住房方面取得了實質性進展。
儘管抵押貸款利率略高，但該公司仍超過了銷售目標。
該公司迅速關閉了老社區，加快了向 “READY 系列” 的過渡。
他們計劃到2026財年覆蓋200個活躍社區，並將淨負債與淨資本的比率保持在30％以下。
正在考慮採取有效利用資本的措施，包括投資和股票回購。
儘管東南部和東部條件艱難，但銷售步伐得以維持，預計第四季度毛利率將超過20％。
該公司專注於爲買家和社區發展提供更大價值的 “READY PLUS Homes”。
他們的運營策略包括優化每個社區，過渡到 READY，以及將所有新社區作爲 READY 啓動。
人們對週期時間和保修條件的改善、社區數量的穩步增加以及潛在的股票回購設定了預期。
More details: Beazer Homes USA IR
更多詳情： Beazer Homes 美國 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.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。