Earnings Call Summary | AAON Inc(AAON.US) Q1 2024 Earnings Conference
Earnings Call Summary | AAON Inc(AAON.US) Q1 2024 Earnings Conference
The following is a summary of the AAON, Inc. (AAON) Q1 2024 Earnings Call Transcript:
以下是 AAON, Inc. (AAON) 2024 年第一季度業績電話會議記錄摘要:
Financial Performance:
財務業績:
AAON's Q1 sales decreased by 1.4% to $262.1 million due to lower volumes in the Coil products and Basic segments.
The company experienced a 6.9% YoY increase in backlogs reflecting supply chain issues.
The gross profit experienced a significant jump of 19.6% to $92.2 million mainly driven by pricing and moderating material cost inflation.
Selling, general, and administrative expenses increased by 37.5% to $45.3 million due to lower volumes, compensation increments, and legal fees.
The diluted earnings per share were $0.46, showing a marginal increase from the previous year's quarter.
由於線圈產品和基礎板塊的銷量減少,AAON第一季度的銷售額下降了1.4%,至2.621億美元。
該公司的待辦事項同比增長6.9%,這反映了供應鏈問題。
毛利大幅增長19.6%,至9,220萬美元,這主要是由定價和材料成本通脹放緩所推動的。
由於交易量減少、薪酬增加和律師費,銷售、一般和管理費用增長了37.5%,達到4530萬美元。
攤薄後的每股收益爲0.46美元,比上一季度略有增長。
Business Progress:
業務進展:
AAON reported strong bookings and an increased backlog compared to a year ago.
The launch of a new refrigerant portfolio set the company up well for industry low GWP refrigerant requirements.
The launch of fully electric heat pump powered rooftop units reflects the company's technological advancements.
Investments are being made towards the data center market expecting it to increase its contribution to total revenues from 10% to 20%.
Two major capacity projects are underway aiming to expand the manufacturing square footage, expected to be completed by the year-end.
A growth of 10% in parts sales for the quarter is also reported, driven by parts demand and supply chain stabilization.
AAON is actively working on developing custom solutions and exploring growth in the liquid cooling market with acquired orders and opportunities.
AAON報告稱,與去年同期相比,預訂量強勁,積壓量增加。
新的製冷劑產品組合的推出使公司爲滿足行業低全球升溫潛能值製冷劑需求做好了充分的準備。
全電動熱泵驅動的屋頂機組的推出反映了公司的技術進步。
正在對數據中心市場進行投資,預計其對總收入的貢獻將從10%增加到20%。
兩個主要的產能項目正在進行中,旨在擴大製造面積,預計將在年底前完成。
受零件需求和供應鏈穩定的推動,本季度零部件銷售額也增長了10%。
AAON正在積極開發定製解決方案,並通過獲得的訂單和機會探索液體冷卻市場的增長。
More details: AAON Inc IR
更多詳情: AAON Inc 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。