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Earnings Call Summary | Haemonetics(HAE.US) Q4 2024 Earnings Conference

Earnings Call Summary | Haemonetics(HAE.US) Q4 2024 Earnings Conference

業績電話會議摘要 | Haemonetics (HAE.US) 2024 年第四季度業績會議
富途資訊 ·  05/10 21:07  · 電話會議

The following is a summary of the Haemonetics Corporation (HAE) Q4 2024 Earnings Call Transcript:

以下是 Haemonetics Corporation (HAE) 2024 年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Haemonetics Corporation saw an organic revenue growth of 10% in Q4 and 12% for the total fiscal 2024 year.

  • It reported adjusted earnings per diluted share of $0.90 in Q4 and $3.96 for the year, marking an increase of both 17% and 31% respectively.

  • The company's FY 2024 adjusted gross margin stood at 54.4%, an increase of 1.2% from the previous year.

  • The adjusted net income for 2024 grew by 31% to $203.6 million. With the same percentage increase, adjusted earnings per share reached to $3.96.

  • The adjusted income tax for FY '24 settled at 23%.

  • Haemonetics Corporation在第四季度實現了10%的有機收入增長,2024財年的總收入增長了12%。

  • 該公司報告稱,第四季度調整後的攤薄後每股收益爲0.90美元,該年度的調整後攤薄後每股收益爲3.96美元,分別增長了17%和31%。

  • 該公司2024財年調整後的毛利率爲54.4%,比上年增長1.2%。

  • 2024年調整後的淨收入增長了31%,達到2.036億美元。以同樣的百分比增長,調整後的每股收益達到3.96美元。

  • 24財年的調整後所得稅爲23%。

Business Progress:

業務進展:

  • Haemonetics restructured its revenue reporting, incorporating services into commercial business units, starting FY 2025.

  • The company successfully introduced Express Plus in a limited market release, leading to usage in over 60,000 real-world collections.

  • The company made notable progress in portfolio rationalization, prioritizing focus on global apheresis to improve the margin profile.

  • The acquisition of OpSens and Attune been announced to boost future growth.

  • For FY 2025, the company is projecting reported revenue growth to be in the range of 5% to 8%.

  • It expects gross savings of $15 million from their Operational Excellence Program, benefiting their adjusted operating margins by about $10 million in FY 2025.

  • Haemonetics is preparing for business expansion opportunities and share buybacks and debt repayment, intending to expand the product portfolio and increase returns.

  • It plans to accelerate the rollout of Express Plus, the NexSys device upgrade, pledging confidence in the premium innovation.

  • The company anticipates revenue growth from both plasma and hospital markets, notably due to high-margin products.

  • Departure of earnings from CSL, 10% of earnings, will gradually impact the margin dynamics linearly.

  • Market expansion particularly seen in Japan with over 90 accounts and a proactive approach to work through European markets.

  • 從2025財年開始,Haemonetics重組了收入報告,將服務納入商業業務部門。

  • 該公司成功地在限量市場上推出了Express Plus,並已在超過60,000個現實世界中使用。

  • 該公司在投資組合合理化方面取得了顯著進展,將重點放在全球血液分離上,以改善利潤狀況。

  • 宣佈收購OpSens和Attune以促進未來的增長。

  • 對於2025財年,該公司預計報告的收入增長將在5%至8%之間。

  • 該公司預計,其卓越運營計劃將總共節省1500萬美元,使他們在2025財年調整後的營業利潤率增加約1000萬美元。

  • Haemonetics正在爲業務擴張機會、股票回購和債務償還做準備,打算擴大產品組合並增加回報。

  • 它計劃加快NexSys設備升級版Express Plus的推出,承諾對這項優質創新的信心。

  • 該公司預計,血漿和醫院市場的收入均將增長,這主要是由於高利潤率的產品。

  • 從CSL離職,即收益的10%,將逐漸對利潤率動態產生線性影響。

  • 市場擴張在日本尤其明顯,日本擁有90多個賬戶,並採取積極主動的方法在歐洲市場開展業務。

More details: Haemonetics IR

更多詳情: Haemonetics IR

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譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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