Earnings Call Summary | West Fraser Timber(WFG.US) Q1 2024 Earnings Conference
Earnings Call Summary | West Fraser Timber(WFG.US) Q1 2024 Earnings Conference
The following is a summary of the West Fraser Timber Co. Ltd. (WFG) Q1 2024 Earnings Call Transcript:
以下是西弗雷澤木材公司的摘要。有限公司（WFG）2024年第一季度業績電話會議記錄：
Financial Performance:
財務業績：
West Fraser Timber reported Q1 2024 adjusted EBITDA of $200 million, denoting a 12% margin.
On a trailing four-quarter basis, adjusted EBITDA was $703 million, up from $561 million reported for fiscal 2023.
The Lumber segment reported Q1 EBITDA of $10 million, an improvement from negative $51 million in Q4 2023.
The North American Engineered Wood Products segment posted Q1 EBITDA of $188 million, up from $143 million in Q4 2023.
The company concluded the quarterly period with $1.8 billion in total liquidity.
West Fraser Timber報告稱，2024年第一季度調整後的息稅折舊攤銷前利潤爲2億美元，利潤率爲12％。
在過去的四個季度中，調整後的息稅折舊攤銷前利潤爲7.03億美元，高於2023財年公佈的5.61億美元。
木材板塊公佈的第一季度息稅折舊攤銷前利潤爲1000萬美元，較2023年第四季度的負5100萬美元有所改善。
北美工程木製品板塊公佈的第一季度息稅折舊攤銷前利潤爲1.88億美元，高於2023年第四季度的1.43億美元。
該公司在季度末的總流動性爲18億美元。
Business Progress:
業務進展：
West Fraser Timber executed two critical transactions: the disposal of the Hinton pulp mill and two BCTMP mills; and took full ownership of the Cariboo Pulp & Paper mill.
Despite adverse conditions, the company remains optimistic about future demand for sustainable wood products.
There was a slowdown in renovation & repair demand, but the long-term positioning remains positive.
The company is exploring future projects and M&A opportunities, focusing on quality assets that reinforce the business and improve customer relations in its OSB sales team.
西弗雷澤木業執行了兩筆關鍵交易：出售欣頓紙漿廠和兩家BCTMP工廠；並收購了Cariboo紙漿造紙廠的全部所有權。
儘管條件不利，但該公司仍對可持續木材產品的未來需求持樂觀態度。
裝修和維修需求放緩，但長期定位仍然樂觀。
該公司正在探索未來的項目和併購機會，專注於優質資產，以加強其OSB銷售團隊的業務並改善客戶關係。
More details: West Fraser Timber IR
更多詳情： 西弗雷澤木材紅外線
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。