Eaton Boosts 2024 Guidance As Electrical And Aerospace Sectors Excel
Eaton Boosts 2024 Guidance As Electrical And Aerospace Sectors Excel
Eaton Corporation plc (NYSE:ETN) on Tuesday reported a first-quarter FY24 net sales growth of 8% Y/Y to $5.94 billion, beating the consensus of $5.91 billion.
伊頓公司（紐約證券交易所代碼：ETN）週二報告稱，24財年第一季度淨銷售額同比增長8％，達到59.4億美元，超過市場預期的59.1億美元。
Organic growth of 8% Y/Y was at the high end of guidance in the quarter.
本季度有機增長同比增長8％，處於預期的最高水平。
Sales by segments: Electrical Americas $2.7 billion (+17% Y/Y), Electrical Global $1.5 billion (flat Y/Y), Aerospace $871 million (+9% Y/Y), Vehicle $724 million (-2% Y/Y) and eMobility $158 million (+7% Y/Y).
按細分市場劃分的銷售額：美洲電氣27億美元（同比增長17％），全球電氣15億美元（同比持平），航空航天8.71億美元（同比增長9％），汽車7.24億美元（同比下降2％），電動汽車1.58億美元（同比增長7％）。
Eaton reported strong growth in the Electrical sector backlog, up 27% with a book-to-bill ratio of 1.2, and the Aerospace backlog, up 11% with a book-to-bill ratio of 1.1.
伊頓報告稱，電氣行業積壓量強勁增長，增長27％，賬面賬單比率爲1.2；航空航天業積壓量增長11％，賬面賬單比率爲1.1。
Total segment operating profit margin expanded by 340 bps Y/Y to 23.1%.
該分部的總營業利潤率同比增長340個點子至23.1％。
Eaton's operating cash flow in the quarter was $475 million, up 42% Y/Y, and free cash flow was $292 million (+40% Y/Y).
伊頓本季度的運營現金流爲4.75億美元，同比增長42％，自由現金流爲2.92億美元（同比增長40％）。
Adjusted EPS improved 28% Y/Y to $2.40, beating the consensus of $2.29.
調整後的每股收益同比增長28％，至2.40美元，超過了市場預期的2.29美元。
Craig Arnold, Eaton chairman and chief executive officer said, "Growth drivers like increased project activity tied to megatrends, reindustrialization and infrastructure spending continue to drive demand for Eaton's solutions across our markets, and we remain very confident in our teams' ability to execute on our increased targets for the year."
伊頓董事長兼首席執行官克雷格·阿諾德表示：“與大趨勢相關的項目活動增加、再工業化和基礎設施支出等增長驅動因素繼續推動我們整個市場對伊頓解決方案的需求，我們對團隊執行今年增加的目標的能力仍然非常有信心。”
"We capitalized on strong growth in our business to start the year, resulting in strong order growth in Electrical and Aerospace and first quarter record segment margins."
“今年年初，我們利用了業務的強勁增長，從而實現了電氣和航空航天領域的強勁訂單增長，第一季度細分市場利潤率創歷史新高。”
Related: Eaton Is Poised To Benefit From 'Ongoing Electrical Super-Cycle,' Says Bullish Analyst
相關：看漲分析師表示，伊頓有望從 “持續的電氣超級週期” 中受益
Q2 FY24 Outlook: The company expected Adjusted EPS of $2.52-$2.62 versus $2.50 consensus, organic revenue growth of 6.5%-8.5%, and segment operating margins of 22.4%-22.8%.
24財年第二季度展望：該公司預計調整後的每股收益爲2.52-2.62美元，而市場預期爲2.50美元，有機收入增長6.5％-8.5％，分部營業利潤率爲22.4％-22.8％。
FY24 Guidance, raised: Eaton increased adjusted EPS to $10.20-$10.60 (from $9.95-$10.35 prior) vs. $10.25 estimate, organic revenue growth to 7%-9% (from 6.5%-8.5%) and segment operating margins to 22.8%-23.2% (from 22.4%-22.8%).
提高了24財年預期：伊頓將調整後的每股收益從10.25美元提高至10.20美元至10.60美元（從之前的9.95美元至10.35美元），有機收入增長至7％-9％（從6.5％-8.5％），分部營業利潤率從22.4％-22.8％提高至22.8％-23.2％（從22.4％-22.8％）。
Investors can gain exposure to the stock via First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (NASDAQ:GRID) and Neuberger Berman ETF Trust Neuberger Berman Carbon Transition Infrastructure ETF (NYSE:NBCT).
投資者可以通過第一信託納斯達克清潔邊緣智能電網基礎設施指數基金（納斯達克股票代碼：GRID）和紐伯格伯爾曼ETF信託紐伯格伯爾曼碳轉型基礎設施ETF（紐約證券交易所代碼：NBCT）獲得股票敞口。
Price Action: ETN shares are down 1.4% at $321.93 at last check Tuesday.
價格走勢：在週二的最後一次檢查中，ETN股價下跌1.4％，至321.93美元。
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譯文內容由第三人軟體翻譯。