Earnings Call Summary | Air Products & Chemicals(APD.US) Q2 2024 Earnings Conference
Earnings Call Summary | Air Products & Chemicals(APD.US) Q2 2024 Earnings Conference
The following is a summary of the Air Products and Chemicals, Inc. (APD) Q2 2024 Earnings Call Transcript:
以下是空氣化工產品公司（APD）2024年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Air Products reported Q2 adjusted earnings per share of $2.85, a 4% improvement from last year, mainly due to strong performances in the Americas and Europe.
The adjusted earnings per share guidance for Q3 2024 is between $3.00 and $3.05. The company maintains its full-year guidance of $12.20 to $12.50 per share.
The capital expenditure for the fiscal year 2024 is expected to be between $5 billion and $5.5 billion.
The dividend per share per quarter has been increased to $1.77, marking the 42nd year of consecutive dividend increases.
Despite inflation, the company improved its pricing with a 6% increase in U.S. merchant pricing during Q2 2024.
空氣產品公司公佈的第二季度調整後每股收益爲2.85美元，比去年增長4％，這主要是由於美洲和歐洲的強勁表現。
2024年第三季度調整後的每股收益預期在3.00美元至3.05美元之間。該公司維持其全年每股12.20美元至12.50美元的預期。
2024財年的資本支出預計在50億美元至55億美元之間。
每季度的每股股息已增加至1.77美元，這是連續第42年增加股息。
儘管有通貨膨脹，但該公司還是提高了定價，在2024年第二季度將美國商戶定價提高了6％。
Business Progress:
業務進展：
The company's industrial gases business and large-scale, low-carbon hydrogen projects are key drivers of growth and sustainability.
Significant improvements were observed in productivity during the execution of their long-term growth strategy.
Management aims for more than 10% annual growth in adjusted earnings per share over the next decade.
Major increases in Q3 2024 maintenance costs are expected due to turnarounds in the Americas and Europe operations.
Cost actions, including severance costs, are expected to generate around $75 million in full-year savings.
The ongoing green hydrogen project in Saudi Arabia shows progress; the finalization of rules for the implementation of the ITA is awaited for making financial decisions for the North Texas project.
Upcoming new plants are anticipated to contribute to volume growth, positioning the company favorably for better-than-expected Q2 2024 results.
The company plans to operate their Steam Methane Reformers (SMRs) only with carbon capture in 15 years, a significant step towards more sustainable operations.
該公司的工業氣體業務和大規模的低碳氫項目是增長和可持續發展的關鍵驅動力。
在執行長期增長戰略期間，觀察到生產率顯著提高。
管理層的目標是在未來十年中調整後的每股收益每年增長10％以上。
由於美洲和歐洲業務的週轉，預計2024年第三季度的維護成本將大幅增加。
成本行動，包括遣散費，預計全年將節省約7500萬美元。
沙特阿拉伯正在進行的綠色氫項目顯示出進展；正在等待ITA實施規則的最終確定，以便爲北德克薩斯項目做出財務決策。
預計即將建成的新工廠將促進產量增長，使公司在2024年第二季度的業績好於預期方面處於有利地位。
該公司計劃在15年內僅使用碳捕獲來運營蒸汽甲烷轉化器（SMR），這是朝着更可持續的運營邁出的重要一步。
More details: Air Products & Chemicals IR
更多詳情： 空氣化工產品與化工產品 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。