Earnings Call Summary | A.P. Moller - Maersk A/S Unsponsored ADR(AMKBY.US) Q1 2024 Earnings Conference
Earnings Call Summary | A.P. Moller - Maersk A/S Unsponsored ADR(AMKBY.US) Q1 2024 Earnings Conference
The following is a summary of the A.P. Møller - Mærsk A/S (AMKBY) Q1 2024 Earnings Call Transcript:
以下是A.P. Möller-Mèrsk A/S（AMKBY）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
A.P. Moller - Maersk reported a Q1 2024 EBIT of $177 million, demonstrating a strong recovery in earnings.
EBITDA for Q1 2024 amounted to $1.6 billion due to a robust delivery from Ocean business amidst Red Sea disruption and container market demand.
Return to growth in Logistics & Services with increased volumes across product families, albeit with challenges in contract Logistics and Ground Freight impacting profitability.
Exceptional performance from Terminals led to a 45% increase in EBIT to $300 million, with a return on invested capital of 11.3%.
Despite the slight increase in cost per move by 1.1%, EBITDA expanded to $348 million, a 20% increase YoY and a sequential increase of 15%.
A.P. Moller——马士基公布的2024年第一季度息税前利润为1.77亿美元，这表明收益强劲复苏。
2024年第一季度的息税折旧摊销前利润为16亿美元，这要归因于在红海混乱和集装箱市场需求下海运业务的强劲交付。
尽管合同物流和陆运方面的挑战影响了盈利能力，但随着各产品系列的销量增加，物流与服务恢复了增长。
终端的卓越表现使息税前利润增长了45％，达到3亿美元，投资资本回报率为11.3％。
尽管每次搬迁成本略有增长1.1％，但息税折旧摊销前利润仍扩大至3.48亿美元，同比增长20％，连续增长15％。
Business Progress:
业务进展：
Businesses like Ocean, Logistics & Services, and Terminals experienced YoY volume growth.
In response to Red Sea disruptions, the Ocean business reconfigured its network, maintaining offered capacity.
Despite margin pressures in Logistics & Services due to recent contracts, volume growth was recorded across all product families.
An increased lower-end of financial guidance for FY 2024 is anticipated due to a strong container market and Red Sea disruptions.
Terminals business demonstrated consistent growth, foreseeing more investment in expansion and automation.
Streamlining efforts such as Maersk's demerger of Svitzer show a focus on end-to-end logistics.
The company is strategically focusing on driving profitability and growth in the logistics and services sector, improving Ocean operations, and expanding Terminals business.
Future plans include maintaining a constant fleet size with focused rotation, increased revenue through surcharges, and cost reduction initiatives to return to 2019 levels by 2025.
Contract negotiations for major sailing routes are due in the coming quarters, with an emphasis on growth and expansion in Logistics.
海运、物流与服务以及码头等业务的销量同比增长。
为了应对红海的中断，海洋业务重新配置了其网络，维持了所提供的容量。
尽管由于最近的合同，物流与服务面临利润压力，但所有产品系列的销量均有所增长。
由于强劲的集装箱市场和红海的中断，预计2024财年的低端财务指引将有所增加。
码头业务表现出持续增长，预计在扩张和自动化方面将有更多投资。
诸如马士基分拆Svitzer之类的精简工作表明了对端到端物流的关注。
该公司的战略重点是推动物流和服务领域的盈利和增长，改善海运业务，扩大码头业务。
未来的计划包括通过集中轮换来保持稳定的机队规模，通过附加费增加收入，以及到2025年恢复到2019年水平的成本削减措施。
主要航线的合同谈判将在未来几个季度进行，重点是物流的增长和扩张。
More details: A.P. Moller - Maersk A/S Unsponsored ADR 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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译文内容由第三方软件翻译。