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Earnings Call Summary | Jacobs Engineering(J.US) Q2 2024 Earnings Conference

Earnings Call Summary | Jacobs Engineering(J.US) Q2 2024 Earnings Conference

财报电话会议摘要 | Jacobs Engineering (J.US) 2024 年第二季度财报会议
富途资讯 ·  05/08 05:57  · 电话会议

The following is a summary of the Jacobs Solutions, Inc. (J) Q2 2024 Earnings Call Transcript:

以下是雅各布斯解决方案公司(J)2024年第二季度财报电话会议记录的摘要:

Financial Performance:

财务业绩:

  • Jacobs Solutions reported a consolidated revenue increase of 5% in Q2, with organic growth contributing to 3% of it.

  • The company's GAAP operating profit stood at $281 million, despite some transaction, restructuring, and other costs.

  • Gross revenue for Q2 increased by 5% year-over-year, and the GAAP EPS was $1.29 per share from continued operations.

  • Adjusted EPS decreased by 7% compared to the last year which equates to a year-over-year increase of 10% when adjusted for last year's discrete tax benefit.

  • Q2 saw a 10% year-on-year increase in the Adjusted EBITDA, which was $393 million.

  • Both the company's backlogs and People & Places Solutions Line's adjusted net revenue showed annual growth of 2% and 5.6% respectively.

  • Jacobs Solutions报告称,第二季度合并收入增长了5%,其中有机增长占3%。

  • 尽管有一些交易、重组和其他成本,但该公司的GAAP营业利润仍为2.81亿美元。

  • 第二季度的总收入同比增长5%,持续运营产生的GAAP每股收益为1.29美元。

  • 调整后的每股收益与去年相比下降了7%,相当于经去年的离散税收优惠调整后同比增长10%。

  • 第二季度调整后的息税折旧摊销前利润同比增长10%,为3.93亿美元。

  • 该公司的待办事项和People & Places Solutions Line调整后的净收入均显示出2%和5.6%的年增长率。

Business Progress:

业务进展:

  • Jacobs Solutions has been focusing on strategic shifts towards a high-value portfolio and improving operational efficiency.

  • Major progress has been achieved in the separation planning of Critical Mission solution and Cyber Intelligence.

  • The company expects mid to high single-digit organic revenue growth in FY 2024 for the People & Places Solutions line.

  • Jacobs' strategy to prioritize profitable growth over absolute growth has paid off, particularly in the People & Places Solutions line as evident by the significant top-line growth reported in Q2.

  • There are ongoing projects in Life Sciences and electronics sectors, which are advancing due to progression in oncology and prominence of chip manufacturing and data centres.

  • The company expects their unallocated expenses to decrease to a $50 net number by 2025.

  • Jacobs is also experiencing rapid growth due to increased demand for data centers and has successfully adapted to wage inflation through value-added client solutions and effective use of its global delivery model.

  • The company also anticipates further expansion relating to AI and consultancy services required for data centers.

  • Jacobs Solutions一直专注于向高价值投资组合的战略转变和提高运营效率。

  • 在关键任务解决方案和网络情报的分离规划方面取得了重大进展。

  • 该公司预计,人员与地方解决方案系列将在2024财年实现中到较高的个位数有机收入增长。

  • 雅各布斯将盈利增长置于绝对增长之上的战略取得了回报,尤其是在人员与地方解决方案领域,第二季度公布的显著收入增长就证明了这一点。

  • 生命科学和电子领域正在进行的项目正在进行中,由于肿瘤学的进展以及芯片制造和数据中心的突出地位,这些项目正在取得进展。

  • 该公司预计,到2025年,他们的未分配支出净额将减少到50美元。

  • 由于对数据中心的需求增加,Jacobs也实现了快速增长,并通过增值客户解决方案和有效使用其全球交付模式成功适应了工资上涨。

  • 该公司还预计,在数据中心所需的人工智能和咨询服务方面将进一步扩张。

More details: Jacobs Engineering IR

更多详情: 雅各布斯工程 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.

提示:欲了解更多详情,请访问投资者关系网站。本文仅供投资者参考,不构成任何投资建议。

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