Earnings Call Summary | Modine Manufacturing(MOD.US) Q4 2024 Earnings Conference
Earnings Call Summary | Modine Manufacturing(MOD.US) Q4 2024 Earnings Conference
The following is a summary of the Modine Manufacturing Company (MOD) Q4 2024 Earnings Call Transcript:
以下是摩丁製造公司（MOD）2024年第四季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Modine reported a 5% increase in annual sales totaling $2.4 billion.
Delivered 48% growth in Adjusted EBITDA reaching $314 million, buoyed by strategic realignment that led to a 13.1% adjusted EBITDA margin.
Made significant changes to its portfolio in Q4, including two acquisitions and divestitures of three automotive businesses in Germany and two coatings businesses in the U.S.
The data center sales in the Climate Solutions segment grew by 69% contributing to a 31% increase in adjusted EBITDA of the segment.
The Performance Technologies segment marked a 67% increase in adjusted EBITDA.
Estimations for the future include a 50 basis points per year lift in margin from implementing 80/20 in Climate Solutions and around $100 million impact from divestitures and product line exits in Performance Technologies.
摩丁報告稱，年銷售額增長了5％，總額爲24億美元。
調整後的息稅折舊攤銷前利潤增長了48％，達到3.14億美元，這得益於戰略調整，調整後的息稅折舊攤銷前利潤率達到13.1％。
第四季度對其投資組合進行了重大調整，包括兩次收購和剝離德國的三家汽車業務和美國的兩家塗料業務。
氣候解決方案板塊的數據中心銷售額增長了69％，使該細分市場調整後的息稅折舊攤銷前利潤增長了31％。
性能技術板塊調整後的息稅折舊攤銷前利潤增長了67％。
對未來的估計包括在氣候解決方案中實施80/20的利潤率每年提高50個點子，以及高性能技術資產剝離和產品線退出帶來的約1億美元影響。
Business Progress:
業務進展：
Modine is focused on driving favourable changes in their sales mix and exploring new product applications.
The company predicts 60%-70% growth in its data center business, driven by both organic and inorganic factors.
Plans to expand production capacity in the data center segment, setting an ambitious target of building a $1-billion business.
Intentions to continue refining commercial practices and exploring cross-selling opportunities and pricing strategies for margin expansion.
Expectation to launch CDUs (Cooling Distribution Units) by the end of the calendar year, pending market readiness.
In the automotive segment, the company is focusing on reducing financial drain whilst still meeting the set targets.
Modine專注於推動其銷售結構的有利變化，並探索新產品應用。
該公司預測，在有機和無機因素的推動下，其數據中心業務將增長60％-70％。
計劃擴大數據中心領域的產能，設定了建立10億美元業務的雄心勃勃的目標。
打算繼續完善商業慣例，探索交叉銷售機會和定價策略以擴大利潤。
在市場準備就緒之前，預計將在本日曆年年底之前推出CDU（冷卻分配裝置）。
在汽車領域，該公司專注於減少資金流失，同時仍能實現既定目標。
More details: Modine Manufacturing IR
更多詳情： 摩丁製造業投資者關係
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。