OSI Systems, Inc. (OSIS) Q4 2024 Earnings Call Transcript Summary
OSI Systems, Inc. (OSIS) Q4 2024 Earnings Call Transcript Summary
The following is a summary of the OSI Systems, Inc. (OSIS) Q4 2024 Earnings Call Transcript:
以下是osi systems公司（OSIS）2024財年第四季度業績會議記錄摘要：
Financial Performance:
金融業績：
OSI Systems reported a Q4 revenue of $481 million, a 17% increase year-over-year, driven by outstanding performance in the Security division.
Q4 non-GAAP adjusted earnings per share were at a record $2.84.
Full fiscal year 2024 revenues reached a record $1.54 billion, marking a 20% increase from the previous year, with non-GAAP adjusted EPS at $8.13 for the year, up 31%.
The company concluded the year with a strong backlog of approximately $1.7 billion, providing visibility for fiscal year 2025.
osi systems報告第四季度營業收入爲48100萬美元，同比增長17%，主要由安防-半導體業績突出推動。
第四季度非GAAP調整後每股收益創下2.84美元的記錄。
2024財政年全年營業收入達到創紀錄的154億美元，較上年增長20%，財年財政非GAAP調整後每股收益爲8.13美元，同比增長31%。
公司以約17億美元的強勁積壓訂單結束了財年，爲2025財年提供了可見性。
Business Progress:
業務進展：
Security division showed remarkable growth with Q4 revenues up 27% year-over-year, primarily driven by significant programs including a major program with Mexico's SEDENA and a $200 million international contract.
Opto Electronics Manufacturing division achieved record revenues of $102 million in Q4, focusing on strategic near-shoring to reduce dependency on Chinese supply chains.
Healthcare division showed robust performance despite challenges, securing a $6 million award from a U.S. hospital.
安防-半導體業務表現強勁，第四季度營業收入同比增長27%，主要受到包括與墨西哥SEDENA的大型項目和2億美元國際合同在內的重大項目的推動。
光電子製造業務在第四季度實現了10200萬美元的營業收入，重點關注戰略性近岸外包以減少對中國供應鏈的依賴。
儘管面臨挑戰，醫療保健部門表現強勁，獲得了來自美國醫院的600萬美元的獎勵。
Opportunities:
機會：
Continued focus on expanding service revenues which carry higher margins compared to product revenues.
Strong backlog and robust pipeline of opportunities across security, opto electronics, and healthcare divisions predicting favorable growth in fiscal year 2025.
繼續專注於拓展較高利潤率的服務收入，相比產品收入更具競爭優勢。
安防、光電子和醫療保健部門積壓訂單強勁，機會管道充實，預計2025財年有利的增長。
Risks:
風險：
The company anticipates fluctuations in gross margin influenced by revenue mix and varying operational costs.
Possible impacts from ongoing adjustments in supply chain and inventory levels affecting near-term financial outcomes.
公司預計毛利率會受到營收結構和不同的運營成本的影響而波動。
持續調整供應鏈和庫存水平可能對近期的財務狀況產生影響。
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譯文內容由第三人軟體翻譯。