Littelfuse, Inc. (LFUS) Q3 2024 Earnings Conference Call Transcript Summary
Littelfuse, Inc. (LFUS) Q3 2024 Earnings Conference Call Transcript Summary
Q3 adjusted diluted EPS was $2.71; $65 million free cash flow generated.The following is a summary of the Littelfuse, Inc. (LFUS) Q3 2024 Earnings Conference Call Transcript:
以下是Littelfuse, Inc.（LFUS）2024年第三季度業績會通話記錄摘要：
Financial Performance:
金融業績：
Q3 2024 revenue was $567 million, down 7%, adjusted operating margin increased to 15.9%.
Q3 adjusted diluted EPS was $2.71; $65 million free cash flow generated.
2024年第三季度營業收入爲$56700萬，下降7%，調整後營業利潤率提高至15.9%。
第三季度調整後每股收益爲$2.71；產生$6500萬的自由現金流。
Business Progress:
業務進展：
Announced new design wins across data centers, automotive sensors, and defibrillators.
Expanded market presence in global passenger vehicles and industrial safety segments.
宣佈在數據中心、汽車傳感器和除顫器領域獲得新的設計交付。
在全球乘用車和工業安全領域拓展市場份額。
Opportunity:
機會：
Positioned to benefit from vehicle electrification and global electrification trends.
Robust design activity likely to ensure sustained long-term growth.
定位於受益於車輛電氣化和全球電氣化趨勢。
強勁的設計活動可能確保持續的長期增長。
Risk:
風險：
Persistent softness in industrial demand across Europe and Asia impacting business.
Expected continuation of cautious customer ordering patterns and challenging conditions.
歐洲和亞洲工業需求持續疲軟，影響業務。
預計繼續謹慎的客戶訂購模式和困難條件。
Financial Performance:
金融業績：
Revenue in Q3 2024 was $567 million, down 7% versus last year.
GAAP operating margins were 15.5%, and adjusted operating margins finished at 15.9%, showing improvements due to pricing actions, operational efficiencies, and favorable foreign exchange rates.
Adjusted EBITDA margins reached 21.7%, positively influenced by sales growth and controlled expenses.
Adjusted diluted EPS for Q3 was $2.71.
Operating cash flow for the quarter was $80 million, generating $65 million in free cash flow.
2024年第三季度營業收入爲$56700萬，較去年下降7%。
根據定價行動、運營效率和有利的匯率期貨，GAAP營業利潤率爲15.5%，調整後營業利潤率爲15.9%，顯示出改善。
調整後的EBITDA利潤率達到21.7%，受銷售增長和控制費用的積極影響。
第三季度調整後的攤薄後每股收益爲$2.71。
本季度的經營現金流爲8000萬美元，創造了6500萬美元的自由現金流。
Business Progress:
業務進展：
Increased focus on design wins across electronics, transportation, and industrial segments, expanding market presence in data centers, automotive sensors, and industrial safety.
Announced several new design wins, including a data center application in North America, gaming industry in China and North America, and a defibrillator application in North America.
Continued expansion in both high and low voltage technologies in global passenger vehicles, and successful pruning actions across the commercial vehicles segment.
Solid performance in industrial markets with significant contributions from industrial safety and HVAC systems.
Forthcoming strategic acquisitions aimed to complement existing businesses and expand market reach.
加大對電子、運輸和工業領域設計贏取的關注，擴大在idc概念、汽車傳感器和工業安全方面的市場份額。
宣佈了幾項新的設計贏取項目，包括在北美的idc概念應用，中國和北美的arvr遊戲行業，以及在北美的除顫器應用。
在全球乘用車領域不斷擴張高低壓技術，並在商用車領域成功進行了裁減行動。
工業市場表現穩健，工業安全和暖通空調系統的貢獻顯著。
未來的戰略收購旨在補充現有業務，並擴大市場覆蓋範圍。
Opportunities:
機會：
Strong positioning to benefit from global electrification trends and next-generation vehicle electrification, ensuring continued growth in the transportation segment.
Robust design activity and design win conversion rate, which is poised to add value once market conditions improve, promises sustained long-term growth.
堅實的定位將受益於全球電氣化趨勢和下一代車輛電氣化，確保運輸業務持續增長。
強勁的設計活動和設計贏單轉化率，一旦市場條件改善，將有望增加價值，承諾持續的長期增長。
Risks:
風險：
Softness in industrial demand especially in Europe and Asia, impacting Power Semiconductor business.
Cautious customer ordering patterns and challenging end-market conditions, with expected continuation into Q4.
Seasonality impacts suggesting a decline in Q4 sales compared to Q3.
工業需求疲軟，尤其在歐洲和亞洲，影響功率半導體業務。
謹慎的客戶訂購模式和具有挑戰性的終端市場條件，預計將持續至第四季度。
季節性影響表明第四季度銷售額可能較第三季度下降。
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。
