Oshkosh Corporation (OSK) Q3 2024 Earnings Call Transcript Summary
Oshkosh Corporation (OSK) Q3 2024 Earnings Call Transcript Summary
The company revised its full year 2024 adjusted EPS outlook to approximately $11.35 per share, from a previous estimate of $11.75.The following is a summary of the Oshkosh Corporation (OSK) Q3 2024 Earnings Call Transcript:
以下是Oshkosh Corporation (OSK) 2024年第三季度業績會實錄摘要：
Financial Performance:
金融業績：
Oshkosh Corporation reported Q3 2024 revenue of $2.74 billion, marking a 9% increase over the prior year, driven by increased organic volume in all segments and an additional month of AeroTech sales.
Adjusted operating income stands at $283 million or 10.3% of sales, with an adjusted EPS of $2.93 in line with expectations.
The company revised its full year 2024 adjusted EPS outlook to approximately $11.35 per share, from a previous estimate of $11.75.
Oshkosh Corporation報告2024年第三季度營業收入爲27.4億美元，較去年同期增長9%，主要受到所有板塊有機成交量增加以及AeroTech業務額外一個月的影響。
調整後的營業收入爲28300萬美元，佔銷售額的10.3%，調整後的每股收益爲2.93美元，符合預期。
公司將2024年全年調整後的每股收益展望修訂至約11.35美元，而之前的估計爲11.75美元。
Business Progress:
業務進展：
Introduction of next-generation delivery vehicles (NGDV) for the U.S. Postal Service was highlighted, leveraging cutting-edge technology to modernize their fleet.
Significant orders for electric Volterra ZSL refuse and recycling collection vehicles were received from Republic Services, indicating a shift towards sustainable solutions.
The acquisition of AUSA enhances Oshkosh's product range and market reach, supporting growth in European and agricultural markets.
重點介紹了爲美國郵政服務推出的下一代送貨車（NGDV），利用尖端科技來現代化其車隊。
來自共和廢品處理的電動Volterra ZSL垃圾和回收收集車的重大訂單表明轉向可持續解決方案。
AUSA的收購擴大了oshkosh的產品範圍和市場覆蓋範圍，支持歐洲和農產品市場的增長。
Opportunities:
機會：
Long-term contracts in defense segment with updated pricing structures offer potential for higher future revenues and margins.
New market segments and enhanced product offerings from the acquisition of AUSA and expansions in various segments (e.g., electrification and autonomy in vocational vehicles) provide avenues for growth.
Continued investment in technological advancements such as autonomous functionality and electrification across product ranges positions the company to capitalize on evolving industry standards and customer expectations.
在更新定價結構的防務板塊的長期合同爲未來更高的營業收入和利潤率提供了潛力。
來自AUSA收購和在各個領域擴張（例如，職業車輛領域的電氣化和自動化）的新市場細分和增強產品供應爲增長提供了渠道。
持續投資於自動功能和在產品範圍內的電氣化等技術進步，使公司能夠抓住不斷演變的行業標準和客戶期望。
Risks:
風險：
Acknowledged softer market conditions in the access equipment segment in North America, influencing the reduced revenue outlook for 2024.
Potential disruptions or delays inherent to ramping up production and integrating new technologies into commercial vehicles and equipment, such as the NGDV.
美國北部進入設備板塊的市場條件變軟，影響了2024年減少的營業收入展望。
潛在的生產加速和將新技術整合到商用車輛和設備中所固有的中斷或延遲，例如NGDV。
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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
