MarineMax, Inc. (HZO) Q4 2024 Earnings Call Transcript Summary
MarineMax, Inc. (HZO) Q4 2024 Earnings Call Transcript Summary
Full-year adjusted net income was $49.1 million, or $2.13 per diluted share.The following is a summary of the MarineMax, Inc. (HZO) Q4 2024 Earnings Call Transcript:
以下是海上麥斯服務公司（HZO）2024財年第四季度業績會交易抄本摘要：
Financial Performance:
金融業績：
Fiscal 2024 revenue increased 2% YOY to $2.4 billion with a 1% rise in comparable store sales.
Full-year adjusted net income was $49.1 million, or $2.13 per diluted share.
2024財年營業收入同比增長2%至24億美元，可比店鋪銷售增長1%。
全年調整後的淨利潤爲4910萬美元，每股稀釋後淨收益爲2.13美元。
Business Progress:
業務進展：
MarineMax expanded into finance, insurance, and marina management.
Acquired Aviara brand rights, planning a profitable strategy.
海上麥斯服務擴展至金融、保險和碼頭管理。
收購了Aviara品牌權利，計劃一項利潤策略。
Opportunity:
機會：
Expansion in high-margin operations like finance, insurance, marina management.
Investments in technology and training to drive margin outperformance.
通過擴大像金融、保險、碼頭管理等高毛利業務的運營。
投資於科技和培訓，以推動毛利率超額增長。
Risk:
風險：
Hurricanes Helene and Milton impacted revenues and operations.
Recreational marine industry faces retail softness and high inventory levels.
颶風Helene和Milton影響了營業收入和營運。
休閒船業面臨零售疲軟和高庫存水平。
Financial Performance:
金融業績：
Fiscal 2024 revenue increased 2% year-over-year to $2.4 billion, with a comparable store sales increase of 1%.
Fourth quarter revenue was negatively impacted by hurricanes, resulting in a 5% decline in same-store sales.
Gross margin remained strong at 34% in the fourth quarter, despite pressure on boat margins.
Adjusted net income for the fourth quarter was $5.5 million, or $0.24 per diluted share, compared to $15.8 million, or $0.69 per diluted share last year.
Full-year adjusted net income was $49.1 million, or $2.13 per diluted share.
Fourth quarter adjusted EBITDA was $33.5 million, with full-year adjusted EBITDA at $160.2 million.
2024財年營業收入同比增長2%，達到24億美元，比較店鋪銷售增長1%。
第四季度營業收入受到颶風的負面影響，導致同店銷售下降5%。
第四季度，儘管船舶邊際壓力增大，毛利率仍保持在34%的高位。
第四季度調整後淨利潤爲550萬美元，每股稀釋後0.24美元，較去年的1580萬美元，每股稀釋後0.69美元。
全年調整後淨利潤爲4910萬美元，每股稀釋後2.13美元。
第四季度調整後的EBITDA爲3350萬美元，全年調整後的EBITDA爲16020萬美元。
Business Progress:
業務進展：
MarineMax expanded into higher-margin operations such as finance, insurance, and marina management.
The company continued cost-reduction initiatives and consolidated certain retail locations to improve operating leverage.
Announced the appointment of Steve English as CEO of IGY, enhancing leadership in marina operations.
Acquired rights to the Aviara brand through an asset exchange agreement with MasterCraft, planning a profitable strategy for the brand.
MarineMax streamlined its store network and developed new technology tools to boost operational efficiency.
海上麥斯服務擴展至更高利潤的業務，如金融、保險和遊艇碼頭管理。
公司繼續推行降本增效舉措，整合特定零售店位置，以改善經營槓桿效應。
宣佈任命史蒂夫·英格利希（Steve English）爲IGY的CEO，加強遊艇碼頭運營的領導力。
通過與MasterCraft簽訂的資產交換協議，已獲得Aviara品牌的權利，並計劃爲該品牌制定盈利策略。
海上麥斯服務簡化了其商店網絡，並開發了新的科技工具，以提高運營效率。
Opportunities:
機會：
Investments in technology and training, along with relationships with manufacturing partners, continue to drive an increasing margin of industry outperformance.
Expansion of higher-margin operations such as finance, insurance, marina management, and the superyacht division.
對技術和培訓的投資，以及與製造合作伙伴的關係，繼續推動行業超額利潤率的增長。
擴展更高利潤率的業務，如金融、保險、碼頭管理和超級遊艇部門。
Risks:
風險：
Hurricanes Helene and Milton caused significant damage and operational disruptions, impacting revenue and operations, especially on the Florida West Coast.
The recreational marine industry faced significant retail softness and elevated inventory levels, putting pressure on boat margins and profitability.
Future economic conditions and changes in global economic circumstances could further impact the business.
颶風Helene和Milton造成了重大損失和運營中斷，影響了營收和運營，尤其是在佛羅里達西海岸。
休閒船業面臨嚴重的零售低迷和庫存水平上升，給艇只利潤率和盈利能力帶來壓力。
未來經濟狀況和全球經濟環境的變化可能進一步影響業務。
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。
