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DMC Global Inc. (BOOM) Q3 2024 Earnings Call Transcript Summary

DMC Global Inc. (BOOM) Q3 2024 Earnings Call Transcript Summary

DMC Global Inc. (BOOM) 2024年第三季度業績會業績摘要
富途資訊 ·  11/05 12:31  · 電話會議

The following is a summary of the DMC Global Inc. (BOOM) Q3 2024 Earnings Call Transcript:

以下是DMC Global Inc.(BOOM)2024年第三季度業績會交易摘要:

Financial Performance:

金融業績:

  • DMC Global Inc. reported Q3 sales of $152.4 million, down 11% year-over-year.

  • Adjusted EBITDA for Q3 was $5.7 million, or approximately 4% of sales, reflecting challenges in the U.S. construction and energy services industries.

  • The third quarter adjusted net loss attributable to DMC was $9.6 million, with an adjusted EPS of negative $0.49.

  • Total debt was approximately $74 million with a pro forma net debt to adjusted EBITDA leverage ratio at the end of Q3 of 0.96.

  • DMC Global Inc.報告第三季度銷售額爲15240萬美元,同比下降11%。

  • 第三季度調整後的EBITDA爲570萬美元,約佔銷售額的4%,反映出美國施工和能源服務行業面臨的挑戰。

  • 第三季度DMC歸屬於公司的調整後淨虧損爲960萬美元,調整後每股收益爲-0.49美元。

  • 截至第三季度末,總債務約爲7400萬美元,調整後淨債務與調整後EBITDA槓桿率爲0.96。

Business Progress:

業務進展:

  • Arcadia, the architectural building products business, reported Q3 sales of $57.8 million, down 19% year-over-year, with an adjusted EBITDA margin of 5.8%.

  • DynaEnergetics, the energy products business, reported Q3 sales of $69.7 million, down 5% year-over-year, with adjusted EBITDA margin just under 1%, adversely impacted by U.S. onshore well completion declines and high operational costs.

  • NobelClad, the composite metals business, maintained flat sales from Q2 but saw a decrease from the previous year with an improved adjusted EBITDA margin of 23.2%.

  • The completion of the first phase of automating DynaStage assembly operations at DynaEnergetics and progressing with phase two.

  • Chris Scocos appointed as Interim President at Arcadia to enhance operational efficiency through better sourcing, supply chain management, and leveraging the ERP system.

  • 建築產品業務Arcadia報告第三季度銷售額爲5780萬美元,同比下降19%,調整後EBITDA利潤率爲5.8%。

  • 能源產品業務DynaEnergetics報告第三季度銷售額爲6970萬美元,同比下降5%,調整後的EBITDA利潤率略低於1%,受到美國陸上油田完井下降和高運營成本的不利影響。

  • 複合金屬業務NobelClad保持第二季度銷售額持平,但與去年同期相比有所下降,調整後的EBITDA利潤率提高至23.2%。

  • 在DynaEnergetics完成DynaStage裝配操作自動化第一階段並推進第二階段。

  • Chris Scocos被任命爲Arcadia的臨時總裁,旨在通過更好的採購、供應鏈管理和利用ERP系統提高運營效率。

Opportunities:

機會:

  • Strategic enhancements in sourcing and operations planning at Arcadia aimed at improving productivity and market responsiveness.

  • 在Arcadia進行的採購和運營計劃的戰略性增強旨在提高生產力和市場響應能力。

Risks:

風險:

  • Persistent high interest rates impacted sales, particularly affecting Arcadia's high-end luxury home market and slowing commercial construction activity.

  • The ongoing challenge in the U.S. onshore well completions affecting DynaEnergetics.

  • 利率期貨持續高企影響了銷售額,尤其影響了Arcadia的高端豪宅市場並減緩了商業施工活動。

  • 美國陸上油井封井一直存在挑戰,影響了DynaEnergetics。

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。


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