DuPont De Nemours (DD) Q3 2024 Earnings Call Transcript Summary
DuPont De Nemours (DD) Q3 2024 Earnings Call Transcript Summary
Adjusted EPS for the quarter was $1.18, marking a 28% increase compared to the previous year.The following is a summary of the DuPont De Nemours (DD) Q3 2024 Earnings Call Transcript:
以下是杜邦德納莫（DD）2024年第三季度業績會議呼叫記錄摘要：
Financial Performance:
財務表現：
DuPont reported Q3 2024 net sales of $3.2 billion, showing a 4% increase year-over-year, attributed to organic sales growth of 3%.
Operating EBITDA for Q3 was $857 million, rising 11% from the previous year, with a 26.8% operating EBITDA margin reflecting an increase of 150 basis points.
Adjusted EPS for the quarter was $1.18, marking a 28% increase compared to the previous year.
The company raised its full-year 2024 guidance for operating EBITDA and adjusted EPS, reinforcing a positive financial outlook.
杜邦報告了2024年第三季度32億美元的淨銷售額，同比增長4%，歸因於3%的有機銷售增長。
第三季度運營EBITDA爲85700萬美元，比去年同期增長11%，26.8%的運營EBITDA利潤率反映出150個點子的增長。
該季度調整後的每股收益爲1.18美元，較去年同期增長28%。
公司提高了2024年全年運營EBITDA和調整後的每股收益的指引，強化了積極的財務展望。
Business Progress:
業務進展：
DuPont is advancing the planned separations of its electronics and water businesses, aiming for completion nearer to the earlier end of the 18 to 24 months timeframe announced in May.
The company continues to see a strong demand in the electronic segment, particularly in advanced node chips and AI technologies. Additionally, some improvement in the water and protection segment was noted.
The company has been investing in operational excellence initiatives which have led to improved margins and working capital. Around 30,000 hours of training have been completed this year to further enhance operational productivity.
杜邦正在推進其電子業務和水業務的計劃分離，旨在在5月宣佈的18至24個月時間範圍內更接近較早完成。
公司繼續看到電子領域的強勁需求，特別是在愛文思控股芯片和人工智能技術方面。此外，水和保護領域有所改善。
公司一直在投資於卓越運營計劃，這些計劃已帶來了利潤率和營運資本的改善。今年已完成約30,000小時的培訓，以進一步提高運營生產率。
Opportunities:
機會：
DuPont continues to capitalize on robust growth in the electronic segment driven by strong demand for advanced node chips and technologies enabling AI, highlighting solid performance in semi and interconnect solutions.
Recovery and improvements in the water and protection segments, as well as in volume recovery, create further opportunities for growth.
杜邦繼續利用電子領域的強勁增長，這得益於對愛文思控股芯片和支持人工智能的技術的強勁需求，突顯了半導體和互連解決方案的良好表現。
水和保護市場的復甦和改善，以及成交量的恢復，爲增長創造了進一步的機會。
Risks:
風險：
Despite overall positive trends, there are ongoing challenges in the electronics segment due to the need for price reductions on older products, even as new products are introduced.
Regional weaknesses, particularly a 2% decrease in organic sales in North America, present ongoing market risks.
儘管總體趨勢是積極的，但由於對舊產品需要降價，因此電子領域仍面臨持續挑戰，儘管新產品不斷推出。
區域性弱點，特別是北美有機銷售下降2％，帶來持續的市場風險。
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。
