STERIS Plc (STE) Q2 2025 Earnings Call Transcript Summary
STERIS Plc (STE) Q2 2025 Earnings Call Transcript Summary
Adjusted earnings per share from continuing operations increased by 15% to $2.14.The following is a summary of the STERIS Plc (STE) Q2 2025 Earnings Call Transcript:
以下是思泰瑞醫療（STE）2025年第二季度業績會實錄摘要：
Financial Performance:
財務表現:
Q2 2025 total revenue increased by 7%, with a net income from continuing operations at $212.2 million.
Gross margin decreased slightly by 50 basis points to 43.7% due to labor inflation, offset by positive price improvements and favorable material costs.
Adjusted earnings per share from continuing operations increased by 15% to $2.14.
Capital expenditures were higher year-over-year at $210 million due to timing, with free cash flow for the first half of fiscal 2025 at $344.5 million.
2025年第二季度總營業收入增長了7%，來自持續經營業務的淨利潤爲21220萬貨幣。
由於勞動通貨膨脹，毛利率略微下降了50個點子，爲43.7%，但受到正面的價格改進和有利的材料成本的抵消。
來自持續經營業務的調整後每股盈利增長了15%，達到2.14貨幣。
由於時間關係，資本支出同比增加至21000萬貨幣，2025財年上半年自由現金流達到34450萬貨幣。
Business Progress:
業務進展：
Healthcare constant currency organic revenue grew 7%, driven by strong recurring revenue streams from procedure volumes and market share gains in the U.S.
The company faced a decline in healthcare capital equipment revenue by 2% due to shipment timings.
Significant growth in orders by over 30%, resulting in a $405 million healthcare backlog.
AST segment saw a 9% growth, led by services and a significant quarter in capital shipments, despite increased costs impacting margins.
Life Sciences segment achieved a 3% growth driven by strong consumables growth, with a positive impact from the divestiture of the CECS business.
醫療保健領域恒定貨幣有機營業收入增長了7%，主要得益於美國程序量和市場份額增長強勁的可持續營收流。
由於裝運時間的關係，該公司的醫療資本設備營業收入下降了2%。
訂單增長超過30%，導致醫療積壓訂單達40500萬美元。
服務業務和資本裝運的顯著季度帶動了AST業務板塊的9%增長，儘管增加的成本影響了毛利率。
生命科學業務板塊實現了3%的增長，強勁的耗材業務增長推動增長，CECS業務出售產生積極影響。
Opportunities:
機會：
Continued strong demand in healthcare services and consumables with significant backlog indicating robust future revenues.
Expected bioprocessing revenue growth in AST segment during the second half of the fiscal year contributing to overall revenue growth.
醫療服務和耗材的持續強勁需求以及顯著的積壓訂單表明未來營收將強勁增長。
預計AST業務板塊在財年下半年實現生物處理營收增長，有助於整體營收增長。
Risks:
風險：
Challenges in the healthcare capital equipment revenue, anticipated to be flat to slightly down due to timing of shipments and difficult fourth quarter comparisons.
Increased labor and energy costs in AST impacting margins, although expected to improve in the second half of the year.
醫療資本設備營收面臨的挑戰，預計由於裝運時間安排和艱難的第四季度比較，將保持平穩或稍微下降。
ASt面臨的勞動力和能源成本增加對利潤率的影響，儘管預計在年下半年將有所改善。
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。
