Earnings Call Summary | AAON Inc(AAON.US) Q3 2024 Earnings Conference
Earnings Call Summary | AAON Inc(AAON.US) Q3 2024 Earnings Conference
Diluted earnings per share increased by 8.6%.The following is a summary of the AAON, Inc. (AAON) Q3 2024 Earnings Call Transcript:
以下是艾倫建材（AAON）2024年第三季度業績發佈會的總結：
Financial Performance:
財務表現：
AAON reported a 4.9% increase in total revenue reaching $327.3 million in Q3.
Gross margin decreased to 34.9%, attributed to the lower volumes at the AAON Oklahoma segment and temporary inefficiencies at BASX, but was offset by strong performance in the AAON Coil Products segment.
Diluted earnings per share increased by 8.6%.
艾倫建材的總營業收入增長了4.9%，在第三季度達到32730萬。
毛利率下降至34.9%，這歸因於艾倫建材俄克拉荷馬分部的銷量降低以及BASX的臨時低效，但被艾倫建材卷材產品部門的強勁表現所抵消。
攤薄每股收益增長了8.6%。
Business Progress:
業務進展：
AAON is witnessing strong demand in the data center equipment market, with notable backlog records in Coil Products and BASX segments.
The company is expanding its production capacity to meet the surging demand, with significant projects in Redmond, Oregon, and Longview, Texas, and a new facility planned in Memphis, Tennessee.
艾倫建材在數據中心設備市場上見證了強勁的需求，卷材產品和BASX部門的未完成訂單記錄尤爲顯著。
公司正在擴大生產能力以滿足激增的需求，在俄勒岡州雷德蒙德和德克薩斯州朗維尤有重要項目，並計劃在田納西州孟菲斯建立新設施。
Opportunities:
機會：
Strong year-over-year bookings growth, particularly driven by the data center equipment market.
Large-scale orders like the $174.5 million for a liquid cooling solution indicate ongoing robust demand in this sector.
Expansion in production capabilities and acquisition of a new facility in Memphis are expected to support further growth.
同比預訂增長強勁，特別是受到IDC概念設備市場的推動。
像17450萬美元的液體冷卻解決方案的大規模訂單顯示出該板塊持續強勁的需求。
生產能力的擴展和在孟菲斯新設施的收購預計將支持進一步增長。
Risks:
風險：
The traditional commercial HVAC business (Oklahoma segment) faced slowdowns influenced by the refrigerant transition and soft macro environment, with expectations of further softening in Q4 and Q1 of the following year.
傳統商業HVAC業務（俄克拉荷馬州板塊）受到製冷劑轉型和宏觀環境疲軟的影響，面臨放緩，預計在第四季度和下一年的第一季度將進一步放緩。
More details: AAON Inc IR
更多細節：艾倫建材 IR
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：欲了解更全面的細節，請參閱IR網站。 文章僅供投資者參考，不構成任何指導或推薦建議。
譯文內容由第三人軟體翻譯。