Earnings Call Summary | Oshkosh(OSK.US) Q1 2024 Earnings Conference
Earnings Call Summary | Oshkosh(OSK.US) Q1 2024 Earnings Conference
The following is a summary of the Oshkosh Corporation (OSK) Q1 2024 Earnings Call Transcript:
以下是奧什科什公司（OSK）2024年第一季度業績電話會議記錄的摘要：
Financial Performance:
財務業績：
Oshkosh Corporation reported a substantial increase in Q1 2024 revenue and earnings, with an 80% increase in adjusted operating income and adjusted EPS of $2.89.
Full-year outlook was raised with the expected adjusted EPS at $11.25 per share.
Consolidated sales for Q1 were $2.54 billion, up 12.2% over the prior year quarter, due to increased volume across all segments and improved pricing.
Adjusted operating income increased by $124 million over the previous year's quarter to $275 million or 10.8% of sales, a 410 basis point improvement.
The company's estimated 2024 sales and adjusted operating income will be around $10.7 billion and $1.075 billion, respectively.
奧什科什公司報告稱，2024年第一季度的收入和收益大幅增長，調整後的營業收入增長了80％，調整後的每股收益爲2.89美元。
全年展望有所提高，調整後的每股收益預計爲11.25美元。
第一季度的合併銷售額爲25.4億美元，比上年同期增長12.2％，這要歸因於所有細分市場的銷量增加和定價的提高。
調整後的營業收入比上一季度增加了1.24億美元，達到2.75億美元，佔銷售額的10.8％，增長了410個點子。
據估計，該公司2024年的銷售額和調整後的營業收入將分別約爲107億美元和10.75億美元。
Business Progress:
業務進展：
Oshkosh is ramping up the production of several innovative products, like Next Generation Delivery Vehicles, and has benefited from strategic acquisitions such as AeroTech.
The company has started the production of the Next Generation Delivery Vehicle (NGDV) for the U.S. Postal Services and expects an increase in vehicle production through 2024 and 2025.
The Defense segment is developing the Robotic Combat Vehicle program which showcases capabilities in autonomy, connected vehicle systems, and mobility.
The Vocational segment reported strong year-over-year revenue growth in the first quarter of 37%, including $176 million of sales at AeroTech.
The company is investing in new products like the AmpCart mobile charging station for sustainable operations at airports.
The company is anticipating more than $700 million in domestic JLTV revenue this year, expecting NGDV revenue to outpace this next year.
Oshkosh won several smaller combat vehicle programs and is competing for more, which could improve the outlook for the defense side of the business.
奧什科什正在加大幾種創新產品的產量，例如下一代送貨車，並受益於AeroTech等戰略收購。
該公司已開始爲美國郵政局生產下一代送貨車（NGDV），並預計到2024年和2025年汽車產量將增加。
國防部門正在開發機器人作戰車輛計劃，該計劃展示了自主性、聯網車輛系統和機動性方面的能力。
職業板塊報告稱，第一季度收入同比強勁增長37％，其中包括AeroTech的1.76億美元銷售額。
該公司正在投資諸如AmpCart移動充電站之類的新產品，以實現機場的可持續運營。
該公司預計今年的國內JLTV收入將超過7億美元，預計明年NGDV的收入將超過今年的增長速度。
奧什科什贏得了多個小型作戰車輛項目，並且正在爭奪更多戰車項目，這可能會改善該業務國防方面的前景。
More details: Oshkosh IR
更多詳情： 愛爾蘭奧什科什
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：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。