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Earnings Call Summary | Plexus(PLXS.US) Q2 2024 Earnings Conference

Earnings Call Summary | Plexus(PLXS.US) Q2 2024 Earnings Conference

業績電話會議摘要 | Plexus (PLXS.US) 2024 年第二季度業績會議
富途資訊 ·  04/27 21:00  · 電話會議

The following is a summary of the Plexus Corp. (PLXS) Q2 2024 Earnings Call Transcript:

以下是Plexus Corp.(PLXS)2024年第二季度業績電話會議記錄的摘要:

Financial Performance:

財務業績:

  • Plexus Corp. reported Q2 revenue of $967 million and non-GAAP EPS of $0.94.

  • The company generated $65 million of free cash flow in Q2, aided by improvements in gross inventory and reduced capital spending.

  • Their gross margin stood at 9.1% in Q2 due to improvements in fixed cost leverage and productivity.

  • Plexus Corp expects to achieve a 5.5% GAAP operating margin by fiscal 2025.

  • It expects to generate similar quantities of free cash flow in Q3 and Q4 while returning to a normalized free cash flow by 2025.

  • Plexus Corp. 報告第二季度收入爲9.67億美元,非公認會計准則每股收益爲0.94美元。

  • 該公司在第二季度創造了6500萬澳元的自由現金流,這得益於總庫存的改善和資本支出的減少。

  • 由於固定成本槓桿率和生產率的提高,他們在第二季度的毛利率爲9.1%。

  • Plexus Corp預計,到2025財年,GAAP營業利潤率將達到5.5%。

  • 它預計將在第三季度和第四季度產生類似數量的自由現金流,同時到2025年恢復正常的自由現金流。

Business Progress:

業務進展:

  • In Q2, Plexus Corp. achieved $255 million in new program wins and expects robust demand in Q3 from the aerospace and defense market sector.

  • The company is embedding sustainable business practices by participating in the United Nations Global Compact and is a finalist for Glasgow's Net Zero Hero Award.

  • The company anticipates a strong finish for the current fiscal year and increased momentum leading into FY '25.

  • Plexus is leveraging advanced AI and ML practices in manufacturing to hasten product innovation.

  • A trend towards outsourcing amongst their clients, along with their profitability driven by program ramps in the healthcare sector and not market recovery, offers promising prospects for the future.

  • 在第二季度,Plexus Corp. 贏得了2.55億美元的新項目,並預計第三季度航空航天和國防市場領域的需求將強勁。

  • 該公司正在通過參與聯合國全球契約來嵌入可持續的商業慣例,併入圍格拉斯哥淨零英雄獎。

  • 該公司預計,本財年將取得強勁的業績,並將在25財年之前增強勢頭。

  • Plexus 正在利用製造業中的先進人工智能和機器學習實踐來加速產品創新。

  • 客戶之間外包的趨勢,以及由醫療保健行業項目增加而不是市場復甦推動的盈利能力,爲未來提供了光明的前景。

More details: Plexus IR

更多詳情: Plexus 紅外

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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