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Earnings Call Summary | Hayward Holdings(HAYW.US) Q1 2024 Earnings Conference

Earnings Call Summary | Hayward Holdings(HAYW.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 海沃德控股公司(HAYW.US)2024 年第一季度業績會議
富途資訊 ·  05/04 17:54  · 電話會議

The following is a summary of the Hayward Holdings, Inc. (HAYW) Q1 2024 Earnings Call Transcript:

以下是海沃德控股公司(HAYW)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Hayward reported an increase of 1% in net sales during Q1, driven by volume and price changes.

  • Gross margins expanded by 260 basis points to 49.2%, marking five consecutive quarters of growth.

  • The accomplished adjusted EBITDA margin was 21.2% with an adjusted EPS of $0.08.

  • For FY 2024, the company predicts growth in sales and earnings, with net sales projected to increase between 2% and 7% and adjusted EBITDA anticipated to grow between 3% and 11%.

  • 海沃德報告稱,受銷量和價格變動的推動,第一季度淨銷售額增長了1%。

  • 毛利率增長了260個點子至49.2%,標誌着連續五個季度的增長。

  • 調整後的息稅折舊攤銷前利潤率爲21.2%,調整後的每股收益爲0.08美元。

  • 該公司預計2024財年的銷售額和收益將增長,淨銷售額預計將增長2%至7%,調整後的息稅折舊攤銷前利潤預計將增長3%至11%。

Business Progress:

業務進展:

  • Hayward completed an early voluntary debt repayment, indicating confidence in their business outlook and ability to generate cash flow.

  • They are planning to introduce new products to the market, including two robotic cleaners.

  • Hayward appointed Eric Sejourne as Chief Global Operations Officer, banking on his extensive experience in global operations and supply chain leadership.

  • They were acknowledged with the 2024 ENERGY STAR Partner of the Year Award for the fourth consecutive year, reflecting their focus on sustainability.

  • The Canadian market showed strong performance in Q1, compensating for a significant shipment delay from Q4.

  • Despite challenges in Europe and Rest of World sectors due to manufacturing consolidation, prediction for Q2 order flow remains robust.

  • New product lines are being developed, including a focus on the robotic market.

  • 海沃德提前完成了自願債務償還,這表明他們對業務前景和產生現金流的能力充滿信心。

  • 他們計劃向市場推出新產品,包括兩款機器人清潔器。

  • 海沃德任命埃裏克·塞喬恩爲首席全球運營官,這要歸功於他在全球運營和供應鏈領導方面的豐富經驗。

  • 他們連續第四年獲得2024年能源之星年度合作伙伴獎,這反映了他們對可持續發展的關注。

  • 加拿大市場在第一季度表現強勁,彌補了自第四季度以來的重大發貨延遲。

  • 儘管由於製造業整合,歐洲和世界其他地區面臨挑戰,但對第二季度訂單流的預測仍然強勁。

  • 正在開發新的產品線,包括專注於機器人市場。

More details: Hayward Holdings 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.

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譯文內容由第三人軟體翻譯。


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