share_log

Earnings Call Summary | COMPASS GROUP PLC(CMPGF.US) Q2 2024 Earnings Conference

Earnings Call Summary | COMPASS GROUP PLC(CMPGF.US) Q2 2024 Earnings Conference

财报电话会议摘要 | COMPASS GROUP PLC (CMPGF.US) 2024 年第二季度财报发布会
富途资讯 ·  05/16 06:40  · 电话会议

The following is a summary of the Compass Group PLC (CMPGF) Q2 2024 Earnings Call Transcript:

以下是康帕思集团有限公司(CMPGF)2024年第二季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Compass Group's Q2 2024 operating profit increased by 19%, driven by 11% organic revenue growth and an operating margin of 7.1%.

  • Earnings per share (EPS) increased by 16%.

  • A rise in guidance for underlying profit growth has also been announced, to around 15%.

  • The company reported an elevated blended inflation rate of around 6% for the first half of the year, which they matched with their pricing.

  • Expectations for the current year include large CapEx investments at about 3.5%, driven by new contracts.

  • Compass Group forecasted a 15% upgrade in operating profit, primarily through better-than-expected performance, with M&A having negligible impact for the year.

  • 康帕思集团2024年第二季度的营业利润增长了19%,这得益于11%的有机收入增长和7.1%的营业利润率。

  • 每股收益(EPS)增长了16%。

  • 还宣布将基础利润增长预期上调至15%左右。

  • 该公司报告称,上半年混合通货膨胀率较高,约为6%,这与他们的定价相符。

  • 对本年度的预期包括受新合同推动的大额资本支出投资,约为3.5%。

  • 康帕斯集团预测,营业利润将增长15%,这主要是由于业绩好于预期,而并购对今年的影响微乎其微。

Business Progress:

业务进展:

  • The company is capitalising on growth opportunities in Europe and aims for each region to achieve double-digit organic revenue growth.

  • Capital deployment is strategic to ensure strong returns; M&A and CapEx for new contracts are the key strategies.

  • With a strong focus on core markets and exiting lesser-focus ones, Compass aims to implement best practices universally.

  • Growth is mainly seen in the acquired businesses due to market share gains and first-time outsourcing conversions, especially in healthcare and education sectors.

  • Record retention rates were reported in the U.K, Australia, and several European countries, and efforts are being made to further improve this.

  • Compass is investing in technology to enhance client offerings and tailoring their services to meet client needs better.

  • The B&I sector in Europe and the healthcare and education sectors globally present significant growth opportunities.

  • 该公司正在利用欧洲的增长机会,目标是每个地区实现两位数的有机收入增长。

  • 资本部署具有战略意义,可确保丰厚的回报;并购和新合同的资本支出是关键策略。

  • Compass高度关注核心市场,退出关注度较低的市场,旨在普遍实施最佳实践。

  • 由于市场份额的增加和首次外包转换,被收购业务的增长主要出现在所收购的业务中,尤其是在医疗保健和教育领域。

  • 英国、澳大利亚和几个欧洲国家都报告了创纪录的留存率,并且正在努力进一步改善这一点。

  • Compass正在投资技术以增强客户服务,并量身定制服务以更好地满足客户需求。

  • 欧洲的B&I行业以及全球的医疗保健和教育行业提供了巨大的增长机会。

More details: COMPASS GROUP PLC 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:欲了解更多详情,请访问投资者关系网站。本文仅供投资者参考,不构成任何投资建议。

译文内容由第三方软件翻译。


以上内容仅用作资讯或教育之目的,不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
    抢沙发