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Earnings Call Summary | SIEMENS AG(SIEGY.US) Q2 2024 Earnings Conference

Earnings Call Summary | SIEMENS AG(SIEGY.US) Q2 2024 Earnings Conference

業績電話會議摘要 | 西門子股份公司 (SIEGY.US) 2024 年第二季度業績會議
富途資訊 ·  05/17 01:46  · 電話會議

The following is a summary of the Siemens Aktiengesellschaft (SIEGY) Q2 2024 Earnings Call Transcript:

以下是西門子股份公司(SIEGY)2024年第二季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Siemens reported Q2 2024 orders at €20.5 billion, down 12% organically majorly impacted by a major locomotive order in India from the last year.

  • Revenue remained steady at €19.2 billion, with contributions from the Mobility and Smart Infrastructure segments.

  • The company experienced an industrial business profit of €2.5 billion, around the same level as the previous year.

  • Free cash flow within its Industrial Business arrived at €2.1 billion.

  • Earnings Per Share pre-PPA was €2.73.

  • Siemens confirmed its group outlook for fiscal 2024, adjusting its expectations for Digital Industries down and anticipating growth in Smart Infrastructure.

  • A shareholder-friendly capital allocation was reported with a dividend payment of €3.7 billion in February, and a new share buyback program of up to €6 billion for up to 5 years started.

  • The company revised its tax rate to be lower, between 21% and 25% for the complete fiscal year 2024, due to a noncash reversal of income tax provisions after concluding a tax audit.

  • Basic EPS for fiscal year 2024 is expected to range between €10.40 and €11.

  • 西門子報告稱,2024年第二季度的訂單爲205億歐元,比去年下降了12%,主要受印度主要機車訂單的影響。

  • 收入穩定在192億歐元,其中來自出行和智能基礎設施板塊。

  • 該公司的工業業務利潤爲25億歐元,與上年持平。

  • 其工業業務內部的自由現金流達到21億歐元。

  • PPA前的每股收益爲2.73歐元。

  • 西門子確認了其2024財年的集團展望,下調了對數字行業的預期,並預計智能基礎設施將增長。

  • 據報道,二月份進行了有利於股東的資本配置,派發了37億歐元的股息,並且啓動了一項爲期長達5年的高達60億歐元的新股票回購計劃。

  • 由於在完成稅務審計後對所得稅條款進行了非現金逆轉,該公司將其稅率下調至較低的2024財年的21%至25%。

  • 2024財年的基本每股收益預計在10.40歐元至11歐元之間。

Business Progress:

業務進展:

  • Siemens saw strong demand for digital and sustainability transformations from its customers.

  • An all-time high order backlog of €114 billion was also reported.

  • The company plans to move forward with its strategic priorities, including portfolio optimization with the setup of Innomotics as a standalone company.

  • Key growth drivers were identified as the digital business, organic growth in sustainable and digital technologies, and strategic partnerships.

  • Siemens continued introduced product innovations, such as the Siemens EcoTech label, and collaboration with partners like NVIDIA and HD Hyundai.

  • The company has plans for further growth, with a focus on areas like energy efficiency, improved asset performance, and increased electrification in a post-industrial business landscape.

  • Siemens expects to maintain its guidance at the group level, with a forecast of 4% to 8% comparable revenue growth and a book-to-bill ratio above 1.

  • Plans to deliver further value through profitable growth and stable cash generation were shared, despite notable macroeconomic headwinds.

  • Siemens is optimistic about growth opportunities in software for the second half of fiscal year 2024, expecting a significant number of deals in the third quarter and throughout the fiscal year.

  • The company predicts that positive dynamics in electrification with global net-zero commitments will drive steady demand in the future.

  • Siemens disclosed current challenges in the automation sector but remains hopeful about a robust Q3 and Q4 due to a large funnel in their software business. They also stated intentions for more significant investments in software-defined automation and its value-for-money segment of automation, as well as potential mergers and acquisitions.

  • 西門子看到了其客戶對數字化和可持續發展轉型的強勁需求。

  • 還報告了創紀錄的1140億歐元的積壓訂單。

  • 該公司計劃推進其戰略優先事項,包括通過將Innomotics設立爲一家獨立公司來優化投資組合。

  • 關鍵增長驅動力被確定爲數字業務、可持續和數字技術的有機增長以及戰略伙伴關係。

  • 西門子繼續推出產品創新,例如西門子EcoTech標籤,以及與NVIDIA和HD Hyundai等合作伙伴的合作。

  • 該公司制定了進一步增長的計劃,重點是能源效率、改善資產績效和提高後工業化商業格局中的電氣化等領域。

  • 西門子預計將維持其集團層面的指導方針,預計可比收入增長4%至8%,賬面賬單比率將超過1。

  • 儘管存在明顯的宏觀經濟不利因素,但各方仍分享了通過盈利增長和穩定的現金產生來創造更多價值的計劃。

  • 西門子對2024財年下半年軟件的增長機會持樂觀態度,預計第三季度和整個財年將有大量交易。

  • 該公司預測,電氣化的積極動態以及全球淨零排放承諾將推動未來需求的穩定。

  • 西門子披露了自動化領域當前面臨的挑戰,但由於其軟件業務存在大量渠道,他們仍對第三季度和第四季度的強勁表現抱有希望。他們還表示,打算對軟件定義自動化及其物有所值的自動化領域進行更多重大投資,並可能進行合併和收購。

More details: SIEMENS AG IR

更多詳情: 西門子股份公司

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。


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