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Earnings Call Summary | EnerSys(ENS.US) Q4 2024 Earnings Conference

Earnings Call Summary | EnerSys(ENS.US) Q4 2024 Earnings Conference

業績電話會議摘要 | EnerSys (ENS.US) 2024 年第四季度業績會議
富途資訊 ·  05/24 03:57  · 電話會議

The following is a summary of the EnerSys (ENS) Q4 2024 Earnings Call Transcript:

以下是EnerSys(ENS)2024年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • EnerSys reported Q4 revenue of $911 million, aligning with expectations for the quarter, while the full year revenue stood at $3.6 billion, down by 3% year-over-year.

  • Q4 saw an adjusted earnings per share of $2.08, at the higher end of their guidance range.

  • Fiscal year FY24 closed with an adjusted diluted EPS of $8.35 per share, indicating a significant rise of 56%.

  • Projections for fiscal year FY25 CapEx stand between $100 million to $120 million with expectations for EPS in FY2027 leaning between $11 to $13 per share.

  • EnerSys公佈的第四季度收入爲9.11億美元,與該季度的預期一致,而全年收入爲36億美元,同比下降3%。

  • 第四季度調整後的每股收益爲2.08美元,處於指導區間的較高水平。

  • 24財年收盤時,調整後的攤薄每股收益爲8.35美元,大幅增長了56%。

  • 預計25財年的資本支出在1億美元至1.2億美元之間,預計 FY2027 的每股收益在每股11至13美元之間。

Business Progress:

業務進展:

  • EnerSys saw a positive demand surge across majority of its end markets, and energy systems reporting 14% sales increase in the Americas' data centers year-over-year.

  • Strategic progress in cost-improvement measures, operations streamlining via shared services, traction in high growth markets.

  • Progress witnessed in maintenance-free conversions in Motive Power, along with record order rates in the Specialty line of business.

  • Acquisition of Bren-Tronics is expected to boost lithium product offerings and revenue, with integration set to be completed by end of first fiscal quarter.

  • Sustainability efforts saw a reduction of 4.2% in absolute Scope 1 emissions and 15% reduction in energy intensity.

  • Confidence in achieving future goals, including completion of a domestic lithium plant and initiating advanced energy storage systems with software enhancements.

  • Despite ongoing supply chain constraints, the company reported normalized states and improvements in freight and commodity costs.

  • The company retains a focus on enhancing factory flexibility for rapid market shift adjustments and deliver value to shareholders.

  • EnerSys的大多數終端市場都出現了積極的需求激增,能源系統報告說,美國數據中心的銷售額同比增長了14%。

  • 成本改善措施的戰略進展,通過共享服務精簡運營,高增長市場的吸引力。

  • Motive Power的免維護轉換取得了進展,專業業務領域的訂單率也創下了創紀錄的紀錄。

  • 對Bren-Tronics的收購預計將增加鋰產品的供應和收入,整合將在第一財季末完成。

  • 可持續發展工作使範圍1的絕對排放量減少了4.2%,能源強度降低了15%。

  • 對實現未來目標充滿信心,包括建成國內鋰電廠和啓動具有軟件增強功能的先進儲能系統。

  • 儘管供應鏈持續受到限制,但該公司報告了狀態正常化以及運費和大宗商品成本的改善。

  • 該公司仍然專注於提高工廠靈活性,以實現快速的市場轉變調整併爲股東創造價值。

More details: EnerSys IR

更多詳情: enerSys 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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