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Earnings Call Summary | Orion Energy Systems(OESX.US) Q4 2024 Earnings Conference

Earnings Call Summary | Orion Energy Systems(OESX.US) Q4 2024 Earnings Conference

業績會總結 | orion energy systems(OESX.US) 2024年第四季度業績會
富途資訊 ·  06/07 14:58  · 電話會議

The following is a summary of the Orion Energy Systems, Inc. (OESX) Q4 2024 Earnings Call Transcript:

以下是Orion Energy Systems, Inc. (OESX) Q4 2024業績會簡述:

Financial Performance:

金融業績:

  • Orion Energy Systems reported full fiscal year 2024 revenue of $90.6 million, a 17.1% increase over the previous year.

  • Q4 revenue was particularly strong, recording a 22.1% increase to $26.4 million compared to Q4 last year.

  • Gross profit margin for Q4 improved by 390 basis points to 25.8%, and net income for Q4 was $1.6 million, compared to a loss of $5.1 million in the same quarter of the previous year.

  • Orion Energy Systems報告了2024財年全年營業收入爲9060萬美元,比上一年增長了17.1%。

  • Q4人民幣收入特別強勁,同比增長22.1%,達到2640萬美元。

  • Q4毛利率提高了390個點子,達到25.8%,Q4淨利潤爲160萬美元,而上年同期淨虧損爲510萬美元。

Business Progress:

業務進展:

  • Orion saw significant growth in its EV business, which recorded approximately $12 million in revenue, about a 96% increase over the previous year.

  • The launch of BABA-compliant LED lighting fixtures is expected to drive further growth.

  • Highlighted new revenue streams through maintenance services, especially with a new three-year contract covering LED lighting maintenance for approximately 2,000 retail stores nationwide.

  • Orion的電動汽車業務增長顯著,營業收入約爲1200萬美元,與上一年相比增長96%。

  • BABA合規的LED燈具的推出預計將推動進一步增長。

  • 通過維護服務突出新的營收渠道,特別是通過對全國約2000家零售店的LED燈具維護的新三年合同。

Opportunities:

機會:

  • Regulatory changes pushing out fluorescent lighting in multiple states will likely increase demand for Orion's LED solutions.

  • Significant opportunities in federal funding under the Build America, Buy America Act, enhancing the company's competitive position.

  • Growth in EV infrastructure, supported by a solid pipeline of over $45 million, positions Orion favorably for increased demand in electric vehicle charging stations.

  • 多個州的監管變化將有可能增加對Orion LED解決方案的需求。

  • 美國建設法案和國家採購法案下的聯邦基金會有重大機會,增強了公司的競爭地位。

  • 電動汽車基礎設施的增長,支持了超過4500萬美元的堅實項目儲備,使Orion在電動汽車充電站需求增加方面處於有利地位。

Risks:

風險:

  • Contract losses in the Maintenance segment leading to an expected $5 million contraction in this area of the business, although they plan to offset this with new business.

  • 維護業務領域的合同損失導致預計該業務領域會縮減500萬美元,儘管他們計劃通過新業務彌補這一損失。

更多詳情:Orion Energy Systems 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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