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Earnings Call Summary | Patterson(PDCO.US) Q4 2024 Earnings Conference

Earnings Call Summary | Patterson(PDCO.US) Q4 2024 Earnings Conference

業績會總結 | 帕特森(PDCO.US) 2024年第四季度業績會
富途資訊 ·  06/19 17:23  · 電話會議

The following is a summary of the Patterson Companies, Inc. (PDCO) Q4 2024 Earnings Call Transcript:

以下是帕特森公司(PDCO)2024年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Patterson reported Q4 revenue of $1.72 billion, with annual revenue of $6.6 billion.

  • Adjusted EPS for Q4 was $0.82 and for the year was $2.30.

  • Gross margin for Q4 declined primarily due to revenue and profit shortfall in the dental segment related to the Change Healthcare cybersecurity attack.

  • 帕特森公佈的第四季度收入爲17.2億美元,年收入爲66億美元。

  • 第四季度調整後的每股收益爲0.82美元,全年調整後的每股收益爲2.30美元。

  • 第四季度毛利率下降的主要原因是與Change Healthcare網絡安全攻擊相關的牙科領域的收入和利潤不足。

Business Progress:

業務進展:

  • Significant investments in software and value-added services, notably in dental and animal health segments.

  • Launch of Patterson CarePay+ and collaboration with AI technology provider Pearl.

  • Animal Health continued to see strong performance, particularly in production animal business.

  • New strategic partnerships and customer engagement platforms introduced like LEED in the Animal Health segment.

  • 對軟件和增值服務的重大投資,特別是在牙科和動物健康領域。

  • 推出帕特森CarePay+並與人工智能技術提供商Pearl合作。

  • 動物健康繼續保持強勁表現,尤其是在生產動物業務方面。

  • 在動物健康領域推出了新的戰略合作伙伴關係和客戶參與平台,例如LEED。

Opportunities:

機會:

  • Continued focus on expanding investment and strategic growth opportunities in software and value-added services.

  • Acquisitions of DairyTech and RSVP and ACT provide a roadmap for value-enhancing M&A pursuits.

  • Expansion in production animal business and advancements in technology platforms like Turnkey and integration of pathology detection AI tool.

  • 繼續專注於擴大軟件和增值服務領域的投資和戰略增長機會。

  • 對DairyTech以及RSVP和ACT的收購爲價值提升的併購提供了路線圖。

  • 生產動物業務的擴展,Turnkey等技術平台的進步和病理檢測 AI 工具的集成。

Risks:

風險:

  • Cybersecurity attack on Change Healthcare impacted Q4 EPS by $0.04 per share, affecting dental equipment sales and operations.

  • Economic challenges impact dental equipment spending and software innovation cycles, potentially affecting near-term growth.

  • 對Change Healthcare的網絡安全攻擊影響了第四季度每股收益0.04美元,影響了牙科設備的銷售和運營。

  • 經濟挑戰影響牙科設備支出和軟件創新週期,可能會影響短期增長。

More details: Patterson IR

更多詳情: 帕特森紅外線

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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