Earnings Call Summary | Superior Industries International(SUP.US) Q2 2024 Earnings Conference
Earnings Call Summary | Superior Industries International(SUP.US) Q2 2024 Earnings Conference
They have entered into a $1.7 billion wheel program with Volvo for a midsized crossover platform using premium aerodynamic and lightweighting technologies, set to launch in Q4 2025.The following is a summary of the Superior Industries International, Inc. (SUP) Q2 2024 Earnings Call Transcript:
以下是Superior Industries International, Inc. (SUP) 2024年第二季度業績會議電話記錄摘要:
Financial Performance:
金融業績：
Superior Industries reported a net sales decrease to $319 million from $373 million in the previous year, mainly due to normalization of aluminum costs and the deconsolidation of SPG. Adjusted EBITDA for the quarter was $40 million, down from $52 million, with the margin at 22%.
由於鋁材成本的正常化和SPG的攤薄，Superior Industries的淨銷售額從上一年的373百萬美元下降至319百萬美元。第二季度調整後EBITDA爲4000萬美元，較上年5200萬美元下降，利潤率爲22％。
Business Progress:
業務進展：
Superior has completed its strategic shift to a more competitive cost structure in Europe, closing operations in Germany and ramping up in Poland, expected to result in significant profitability uplift.
They have entered into a $1.7 billion wheel program with Volvo for a midsized crossover platform using premium aerodynamic and lightweighting technologies, set to launch in Q4 2025.
Superior received an 'A' rating in research and development from Audi, highlighting their positioning as a technology leader.
Superior已完成其在歐洲更有競爭力成本結構的戰略轉型，關閉了在德國的業務並擴大了在波蘭的業務，預計將帶來顯著的盈利增長。
他們與沃爾沃簽訂了價值17億美元的車輪計劃，針對中型跨界平台使用高端氣動和輕量化技術，計劃在2025年第四季度推出。
Superior在研發方面獲得奧迪的「A」評級，凸顯了其作爲技術領袖的地位。
Opportunities:
機會：
Successfully negotiated permanent price increases with OEMs to offset inflation and other manufacturing costs, reflecting a more robust pricing strategy.
New contracts and technology recognition from major automotive players like Volvo and Audi, which could lead to further business expansion.
成功與原始設備製造商協商並獲得永久性價格提高，以抵消通貨膨脹和其他製造成本，反映了更加健全的定價策略。
獲得來自沃爾沃和奧迪等主要汽車製造商的新合同和技術認可，這可能導致進一步業務擴展。
Risks:
風險：
Lower industry production volumes have prompted a reduction in sales and value-added sales forecasts for the full-year 2024.
Continued reliance on Europe's volatile energy costs could impact operations, despite some price negotiations being indexed to energy prices.
行業產量下降促使全年2024年銷售和增值銷售預測降低。
儘管一些價格談判已經與能源價格掛鉤，但繼續依賴歐洲不穩定的能源成本可能會影響運營。
More details: Superior Industries International IR
更多詳情請參考Superior Industries International 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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
