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Ferguson Enterprises Inc. (FERG) Q4 2024 Earnings Call Transcript Summary

Ferguson Enterprises Inc. (FERG) Q4 2024 Earnings Call Transcript Summary

Ferguson Enterprises Inc. (FERG) 2024年第四季度業績會 業績摘要
富途資訊 ·  09/18 00:11  · 電話會議

The following is a summary of the Ferguson Enterprises Inc. (FERG) Q4 2024 Earnings Call Transcript:

以下是Ferguson Enterprises Inc.(FERG)2024年第四季度業績會交流摘要:

Financial Performance:

金融業績:

  • In Q4, Ferguson achieved sales of $7.9 billion, marking a 1.4% increase year over year.

  • For the full year, revenue was approximately flat at $29.6 billion compared to the previous year.

  • Gross margins for the year improved slightly to 30.5%, a 10 basis point increase.

  • Q4 adjusted operating profit rose 5.3% to $857 million, resulting in an adjusted operating margin of 10.8%.

  • Full-year adjusted operating profit was $2.8 billion, with an adjusted operating margin of 9.5%.

  • Adjusted diluted earnings per share for the year decreased by 1.5% to $9.69.

  • 第四季度,Ferguson銷售額達到了7900萬美元,同比增長1.4%。

  • 全年營業收入約爲296億美元,與上一年相比基本持平。

  • 整年毛利率略有改善,提高了10個點子,達到30.5%。

  • 第四季度調整後營業利潤增長了5.3%,達到8570萬美元,調整後營業利潤率爲10.8%。

  • 全年調整後營業利潤爲28億美元,調整後營業利潤率爲9.5%。

  • 全年調整後每股稀釋收益下降了1.5%,爲9.69美元。

Business Progress:

業務進展:

  • Ferguson continued its strategy of market consolidation, integrating 10 new acquisitions contributing approximately $400 million in annualized revenue.

  • Invested $372 million in capital expenditures focused on optimizing the supply chain network and expanding digital and technological capabilities.

  • Emphasized the expansion of dual trade capabilities, specifically in the HVAC and residential trade plumbing sectors.

  • 費爾格森繼續實施市場整合策略,整合了10個新收購項目,年化收入約爲4000萬美元。

  • 投資3.72億美元用於優化供應鏈網絡和擴展數字和技術能力。

  • 強調在暖通空調和住宅建材行業擴展雙重貿易能力。

Opportunities:

機會:

  • Envisaged opportunities within large capital projects, driven by data centers, onshoring activities, and aging infrastructure.

  • The dual trade market, combining HVAC and plumbing services, is identified as a main growth vector.

  • 看好大型資金項目的機會,主要由數據中心、國內外回流活動和老化基礎設施帶動。

  • 將雙重貿易市場,包括暖通空調和管道服務,確定爲主要增長方向。

Risks:

風險:

  • No explicit risks/opportunities detected.

  • 未檢測到明確的風險/機會。

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。


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