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Leidos Holdings, Inc. (LDOS) Q3 2024 Earnings Call Transcript Summary

Leidos Holdings, Inc. (LDOS) Q3 2024 Earnings Call Transcript Summary

Leidos控股有限公司(LDOS)2024年第三季度業績會業績簡況
富途資訊 ·  10/29 23:25  · 電話會議

The following is a summary of the Leidos Holdings, Inc. (LDOS) Q3 2024 Earnings Call Transcript:

以下是leidos控股公司(LDOS)2024年第三季度業績會交流摘要:

Financial Performance:

金融業績:

  • Leidos Holdings reported strong financial performance in Q3 2024, with revenues of $4.19 billion, up 7% year-over-year.

  • Adjusted EBITDA margin reached a new high of 14.2%, with adjusted EBITDA amounting to $596 million, a 32% increase year-over-year.

  • Non-GAAP diluted EPS grew by 44%, showcasing robust earnings growth and substantial free cash flow conversion of 159%.

  • The company completed $200 million worth of share repurchases and increased its quarterly dividend to $0.40 per share, a 5.3% increase.

  • Leidos控股公司報告2024年第三季度強勁的財務業績,營收爲41.9億美元,同比增長7%。

  • 調整後的EBITDA利潤率達到新高的14.2%,調整後的EBITDA金額爲59600萬美元,同比增長32%。

  • 非GAAP攤薄後每股收益增長44%,展示了強勁的盈利增長和159%的大幅自由現金流轉化。

  • 公司完成了20000萬美元的股票回購,並將季度股息提高至每股0.40美元,同比增長5.3%。

Business Progress:

業務進展:

  • Leidos successfully executed its business strategies with a focus on Health & Civil segment expansion and differentiated managed health services.

  • The company has been actively engaging in share repurchase activities, clearing $450 million of its planned $500 million for the year.

  • The introduction of the North Star growth strategy and ongoing investments in technological enhancements like AI and virtual health solutions are driving future growth prospects.

  • Leidos成功執行了其業務策略,專注於健康與民事業務領域的拓展和差異化的管理醫療服務。

  • 公司一直積極參與股份回購活動,已經完成了年度計劃的45000萬美元中的50000萬美元。

  • 推出了北極星增長策略,持續投資於人工智能、虛擬健康解決方案等技術增強,推動未來增長前景。

Opportunities:

機會:

  • Continued strong demand in managed health services, particularly with disability and occupational health evaluations, driving sustained business performance.

  • Leidos is leveraging technological advancements, including AI, to enhance service capability and efficiency, positioning the company to benefit from future demands.

  • Expansion opportunities in the Health & Civil segment through the VA and various government and commercial projects.

  • 持續強勁的管理健康服務需求,特別是殘疾和職業健康評估方面的需求,不斷推動業務績效。

  • leidos正在利用包括人工智能在內的技術進步,提升服務能力和效率,使公司能夠從未來需求中受益。

  • 通過VA和各種政府和商業項目,在健康與民用領域拓展業務機會。

Risks:

風險:

  • Given the excellent profitability and complexity managed in their Health & Civil segment, potential competitive pressures could arise with new market entrants in future recompetes.

  • 考慮到在其健康與民用領域取得的卓越盈利能力和管理複雜性,未來市場競爭對手可能會在未來的重新競標中帶來競爭壓力。

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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