TE Connectivity Ltd. (TEL) Q4 2024 Earnings Call Transcript Summary
TE Connectivity Ltd. (TEL) Q4 2024 Earnings Call Transcript Summary
For the full fiscal year, revenue was at $15.8 billion with flat organic growth, impacted by a stronger dollar.The following is a summary of the TE Connectivity Ltd. (TEL) Q4 2024 Earnings Call Transcript:
以下是泰科電子有限公司（TEL）2024年第四季度業績會文本摘要：
Financial Performance:
金融業績：
TE Connectivity reported Q4 revenue of $4.1 billion, which was above their guidance and showed a 2% organic year-over-year growth.
Adjusted earnings per share for Q4 were $1.95, surpassing the guidance and increasing 10% from the previous year.
For the full fiscal year, revenue was at $15.8 billion with flat organic growth, impacted by a stronger dollar.
Adjusted earnings per share for the year were $7.56, up 12% year-over-year despite currency and tax headwinds.
Adjusted operating margins expanded by 220 basis points over the previous year to 18.9%.
泰科電子報告第四季度營業收入爲$41億，高於他們的預期，並顯示了2%的有機年度增長。
第四季度調整後每股收益爲$1.95，超過了預期，並比去年同期增長了10%。
整個財政年度，營業收入爲$158億，有機增長持平，受到美元走強的影響。
該年度調整後每股收益爲$7.56，儘管受到貨幣和稅收風險的衝擊，但同比增長了12%。
調整後的營運利潤率比上一年增加了220個點子，達到18.9%。
Business Progress:
業務進展：
Enacted a strategic organizational shift creating a two-segment structure starting fiscal 2025, focusing on Transportation and Industrial Solutions, aiming to streamline operations and enhance strategic focus.
Integrated AI applications within the Communications segment, yielding $300 million in sales in fiscal 2024, with projections to double in fiscal 2025.
Strong focus on positioning the portfolio to benefit from secular growth trends like electrification, renewable energy, and data connectivity.
Announced a $2.5 billion increase to the share repurchase program, reaffirming the strategy for shareholder value creation.
在2025財年開始實施了戰略性組織結構調整，創建了雙劃分結構，專注於運輸和工業解決方案，旨在優化運營並增強戰略重點。
將人工智能應用整合到通信領域，在2024財年實現30000萬美元的銷售額，預計在2025財年銷售額翻番。
強調積極定位投資組合，以受益於電氣化、可再生能源和數據連接等長期增長趨勢。
宣佈股票回購計劃增加25億美元，重申爲股東價值創造的策略。
Opportunities:
機會：
Strong positioning in Asian markets, especially in electric vehicle production, expects ongoing growth and content outperformance due to robust demand in the region.
Projected growth in AI applications within cloud data centers indicates potential revenue doubling from AI applications in fiscal 2025.
Continued progression on electrification and increased data connectivity around the globe, especially in defensive markets like aerospace.
在亞洲市場具有強勁地位，特別是在電動車生產領域，預計由於該地區需求旺盛，預計將持續增長並表現優越。
預計雲數據中心中人工智能應用的增長表明，2025年財年人工智能應用的潛在營收將翻番。
在全球繼續推進電氣化和增加數據連接，特別是在航空航天等國防市場。
Risks:
風險：
Anticipated global auto production decline in fiscal 2025 could affect segment performance despite content growth.
Persistent weakness in factory and building automation, particularly in Europe, contributing to sluggish performance in the Industrial segment.
預計全球汽車生產在2025財年可能下降，儘管內容增長，但可能影響該部門的表現。
工廠和建築自動化持續疲軟，尤其是在歐洲地區，導致工業板塊表現不佳。
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。
