Benchmark Electronics Inc. (BHE) Q3 2024 Earnings Call Transcript Summary
Benchmark Electronics Inc. (BHE) Q3 2024 Earnings Call Transcript Summary
Non-GAAP operating margin reached 5.3%, representing the 16th consecutive quarter of year-over-year expansion.The following is a summary of the Benchmark Electronics Inc. (BHE) Q3 2024 Earnings Call Transcript:
以下是Benchmark Electronics Inc. (BHE) 2024年第三季度業績電話會議簡報：
Financial Performance:
金融業績：
Benchmark Electronics reported Q3 2024 revenue of $658 million, above the midpoint of the guidance range.
Non-GAAP gross margin for the quarter was 10.2%, marking the fourth consecutive quarter of achieving 10% or better.
Non-GAAP operating margin reached 5.3%, representing the 16th consecutive quarter of year-over-year expansion.
Delivered $0.57 in non-GAAP EPS, aligning with the higher end of the guidance range.
Benchmark Electronics報告2024年第三季度營業收入爲65800萬美元，高於指導範圍中點。
本季度非通用會計淨毛利率爲10.2%，標誌着連續第四個季度實現10%或以上。
非通用會計營業利潤率達到5.3%，代表連續第16個季度同比擴張。
每股0.57美元的非通用每股收益，與指導範圍的高端保持一致。
Business Progress:
業務進展：
Benchmark continues to focus on high value sectors despite near-term macroeconomic headwinds, indicating a multiyear growth cycle in the EMS industry.
Notable revenue growth and share gains were observed in the semicap sector, with revenue up 13% year-over-year.
Significant new business wins and ongoing capacity expansion including a new facility in Penang to support growth in semicap and aerospace sectors.
Free cash flow generated in the quarter amounted to $29 million, with a trailing 12 month total of $245 million.
Benchmark繼續專注於高價值行業板塊，儘管短期宏觀經濟面臨阻力，但預示着EMS行業多年增長週期。
半導體板塊營業收入增長顯著，股份增長，同比增長13%。
重要的新業務贏得和持續的產能擴張包括在檳城設立一個新設施以支持半導體和航空航天行業的增長。
季度自由現金流達到2900萬美元，過去12個月的總額爲24500萬美元。
Opportunities:
機會：
Benchmark anticipates revenue growth driven by the semiconductor sector and aerospace applications, benefiting from recent wins and an expanding capacity.
Positive outlook for operational and shareholder value enhancement through disciplined capital management and strategic reinvestment.
benchmark electronics預計受半導體板塊和航空航天應用帶動的營收增長，受益於最近的成功和產能擴大。
通過嚴格的資本管理和戰略再投資，運營和股東價值有望實現積極前景。
Risks:
風險：
Continued weakness in the industrial, medical, and communications sectors could weigh on overall growth despite sector-based successes.
Potential prolonged weakness in medical devices and inventory rebalancing impacting sector performance.
儘管在工業，醫療和通信領域的持續疲軟可能會拖累整體增長，但在行業板塊取得成功。
醫療設備可能出現持續疲軟，庫存再平衡影響了該板塊的表現。
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。
