Ferrovial SE (FER) Q3 2024 Earnings Call Transcript Summary
Ferrovial SE (FER) Q3 2024 Earnings Call Transcript Summary
Reported proceeds from the sale of stakes and divestments totaling €427 million.The following is a summary of the Ferrovial SE (FER) Q3 2024 Earnings Call Transcript:
以下是Ferrovial SE（FER）2024年第三季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Ferrovial reported toll roads revenue increases with double-digit growth in revenue and EBITDA across North American assets.
Net income from Q3 highlighted by dividends from infrastructure assets totaling €490 million, including significant dividends from the North American toll roads.
Reported proceeds from the sale of stakes and divestments totaling €427 million.
Shareholder distributions and buybacks were significant, amounting to €749 million in buybacks and €75 million invested in treasury shares for the first nine months of the year.
Ferrovial報告稱，收費公路收入增加，北美資產的收入和息稅折舊攤銷前利潤實現了兩位數的增長。
第三季度的淨收益以總額爲49000萬歐元的基礎設施資產分紅爲重點，其中包括來自北美收費公路的大量股息。
報告的股份出售和撤資收益總額爲42700萬歐元。
股東分配和回購量巨大，今年前九個月的回購總額爲74900萬歐元，投資於庫存股的7500萬歐元。
Business Progress:
業務進展：
Notable improvements and expansions in toll road operations in North America, particularly on U.S. managed lanes with solid revenue per transaction growth.
Development of the New Terminal 1, Dalaman, with €347 million in equity contributions for construction, which is on schedule and within budget.
Record-breaking passenger numbers at Heathrow and strong growth performance at other airports like AGS and Dalaman.
Expansion in construction operations reflected in a healthy project backlog and increased EBIT margins across subsidiaries.
北美的收費公路運營有了顯著的改善和擴張，尤其是在每筆交易收入穩步增長的美國管理車道上。
達拉曼新一號航站樓的開發，將出資34700萬歐元用於施工，該項目正在按計劃並在預算範圍內。
希思羅機場的旅客人數破紀錄，AGS和達拉曼等其他機場的強勁增長表現。
建築業務的擴張反映在良好的項目積壓和子公司息稅前利潤率的增加上。
Opportunities:
機會：
Increased commuting patterns and strategic asset placement in North America have driven profitability and dividends from these operations.
Investments in high-potential infrastructure assets like the I-77 and Terminal 1 at Dalaman airport which are expected to lead to higher passenger capacity and traffic.
Strategic transfer of economic rights of concessions in Europe and Canada emphasizes strategic reallocation towards high-value assets.
北美通勤模式和戰略資產配置的增加推動了這些業務的盈利能力和紅利。
投資高潛力的基礎設施資產，例如達拉曼機場的I-77和1號航站樓，預計這將提高客運量和交通。
歐洲和加拿大特許權經濟權的戰略轉讓強調對高價值資產的戰略性再分配。
Risks:
風險：
Adverse weather conditions and ongoing construction impacted both toll and airport traffic volumes, notably affecting North American toll road operations and Heathrow airport performances.
Regulatory aspects like Schedule 22 concerning 407 ETR tolling could impact future revenue models and traffic management.
惡劣的天氣條件和正在進行的施工影響了收費和機場交通量，尤其影響了北美收費公路的運營和希思羅機場的表現。
有關407 ETR通行費的附表22等監管方面可能會影響未來的收入模式和交通管理。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
溫馨提示：欲了解更多詳情，請參閱投資者關係網站。本文僅供投資者參考，沒有任何指導或建議建議。
譯文內容由第三人軟體翻譯。
