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Smith & Nephew Plc (SNN) Q3 2024 Earnings Conference Call Transcript Summary

Smith & Nephew Plc (SNN) Q3 2024 Earnings Conference Call Transcript Summary

史密夫和尼飛有限公司(SNN)2024年第三季度業績會電話會議記錄摘要
富途資訊 ·  11/02 21:05  · 電話會議

The following is a summary of the Smith & Nephew Plc (SNN) Q3 2024 Earnings Conference Call Transcript:

以下是Smith & Nephew Plc(SNN)2024年第三季度業績會電話會議記錄摘要:

Financial Performance:

金融業績:

  • Smith & Nephew reported Q3 revenue of $1.4 billion, marking a 4% underlying growth.

  • Projected annual underlying revenue growth revised to 4.5%, with an anticipated trading margin expansion of up to 50 basis points.

  • Smith & Nephew報告了第三季度營業收入爲14億美元,標誌着基礎增長率爲4%。

  • 預計年度基礎營收增長率修訂爲4.5%,預期交易利潤率將擴張至50個點子。

Business Progress:

業務進展:

  • Under the 12-Point Plan, significant operational improvements have been noted, particularly in the U.S. Recon business which has grown due to improved product supply and commercial execution.

  • Implementation of robotics and innovation in orthopedics, such as the new CATALYSTEM in hips and advancements in the EVOS plating system, are enhancing Smith & Nephew's product portfolio.

  • Advanced Wound Management experienced its best growth quarter, driven by increased adoption across regions and categories.

  • 在12點計劃下,顯着的運營改進已經被注意到,特別是由於產品供應和商業執行的改善,美國Recon業務已經增長。

  • 實施了機器人技術和在骨科領域的創新,例如新的CAELSTEm髖關節產品和EVOS骨板系統的進步,正在增強Smith & Nephew的產品組合。

  • 愛文思控股的高級傷口管理業務經歷了其最佳增長季度,受到各地區和類別採用增加的推動。

Opportunities:

機會:

  • Growth momentum in established markets expected to continue with operational improvements and product innovations.

  • Advanced robotics and innovative products like CATALYSTEM hip systems and the EVOS plating system represent key growth drivers.

  • 在成熟市場中,預計增長勢頭將繼續,通過運營改進和產品創新。

  • 愛文思控股和CATALYSTEm髖部系統等創新產品代表關鍵的增長驅動力。

Risks:

風險:

  • Projected slower growth from the Sports Medicine Volume-Based Procurement (VBP) in China, along with delayed benefits from expected volume increases, likely contributing more to margin pressure in 2025.

  • Persistent underperformance and low order expectations in China's recon business impacting near-term growth prospects.

  • 預計中國體育醫學成交量採購(VBP)的增長將放緩,加上預期成交量增加帶來的效益延遲,可能更多地導致2025年利潤壓力。

  • 中國的重建業務持續表現不佳和訂單預期偏低,影響近期增長前景。

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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