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Stella-Jones Inc. (STLJF) Q3 2024 Earnings Call Transcript Summary

Stella-Jones Inc. (STLJF) Q3 2024 Earnings Call Transcript Summary

Stella-Jones Inc. (STLJF) 2024年第三季度業績會議通話摘要
富途資訊 ·  18:47  · 電話會議

The following is a summary of the Stella-Jones Inc. (STLJF) Q3 2024 Earnings Call Transcript:

以下是斯特拉-瓊斯公司(STLJF)2024年第三季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Stella-Jones reported a decrease in Q3 2024 sales to $915 million, a 4% year-over-year decline, attributed to lower volumes across all product categories.

  • Despite the sales decline, Stella-Jones achieved an EBITDA margin of 17.7% for the quarter and expanded its year-to-date EBITDA margin to 18.9%.

  • The company generated strong operating cash flows of $186 million in the quarter, contributing to a year-to-date total of $301 million.

  • 斯特拉-瓊斯報告稱,由於所有產品類別的銷量減少,2024年第三季度的銷售額下降至9.15億美元,同比下降4%。

  • 儘管銷售額下降,但斯特拉-瓊斯在本季度實現了17.7%的息稅折舊攤銷前利潤率,並將其年初至今的息稅折舊攤銷前利潤率擴大至18.9%。

  • 該公司在本季度創造了1.86億美元的強勁運營現金流,使今年迄今爲止的總額達到3.01億美元。

Business Progress:

業務進展:

  • Stella-Jones continues to focus on the long-term growth of its utility poles and has updated its 3-year sales target to approximately $3.6 billion by 2025.

  • The company is actively pursuing acquisitions to grow its infrastructure customer base and enhance its North American distribution network.

  • 斯特拉-瓊斯繼續專注於電線杆的長期增長,並已將其3年銷售目標更新爲到2025年約36億美元。

  • 該公司正在積極進行收購,以擴大其基礎設施客戶群並增強其北美分銷網絡。

Opportunities:

機會:

  • Stella-Jones sees enduring demand for utility poles due to the need for replacing aging infrastructure and increasing grid resiliency, despite current deferrals in utility spending.

  • The company has a positive outlook on the railway ties and residential lumber segments, expecting stable and increasing demand respectively.

  • Stella-Jones認爲,儘管目前公用事業支出有所延期,但由於需要更換老化的基礎設施和提高電網彈性,對電線杆的需求將持續存在。

  • 該公司對鐵路和住宅木材板塊前景樂觀,預計需求將分別保持穩定和增長。

Risks:

風險:

  • The company noted a slower pace in utility pole purchases and project deferrals affecting sales momentum. Current utility capital expenditures are being impacted by inflation, supply chain constraints, and regulatory funding timing.

  • 該公司指出,電線杆購買步伐放緩,項目延期影響了銷售勢頭。當前的公用事業資本支出受到通貨膨脹、供應鏈限制和監管融資時機的影響。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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