Stella-Jones Inc. (STLJF) Q3 2024 Earnings Call Transcript Summary
Stella-Jones Inc. (STLJF) Q3 2024 Earnings Call Transcript Summary
The company generated strong operating cash flows of $186 million in the quarter, contributing to a year-to-date total of $301 million.The following is a summary of the Stella-Jones Inc. (STLJF) Q3 2024 Earnings Call Transcript:
以下是Stella-Jones Inc.（STLJF）2024年第三季度業績會議呼叫記錄摘要:
Financial Performance:
財務表現:
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.
Stella-Jones報告稱，2024年第三季度銷售額下降至91500萬美元，同比下降4%，歸因於所有產品類別的銷量下降。
儘管銷售額下降，Stella-Jones第三季度實現的EBITDA利潤率爲17.7%，並將截至目前的EBITDA利潤率擴大至18.9%。
公司第三季度營業現金流爲18600萬美元，截至目前總計30100萬美元。
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.
Stella-Jones繼續專注於其實用杆的長期增長，並將其3年銷售目標更新爲約36億美元，截至2025年。
該公司積極追求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認爲由於需要更換老化的製造行業和提高電網韌性，實用杆的需求將持續存在，儘管目前實用配備方面存在推遲。
公司對鐵軌橫木和住宅木材領域持樂觀態度，分別預計需求穩定增加。
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.
公司指出實用杆採購速度放緩及項目推遲影響了銷售勢頭。目前實用設備的資本開支正受通脹、供應鏈限制和監管資金時間等因素影響。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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。
