NFI Group Inc. (NFYEF) Q3 2024 Earnings Call Transcript Summary
NFI Group Inc. (NFYEF) Q3 2024 Earnings Call Transcript Summary
Despite challenges, new orders increased with 1,050 equivalent units in the quarter, up 8.2% from the previous year.The following is a summary of the NFI Group Inc. (NFYEF) Q3 2024 Earnings Call Transcript:
以下是NFI Group Inc. (NFYEF) 2024年第三季度业绩会简报：
Financial Performance:
财务表现:
NFI Group reported a significant year-over-year improvement in Q3 2024 financial results with a 375% increase in quarterly adjusted EBITDA and a $161 million improvement on an LTM basis.
Gross margin increased to 12.2%, the highest since Q1 2021.
Despite challenges, new orders increased with 1,050 equivalent units in the quarter, up 8.2% from the previous year.
Trailing 12-month book-to-bill ratio stood strong at 115%.
Aftermarket segment delivered $153 million in revenue and $34 million of adjusted EBITDA, up 7% and 8% year-over-year, respectively.
NFI Group报告称，2024年第三季度财务业绩出现了显著的年度改善，季度调整后EBITDA增长了375%，LTm基础上提升了16100万美元。
毛利率增至12.2%，自2021年第一季度以来最高。
尽管面临挑战，新订单在本季度增加了1050个等效单位，同比上升了8.2%。
过去12个月的订单额与账单比率保持在115%的强劲水平。
售后市场部门营业收入达到了15300万美元，调整后EBITDA为3400万美元，分别同比增长了7%和8%。
Business Progress:
业务进展:
NFI has delivered more than 4,300 zero-emission vehicle units (ZEBs) since 2015 across 150 cities.
Their infrastructure solutions team has installed over 540 electric bus chargers.
Achieved the highest quarter ever of low-floor cutaway bus deliveries in Q3 2024.
NFI anticipates their $12 billion backlog will continue to grow, driven primarily by North American public transit and coach operations.
NFI自2015年以来已在150个城市交付了超过4300辆零排放车辆（ZEBs）。
他们的制造行业解决方案团队已安装了超过540个电动公交车充电器。
在2024年第三季度实现了有史以来最高的低地板切车交付量。
NFI预计他们120亿美元的积压订单将继续增长，主要由北美公共交通和长途车运营驱动。
Opportunities:
机会：
The increased demand for zero-emission buses (ZEBs) and the record backlog presents a significant growth opportunity for NFI.
Anticipated large multiyear orders in Q4 to boost the backlog further.
Positive outlook driven by multibillion-dollar investments in the US, Canada, and the UK to support the transition to low and zero-emission fleets.
对零排放公交车（ZEBs）的增加需求和创纪录的积压订单为NFI带来了重要的增长机遇。
预计在第四季度出现的大额跨年订单将进一步推动积压订单增长。
积极的前景是由美国、加拿大和英国对过渡到低排放和零排放车队的数十亿美元投资推动的。
Risks:
风险：
Production disruptions due to a significant North American seat supplier not meeting delivery timelines, impacting planned deliveries and master production schedule.
The seat supply issue, projected to continue through the remainder of 2024 and possibly into 2025, poses a risk to delivery schedules and operational efficiency.
由于一家重要的美国座椅供应商未能按时交付，导致生产中断，影响了计划交付和总体生产计划。
座椅供应问题预计将持续到2024年剩余时间，可能持续至2025年，给交付进度和运营效率带来风险。
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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译文内容由第三方软件翻译。
