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年第三季度業績會簡報：
Financial Performance:
財務表現:
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報告稱，2024年第三季度財務業績出現了顯著的年度改善，季度調整後EBITDA增長了375%，LTm基礎上提升了16100萬美元。
毛利率增至12.2%，自2021年第一季度以來最高。
儘管面臨挑戰，新訂單在本季度增加了1050個等效單位，同比上升了8.2%。
過去12個月的訂單額與賬單比率保持在115%的強勁水平。
售後市場部門營業收入達到了15300萬美元，調整後EBITDA爲3400萬美元，分別同比增長了7%和8%。
Business Progress:
業務進展:
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年以來已在150個城市交付了超過4300輛零排放車輛（ZEBs）。
他們的製造行業解決方案團隊已安裝了超過540個電動公交車充電器。
在2024年第三季度實現了有史以來最高的低地板切車交付量。
NFI預計他們120億美元的積壓訂單將繼續增長，主要由北美公共交通和長途車運營驅動。
Opportunities:
機會：
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.
對零排放公交車（ZEBs）的增加需求和創紀錄的積壓訂單爲NFI帶來了重要的增長機遇。
預計在第四季度出現的大額跨年訂單將進一步推動積壓訂單增長。
積極的前景是由美國、加拿大和英國對過渡到低排放和零排放車隊的數十億美元投資推動的。
Risks:
風險：
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.
由於一家重要的美國座椅供應商未能按時交付，導致生產中斷，影響了計劃交付和總體生產計劃。
座椅供應問題預計將持續到2024年剩餘時間，可能持續至2025年，給交付進度和運營效率帶來風險。
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。
