Earnings Call Summary | Otis Worldwide(OTIS.US) Q4 2024 Earnings Conference
Earnings Call Summary | Otis Worldwide(OTIS.US) Q4 2024 Earnings Conference
The following is a summary of the Otis Worldwide Corporation (OTIS) Q4 2024 Earnings Call Transcript:
以下是奧的斯全球有限公司(OTIS)2024年第四季度業績發佈會會議記錄的總結:
Financial Performance:
財務表現:
Otis Worldwide Corporation reported Q4 revenue of $3.7 billion with organic growth of 1.9%.
Full year adjusted EBITA margin improved by 50 basis points driven by strong performance in their service sector.
Net new equipment sales down 6.8% driven by significant declines in China; however, services and modernization sectors showed robust growth.
Generated $1.6 billion of adjusted free cash flow in 2024, facilitating a cash return of $1.6 billion to shareholders through dividends and share buybacks.
奧的斯全球有限公司報告第四季度營業收入爲37億, organic growth爲1.9%。
全年調整後的息稅折舊攤銷前利潤(EBITA)利潤率提升了50個點子,得益於其服務板塊的強勁表現。
由於中國市場顯著下降,新的設備銷售下降了6.8%;然而,服務和現代化板塊表現出強勁增長。
在2024年產生了16億的調整後自由現金流,通過分紅派息和股份回購向股東返還16億現金。
Business Progress:
業務進展:
Notable growth in service and modernization sectors, with a 7.8% increase in service sales and 18% growth in modernization orders, enhancing the company's leading position with around 2.4 million maintenance units under management.
Advanced strategic investments in digital infrastructure, notably in connected elevator platforms, and public escalator enhancements aimed at meeting customer needs and safety standards.
Pursued meaningful global projects like over 142 unit installations in Mexico and extensive modernization in China, showcasing the company's competitive edge in both new equipment and modernization.
服務和現代化板塊顯著增長,服務銷售增長了7.8%,現代化訂單增長了18%,增強了公司在管理的約240萬維護單位中的領導地位。
在數字基礎設施方面進行先進的戰略投資,特別是在連接電梯平台和公共自動扶梯的改進,以滿足客戶需求和安全標準。
追求有意義的全球項目,如在墨西哥安裝超過142台設備,以及在中國進行廣泛的現代化,展示了公司在新設備和現代化領域的競爭優勢。
Opportunities:
機會:
Strong expansion of modernization and service sectors, particularly within a growing global installed base expected to reach 23 million units by year-end, representing substantial growth potential.
Leveraged transformation of business operations in China to boost service and modernization sectors, potentially growing service revenue by over 20% annually.
現代化和服務板塊的強勁擴展,特別是在全球安裝基礎不斷增長,預計到年底將達到2300萬單位,這代表着巨大的增長潛力。
利用在中國的業務運營轉型來推動服務和現代化板塊的發展,使服務營業收入有潛力每年增長超過20%。
Risks:
風險:
Continued challenges in the New Equipment market, particularly in China, with orders declining markedly due to soft demand, impacting revenue and profit streams significantly.
在新設備市場面臨持續挑戰,特別是在中國,由於需求疲軟,訂單大幅下降,顯著影響了營業收入和利潤流。
More details: Otis Worldwide IR
更多細節:奧的斯投資者關係
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:欲了解更全面的細節,請參閱IR網站。 文章僅供投資者參考,不構成任何指導或推薦建議。
譯文內容由第三人軟體翻譯。
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