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Earnings Call Summary | Otis Worldwide(OTIS.US) Q4 2024 Earnings Conference

Earnings Call Summary | Otis Worldwide(OTIS.US) Q4 2024 Earnings Conference

業績會重點 | 奧的斯(OTIS.US) 2024年第四季度業績會
富途資訊 ·  01/29 17:15  · 電話會議

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。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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