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Earnings Call Summary | TE Connectivity(TEL.US) Q2 2024 Earnings Conference

Earnings Call Summary | TE Connectivity(TEL.US) Q2 2024 Earnings Conference

業績電話會議摘要 | TE Connectivity (TEL.US) 2024 年第二季度業績會議
moomoo AI ·  04/24 12:10  · 電話會議

The following is a summary of the TE Connectivity Ltd. (TEL) Q2 2024 Earnings Call Transcript:

以下是 TE Connectivity Ltd. (TEL) 2024 年第二季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • TE Connectivity observed a 13% year-over-year growth in adjusted earnings per share, primarily due to an expansion of 250 basis points in adjusted operating margin.

  • The company generated record free cash flow of $1.1 billion in H1 2024, up by over 30% compared to the previous year.

  • Over $1.5 billion of capital was deployed with $1.2 billion returned to shareholders and around $350 million being used for the Schaffner acquisition.

  • Q2 sales amounted to $3.97 billion, an increase of 3% organically on a sequential basis.

  • Expecting approximately $4 billion in Q3 sales, reflecting overall growth.

  • Double-digit earnings growth is anticipated for this fiscal year.

  • TE Connectivity觀察到調整後的每股收益同比增長13%,這主要是由於調整後的營業利潤率增長了250個點子。

  • 該公司在2024年上半年創造了創紀錄的11億美元自由現金流,與上年相比增長了30%以上。

  • 部署了超過15億美元的資本,向股東返還了12億美元,約3.5億美元用於收購沙夫納。

  • 第二季度銷售額爲39.7億美元,連續有機增長3%。

  • 預計第三季度銷售額約爲40億美元,反映了整體增長。

  • 預計本財年的收益將實現兩位數的增長。

Business Progress:

業務進展:

  • Transport end markets are expected to see slight growth in global auto production while the Communications segment is likely to return to year-over-year growth in the following quarter.

  • The company is ramping up investments in Artificial Intelligence applications, forecasting a revenue doubling from $200 million to $400 million next year and attaining annual revenues of roughly $1 billion in the subsequent years.

  • All segments are expected to show strong operational performance and margin expansion by the year-end.

  • For the first time in 6 quarters, orders above $4 billion were recorded, showing sequential growth in every segment.

  • Despite a complex commercial transportation market, TE Connectivity foresees a positively evolving market environment next year, driven by electrification, AI, and renewables.

  • 預計運輸終端市場的全球汽車產量將略有增長,而通信板塊可能會在下個季度恢復同比增長。

  • 該公司正在加大對人工智能應用程序的投資,預計明年的收入將翻一番,從2億美元增至4億美元,並在隨後幾年實現約10億美元的年收入。

  • 預計到年底,所有細分市場都將表現出強勁的運營業績和利潤增長。

  • 6個季度以來首次錄得超過40億美元的訂單,顯示每個細分市場的連續增長。

  • 儘管商業運輸市場錯綜複雜,但TE Connectivity預計,在電氣化、人工智能和可再生能源的推動下,明年的市場環境將出現積極的變化。

More details: TE Connectivity IR

更多詳情: TE 連接紅外

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. 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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