Earnings Call Summary | A.P. Moller - Maersk A/S Unsponsored ADR(AMKBY.US) Q1 2024 Earnings Conference
Earnings Call Summary | A.P. Moller - Maersk A/S Unsponsored ADR(AMKBY.US) Q1 2024 Earnings Conference
The following is a summary of the A.P. Møller - Mærsk A/S (AMKBY) Q1 2024 Earnings Call Transcript:
以下是A.P. Möller-Mèrsk A/S（AMKBY）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
A.P. Moller - Maersk reported a Q1 2024 EBIT of $177 million, demonstrating a strong recovery in earnings.
EBITDA for Q1 2024 amounted to $1.6 billion due to a robust delivery from Ocean business amidst Red Sea disruption and container market demand.
Return to growth in Logistics & Services with increased volumes across product families, albeit with challenges in contract Logistics and Ground Freight impacting profitability.
Exceptional performance from Terminals led to a 45% increase in EBIT to $300 million, with a return on invested capital of 11.3%.
Despite the slight increase in cost per move by 1.1%, EBITDA expanded to $348 million, a 20% increase YoY and a sequential increase of 15%.
A.P. Moller——馬士基公佈的2024年第一季度息稅前利潤爲1.77億美元，這表明收益強勁復甦。
2024年第一季度的息稅折舊攤銷前利潤爲16億美元，這要歸因於在紅海混亂和集裝箱市場需求下海運業務的強勁交付。
儘管合同物流和陸運方面的挑戰影響了盈利能力，但隨着各產品系列的銷量增加，物流與服務恢復了增長。
終端的卓越表現使息稅前利潤增長了45％，達到3億美元，投資資本回報率爲11.3％。
儘管每次搬遷成本略有增長1.1％，但息稅折舊攤銷前利潤仍擴大至3.48億美元，同比增長20％，連續增長15％。
Business Progress:
業務進展：
Businesses like Ocean, Logistics & Services, and Terminals experienced YoY volume growth.
In response to Red Sea disruptions, the Ocean business reconfigured its network, maintaining offered capacity.
Despite margin pressures in Logistics & Services due to recent contracts, volume growth was recorded across all product families.
An increased lower-end of financial guidance for FY 2024 is anticipated due to a strong container market and Red Sea disruptions.
Terminals business demonstrated consistent growth, foreseeing more investment in expansion and automation.
Streamlining efforts such as Maersk's demerger of Svitzer show a focus on end-to-end logistics.
The company is strategically focusing on driving profitability and growth in the logistics and services sector, improving Ocean operations, and expanding Terminals business.
Future plans include maintaining a constant fleet size with focused rotation, increased revenue through surcharges, and cost reduction initiatives to return to 2019 levels by 2025.
Contract negotiations for major sailing routes are due in the coming quarters, with an emphasis on growth and expansion in Logistics.
海運、物流與服務以及碼頭等業務的銷量同比增長。
爲了應對紅海的中斷，海洋業務重新配置了其網絡，維持了所提供的容量。
儘管由於最近的合同，物流與服務面臨利潤壓力，但所有產品系列的銷量均有所增長。
由於強勁的集裝箱市場和紅海的中斷，預計2024財年的低端財務指引將有所增加。
碼頭業務表現出持續增長，預計在擴張和自動化方面將有更多投資。
諸如馬士基分拆Svitzer之類的精簡工作表明瞭對端到端物流的關注。
該公司的戰略重點是推動物流和服務領域的盈利和增長，改善海運業務，擴大碼頭業務。
未來的計劃包括通過集中輪換來保持穩定的機隊規模，通過附加費增加收入，以及到2025年恢復到2019年水平的成本削減措施。
主要航線的合同談判將在未來幾個季度進行，重點是物流的增長和擴張。
More details: A.P. Moller - Maersk A/S Unsponsored ADR IR
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提示：本文由 AI 生成。無法完全保證內容的準確性。欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。