Earnings Call Summary | Oil States International(OIS.US) Q2 2024 Earnings Conference
Earnings Call Summary | Oil States International(OIS.US) Q2 2024 Earnings Conference
The following is a summary of the Oil States International, Inc. (OIS) Q2 2024 Earnings Call Transcript:
以下是Oil States International, Inc. (OIS) Q2 2024业绩会简报:
Financial Performance:
金融业绩：
Q2 2024 consolidated revenues up 11%, with adjusted EBITDA up 38%.
Net income was $1.3 million, adjusted net income $4.4 million.
Q2 2024年度的综合营收增长了11%，调整后EBITDA增长了38%。
净利润为130万美元，调整后的净利润为440万美元。
Business Progress:
业务进展：
Relocation of Southeast Asian operations to Batam scheduled for early 2025.
Introduced new managed pressure drilling systems.
东南亚业务将于2025年初迁至巴淡岛。
推出新的管理压力钻井系统。
Opportunity:
机会：
Positive outlook for offshore and international projects with stable oil prices.
New opportunities in clean tech sectors like carbon capture.
稳定的油价对离岸和国际项目具有积极影响。
在碳捕集等清洁技术领域寻找新机会。
Risk:
风险：
Declining U.S. land drilling and completion activity levels.
Risk of negative business impact if OPEC+ ends production cuts in 2025.
美国陆地钻井和完成活动水平下降。
如果OPEC +在2025年结束减产，可能会对业务产生负面影响。
Financial Performance:
金融业绩：
Q2 2024 consolidated revenues increased by 11% and adjusted EBITDA increased by 38% sequentially.
Offshore/Manufactured Products segment revenues were $102 million, up 17% sequentially with adjusted EBITDA up 27%.
Well Site Services adjusted segment EBITDA increased 30% in a declining U.S. land market.
Downhole Technologies segment revenues and adjusted segment EBITDA increased 16% and 42%, respectively.
Net income stood at $1.3 million or $0.02 per share, with adjusted net income of $4.4 million or $0.07 per share.
Q2 2024年度综合营收环比增长11％，调整后EBITDA环比增长38％。
离岸/制造产品业务收入为10200万美元，环比增长17％，调整后的EBITDA增长了27％。
在美国陆地市场下降的情况下，井场服务调整后的业务利润率增长了30％。
下孔技术部门的收入和调整后的业务利润率分别增长了16％和42％。
净收入为130万美元或每股收益0.02美元，调整后的净收入为440万美元或每股收益0.07美元。
Business Progress:
业务进展：
Continued advancement in Offshore/Manufactured Products including a book-to-bill ratio of 1x.
Strategic optimization of Well Site Services, including the closure of underperforming U.S. locations.
Introduction of proprietary technologies like managed pressure drilling systems.
Relocation of Southeast Asian operations from Singapore to Batam to lower manufacturing costs, with completion targeted for early 2025.
Strong focus on technology innovation and deployment across sectors, including the adoption of active seat valves and new EPIC portfolio of perforating systems.
在离岸/制造产品方面取得持续进展，包括订单和出货量比为1：1。
战略优化了井场服务包括关闭亏损U.S.地点。
引入了专有技术，如管理压力钻井系统。
将东南亚业务从新加坡迁至巴淡岛，以降低制造成本，计划在2025年初完成。
在各个领域强调技术创新和部署，包括采用主动座椅阀和新的perforating系统EPIC产品组合。
Opportunities:
机会：
Positive outlook on offshore and international projects supported by stable oil prices.
Expected strong demand influencing future bookings and backlog.
New opportunities in deep sea mineral gathering, offshore wind, carbon capture, and other clean tech energy sectors.
离岸和国际项目的前景积极，得到稳定的油价支持。
预计强劲的需求会影响未来的预订和积压订单。
深海矿物采集、海上风能、碳捕捉及其他清洁科技能源领域的新机遇。
Risks:
风险：
Lower U.S. land drilling and completion activity levels with a flat outlook for the remainder of 2024.
Potential negative impact on business if OPEC+ ceases voluntary production cuts in 2025.
美国陆地钻井和完井的活动水平降低，2024年剩余时间的前景平稳。
如果OPEC+在2025年停止自愿减产，可能会对业务造成负面影响。
More details: Oil States International IR
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提示：本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息，请参阅IR网站。本文只是为投资者提供参考，没有任何指导或推荐建议。