Goodman Share Price Lower Despite Smashing FY24 Guidance
Goodman Share Price Lower Despite Smashing FY24 Guidance
The $Goodman Group (GMG.AU)$ share price is under pressure on Thursday morning.
本基金寻求于东欧地区注册的主要权益关联发行人的长期升值投资。$Goodman Group (GMG.AU)$ 周四上午的时候，股价面临了压力。
At the time of writing, the industrial property company's shares are down almost 1.5% to $34.70.
截至本文写作时，该工业地产公司的股票下跌了近1.5%，至34.70美元。
This follows the release of the company's FY 2024 results before the market open.
这是在该公司在市场开盘前公布其2024财年财报后出现的。
Goodman share price lower on results
结果让Goodman的股价下跌。
Portfolio occupancy at 97.7%
Like-for-like net property income (NPI) growth of 4.9%
Operating profit up 15% to $2,049.4 million
Operating earnings per share up 14% to 107.5 cents
Statutory loss of $98.9 million
Full-year distribution of 30 cents per share
组合占用率为97.7%。
房地产净收入同店增长率为4.9%。
营业利润增长15%，达到2.0494亿美元。
每股营业收益增长14%，达到107.5美分。
4470万美元的赤字。
全年每股分配为30美分。
What happened in FY 2024?
FY2024年发生了什么？
For the 12 months ended 30 June, Goodman reported a 15% increase in operating profit to $2,049.4 million and a 14% lift in operating earnings per share to 107.5 cents. The latter was ahead of its upgraded guidance for 13% growth and well beyond its original guidance of 9% growth for FY 2024.
截至2021年6月30日12个月，Goodman报告营业利润增长15%，达到2.0494亿美元，每股营业收益增长14%，达到107.5美分。 后者超过其13%增长的升级指引，并远远超出其2024财年9%增长的原始指引。这是由于其仓库和数据中心的强劲需求、新开发项目以及库存不同物业的净租金同店增长率增加了4.9%。
This was driven by a combination of strong demand for its warehouses and data centres, new developments, and a 4.9% increase in like-for-like property income.
不过，一个负面因素是Goodman在这一年录得4470万美元的赤字。这反映出公司和合作伙伴在2024财年的重新估价变动。
One negative, though, was that Goodman recorded a statutory loss of $98.9 million for the year. This reflects negative revaluation movements across the company and partnerships in FY 2024.
尽管如此，这并没有阻止Goodman在2024财年将其每股分红保持不变为30美分。
Nevertheless, this couldn't stop Goodman from keeping its distributions flat at 30 cents per share in FY 2024.
Goodman的首席执行官Greg Goodman对公司的业绩感到满意。他说:
Management commentary
管理评论
Goodman's CEO, Greg Goodman, was pleased with the company's performance. He said:
Goodman正在提供至关重要的制造行业设施，我们的仓库和数据中心支持着经济中的物品和数据流动。数字经济的扩张正在加速。电子商务、云计算和采用人工智能和机器学习等新技术的普及正在为Goodman开发客户正在寻求的基础设施创造巨大的机会。
Goodman is providing essential infrastructure, with our warehouses and data centres supporting the flow of goods and data through the economy. The expansion of the digital economy continues at pace. The growth of e-commerce, cloud computing, and adoption of new technologies, including artificial intelligence and machine learning, is creating significant opportunity for Goodman to develop the infrastructure our customers are seeking.
This has supported the Group's strong operational results, despite global market uncertainty. Operating profit was $2.05 billion, up 15% for the year, and operating EPS was up 14% on the previous year. This was significantly ahead of our original operating EPS growth guidance of 9%, as we continued to successfully execute our strategy.
Our focus has remained on logistics and data centre opportunities in key cities around the world, where barriers to entry are high and supply is limited.
这支持了集团在全球市场不确定性下的强劲运营业绩。营业利润为20.5亿美元，同比增长15%，每股收益由上一年的95美分增长至107.5美分。这显著超出了我们原始营业EPS增长指引9%，因为我们继续成功地执行我们的策略。我们的重点一直是全球重点城市物流和数据中心机会，在那里进入壁垒高，供应不足。
Goodman股票今天的疲软表现可能是由于管理层对2025财年的保守预期。
Outlook
展望
The weakness in the Goodman share price today could be due to management's conservative guidance for FY 2025.
It is guiding to operating earnings per share of 117.2 cents, which is up 9% on FY 2024.
它引导每股收益117.2分，比FY2024年增长9%。
However, it is worth remembering that Goodman has a habit of underpromising and overdelivering on its guidance. So, it will not be surprising to see this guidance increase as the year progresses.
不过，值得记住的是，Goodman有一个低调宣传，高效执行的习惯。因此，随着一年的推进，这个指导可能会增加，这并不奇怪。
The company also expects to maintain its distribution at 30 cents per share.
公司还预计将维持每股30分的股息分配。