OSI Systems, Inc. (OSIS) Q4 2024 Earnings Call Transcript Summary
OSI Systems, Inc. (OSIS) Q4 2024 Earnings Call Transcript Summary
The following is a summary of the OSI Systems, Inc. (OSIS) Q4 2024 Earnings Call Transcript:
以下是OSI系统公司(OSIS)2024年第四季度财报电话会议记录的摘要:
Financial Performance:
财务业绩:
OSI Systems reported a Q4 revenue of $481 million, a 17% increase year-over-year, driven by outstanding performance in the Security division.
Q4 non-GAAP adjusted earnings per share were at a record $2.84.
Full fiscal year 2024 revenues reached a record $1.54 billion, marking a 20% increase from the previous year, with non-GAAP adjusted EPS at $8.13 for the year, up 31%.
The company concluded the year with a strong backlog of approximately $1.7 billion, providing visibility for fiscal year 2025.
OSI Systems报告称,第四季度收入为4.81亿美元,同比增长17%,这得益于安全部门的出色表现。
第四季度非公认会计准则调整后的每股收益达到创纪录的2.84美元。
2024财年全年收入达到创纪录的15.4亿美元,比上年增长20%,非公认会计准则调整后的每股收益为8.13美元,增长31%。
该公司在今年年底积压了约17亿美元,为2025财年提供了可见性。
Business Progress:
业务进展:
Security division showed remarkable growth with Q4 revenues up 27% year-over-year, primarily driven by significant programs including a major program with Mexico's SEDENA and a $200 million international contract.
Opto Electronics Manufacturing division achieved record revenues of $102 million in Q4, focusing on strategic near-shoring to reduce dependency on Chinese supply chains.
Healthcare division showed robust performance despite challenges, securing a $6 million award from a U.S. hospital.
安全部门表现出显著增长,第四季度收入同比增长27%,这主要是由包括与墨西哥SEDENA的重大项目和2亿美元的国际合同在内的重大项目推动的。
光电制造部门在第四季度实现了创纪录的1.02亿美元收入,专注于战略性近岸外包,以减少对中国供应链的依赖。
尽管面临挑战,医疗保健部门仍表现强劲,从一家美国医院获得了600万美元的奖励。
Opportunities:
机会:
Continued focus on expanding service revenues which carry higher margins compared to product revenues.
Strong backlog and robust pipeline of opportunities across security, opto electronics, and healthcare divisions predicting favorable growth in fiscal year 2025.
继续专注于扩大服务收入,与产品收入相比,服务收入的利润率更高。
安全、光电电子和医疗保健部门积压了大量的待办事项和充足的机会渠道,预计2025财年将实现良好的增长。
Risks:
风险:
The company anticipates fluctuations in gross margin influenced by revenue mix and varying operational costs.
Possible impacts from ongoing adjustments in supply chain and inventory levels affecting near-term financial outcomes.
该公司预计,毛利率将受到收入结构和运营成本变化的影响。
供应链和库存水平的持续调整可能对短期财务业绩产生的影响。
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