Littelfuse, Inc. (LFUS) Q3 2024 Earnings Conference Call Transcript Summary
Littelfuse, Inc. (LFUS) Q3 2024 Earnings Conference Call Transcript Summary
Q3 adjusted diluted EPS was $2.71; $65 million free cash flow generated.The following is a summary of the Littelfuse, Inc. (LFUS) Q3 2024 Earnings Conference Call Transcript:
以下是Littelfuse, Inc.（LFUS）2024年第三季度业绩会通话记录摘要：
Financial Performance:
财务表现:
Q3 2024 revenue was $567 million, down 7%, adjusted operating margin increased to 15.9%.
Q3 adjusted diluted EPS was $2.71; $65 million free cash flow generated.
2024年第三季度营业收入为$56700万，下降7%，调整后营业利润率提高至15.9%。
第三季度调整后每股收益为$2.71；产生$6500万的自由现金流。
Business Progress:
业务进展:
Announced new design wins across data centers, automotive sensors, and defibrillators.
Expanded market presence in global passenger vehicles and industrial safety segments.
宣布在数据中心、汽车传感器和除颤器领域获得新的设计交付。
在全球乘用车和工业安全领域拓展市场份额。
Opportunity:
机会：
Positioned to benefit from vehicle electrification and global electrification trends.
Robust design activity likely to ensure sustained long-term growth.
定位于受益于车辆电气化和全球电气化趋势。
强劲的设计活动可能确保持续的长期增长。
Risk:
风险：
Persistent softness in industrial demand across Europe and Asia impacting business.
Expected continuation of cautious customer ordering patterns and challenging conditions.
欧洲和亚洲工业需求持续疲软，影响业务。
预计继续谨慎的客户订购模式和困难条件。
Financial Performance:
财务表现:
Revenue in Q3 2024 was $567 million, down 7% versus last year.
GAAP operating margins were 15.5%, and adjusted operating margins finished at 15.9%, showing improvements due to pricing actions, operational efficiencies, and favorable foreign exchange rates.
Adjusted EBITDA margins reached 21.7%, positively influenced by sales growth and controlled expenses.
Adjusted diluted EPS for Q3 was $2.71.
Operating cash flow for the quarter was $80 million, generating $65 million in free cash flow.
2024年第三季度营业收入为$56700万，较去年下降7%。
根据定价行动、运营效率和有利的汇率期货，GAAP营业利润率为15.5%，调整后营业利润率为15.9%，显示出改善。
调整后的EBITDA利润率达到21.7%，受销售增长和控制费用的积极影响。
第三季度调整后的摊薄后每股收益为$2.71。
本季度的经营现金流为8000万美元，创造了6500万美元的自由现金流。
Business Progress:
业务进展:
Increased focus on design wins across electronics, transportation, and industrial segments, expanding market presence in data centers, automotive sensors, and industrial safety.
Announced several new design wins, including a data center application in North America, gaming industry in China and North America, and a defibrillator application in North America.
Continued expansion in both high and low voltage technologies in global passenger vehicles, and successful pruning actions across the commercial vehicles segment.
Solid performance in industrial markets with significant contributions from industrial safety and HVAC systems.
Forthcoming strategic acquisitions aimed to complement existing businesses and expand market reach.
加大对电子、运输和工业领域设计赢取的关注，扩大在idc概念、汽车传感器和工业安全方面的市场份额。
宣布了几项新的设计赢取项目，包括在北美的idc概念应用，中国和北美的arvr游戏行业，以及在北美的除颤器应用。
在全球乘用车领域不断扩张高低压技术，并在商用车领域成功进行了裁减行动。
工业市场表现稳健，工业安全和暖通空调系统的贡献显著。
未来的战略收购旨在补充现有业务，并扩大市场覆盖范围。
Opportunities:
机会：
Strong positioning to benefit from global electrification trends and next-generation vehicle electrification, ensuring continued growth in the transportation segment.
Robust design activity and design win conversion rate, which is poised to add value once market conditions improve, promises sustained long-term growth.
坚实的定位将受益于全球电气化趋势和下一代车辆电气化，确保运输业务持续增长。
强劲的设计活动和设计赢单转化率，一旦市场条件改善，将有望增加价值，承诺持续的长期增长。
Risks:
风险：
Softness in industrial demand especially in Europe and Asia, impacting Power Semiconductor business.
Cautious customer ordering patterns and challenging end-market conditions, with expected continuation into Q4.
Seasonality impacts suggesting a decline in Q4 sales compared to Q3.
工业需求疲软，尤其在欧洲和亚洲，影响功率半导体业务。
谨慎的客户订购模式和具有挑战性的终端市场条件，预计将持续至第四季度。
季节性影响表明第四季度销售额可能较第三季度下降。
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提示：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。
