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:
以下是石油國家國際公司（OIS）2024年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Q2 2024 consolidated revenues up 11%, with adjusted EBITDA up 38%.
Net income was $1.3 million, adjusted net income $4.4 million.
2024年第二季度的合併收入增長了11％，調整後的息稅折舊攤銷前利潤增長了38％。
淨收入爲130萬美元，調整後淨收入爲440萬美元。
Business Progress:
業務進展：
Relocation of Southeast Asian operations to Batam scheduled for early 2025.
Introduced new managed pressure drilling systems.
計劃於2025年初將東南亞業務遷至巴淡島。
引入了新的管理壓力鑽井系統。
Opportunity:
機會：
Positive outlook for offshore and international projects with stable oil prices.
New opportunities in clean tech sectors like carbon capture.
油價穩定的海上和國際項目前景樂觀。
碳捕集等清潔技術領域的新機遇。
Risk:
風險：
Declining U.S. land drilling and completion activity levels.
Risk of negative business impact if OPEC+ ends production cuts in 2025.
美國陸地鑽探和完井活動水平下降。
如果歐佩克+在2025年結束減產，可能會對業務產生負面影響。
Financial Performance:
財務業績：
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.
2024年第二季度的合併收入增長了11％，調整後的息稅折舊攤銷前利潤連續增長了38％。
離岸/製成品板塊收入爲1.02億美元，環比增長17％，調整後的息稅折舊攤銷前利潤增長27％。
在美國陸地市場下滑的情況下，油井現場服務調整後的分部息稅折舊攤銷前利潤增長了30％。
井下技術板塊收入和調整後的分部息稅折舊攤銷前利潤分別增長了16％和42％。
淨收益爲130萬美元，合每股收益0.02美元，調整後淨收益爲440萬美元，合每股收益0.07美元。
Business Progress:
業務進展：
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.
離岸/製成品的持續進步，包括賬單比率爲1倍。
油井現場服務的戰略優化，包括關閉表現不佳的美國基地。
引入專有技術，例如管理壓力鑽井系統。
將東南亞業務從新加坡遷至巴淡島以降低製造成本，目標於2025年初完工。
高度關注跨領域的技術創新和部署，包括採用主動座閥和新的EPIC穿孔系統產品組合。
Opportunities:
機會：
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.
在穩定的油價的支持下，海上和國際項目前景樂觀。
預計強勁的需求將影響未來的預訂和積壓。
深海礦物採集、海上風電、碳捕集和其他清潔技術能源領域的新機遇。
Risks:
風險：
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.
美國陸地鑽探和完井活動水平降低，2024年剩餘時間展望持平。
如果歐佩克+在2025年停止自願減產，可能會對業務產生負面影響。
More details: Oil States International IR
更多詳情：石油國家國際投資者關係
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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。