Earnings Call Summary | Watsco(WSO.US) Q2 2024 Earnings Conference
Earnings Call Summary | Watsco(WSO.US) Q2 2024 Earnings Conference
The following is a summary of the Watsco, Inc. (WSO) Q2 2024 Earnings Call Transcript:
以下是華斯科（WSO）2024年第二季度業績會文字記錄摘要：
Financial Performance:
金融業績：
Watsco delivered record sales this quarter, showing strength in both residential and commercial markets.
Operating efficiency improved, reflected by lower SG&A as a percentage of sales.
Strong cash flow was generated and the company maintains a pristine balance sheet to support growth.
華斯科本季度實現了創紀錄的銷售額，表現強勁，住宅市場和商業市場均有所增長。
經營效率提高，SG＆A佔銷售額比重下降。
公司產生了強勁的現金流，並維持着一張支持增長的完美資產負債表。
Business Progress:
業務進展：
Annualized e-commerce sales exceeded $2.5 billion with active users growing faster than non-users.
OnCall Air platform presented quotes to approximately 160,000 households, generating significant sales.
New low GWP A2L systems are being actively introduced, aligning with federal regulatory changes and tech enhancements.
電子商務的年化銷售額超過25億美元，活躍用戶增長速度快於非用戶。
OnCall Air平台爲大約160,000家庭提供了報價，產生了可觀的銷售額。
正在積極推出新的低全球變暖潛勢A2L系統，以配合聯邦監管變化和技術升級。
Opportunities:
機會：
Increased adoption of company platforms by contractors led to market share gains.
Federal regulatory changes providing opportunities for growth, specifically through energy efficiency mandates and the shift towards electrification, are driving sales of high-efficiency systems like heat pumps.
承包商對公司平台的採用增加，市場份額也有所增長。
聯邦監管變化提供了增長機會，特別是通過能效法規和向電氣化的轉變推動高效系統（如熱泵）的銷售增長。
Risks:
風險：
The gross margin was down 100 basis points year-on-year, partly due to the timing of price increases with OEMs.
毛利率同比下降100個點子，部分原因是OEM的價格漲幅時機不當。
More details: Watsco IR
更多細節: 華斯科IR
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。文章內容的準確性無法完全保證。有關更全面的詳細信息，請參閱IR網站。本文只是爲投資者提供參考，沒有任何指導或推薦建議。