Elbit Systems Ltd. (ESLT) Q3 2024 Earnings Call Transcript Summary
Elbit Systems Ltd. (ESLT) Q3 2024 Earnings Call Transcript Summary
Non-GAAP operating income rose to $140.7 million or 8.2% of revenues in Q3 2024, compared to $120 million or 8% in Q3 2023.The following is a summary of the Elbit Systems Ltd. (ESLT) Q3 2024 Earnings Call Transcript:
以下是埃爾比特系統有限公司（ESLT）2024年第三季度業績會的摘要：
Financial Performance:
財務表現：
Elbit Systems reported a revenue increase of 14% to $1.718 billion in Q3 2024 compared to $1.502 billion in Q3 2023.
Non-GAAP gross margin in Q3 2024 was 24.4%, slightly down from 24.9% in Q3 2023.
Non-GAAP operating income rose to $140.7 million or 8.2% of revenues in Q3 2024, compared to $120 million or 8% in Q3 2023.
Non-GAAP diluted EPS was $2.21 in Q3 2024, up from $1.71 in Q3 2023, marking double-digit EPS growth for the second consecutive quarter.
埃爾比特系統在2024年第三季度的營業收入增長了14%，達到了17.18億美金，相比於2023年第三季度的15.02億美金。
2024年第三季度非GAAP毛利率爲24.4%，略低於2023年第三季度的24.9%。
2024年第三季度的非GAAP營業收入上升至14070萬美金，約佔營業收入的8.2%，相比於2023年第三季度的12000萬美金或8%。
2024年第三季度的非GAAP攤薄後每股收益爲2.21美金，高於2023年第三季度的1.71美金，實現了連續第二個季度的兩位數每股收益增長。
Business Progress:
業務進展：
Elbit Systems expanded production facilities and increased inventory levels to address a growing backlog and supply chain challenges.
Awarded a $335 million contract to supply defense systems to a European customer, including PULS rocket launchers and Hermes 900 UAVs.
Won a high-power laser contract for the Iron Beam air defense system.
Received a new contract to supply the Iron Fist Active Protection System to the US Army's Bradley IFV.
Awarded the 2024 Israel Defense Prize for three separate defense technological systems.
埃爾比特系統擴展了生產設施並提高了庫存水平，以應對不斷增長的積壓訂單和供應鏈挑戰。
獲得了一個價值33500萬美元的合同，向歐洲客戶供應軍工股系統，包括PULS火箭發射器和赫爾墨斯900無人機。
獲得了一個用於鐵束防空系統的高功率激光合同。
收到了向美國陸軍布拉德利步兵戰車供應鐵拳主動保護系統的新合同。
由於三個不同的軍工股技術系統，獲得了2024年以色列國防獎。
Opportunities:
機會：
Elbit Systems' substantial order backlog of $22.1 billion demonstrates potential for continuous growth, with significant planned execution into 2026 and beyond.
埃爾比特系統的大訂單積壓爲221億，顯示出持續增長的潛力，並計劃在2026年及以後執行大量訂單。
Risks:
風險：
Increased financial expenses due to elevated interest rates in both the US and Israel posing a risk to the company's cost structure.
由於美國和以色列的利率期貨上升，財務費用增加，對公司的成本結構構成風險。
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：本文由人工智能生成。內容準確性無法完全保證。如需更全面詳情，請參閱IR網站。本文僅供投資者參考，不具有任何指導或推薦建議。
