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Oil States International, Inc. (OIS) Q2 2024業績會簡報:
Financial Performance:
金融業績：
Q2 2024 consolidated revenues up 11%, with adjusted EBITDA up 38%.
Net income was $1.3 million, adjusted net income $4.4 million.
Q2 2024年度的綜合營收增長了11%，調整後EBITDA增長了38%。
淨利潤爲130萬美元，調整後的淨利潤爲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.
東南亞業務將於2025年初遷至巴淡島。
推出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.
穩定的油價對離岸和國際項目具有積極影響。
在碳捕集等清潔技術領域尋找新機會。
Risk:
風險：
Declining U.S. land drilling and completion activity levels.
Risk of negative business impact if OPEC+ ends production cuts in 2025.
美國陸地鑽井和完成活動水平下降。
如果OPEC +在2025年結束減產，可能會對業務產生負面影響。
Financial Performance:
金融業績：
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.
Q2 2024年度綜合營收環比增長11％，調整後EBITDA環比增長38％。
離岸/製造產品業務收入爲10200萬美元，環比增長17％，調整後的EBITDA增長了27％。
在美國陸地市場下降的情況下，井場服務調整後的業務利潤率增長了30％。
下孔技術部門的收入和調整後的業務利潤率分別增長了16％和42％。
淨收入爲130萬美元或每股收益0.02美元，調整後的淨收入爲440萬美元或每股收益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.
在離岸/製造產品方面取得持續進展，包括訂單和出貨量比爲1：1。
戰略優化了井場服務包括關閉虧損U.S.地點。
引入了專有技術，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，計劃在2025年初完成。
在各個領域強調技術創新和部署，包括採用主動座椅閥和新的perforating系統EPIC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.
離岸和國際項目的前景積極，得到穩定的油價支持。
預計強勁的需求會影響未來的預訂和積壓訂單。
深海礦物採集、海上風能、碳捕捉及其他清潔科技能源領域的新機遇。
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.
美國陸地鑽井和完井的活動水平降低，2024年剩餘時間的前景平穩。
如果OPEC+在2025年停止自願減產，可能會對業務造成負面影響。
More details: Oil States International IR
更多細節：oil states international 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。