Ferguson Enterprises Inc. (FERG) Q4 2024 Earnings Call Transcript Summary
Ferguson Enterprises Inc. (FERG) Q4 2024 Earnings Call Transcript Summary
Gross margins for the year improved slightly to 30.5%, a 10 basis point increase.The following is a summary of the Ferguson Enterprises Inc. (FERG) Q4 2024 Earnings Call Transcript:
以下是Ferguson Enterprises Inc.（FERG）2024年第四季度业绩会交流摘要：
Financial Performance:
金融业绩：
In Q4, Ferguson achieved sales of $7.9 billion, marking a 1.4% increase year over year.
For the full year, revenue was approximately flat at $29.6 billion compared to the previous year.
Gross margins for the year improved slightly to 30.5%, a 10 basis point increase.
Q4 adjusted operating profit rose 5.3% to $857 million, resulting in an adjusted operating margin of 10.8%.
Full-year adjusted operating profit was $2.8 billion, with an adjusted operating margin of 9.5%.
Adjusted diluted earnings per share for the year decreased by 1.5% to $9.69.
第四季度，Ferguson销售额达到了7900万美元，同比增长1.4%。
全年营业收入约为296亿美元，与上一年相比基本持平。
整年毛利率略有改善，提高了10个基点，达到30.5%。
第四季度调整后营业利润增长了5.3%，达到8570万美元，调整后营业利润率为10.8%。
全年调整后营业利润为28亿美元，调整后营业利润率为9.5%。
全年调整后每股稀释收益下降了1.5%，为9.69美元。
Business Progress:
业务进展：
Ferguson continued its strategy of market consolidation, integrating 10 new acquisitions contributing approximately $400 million in annualized revenue.
Invested $372 million in capital expenditures focused on optimizing the supply chain network and expanding digital and technological capabilities.
Emphasized the expansion of dual trade capabilities, specifically in the HVAC and residential trade plumbing sectors.
费尔格森继续实施市场整合策略，整合了10个新收购项目，年化收入约为4000万美元。
投资3.72亿美元用于优化供应链网络和扩展数字和技术能力。
强调在暖通空调和住宅建材行业扩展双重贸易能力。
Opportunities:
机会：
Envisaged opportunities within large capital projects, driven by data centers, onshoring activities, and aging infrastructure.
The dual trade market, combining HVAC and plumbing services, is identified as a main growth vector.
看好大型资金项目的机会，主要由数据中心、国内外回流活动和老化基础设施带动。
将双重贸易市场，包括暖通空调和管道服务，确定为主要增长方向。
Risks:
风险：
No explicit risks/opportunities detected.
未检测到明确的风险/机会。
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。文章内容的准确性无法完全保证。有关更全面的详细信息，请参阅IR网站。本文只是为投资者提供参考，没有任何指导或推荐建议。