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Brunswick(BC) - 2024 Q3 - Earnings Call Transcript
2024-10-25 06:45
财务数据和关键指标变化 - 公司第三季度净销售额同比下降20%,调整后的营业利润率接近10%,调整后的每股收益为1.17美元 [13][14] - 年初至今销售额下降19%,调整后的每股收益为4.31美元,同比下降41% [14] 各条业务线数据和关键指标变化 - 推进业务销售额同比下降32%,尽管零售市场表现优于整体市场,市场份额增加420个基点 [15][5] - Navico集团销售额同比下降14%,主要由于海洋OEM订单减少 [16] - 船舶业务销售额同比下降19%,与计划的生产水平降低一致 [17] - 自由船俱乐部年初至今会员销售增长3.5% [7] 各个市场数据和关键指标变化 - 美国外置发动机行业零售单位同比下降10%,Mercury Marine表现优于行业,仅下降1.8% [11] - 美国市场的库存水平保持在32周,预计年末将达到高于30周的水平 [35][60] 公司战略和发展方向和行业竞争 - 公司继续投资新产品和技术,以期在市场复苏时获得市场份额 [10] - 自由船俱乐部计划进入亚洲市场,进一步巩固在美国最大的船舶市场的领导地位 [7] - 公司在控制库存和生产方面采取谨慎措施,以确保2025年的市场准备 [18] 管理层对经营环境和未来前景的评论 - 管理层对未来市场持谨慎乐观态度,预计2025年将是增长年,主要受益于经济条件改善和市场份额增长 [24][25] - 尽管面临挑战,管理层对公司在新产品推出和现金流方面的表现表示满意 [19][20] 其他重要信息 - 公司在第三季度获得了创纪录的多个奖项,显示出其在行业中的领导地位 [20] - 公司在应对佛罗里达州和东南部的飓风影响方面采取了措施,预计对全年营业利润的影响在500万到1000万美元之间 [11] 问答环节所有提问和回答 问题: 客户需求和经销商情绪的变化 - 管理层表示零售市场表现与预期一致,整体需求保持稳定,但欧洲市场略有减弱 [22][23] 问题: 关于库存的变化 - 管理层确认全球船舶的批发量预计将超过零售量,库存水平将保持在适当范围内 [30][31] 问题: 关于2025年的展望 - 管理层对2025年的展望持乐观态度,预计在零售市场持平的情况下,批发量将有所增长 [25][32] 问题: Mercury的市场份额增长 - 管理层指出,尽管市场环境复杂,Mercury在市场份额上表现良好,获得了400个基点的增长 [41] 问题: Navico的未来增长潜力 - 管理层认为Navico的增长潜力依赖于新产品的推出,预计第四季度将实现小幅增长 [42][43] 问题: 消费者购买意图的调查 - 管理层提到,消费者的购买意图保持稳定,但高收入家庭的购买意图有所上升 [46][48] 问题: 引擎零部件和配件业务的利润率 - 管理层表示,该业务的利润率达到历史最高水平,预计将保持稳定 [50][51]
Brunswick (BC) Reports Q3 Earnings: What Key Metrics Have to Say
ZACKS· 2024-10-24 23:35
Brunswick (BC) reported $1.27 billion in revenue for the quarter ended September 2024, representing a year-over-year decline of 20.1%. EPS of $1.17 for the same period compares to $2.42 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.27 billion, representing a surprise of +0.36%. The company delivered an EPS surprise of -0.85%, with the consensus EPS estimate being $1.18.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...
Brunswick (BC) Misses Q3 Earnings Estimates
ZACKS· 2024-10-24 20:31
Brunswick (BC) came out with quarterly earnings of $1.17 per share, missing the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $2.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -0.85%. A quarter ago, it was expected that this boat and sporting goods company would post earnings of $1.90 per share when it actually produced earnings of $1.80, delivering a surprise of -5.26%.Over the last four quarte ...
Brunswick(BC) - 2024 Q3 - Quarterly Results
2024-10-24 18:16
Brunswick Corporation 26125 N. Riverwoods Blvd., Suite 500, Mettawa, IL 60045 Telephone 847.735.4700 News Release Q3 2024 | --- | --- | |----------|-------------------------------------------------------------------| | | | | Release: | IMMEDIATE | | Contact: | Neha Clark | | | Senior Vice President Enterprise Finance | | Phone: | 847-735-4001 | | Contact: | Lee Gordon | | | Vice President - Brunswick Global Communications & Public Affairs | | Phone: | 847-735-4003 | | Email: | lee.gordon@brunswick.com | Bru ...
Brunswick Corporation Releases 2024 Third Quarter Earnings
GlobeNewswire News Room· 2024-10-24 18:15
文章核心观点 - 布鲁克斯维克公司(Brunswick Corporation)发布了2024年第三季度的财务业绩报告 [1] - 公司将于当天上午10点中央时间/11点东部时间举行电话会议,由首席执行官、首席财务官和战略官以及高级副总裁参与 [1][2] - 布鲁克斯维克公司是全球领先的海洋娱乐公司,拥有60多个行业领先品牌,包括船舶发动机、船舶零件及配件、船舶品牌等 [3] - 公司在2023年被福布斯评为全球最佳雇主,并被《新闻周刊》评为美国最负责任公司,连续第四年获此殊荣 [3] 财务业绩总结 - 公司2024年第三季度的财务业绩报告已在公司网站和SEC网站上发布 [1] - 公司将在电话会议上分享相关财务数据和业务进展情况 [1][2] 风险因素总结 - 公司面临的风险包括:宏观经济环境恶化、利率上升、汇率波动、原材料成本上升、供应链中断、气候变化事件、网络安全事件等 [4][5] - 公司还面临整合收购、实施战略计划、人才管理等方面的挑战 [5] 其他信息 - 公司将在电话会议后提供录音重播服务 [2] - 公司的前瞻性声明中包含了免责声明和风险提示 [4][5][6]
Unveiling Brunswick (BC) Q3 Outlook: Wall Street Estimates for Key Metrics
ZACKS· 2024-10-22 22:20
Wall Street analysts forecast that Brunswick (BC) will report quarterly earnings of $1.18 per share in its upcoming release, pointing to a year-over-year decline of 51.2%. It is anticipated that revenues will amount to $1.27 billion, exhibiting a decline of 20.3% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 1.4% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of thei ...
Lode Gold Launches Exploration Program at One of the Largest Land Packages in New Brunswick
Newsfile· 2024-10-18 20:30
文章核心观点 - 洛德黄金公司与范康探矿公司成立了阿卡迪亚黄金联合企业,在新布伦瑞克省开展黄金和多金属勘探 [1][2][6] - 该联合企业拥有419平方公里的矿权,是该地区最大的矿权之一 [1][6] - 公司启动了一项航空电磁和辐射测量勘探项目,以识别潜在的黄金和多金属矿化区域 [3][4][5] - 该勘探项目将覆盖整个矿权区域,有助于加快后续的钻探进度 [3][5] 公司概况 - 洛德黄金公司是一家勘探和开发公司,在加拿大育空地区和美国加州拥有多个项目 [9][10][12] - 公司在新布伦瑞克省的阿卡迪亚黄金联合企业是其主要业务之一,拥有420平方公里的探矿权 [10] - 公司在加州的弗里蒙特黄金项目已完成初步经济评估,具有良好的经济潜力 [12][13] 行业概况 - 新布伦瑞克省是一个富有前景的黄金和多金属勘探区域,吸引了多家公司的关注 [2] - 该地区位于阿巴拉契亚黄金走廊内,与其他黄金项目如新发现黄金的昆斯韦项目和卡利伯的瓦伦丁湖项目相邻 [2]
Earnings Preview: Brunswick (BC) Q3 Earnings Expected to Decline
ZACKS· 2024-10-17 23:06
Brunswick (BC) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 24. O ...
Brunswick Exploration Outlines Significant New Lithium Potential in Tills at Anatacau West
GlobeNewswire News Room· 2024-10-17 19:00
MONTREAL, Oct. 17, 2024 (GLOBE NEWSWIRE) -- Brunswick Exploration Inc. (TSX-V: BRW, OTCQB: BRWXF; “BRW” or the “Company”) is pleased to report multiple high spodumene grain counts in till samples collected on the Anatacau West Property (the “project”) which is the immediate extension of Arcadium’s James Bay Lithium project. These highly encouraging results (up to 1,225 spodumene grains in a single sample) further reinforce lithium potential in the bedrock and delineate a new, highly prospective unexplored a ...
Lode Gold Closes $3.5 Million Financing and Strategic Alliance; Ready to Advance Properties in Yukon and New Brunswick
Newsfile· 2024-10-10 00:34
Lode Gold Closes $3.5 Million Financing and Strategic Alliance; Ready to Advance Properties in Yukon and New BrunswickOctober 09, 2024 12:34 PM EDT | Source: Lode Gold Resources Inc.Toronto, Ontario--(Newsfile Corp. - October 9, 2024) - Lode Gold Resources Inc. (TSXV: LOD) (OTCQB: SBMIF) ("Lode Gold" or the "Company") is pleased to announce it has obtained conditional approval from the TSXV and closed the transaction with Fancamp Exploration Ltd. ("Fancamp") pursuant to the definitive Investme ...