B.O.S. Better Online Solutions .(BOSC)
icon
搜索文档
B.O.S. Better Online Solutions .(BOSC) - 2024 Q2 - Earnings Call Transcript
2024-08-23 04:00
财务数据和关键指标变化 - 总资产为3200万美元,权益为2000万美元,现金净贷款为140万美元(截至2024年6月) [13] - 过去12个月收入为4000万美元,2024年全年预计为4600万美元 [13] - 过去12个月EBITDA为300万美元 [13] - 账面价值为2.2,低于同行业平均水平1倍以下 [13] 各条业务线数据和关键指标变化 - 机器人业务过去12个月收入为2100万美元,但有显著增长潜力,90%的在手订单来自国防市场 [10][16] - RFID业务面临挑战,但通过产品线扩展和效率提升维持收益,预计2025年将恢复增长 [17] - 供应链业务第三季度呈现复苏,预计下半年和2025年将恢复增长 [14][33] 各个市场数据和关键指标变化 - 国防市场需求强劲,占公司90%以上的在手订单 [10][33] - 工业和物流市场需求持续,是机器人业务的主要客户群 [10] - 零售和食品行业是RFID业务的主要客户群,但目前面临挑战 [11][17] 公司战略和发展方向及行业竞争 - 公司采取双轮驱动战略,一方面通过有机增长拓展产品线和市场,另一方面通过并购补充技术和业务 [18][19] - 公司将继续专注于国防市场,并寻求在相关领域的并购机会 [33] - 公司在各细分市场建立了竞争优势,有助于毛利率的提升 [24] 管理层对经营环境和未来前景的评论 - 下半年收入有望大幅增长,第三季度可能略强于第二季度 [32] - 2025年公司有望实现持续增长,特别是在国防市场 [33] - 公司正采取各种措施提高效率和竞争力,为未来发展奠定基础 [24] 其他重要信息 - 公司将加大投资者关系活动,包括一对一路演和参加投资者大会 [20][21] 问答环节重要的提问和回答 问题1 **Todd Felte 提问** 询问公司是否有计划加强投资者关系活动,以提升股价 [20] **Eyal Cohen 回答** 公司将在未来两个月内进行大规模的一对一路演活动,并参加10月的LD Micro投资者大会 [21] 问题2 **Todd Felte 提问** 询问各业务线的毛利率情况,是否受益于当前的通胀环境 [22] **Eyal Cohen 和 Ziv Dekel 回答** 上半年公司毛利率有显著提升,主要得益于公司在各细分市场的竞争优势 [23][24] 问题3 **Todd Felte 提问** 询问机器人业务的收入占比及未来发展前景 [25] **Eyal Cohen 回答** 机器人业务目前收入较小,但有大幅增长潜力,预计今明两年可达到4-5百万美元的收入水平 [26]
BOSC Stock Earnings: BOS Better Online Solns Reported Results for Q2 2024
Investor Place· 2024-08-22 23:53
BOS Better Online Solns (NASDAQ:BOSC) just reported results for the second quarter of 2024.BOS Better Online Solns reported earnings per share of 9 cents.The company reported revenue of $8.45 million.InvestorPlace Earnings is a project that leverages data from TradeSmith to automate coverage of quarterly earnings reports. InvestorPlace Earnings distills key takeaways including earnings per share and revenue, as well as how a company stacks up to analyst estimates. These articles are published without human ...
BOS' Intelligent Robotics Division Installs Robotic Palletizing Cells
Newsfilter· 2024-07-25 22:04
RISHON LE ZION, Israel, July 25, 2024 (GLOBE NEWSWIRE) -- BOS Better Online Solutions Ltd. ("BOS" or the "Company") (NASDAQ:BOSC) Intelligent Robotics division has successfully installed robotic palletizing cells for industrial and retail customers in Israel. Roee Ivgy, Head of the Intelligent Robotics division, stated: "Palletizing is the process of orderly stacking packages onto a pallet. Robotic palletizing automates the process, saving time and costs of human labor. We have successfully completed two in ...
BOS to Release Financial Results for the Second Quarter of 2024 and Host a Video Conference Call on August 22, 2024
Newsfilter· 2024-07-17 20:47
RISHON LEZION, Israel, July 17, 2024 (GLOBE NEWSWIRE) -- B.O.S. Better Online Solutions Ltd. ("BOS" or the "Company") (NASDAQ: BOSC), announced today that it will release its financial results for the second quarter of 2024 before the market opens on Thursday, August 22, 2024. BOS will host a video conference call on August 22, 2024 at 9:00 a.m. EDT. A question-and-answer session will follow management's presentation. To access the video conference call, please click on the following link: https://us06web.z ...
BOS' Supply Chain Division Initiates Sales in Greece
Newsfilter· 2024-07-10 21:35
RISHON LE ZION, Israel, July 10, 2024 (GLOBE NEWSWIRE) -- BOS Better Online Solutions Ltd. ("BOS" or the "Company") (NASDAQ:BOSC) announced today that its Supply Chain Division has initiated sales to a customer in Greece. Avidan Zelicovski, BOS' President, stated: "BOS' Supply Chain division provides franchised distribution of electronic components, mainly for the Israeli defense industry. Recently, we have experienced a growing demand for our products and services from Europe. I believe this is related to ...
B.O.S. Better Online Solutions .(BOSC) - 2024 Q1 - Earnings Call Transcript
2024-05-31 03:25
财务数据和关键指标变化 - 公司在第一季度实现了创纪录的净利润740,000美元 [7] - 过去12个月的收入为4,300万美元,EBITDA为300万美元,净利润为250万美元,每股收益为0.36美元 [8] - 公司有较强的资产负债表,资产为3,400万美元,股东权益为2,000万美元,占资产的60%,现金净余额为170万美元 [9] 各条业务线数据和关键指标变化 - 供应链业务线拓展了代表的电子制造商,增加了销售团队,预计2024年及以后将带来收入增长 [12] - 智能机器人业务线正从以色列民用领域成功转向以色列国防领域,预计2024年将继续增长 [13] - RFID业务线主要销售给以色列的物流中心,已大幅扩展产品线,预计2024年将带来收入增长 [14] 各个市场数据和关键指标变化 - 公司约75%的业务与以色列国防领域相关,这一比例在过去一年有所提高(从60%增加到75%) [27][32][33] - 公司正在寻求进一步拓展国防领域的业务机会,如集成新的线缆产品线 [33] 公司战略和发展方向及行业竞争 - 公司正在全面推进各业务线的能力建设、生产力提升和盈利能力提升 [16][17][18] - 公司计划继续拓展各业务线在以色列高端市场的业务,并将RFID业务拓展到生产车间、仓库和零售店 [18] - 公司正在寻求并购机会,以推动长期发展,但目前主要关注提高公司估值,如增加分析师报告覆盖 [40] 管理层对经营环境和未来前景的评论 - 管理层对公司未来前景持乐观态度,认为凭借公司的竞争优势和以色列国防及高科技行业的有利市场环境,公司有望实现进一步增长 [16][18][19] - 管理层表示,公司团队的敬业精神、专业技能和努力工作是公司取得成功的关键因素,有信心他们将继续推动公司增长,实现目标 [19] 其他重要信息 - 公司第一季度收入同比有所下降,但管理层表示这不是任何负面影响的迹象,仍然保持全年4,600万美元收入的目标 [26][27][35] - 管理层认为,公司股价目前被严重低估,市盈率仅为7.7,希望通过增加分析师报告覆盖等方式提高公司估值 [10][11][40] 问答环节重要的提问和回答 问题1 **Unidentified Analyst 提问** - 询问第一季度收入下降的原因,以及疫情和战争对公司的影响,以及毛利率水平是否会保持或改善 [26] **Eyal Cohen 回答** - 收入下降主要是由于机器人业务的递延收入,与疫情和战争无关,公司仍然保持全年4,600万美元收入的目标 [27] - 公司约75%的业务与以色列国防相关,这一比例正在提高,有望支撑公司今年及未来的持续增长 [27] - 对毛利率水平的具体预期未作出明确回应 [29] 问题2 **Todd Felte 提问** - 询问国防业务占比的变化,以及机器人业务的收入和盈利能力预期 [32][36] **Eyal Cohen 和 Ziv Dekel 回答** - 国防业务占比从60%增加到75%,未来还将继续提高,尤其是机器人业务 [32][33][36][37][38] - 机器人业务已实现从亏损到盈利的转变,今年有望实现较大增长,公司正在努力交付订单以支撑业务发展 [36][37][38] 问题3 **Todd Felte 提问** - 询问公司股价严重低估的原因,以及是否有并购计划 [39] **Eyal Cohen 回答** - 公司认为自身被严重低估,主要计划通过增加分析师报告覆盖来提高估值,同时也在寻求并购机会以推动长期发展 [40]
BOS Reports Financial Results for the First Quarter of the Year 2024
Newsfilter· 2024-05-30 20:00
RISHON LE ZION, Israel, May 30, 2024 (GLOBE NEWSWIRE) -- BOS Better Online Solutions Ltd. ("BOS" or the "Company") (NASDAQ:BOSC) reported its financial results for the first quarter of the year 2024. First Quarter 2024 Financial Highlights: Revenues decreased by 7% to $11.3 million from $12.1 million in the first quarter of the year 2023; Gross profit margin improved to 22.7% compared to 21.9% in the first quarter of the year 2023; EBITDA amounted to $1,003,000 compared to $1,031,000 in the first quarter of ...
BOS to Release Financial Results for the First Quarter of 2024 and Host a Video Conference Call on May 30, 2024
GlobeNewsWire· 2024-04-15 21:00
RISHON LEZION, Israel, April 15, 2024 (GLOBE NEWSWIRE) -- B.O.S. Better Online Solutions Ltd. (“BOS” or the “Company”) (NASDAQ: BOSC), announced today that it will release its financial results for the first quarter of 2024 before the market opens on Thursday, May 30, 2024. BOS will host a video conference call on May 30, 2024 at 9:00 a.m. EDT. A question-and-answer session will follow management’s presentation. To access the video conference call, please click on the following link: Join Zoom Meeting https ...
BOS to Release Financial Results for the First Quarter of 2024 and Host a Video Conference Call on May 30, 2024
Newsfilter· 2024-04-15 21:00
RISHON LEZION, Israel, April 15, 2024 (GLOBE NEWSWIRE) -- B.O.S. Better Online Solutions Ltd. (“BOS” or the “Company”) (NASDAQ: BOSC), announced today that it will release its financial results for the first quarter of 2024 before the market opens on Thursday, May 30, 2024. BOS will host a video conference call on May 30, 2024 at 9:00 a.m. EDT. A question-and-answer session will follow management’s presentation. To access the video conference call, please click on the following link: Join Zoom Meeting https ...
B.O.S. Better Online Solutions .(BOSC) - 2023 Q4 - Annual Report
2024-04-01 18:23
As filed with the Securities and Exchange Commission on April 1, 2024 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ ...