UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from __________ to __________ Commission file number 0-21513 DXP Enterprises, Inc. (Exact name of registrant as specified in its charter) Texas 76-0509661 (S ...

财务数据和关键指标变化 - 第二季度总销售额增长16.4%,达到4.28亿美元,创历史新高 [16] - 服务中心业务销售额增长18.9%,供应链服务增长12.3%,创新泵解决方案增长9.8% [35] - 毛利率为30.8%,较上年同期提升245个基点 [40] - 调整后EBITDA为4,530万美元,EBITDA利润率为10.6%,连续第二个季度超过10% [25][33] - 每股摊薄收益为1.06美元,较上年同期增长43.2% [43] 各条业务线数据和关键指标变化 - 服务中心业务表现强劲,多个区域实现两位数增长,带动整体销售增长 [36] - 供应链服务业务受益于去年新增大型化工客户,销售额大幅增长,但随着客户业务的完全放量,未来增长将趋于平缓 [21][33] - 创新泵解决方案业务能源相关订单平均后台持续增长,预示着能源相关项目工作即将进入良性周期 [22][23][38] 各个市场数据和关键指标变化 - 能源市场可能处于上升周期,公司正在积极开拓能源转型、生物燃料、碳捕集等新兴领域 [13][23][24] - 航空航天、化工、食品饮料等市场也保持良好增长 [13][36] - 水处理及污水处理市场需求旺盛,公司通过收购拓展了在该领域的业务布局 [93][94][95] 公司战略和发展方向及行业竞争 - 公司持续推进多元化战略,通过收购拓展水处理及污水处理等新兴业务,提升抗周期性 [9][93][94][95] - 同时保持对能源等传统核心市场的关注,积极开拓新兴领域,力求实现全方位发展 [13][23][24] - 公司在泵类产品、维修服务等方面具有较强的技术和服务优势,有助于在行业内保持竞争力 [94][95] 管理层对经营环境和未来前景的评论 - 管理层对公司当前的销售增长和盈利能力保持乐观态度,有信心在2023年下半年保持良好的业绩表现 [8][14][28][53] - 认为公司在多元化发展、优化业务结构、提升运营效率等方面取得了进展,为未来可持续增长奠定了基础 [9][52] - 对宏观经济环境的不确定性保持警惕,将密切关注利率上升等因素对不同市场的影响 [67] 其他重要信息 - 公司持续通过收购拓展业务,在水处理及污水处理等领域进行了两笔收购 [49] - 公司保持积极的资本回报政策,在第二季度通过股票回购返还了2,510万美元给股东 [26][47] - 公司的资产负债表和现金流状况良好,为未来发展提供了充足的资金支持 [48] 问答环节重要的提问和回答 问题1 **Tommy Moll 提问** 询问第三季度销售额是否有望继续保持增长 [62][63][64][65] **David Little 回答** 公司将继续努力保持销售增长,但受宏观经济环境影响,第三季度可能会出现小幅增长,但仍将保持两位数的同比增长 [65][66][67] 问题2 **Tommy Moll 提问** 询问公司毛利率持续提升的原因,是否存在收购或业务结构变化的影响 [72][73][74] **David Little 回答** 毛利率提升主要得益于业务结构的优化,供应链服务等毛利率较低但费用也较低的业务占比提升,以及水处理等毛利率较高的业务拓展 [72][73][74] 问题3 **Tommy Moll 提问** 询问公司在水处理及污水处理领域的发展战略和未来规划 [92][93][94][95][96][97][98][99] **David Little 回答** 公司看好该领域的发展前景,通过收购和内生增长不断完善泵、阀门、自动化、过程设备等产品和服务能力,旨在打造一个综合性的水处理解决方案平台,为客户提供更全面的产品和服务 [93][94][95][96][97][98][99]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from __________ to __________ Commission file number 0-21513 DXP Enterprises, Inc. (Exact name of registrant as specified in its charter) Texas 76-0509661 (State ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) [☒ ] QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the quarterly period ended March 31, 2023 or [☐ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from to Commission file number 0-21513 DXP Enterprises, Inc. (Exact name of registrant as specified in its charter) Texas 76-0509661 (State or other jurisd ...

DXP Enterprises, Inc. (NASDAQ:DXPE) Q1 2023 Earnings Conference Call May 10, 2023 11:00 AM ET Company Participants David Little - Chairman and Chief Executive Officer Kent Yee - Chief Financial Officer Conference Call Participants Tommy Moll - Stephens Operator Ladies and gentlemen, welcome to the DXP Enterprise First Quarter Earnings Results Conference Call. My name is Glenn and I will be the operator for today’s call. [Operator Instructions] I will now hand you over to your host, Kent Yee, CFO of DXP Ente ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934. For the transition period from to Commission file number 0-21513 DXP Enterprises, Inc. (Exact name of registrant as specified in its charter) Texas 76-0509661 (State or other jurisdiction of i ...

DXP Enterprises, Inc. (NASDAQ:DXPE) Q3 2022 Earnings Conference Call November 9, 2022 11:30 AM ET Company Participants Kent Yee - CFO David Little - Chairman and CEO Conference Call Participants Tommy Moll - Stephens Operator Good morning. My name is Chris, and I'll be your conference operator today. At this time, I'd like to welcome everyone to DXP Enterprises' 2022 Third Quarter Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there ...

DXP Enterprises, Inc. (NASDAQ:DXPE) Q2 2022 Earnings Conference Call August 8, 2022 11:00 AM ET Company Participants Kent Yee - Chief Financial Officer David Little - Chairman and Chief Executive Officer Conference Call Participants Tommy Moll - Stephens Operator Good morning. My name is [Chantal] [ph], and I will be your conference operator today. At this time, I would like to welcome everyone to the DXP Enterprises, Inc. 2022 Second Quarter Earnings Conference Call. As a reminder, todayÂ's conference call ...

DXP Enterprises, Inc. (NASDAQ:DXPE) Q1 2022 Results Conference Call May 10, 2022 11:30 AM ET Company Participants Kent Yee - Chief Financial Officer David Little - Chairman & Chief Executive Officer Conference Call Participants Cole Couzens - Stephens Operator Good morning. My name is Julianne, and I will be your conference operator today. At this time, I would like to welcome everyone to DXP Enterprises 2022 First Quarter Earnings Conference Call. All lines have been placed on mute to prevent any backgroun ...

DXP Enterprises, Inc. (NASDAQ:DXPE) Q1 2021 Earnings Conference Call May 7, 2021 11:30 AM ET Company Participants Kent Yee - Chief Financial Officer David Little - Chairman & Chief Executive Officer Conference Call Participants Tommy Moll - Stephens Operator Welcome to DXP Enterprises, Inc. 2021 First Quarter Earnings call. At this time, all participants are in a listenonly mode. Later, we will conduct a question-and-answer session and instructions will follow at that time. [Operator Instructions]. I would ...