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: 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 to Commission file number 001-41186 EMBECTA CORP. (Exact name of registrant as specified in its charter) Delaware 87-1583942 ...

PARSIPPANY, N.J., Feb. 07, 2024 (GLOBE NEWSWIRE) -- Embecta Corp. (embecta) (NASDAQ:EMBC) today announced that management will host one-on-one investor meetings on Tuesday, February 13, 2024, at the Cliff Lodge, Snowbird, UT. About embecta embecta is a global diabetes care company that is leveraging its 100-year legacy in insulin delivery to empower people with diabetes to live their best life through innovative solutions, partnerships and the passion of more than 2,000 employees around the globe. For more ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year 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 001-41186 EMBECTA CORP. (Exact name of registrant as specified in its charter) Delaware 87-1583942 (State or other jurisdiction of (I.R.S. empl ...

财务数据和关键指标变化 - 2023财年第四季度收入为2.819亿美元,同比增长2.7%,按固定汇率计算增长2.1% [22][23] - 2023财年全年收入约为11.21亿美元,同比下降0.8%,按固定汇率计算增长1.6% [29] - 2023财年第四季度调整后毛利率为64.8%,高于预期 [43] - 2023财年全年调整后毛利率为67%,调整后营业利润率为29.6%,调整后EBITDA利润率为33.8% [49] - 2023财年经营活动产生的现金流为6800万美元,资本支出2700万美元,自由现金流为4100万美元 [51] 各条业务线数据和关键指标变化 - 2023财年第四季度美国收入为1.518亿美元,同比增长1.3%,剔除合同制造业务影响后核心业务增长6.6% [26][27] - 2023财年全年美国收入为6.014亿美元,同比增长0.2%,剔除合同制造业务影响后增长0.5% [29][30] - 2023财年第四季度国际收入为1.301亿美元,同比增长3.0%,主要得益于中国市场和加拿大及亚洲市场的增长 [28][30] - 2023财年全年国际收入为5.194亿美元,同比增长3.2%,主要得益于新兴市场的表现以及竞争对手供应短缺的影响 [30] 各个市场数据和关键指标变化 - 2023财年第四季度美国收入增长主要得益于核心注射业务产品价格上涨,但受合同制造业务收入下降和注射器需求下降的影响 [26][27] - 2023财年第四季度国际收入增长主要得益于中国市场的复苏以及加拿大和亚洲市场的增长 [28][30] - 2023财年全年美国收入增长主要得益于价格上涨,但受合同制造业务收入下降的影响 [29][30] - 2023财年全年国际收入增长主要得益于新兴市场的表现以及竞争对手供应短缺的影响 [30] 公司战略和发展方向及行业竞争 - 公司未来将继续专注于三大战略重点:巩固和优化核心业务、独立运营和投资增长 [31][32][33][38] - 公司已经在中国苏州工厂完成了多项重要里程碑,包括获得业务和产品许可、实施ERP系统和转移土地及建筑物所有权等 [14][15] - 公司已经在美国和加拿大实施了ERP系统和建立了自己的分销网络及共享服务基础设施,未来将在其他市场和爱尔兰工厂完成 [15][16][35][36][37] - 公司已经与百时美施贵宝达成协议,获得部分Medicare处方药计划的独家或双首选地位,这将有利于公司产品的覆盖面 [18][19] - 公司正在开发针对2型糖尿病患者的胰岛素贴片泵,计划在2024财年取得关键里程碑 [19] 管理层对经营环境和未来前景的评论 - 管理层认为,尽管经营环境和通胀仍不确定,但公司将继续专注于应对各种挑战 [32] - 管理层认为,GLP-1药物的出现虽然对公司业务产生一定影响,但公司仍有机会通过提供相关注射器等产品参与GLP-1市场的增长 [70][71][72][73][74][75][76][77][78][79][80][81] - 管理层对公司2024财年的财务指引表示,尽管需要应对诸多不利因素,但仍能保持与上市前预期一致的利润率水平 [54][55][56][57][58][59][60][61][62][63][64][65][66][67] 问答环节重要的提问和回答 问题1 **Marie Thibault 提问** 对2024财年毛利率指引的具体原因 [84][85] **Jake Elguicze 回答** 2024年毛利率下降主要受汇率、原材料和人工成本上升以及中国工厂停产的负面影响 [86][87][88][89] 问题2 **Mike Polark 提问** 2024年美国和国际业务的收入增长预期 [96] **Dev Kurdikar 回答** 公司未单独披露各地区的收入增长预期,但预计美国市场相对稳定,新兴市场仍将是增长动力,其他发达市场介于两者之间 [97][98][99] 问题3 **Mike Polark 提问** 公司获得Medicare处方药计划独家或双首选地位的原因及其对价格和销量的影响 [99][100][101] **Dev Kurdikar 回答** 公司获得此类地位是基于产品质量、品牌和供应连续性等因素,这将显著提高公司在该人群中的市场份额,但也需要提供一定的折扣 [100][101]

Embecta Corp. (NASDAQ:EMBC) Q3 2023 Earnings Conference Call August 8, 2023 8:00 AM ET Company Participants Pravesh Khandelwal - Vice President of Investor Relations Dev Kurdikar - Chief Executive Officer Jake Elguicze - Chief Financial Officer Conference Call Participants Kallum Titchmarsh - Morgan Stanley Marie Thibault - BTIG Travis Steed - Bank of America Securities Operator Welcome, ladies and gentlemen, to the Fiscal Third Quarter 2023 Embecta Earnings Conference Call. [Operator Instructions] Please n ...

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 001-41186 EMBECTA CORP. (Exact name of registrant as specified in its charter) Delaware 87-1583942 (State or other jurisdiction of ( ...

Embecta Corp. (NASDAQ:EMBC) Q2 2023 Earnings Conference Call May 12, 2023 8:00 AM ET Company Participants Pravesh Khandelwal - Vice President, Investor Relations Dev Kurdikar - Chief Executive Officer Jake Elguicze - Chief Financial Officer Conference Call Participants Cecilia Furlong - Morgan Stanley Sam Eiber - BTIG Travis Steed - Bank of America Securities Anthony Petrone - Mizuho Securities Operator Welcome, ladies and gentlemen to the Fiscal Second Quarter 2023 Embecta Earnings Conference Call. At this ...

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 001-41186 EMBECTA CORP. (Exact name of registrant as specified in its charter) Delaware 87-1583942 ...

Embecta Corp. (NASDAQ:EMBC) Q1 2023 Earnings Conference Call February 14, 2023 8:00 AM ET Company Participants Pravesh Khandelwal - Vice President, Investor Relations Dev Kurdikar - Chief Executive Officer Jake Elguicze - Chief Financial Officer Conference Call Participants Cecilia Furlong - Morgan Stanley Marie Thibault - BTIG Travis Steed - Bank of America Operator Welcome, ladies and gentlemen to the Fiscal First Quarter 2023 Embecta Earnings Conference Call. [Operator Instructions] Please note that this ...

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: 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 001-41186 EMBECTA CORP. (Exact name of registrant as specified in its charter) Delaware 87-1583942 ...