2024年第三季度财务数据 - 2024年第三季度净销售额为18.7亿美元较2023年同期下降8%主要因原材料成本降低导致价格组合变动以及出售韩国业务导致销售量减少部分被销量增加抵消[89] - 2024年第三季度销售成本为13.91亿美元较2023年同期下降14%[90] - 2024年第三季度运营费用为1.98亿美元较2023年同期下降3%占净销售额的11%[91] - 2024年第三季度融资成本为100万美元较2023年同期下降96%[94] - 2024年第三季度有效所得税率为30.8%较2023年同期的13.5%上升[96] - 2024年归属于Ingredion的净收入为1.88亿美元较2023年同期增加[97] 2024年至今财务数据 - 2024年至今净销售额为56.3亿美元较2023年同期下降10%[103] - 2024年至今销售成本为42.88亿美元较2023年同期下降12%[104] - 2024年至今融资成本为3000万美元较2023年同期下降66%[106] 公司流动性相关 - 截至2024年9月30日公司总可用流动性为25亿美元[115] 公司现金使用情况 - 2024年初至今用于资本支出和机械库存采购的现金为1.7亿美元，2023年初至今为2.33亿美元，2024年剩余时间资本投资承诺预计在3.1亿到3.3亿美元之间[120] - 2024年初至今用于融资活动的现金为6.01亿美元，2023年初至今为3.01亿美元[121] 公司股息与股份回购情况 - 2024年初至今支付给普通股股东的股息为1.56亿美元，2023年初至今为1.43亿美元，2024年初至今每股季度股息从0.71美元提高到0.78美元[122] - 2024年第三季度和年初至今分别回购18.5万和76.2万股普通股，净成本分别为2100万和8700万美元，2023年第三季度和年初至今回购100万股普通股，净成本为1.01亿美元，2024年初至今以4000万美元从少数股东手中购买子公司股份，持股比例提高到98%[123] 公司税务相关 - 公司未提供外国预扣税等相关税款，不打算将资金汇回美国满足国内流动性需求[124] 公司会计政策相关 - 2024年初至今关键会计政策和估计无变化[125] - 新会计公告信息参考本报告中合并财务报表附注1[126] 公司前瞻性陈述相关 - 公司前瞻性陈述包含多种内容且受多种风险和不确定性影响[127][128][129][130][131] - 公司不承担更新前瞻性陈述的义务[132] 公司风险相关无重大变化情况 - 2024年初至今在利率原材料能源成本和外汇风险方面无重大变化[133]

财务数据和关键指标变化 - 公司第三季度调整后营业收入增长29%，为公司历史上第二高的季度业绩 [6][25] - 净销售额约为19亿美元，同比下降8%，毛利润增长14%，毛利率上升490个基点至25.6% [25][33] - 调整后营业收入为2.82亿美元，同比增长29%，主要受益于原材料成本降低、销售量增加和固定成本吸收改善 [25][36] 各条业务线数据和关键指标变化 - 纹理与健康解决方案部门的净销售额持平，营业收入为9600万美元，同比增长12% [29][30] - 食品与工业成分拉美部门净销售额下降6%，营业收入增长26%至1.31亿美元，营业收入率为21.1% [30] - 食品与工业成分美国和加拿大部门净销售额下降9%，营业收入为9900万美元，营业收入率约为18% [31] 各个市场数据和关键指标变化 - 美国市场的纹理与健康解决方案部门销售量增长显著，主要受益于方便食品和快餐需求增加 [9][41] - 欧洲市场消费者购买行为改善，推动了销售量的双位数增长 [9][55] - 拉美市场的巴西啤酒类别销售量持续恢复，哥伦比亚的营养餐补充品销售显著改善 [10][30] 公司战略和发展方向和行业竞争 - 公司专注于通过创新和客户合作推动业务增长，客户参与度提升27% [11][12] - 计划在未来15个月内实施网络优化项目，以提高成本竞争力 [14][41] - 公司致力于在纹理和健康解决方案领域成为首选供应商，积极寻求收购机会以增强市场地位 [71][72] 管理层对经营环境和未来前景的评论 - 管理层对未来的销售量增长和营业收入改善持乐观态度，预计2024年调整后营业收入将增长高个位数 [36][38] - 管理层指出，尽管面临通货膨胀压力，但通过合同管理和原材料采购改善，已实现毛利率的显著提升 [21][60] - 管理层对欧洲市场的消费者行为改善表示关注，认为这种趋势将持续到年底 [55][58] 其他重要信息 - 公司在安全记录方面表现优异，获得国家安全委员会的绿色十字奖提名 [17] - 公司在巴西被评为食品、饮料和成分行业最具创新力的公司之一，表彰其数字化转型和可持续发展努力 [19][20] - 公司计划在2024年进行310百万至330百万美元的资本支出投资 [39] 问答环节所有提问和回答 问题: 纹理与健康解决方案部门的销售量增长情况 - 管理层表示，销售量增长主要来自于对方便食品和快餐的需求增加，同时也提到去年同期的需求较弱 [47][55] 问题: 关于资本配置的计划 - 管理层确认将优先考虑有机投资和股东回报，计划达到或超过1亿美元的股票回购目标 [50][51] 问题: 欧洲市场的需求增长驱动因素 - 管理层指出，欧洲市场的消费者行为改善和便利食品需求增加是推动销售量增长的主要因素 [55][56] 问题: 2025年甜味剂合同的情况 - 管理层表示，2025年的合同进展较慢，预计将有部分原材料成本的传递 [65][66] 问题: 关于M&A的计划 - 管理层表示将继续关注收购机会，尤其是在纹理和健康解决方案领域，强调将采取严谨的投资回报评估 [70][72]

Ingredion (INGR) came out with quarterly earnings of $3.05 per share, beating the Zacks Consensus Estimate of $2.58 per share. This compares to earnings of $2.33 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.22%. A quarter ago, it was expected that this food sweetener, starch and nutritional ingredient company would post earnings of $2.53 per share when it actually produced earnings of $2.87, delivering a surprise of 13.4 ...

Exhibit 99 NEWS RELEASE Ingredion Incorporated 5 Westbrook Corporate Center CONTACTS: Westchester, IL 60154 Investors: Noah Weiss, 773-896-5242 Media: Rick Wion, 708-209-6323 INGREDION INCORPORATED REPORTS STRONG THIRD QUARTER RESULTS AND RAISES FULL-YEAR OUTLOOK • Third quarter 2024 reported and adjusted* operating income increased 26% and 29% compared to prior year • Third quarter 2024 reported and adjusted EPS were $2.83 and $3.05, an increase of 20% and 31%, respectively • Raising guidance for full-year ...

WESTCHESTER, Ill., Oct. 30, 2024 (GLOBE NEWSWIRE) -- Ingredion Incorporated (NYSE: INGR), a leading global provider of ingredient solutions to the food and beverage industry, invites the investment community to join Texture Innovation Day via webcast on November 14, 2024. This novel event will explore the vital role of texture in creating memorable food experiences for consumers and demonstrate how texture solutions drive innovation through functional, taste and affordability benefits. This live event will ...

Investors interested in stocks from the Food - Miscellaneous sector have probably already heard of Ingredion (INGR) and Danone (DANOY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out. Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimates and ...

Ingredion (INGR) is expected to deliver a year-over-year increase 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 November ...

Burnaby, B.C., Oct. 17, 2024 (GLOBE NEWSWIRE) -- In the race to meet the growing demand for new protein options, the ability to match the taste, texture, price and nutrition characteristics of their traditional counterparts is key to unlocking new markets around the world. Today, Protein Industries Canada announced a project focused on improving these characteristics in a variety of plant-based cheese products. Project partners Daiya Foods, Ingredion, Ingredion Plant Based Protein Specialties (IPBPS) and Lo ...

WESTCHESTER, Ill., Oct. 15, 2024 (GLOBE NEWSWIRE) -- Ingredion Incorporated (NYSE: INGR), a leading global provider of ingredient solutions to the food manufacturing industry, will release its 2024 third quarter financial results for the period ended September 30, 2024, before the market opens Tuesday, November 5, 2024. Jim Zallie, president and chief executive officer and Jim Gray, executive vice president and chief financial officer, will host a conference call November 5th at 8 a.m. CT to discuss the Com ...

Upon evaluating Ingredion (NYSE: INGR ), I concluded that the company has a buy rating. Ingredion is a company that has achieved ROEs above 15% in five of the last seven years. In other words, Ingredion has the resources to reinvest in the Daniel Mellado is an economist from Carabobo University with a Master's Degree in Statistics from Simon Bolivar University, both obtained in Venezuela.Daniel worked analyzing the agricultural commodity market and the financial investment portfolio for an agribusiness grou ...