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Mistras (MG) - 2023 Q1 - Earnings Call Transcript
2023-05-07 03:20
财务数据和关键指标变化 - 收入同比增长5.5%,达到预期目标 [5][6][16][22] - 毛利率同比增长270个基点,主要受益于数据解决方案业务的快速增长和医疗费用的下降 [7][18][49][50] - 销售、一般及管理费用同比增加900万美元,但占收入比重下降40个基点,成本控制成效显著 [18][53][54] 各条业务线数据和关键指标变化 - 数据解决方案业务占比已达10%,将继续成为公司收入和利润的主要增长动力 [8][9][24] - 航空航天业务收入同比增长,但国防业务受项目延迟影响有所下滑 [11][12][46][47][48] - 油气上游业务表现稳定,中游和下游业务受项目时间性影响有所波动 [37][38][39][40][59][60][61] 各个市场数据和关键指标变化 - 北美业务营业利润同比增长148%,毛利率提升400个基点,主要受益于数据解决方案业务的快速增长 [19] - 欧洲业务受到能源成本上涨的影响,但整体影响有限 [55] 公司战略和发展方向及行业竞争 - 公司持续投资于数据解决方案、航空航天制造等领域,以提升生产效率和服务能力,满足客户需求 [10][11][12][24] - 公司将继续专注于有机增长,同时也会考虑适当的并购机会,特别是在数据业务领域 [79][80][81][82] 管理层对经营环境和未来前景的评论 - 公司对2023年全年业绩保持乐观,预计收入、调整EBITDA和自由现金流将达到预期目标 [22][23] - 公司的财务状况持续改善,银行定义的杠杆比率已降至3.25倍,有望在年底前降至3倍以下 [6][21] 问答环节重要的提问和回答 问题1 **Chris Sakai 提问** Onstream和数据解决方案业务在2023年的增长情况如何 [27][28][29][30][31][32][33][34] **Dennis Bertolotti和Edward Prajzner 回答** Onstream和数据解决方案业务有望实现双位数增长,但具体增速可能会有一定波动 [28][29][32][33][34] 问题2 **Mitchell Pinheiro 提问** 中游业务收入下滑的原因,全年展望如何 [36][37][38][39][40][41][42][43][44][45] **Dennis Bertolotti和Edward Prajzner 回答** 中游业务收入下滑主要是由于项目时间性因素,但整体中游业务前景良好 [37][38][39][40][41][42][43] 问题3 **Brian Russo 提问** 2023年各业务线收入增长预期和行业正常水平的对比 [67][68][69][70][71][72][73] **Dennis Bertolotti和Edward Prajzner 回答** 油气上游业务有望实现中单位数增长,航空航天业务有望实现双位数增长,数据解决方案业务也将保持双位数增长,整体呈现良好的行业平衡 [67][68][69][70][71][72][73][74]
Mistras (MG) - 2023 Q1 - Quarterly Report
2023-05-06 02:59
Table of Contents 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 001-34481 Mistras Group, Inc. (Exact name of registrant as specified in its charter) Delaware 22-3341267 (St ...
Mistras (MG) - 2022 Q4 - Annual Report
2023-03-16 04:38
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 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 001-34481 Mistras Group, Inc. (Exact name of registrant as specified in its charter) Delaware 22-3341267 (State or other jurisdiction of (I. ...
Mistras (MG) - 2022 Q4 - Earnings Call Transcript
2023-03-10 02:24
Company Participants Conference Call Participants Operator I wanted to remind everyone that, remarks made during this conference call, will include forward-looking statements. The company's actual results could differ materially from those projected. Some of those factors that can cause actual results to differ are discussed in the company's most recent annual report on Form 10-K, and other reports filed, with the SEC. I will now turn the conference over to Dennis Bertolotti. Okay. Thank you, Michelle. Good ...
Mistras (MG) - 2022 Q3 - Earnings Call Transcript
2022-11-05 10:27
Mistras Group, Inc. (NYSE:MG) Q3 2022 Earnings Conference Call November 3, 2022 9:00 AM ET Company Participants Dennis Bertolotti - President & Chief Executive Officer Ed Prajzner - Executive Vice President, Chief Executive Officer & Treasurer Jon Wolk - Senior Executive Vice President & Chief Operations Officer Conference Call Participants Chris Sakai - Singular Research Mitch Pinheiro - Sturdivant & Co. Brian Russo - Sidoti Operator Thank you for joining, Mistras Group's Conference Call for its Third Quar ...
Mistras (MG) - 2022 Q2 - Earnings Call Transcript
2022-08-07 06:36
Mistras Group, Inc. (NYSE:MG) Q2 2022 Results Conference Call August 4, 2022 10:00 AM ET Company Participants Dennis Bertolotti - President and Chief Executive Officer Ed Prajzner - Executive Vice President, Chief Executive Officer and Treasurer Jon Wolk - Senior Executive Vice President and Chief Operations Officer Conference Call Participants Brian Russo - Sidoti Christopher Sakai - Singular Research Mitchell Pinheiro - Sturdivant Company Operator Good morning, ladies and gentlemen, and thank you for join ...
Mistras (MG) - 2022 Q1 - Earnings Call Transcript
2022-05-07 20:40
Mistras Group, Inc. (NYSE:MG) Q1 2022 Earnings Conference Call May 4, 2022 9:00 AM ET Company Participants Dennis Bertolotti - President and Chief Executive Officer Edward Prajzner - Executive Vice President, Chief Executive Officer and Treasurer Jonathan Wolk - Senior Executive Vice President and Chief Operations Officer Conference Call Participants Mitch Pinheiro - Sturdivant Chris Sakai - Singular Research Operator Good day, ladies and gentlemen. And thank you for joining MISTRAS Group's Conference Call ...
Mistras (MG) - 2021 Q4 - Earnings Call Transcript
2022-03-11 01:16
Mistras Group, Inc. (NYSE:MG) Q4 2021 Earnings Conference Call March 10, 2022 9:00 AM ET Company Participants Dennis Bertolotti ??? President and Chief Executive Officer Edward Prajzner ??? Executive Vice President, Chief Executive Officer and Treasurer Jonathan Wolk ??? Senior Executive Vice President and Chief Operations Officer Conference Call Participants Brian Russo ??? SIDOTI Mitchell Pinheiro ??? Sturdivant and Company Chris Sakai ??? Singular Research Operator Good day, ladies and gentlemen. And tha ...
Mistras (MG) - 2021 Q3 - Earnings Call Transcript
2021-11-06 18:28
MISTRAS Group, Inc. (NYSE:MG) Q3 2021 Earnings Conference Call November 3, 2021 9:00 AM ET Company Participants Dennis Bertolotti - President and CEO Edward Prajzner - EVP, CFO and Treasurer Jonathan Wolk - Senior EVP and COO Conference Call Participants Alex Dwyer - KeyBanc Capital David Ridley-Lane - Bank of America Tate Sullivan - Maxim Group Mitchell Pinheiro - Sturdivant Brian Russo - Sidoti Operator Thank you for joining MISTRAS Group's Conference Call for the Third Quarter Ended September 30, 2021. M ...
Mistras (MG) - 2021 Q2 - Earnings Call Transcript
2021-08-09 13:30
MISTRAS Group, Inc. (NYSE:MG) Q2 2021 Results Earnings Conference Call August 3, 2021 9:00 AM ET Company Participants Dennis Bertolotti - President and Chief Executive Officer Edward Prajzner - Executive Vice President, Chief Financial Officer and Treasurer Jonathan Wolk - Senior Executive Vice President and Chief Operating Officer Conference Call Participants David Ridley-Lane - Bank of America Merrill Lynch Alex Dwyer - KeyBanc Capital Markets Brian Russo - Sidoti & Company Mitchell Pinheiro - Sturdivant ...