Second Quarter 2024 Results Wednesday, August 7, 2024 Disclaimer This presentation contains forward-looking statements about the Company's future business and financial performance. These are based on management's current expectations and are subject to risks and uncertainties. Factors that could cause actual results to differ materially from these statements are included in today's presentation slides and in our reports on file with the SEC. All statements other than statements of historical fact contained ...

财务数据和关键指标变化 - 2024年第二季度总收入为2.363亿美元,同比增长6% [56] - 毛利为1.233亿美元,同比增长12%,毛利率从49.5%提升至52.2% [56] - 净收入为790万美元,每股收益0.50美元,调整后每股收益1.24美元 [58] - 调整后EBITDA为3850万美元,同比增长10%,利润率提升至16.3% [59][60] - 经营活动产生的现金流在第二季度为负1130万美元,但年初至今仍产生820万美元现金流 [61][62] 各条业务线数据和关键指标变化 基础设施业务 - 第二季度收入为1.01亿美元,其中工程设计和测量占51%,公用事业占29%,建筑质量保证服务占20% [20] - 公路交通部门业务增长强劲,包括获得6000万美元加州交通部合同和1000万美元北卡交通部合同 [27] - 公用事业业务受益于电网现代化、可再生能源增长和电力需求增加等驱动因素 [28][29] 地理空间业务 - 第二季度收入为7200万美元,主要受益于公用事业市场的持续强劲 [34] - 联邦政府合同在5月和6月开始恢复,获得3500万美元合同 [35] - 水利业务在5-6月获得800万美元合同,出现积极转折 [36] - 公司软件业务为公司带来独特竞争优势,应用于医疗影像分析、油气资产监测等领域 [45][46][47] 建筑与技术业务 - 第二季度收入为6400万美元,同比增长18% [49] - 数据中心、清洁能源和建筑数字化是主要增长动力 [49] - 公司制定了5年内实现4亿美元数据中心业务收入的目标 [50][51] - 利用软件和技术提高数据中心能源利用率和运营效率 [52][53][54] 各个市场数据和关键指标变化 - 国内市场电网现代化和可再生能源增长带动公用事业业务增长 [28][29] - 国际市场,尤其是亚洲地区,超大规模数据中心建设对电力需求强劲 [129][130] - 联邦政府基建投资在第二季度开始恢复,带动地理空间业务增长 [35] 公司战略和发展方向及行业竞争 - 公司定位为"必需业务",不太依赖经济周期,主要受益于人口增长和基础设施需求增加 [14][150] - 利用技术手段提高服务效率和竞争力,如3D建模、数字孪生等 [22][23][52][53][154][155] - 通过跨业务线协同,实现协同效应和交叉销售 [18][26][42][43][44][161][162][163] - 积极进行并购,扩大在公用事业运维、水资源等领域的服务能力 [63][64][65] - 未来3年目标收入达到10亿美元,并制定更高目标 [147][122][123][124] 管理层对经营环境和未来前景的评论 - 第二季度业绩反映公司定位为"必需业务",在各种经济环境下保持稳定 [12][14][150] - 基础设施、能源生产和输送需求持续增长,为公司带来稳定业务 [14][150] - 公司通过技术手段提高服务效率和竞争力,为未来发展奠定基础 [152][154][155] - 对第二半年和未来3年的发展前景保持乐观,预计将实现较高的有机增长 [66][67][141][143][144] 其他重要信息 - 公司在2024年7月25日举行了投资者日,阐述了未来3年的发展目标 [13] - 公司2024年全年收入指引为9.44亿美元至9.5亿美元,调整后每股收益5.13美元至5.20美元 [67] - 公司正在进行两项收购,分别是公用事业运维和水资源领域的公司,将增加约400名技术人员 [63][64][65] 问答环节重要的提问和回答 问题1 **Tim Mulrooney 提问** 询问全年指引是否主要来自于收购贡献,还是源于业务的有机增长 [71] **Dickerson Wright 回答** 全年指引主要源于业务的有机增长,不包括任何收购贡献 [72][73] 问题2 **Christopher Moore 提问** 询问第二季度的现金流情况,特别是未计费收入的变化 [97] **Edward Codispoti 回答** 未计费收入的增加主要是由于地理空间业务的恢复,以及整体业务的增长 [98] 问题3 **Andrew Wittmann 提问** 询问两项收购的具体情况,包括收购价格和预计收入贡献 [91][92] **Dickerson Wright 回答** 由于保密协议,暂时无法披露具体收购价格和收入贡献,但预计两家公司将带来约400名技术人员 [92][93]

NV5 Global (NVEE) came out with quarterly earnings of $1.24 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $1.29 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this engineering services provider would post earnings of $0.85 per share when it actually produced earnings of $0.66, delivering a surprise of -22.35%.Over the last four quarters, the company has surpassed consensus EPS estimates just once.NV5, which be ...

财务业绩 - 第二季度毛收入增长6%至2.363亿美元[3] - 毛利润增长12%至1.233亿美元，毛利率提升270个基点至52.2%[3] - 调整后EBITDA增长10%至3850万美元，调整后EBITDA利润率扩大至16.3%[3] - 调整后每股收益为1.24美元，较上年同期1.29美元有所下降[3] - 公司在2024年上半年实现净收入8,315,000美元[31] - 公司在2024年上半年实现EBITDA67,229,000美元[31] - 公司在2024年第二季度实现净收入7,907,000美元[31] - 公司在2024年第二季度实现EBITDA38,498,000美元[31] - 公司在2024年上半年实现调整后每股收益1.91美元[33] - 公司在2024年第二季度实现调整后每股收益1.24美元[33] 业务展望 - 公司预计下半年业务强劲，因此上调了2024年全年收入和调整后每股收益指引[4] - 2024年全年收入预计在9.44亿美元至9.5亿美元之间[4] - 2024年调整后每股收益预计在5.13美元至5.20美元之间[4] 收购战略 - 公司继续推进收购战略，调整后每股收益增长可能高于GAAP每股收益[6] 其他 - 公司将于8月7日举行电话会议讨论第二季度财报[8][9] - 公司在2024年上半年营业活动产生的现金流为8,242,000美元[27] - 公司在2024年上半年投资活动使用的现金流为62,603,000美元[28] - 公司在2024年上半年筹资活动产生的现金流为39,141,000美元[29] - 公司在2024年上半年现金及现金等价物净减少15,469,000美元[30]

HOLLYWOOD, Fla., July 23, 2024 (GLOBE NEWSWIRE) -- NV5 Global, Inc. (the "Company" or "NV5") (NASDAQ:NVEE), a provider of technology, conformity assessment, and consulting solutions, announced today that it has been awarded a $5 million contract by the National Oceanic and Atmospheric Administration (NOAA) Office of Coast Survey to conduct a comprehensive hydrographic survey in Lake Michigan. "NV5's geospatial marine surveying business continues its strategic expansion into new geographies to support water ...

HOLLYWOOD, Fla., July 22, 2024 (GLOBE NEWSWIRE) -- NV5 Global, Inc. (the “Company” or “NV5”) (Nasdaq: NVEE), a provider of technology, conformity assessment, and consulting solutions, announced today that it will host an Investor Day on Thursday, July 25, 2024 at 10:00 am Central Time. The Investor Day, entitled “The Nexus of Engineering and Technology,” will be held at the Western Golf Association Headquarters in Glenview, IL during the first round of the NV5 Invitational, an annual event on the PGA TOUR’s ...

HOLLYWOOD, Fla., July 16, 2024 (GLOBE NEWSWIRE) --  NV5 Global, Inc. (the “Company” or “NV5”) (Nasdaq: NVEE), a provider of technology, conformity assessment, and consulting solutions, will announce its financial results for the second quarter ended June 29, 2024, on Wednesday, August 7, 2024, following the close of the markets. The Company will host an earnings conference call at 4:30 p.m. Eastern time the same day. NV5 Executive Chairman, Dickerson Wright, and Chief Financial Officer, Edward Codispoti, wi ...

HOLLYWOOD, Fla., July 15, 2024 (GLOBE NEWSWIRE) -- NV5 Global, Inc. (the "Company" or "NV5") (NASDAQ:NVEE), a provider of technology, conformity assessment, and consulting solutions, announced today that it has been awarded a one-year, $7 million contract to provide project oversight, testing, and inspection during the construction of a new 230 kilovolt underground transmission line in Northern California. "The demand for electricity and the strain on the nation's electrical grid infrastructure is growing d ...

HOLLYWOOD, Fla., May 23, 2024 (GLOBE NEWSWIRE) -- NV5 Global, Inc. (the "Company" or "NV5") (NASDAQ:NVEE), a provider of technology, conformity assessment, and consulting solutions, announced today that it has been awarded $12 million in geospatial contracts in the defense, intelligence, and federal civilian market space. The work addresses national security concerns internationally and domestically and involves six different branches of the U.S. Department of Defense. "NV5's federal geospatial contract awa ...

HOLLYWOOD, Fla., May 22, 2024 (GLOBE NEWSWIRE) -- NV5 Global, Inc. (the "Company" or "NV5") (NASDAQ:NVEE), a provider of technology, conformity assessment, and consulting solutions, announced today that it will host an Investor Day on Thursday, July 25, 2024 at 10:00 am Central Time. The Investor Day, entitled "The Nexus of Engineering and Technology," will be held at the Western Golf Association Headquarters in Glenview, IL during the first round of the NV5 Invitational, an annual event on the PGA TOUR's K ...