文章核心观点 - 飞利浦第二季度收入同比增长,但利润略有下降 [1][2][3] - 飞利浦在中国市场销售下滑,但在其他地区的需求强劲 [2][4] - 飞利浦确认了全年业绩指引,预计销售增长3%-5%,自由现金流9亿欧元至11亿欧元 [6] - 飞利浦ADR股价大涨,主要是因为之前宣布了11亿美元的和解协议 [7] 公司经营情况 - 公司第二季度总销售额达46.46亿欧元,符合分析师预期 [3] - 公司净利润为4.52亿欧元,略低于分析师预期的4.604亿欧元 [3] - 公司可比销售额增长2%,尽管中国市场销售下滑,但其他地区需求强劲 [4] - 公司表示中国仍是一个"基本面吸引力很强的增长市场" [4] - 公司表示在"充满挑战的宏观环境"下,通过生产效率提升和营运资金管理改善实现了利润率改善和良好的经营现金流 [5] 公司指引和股价表现 - 公司确认了全年业绩指引,预计销售增长3%-5%,自由现金流9亿欧元至11亿欧元 [6] - 公司表示仍存在一些不确定性 [6] - 公司ADR股价大涨14%,今年已上涨30% [7] - 此前公司宣布11亿美元和解协议后,ADR股价曾大涨27% [7]

The Philips office building in Warsaw, Poland, on July 29, 2021.Shares of Dutch device maker Philips jumped more than 8.5% in early deals Monday after the company reported better-than-expected second-quarter earnings.Shares pared gains slightly to trade up 7.83% by 8:25 a.m. London time.Comparable group sales rose 2% to 4.5 billion euros ($4.88 billion), as demand in North America held strong, even as China sales dipped. The company's comparable order intake over the three-month period grew by 9%. ...

文章核心观点 - 公司在第二季度实现了销售额和订单增长 [1][2][5] - 公司的利润率和现金流表现良好 [1][6] - 公司在信用评级方面获得了进一步的提升 [7] - 公司各个业务部门的表现均有所改善 [8][9][10] - 公司通过各种措施实现了较大的生产效率提升 [11] - 公司对2024年全年的业绩目标保持信心 [12] 根据目录分类总结 集团和分部业绩 - 集团销售额同比增长2%,订单同比增长9% [5] - 成熟市场和新兴市场销售增长抵消了中国市场的下滑 [5] - 调整后的EBITA利润率提升至11.1% [6] - 自由现金流为负64百万欧元,主要受到与Respironics和解的影响 [6] 诊断与治疗 - 销售额同比增长4%,利润率提升至12.2% [8] - 增长主要来自于影像引导治疗和精准诊断业务 [8] 连接护理 - 销售额同比增长2%,利润率提升至8.8% [9] - 企业信息化业务增长强劲,监护业务保持平稳 [9] 个人健康 - 销售额同比增长2%,利润率提升至16.9% [10] - 中国以外市场的增长抵消了中国市场的下滑 [10] 生产效率提升 - 共实现1.95亿欧元的生产效率提升 [11] - 包括运营模式、采购和其他项目的效率改善 [11]

July 29, 2024 Second-quarter highlights Group sales amounted to EUR 4.5 billion, with comparable sales growth of 2%Comparable order intake increased by 9%Income from operations EUR 816 million, including EUR 538 million insurance income*)Adjusted EBITA margin increased to 11.1% of salesOperating cash inflow of EUR 89 million, with a free cash outflow of EUR 64 million  Roy Jakobs, CEO of Royal Philips:“I am encouraged by our return to order intake growth this quarter, primarily driven by North America. Wit ...

July 17, 2024 Patient monitoring platform to deliver tools and time to help patients across 40+ care sites Amsterdam, the Netherlands, and Cincinnati, Ohio – Royal Philips (NYSE:PHG, AEX: PHIA))), a global leader in health technology and Bon Secours Mercy Health (BSMH), one of the nation's largest Catholic health systems, today announced a multi-year strategic collaboration for patient monitoring. Putting BSMH clinicians in control, the collaboration will reduce the digital burden on staff and give them mor ...

July 17, 2024 Patient monitoring platform to deliver tools and time to help patients across 40+ care sites Amsterdam, the Netherlands, and Cincinnati, Ohio – Royal Philips (NYSE: PHG, AEX: PHIA), a global leader in health technology and Bon Secours Mercy Health (BSMH), one of the nation’s largest Catholic health systems, today announced a multi-year strategic collaboration for patient monitoring. Putting BSMH clinicians in control, the collaboration will reduce the digital burden on staff and give them more ...

Koninklijke Philips (PHG) subsidiary Philips North America LLC has issued a critical recall of SENSE XL Torso (1.5T and 3.0T) coils, advising customers to adhere to updated Instructions for Use (IFU) to prevent serious injuries or death. Despite the recall, the company’s shares gained 1.8% on Image-guided therapy segment strength.The SENSE XL Torso coils, designed for 1.5T and 3.0T MR scanners, are 16-element, receive-only coils used for imaging the torso and abdomen. Each coil includes a back part, a front ...

June 19, 2024 Amsterdam, the Netherlands – Royal Philips (NYSE:PHG, AEX: PHIA))) today announced that it has completed the cancellation of 4,437,164 of its shares. The cancelled shares were acquired as part of the completed EUR 1.5 billion share repurchase program for capital reduction purposes that was announced on July 26, 2021. Philips' current issued share capital amounts to EUR 187,987,876.80 representing 939,939,384 common shares. More information is available here. For further information, please con ...

June 19, 2024 Amsterdam, the Netherlands – Royal Philips (NYSE:PHG, AEX: PHIA))) today announced that it has completed the cancellation of 4,437,164 of its shares. The cancelled shares were acquired as part of the completed EUR 1.5 billion share repurchase program for capital reduction purposes that was announced on July 26, 2021. Philips' current issued share capital amounts to EUR 187,987,876.80 representing 939,939,384 common shares. More information is available here. For further information, please con ...

Philips’ (PHG) shares have gained 13.5% in the year-to-date period, outperforming the Zacks Medical sector’s growth of 5%. The company is continuously gaining from a strong Diagnosis & Treatment segment. It is making concerted efforts to bolster this segment further on the back of strengthening Precision Diagnosis and Image-Guided Therapy businesses. These efforts are evident from the latest launch of Philips Image Guided Therapy Mobile C-arm System 9000, Zenition 90 Motorized, enhancing clinicians' product ...