For the quarter ended September 2024, Plug Power (PLUG) reported revenue of $173.73 million, down 12.6% over the same period last year. EPS came in at -$0.25, compared to -$0.47 in the year-ago quarter.The reported revenue represents a surprise of -16.38% over the Zacks Consensus Estimate of $207.75 million. With the consensus EPS estimate being -$0.24, the EPS surprise was -4.17%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to det ...

Table of Contents Title of Each Class Trading Symbol(s) Name of Each Exchange on Which Registered Common Stock, par value $.01 per share PLUG The NASDAQ Capital Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED SEPTEMBER 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITIO ...

Plug Power Inc. (NASDAQ:PLUG) Q3 2024 Earnings Call Transcript November 12, 2024 8:30 AM ET Company Participants Meryl Fritz - Marketing and Communications Manager Andy Marsh - CEO Paul Middleton - CFO Sanjay Shrestha - GM, Energy Solutions & CSO Conference Call Participants Colin Rusch - Oppenheimer Saumya Jain - UBS George Gianarikas - Canaccord Genuity Eric Stine - Craig-Hallum Bill Peterson - JPMorgan Craig Irwin - Roth Capital Partners Dushyant Ailani - Jefferies Chris Senyek - Wolfe Research Amit Daya ...

Plug Power (PLUG) came out with a quarterly loss of $0.25 per share versus the Zacks Consensus Estimate of a loss of $0.24. This compares to loss of $0.47 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -4.17%. A quarter ago, it was expected that this alternative energy company would post a loss of $0.30 per share when it actually produced a loss of $0.36, delivering a surprise of -20%.Over the last four quarters, the company ...

营收情况 - Q3 2024营收为1.737亿美元[2] - 2024年三季度净营收为173730千美元2023年同期为198711千美元[21] - 2024年前三季度净营收为437344千美元2023年同期为669179千美元[21] - 预计2024年营收在7亿至8亿美元之间[12] 利润情况 - Q3 2024每股亏损0.25美元净亏损2.112亿美元Q2 2024每股亏损0.36美元净亏损2.623亿美元[5] - 2024年三季度净亏损为211168千美元2023年同期为283479千美元[21] - 2024年前三季度净亏损为769277千美元2023年同期为726438千美元[21] - 2024年前九个月净亏损76927.7万美元2023年同期为72643.8万美元[22] - 毛利润亏损较上季度减少37%[4] - 氢燃料利润率持续提高[7] 现金流情况 - 运营现金流较上季度提高31%[3] - 2024年前九个月经营活动现金净流出59740.2万美元2023年同期为86391.9万美元[22] - 2024年前九个月投资活动现金净流出35852.9万美元2023年同期为流入46048.8万美元[22] - 2024年前九个月融资活动现金流入77917.5万美元2023年同期为1444.7万美元[23] - 2024年前九个月现金及现金等价物减少4109.3万美元2023年同期减少57982.1万美元[23] - 2024年9月30日现金及现金等价物为93940千美元2023年12月31日为135033千美元[20] 业务发展 - Q3 2024电解槽销售额较上季度增长285%[6] - 全球BEDP合同增长至超8吉瓦[8] - 与Carreras Grupo Logistico合作扩展物料搬运业务组合[9] - 完成8兆瓦固定式氢燃料电池系统安装[10] 财务数据对比 - 2024年前九个月折旧5163.9万美元2023年同期为3781万美元[22] - 2024年前九个月无形资产摊销1419.4万美元2023年同期为1415.8万美元[22] - 2024年前九个月库存调整6776.8万美元2023年同期为3388.9万美元[22] - 2024年前九个月股票薪酬6412万美元2023年同期为12907.4万美元[22] - 2024年9月30日应收账款净额为167222千美元2023年12月31日为243811千美元[20] - 2024年前九个月期初现金现金等价物及受限现金116914.4万美元期末为100019.5万美元[23]

财务亮点 - Q3 2024营收1.737亿美元 电解器部署出现拐点内部氢气网络扩张制造足迹利用率提高[2] - 运营现金流较上季度提高31% 随着四季度营收增加有望继续改善[2] - 毛利润损失较上季度减少37% 受多营收流推动设备服务等均有改善[2] - 2024年Q3每股亏损0.25美元净亏损2.112亿美元 较Q2均有改善 净亏损包含多种因素及非现金支出[2] 运营和战略亮点 - 2024年Q3电解器销售环比增长285% 为营收转折点 本季度获大额订单 预计Q4继续大规模部署[3] - 有效利用内部氢气工厂网络 氢燃料利润率持续改善 部分设施Q3计划维护影响利润率 Q4利用率提高有望改善[3] - 全球基本工程师和设计包合同已超8吉瓦 Q3进一步发展 与多方合作接近完成采购协议[3] - 2024年Q2价格上涨在Q3带来额外收益 Q4将从电力购买协议中获得更多定价收益 与企业合作在西班牙建立首个氢动力物流站点[3] - 为能源库完成8兆瓦固定式氢燃料电池系统安装 结合电池储能与绿氢 提供可靠电力[3] 能源部支持与营收展望 - 继续推进能源部贷款项目 获1000万美元赠款用于开发先进加氢站[4] - 预计2024年营收在7 - 8亿美元之间 受电解器等业务订单推动 氢经济中长期前景乐观[4] 公司领导言论与活动 - 首席执行官称本季度表现彰显公司对构建可持续盈利氢未来的决心[5] - 11月13日将举办第六届年度研讨会 展示项目并提出创新解决方案[5] - 11月12日有电话会议回顾2024年第三季度业绩[6] 公司概况 - 构建端到端绿氢生态系统 部署大量燃料电池系统和加氢站 是全球最大液态氢买家[7] - 计划运营横跨北美和欧洲的绿氢高速公路 建造千兆工厂生产电解器和燃料电池 多途径提供绿氢解决方案[8]

Plug Power Inc. (PLUG) is scheduled to release third-quarter 2024 results on Nov. 12, before market open.The company has a bleak earnings surprise history, having missed the Zacks Consensus Estimate in each of the preceding four quarters. The negative earnings surprise was 48.1%, on average.Let’s see how things have shaped up for Plug Power this earnings season.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Factors to Note Ahead of PLUG’s ResultsWeak demand for the company’s GenDri ...

In its upcoming report, Plug Power (PLUG) is predicted by Wall Street analysts to post quarterly loss of $0.24 per share, reflecting an increase of 48.9% compared to the same period last year. Revenues are forecasted to be $209.85 million, representing a year-over-year increase of 5.6%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during t ...

文章核心观点 - Plug Power公司的股票在最新交易中收于2.52美元,较前一交易日上涨0.4% [1] - Plug Power公司的股票在过去一个月内上涨了11.56%,超过了工业品板块下跌0.89%和标普500指数下跌0.54%的表现 [1] - 分析师预计Plug Power公司将于2024年11月12日公布其财报,预计每股收益为-0.25美元,同比增长46.81%;预计收入为2.108亿美元,同比增长6.08% [2] - 全年来看,分析师预计Plug Power公司的每股收益为-1.15美元,同比增长50%;收入为8.1551亿美元,同比下降8.51% [3] 行业分析 - Plug Power公司所属的制造-电子行业目前在所有行业中排名靠后,位于底部三分之一 [6] - 研究显示,排名靠前的行业的表现通常是排名靠后行业的两倍 [6] 投资建议 - 投资者可以关注Plug Power公司的业绩表现和分析师预测的变化,这些变化往往反映了短期业务模式的变化 [3][4] - 投资者可以利用Zacks评级系统,该系统考虑了这些预测变化,提供了简单易用的评级 [4][5] - 目前Plug Power公司的Zacks评级为3级(持有) [5]

Plug Power (PLUG) is expected to deliver a year-over-year increase in earnings on higher 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 ...