财务数据和关键指标变化 - 第三季度收入为2.1亿美元，较前一季度下降2%，主要由于电动汽车/混合动力汽车（EV/HEV）和高级驾驶辅助系统（ADAS）销售下降 [7][16] - 毛利率为35.2%，较前一季度提高110个基点，调整后的每股收益为0.98美元，超出预期 [5][15] 各条业务线数据和关键指标变化 - AES（先进电子解决方案）收入为1.12亿美元，较前一季度下降3%，主要受EV/HEV、ADAS和工业销售下降影响 [16] - EMS（电子制造服务）收入约为9400万美元，下降不足1%，主要由于EV/HEV销售下降，但便携电子产品销售季节性上升 [17] 各个市场数据和关键指标变化 - EV/HEV市场销售较2023年上半年每季度下降500万至1500万美元，主要由于客户库存管理 [8][12] - 工业市场销售较2023年上半年每季度下降1000万至1500万美元，受全球制造活动收缩影响 [9][10] 公司战略和发展方向和行业竞争 - 公司在中国新建的curamik电源基板工厂将支持其区域能力战略，预计将推动未来增长 [13] - 公司将继续在电动汽车和混合动力汽车市场进行有针对性的投资，以应对市场竞争和客户需求变化 [6][12] 管理层对经营环境和未来前景的评论 - 管理层指出，尽管当前面临宏观经济挑战，但仍然看好未来的增长潜力，特别是在电动汽车和工业市场 [6][14] - 管理层对第四季度的展望较为谨慎，预计收入将下降，主要由于无线基础设施需求降低和便携电子产品的季节性下降 [19] 其他重要信息 - 公司在第三季度产生了2500万美元的自由现金流，现金余额约为1.46亿美元，显示出良好的财务灵活性 [15][18] - 公司预计2024年第四季度的毛利率将在31.5%至33%之间，主要受低销售量和产品组合变化的影响 [19] 问答环节所有提问和回答 问题: 第四季度收入指引的主要原因是什么 - 管理层表示，第四季度收入下降的主要原因是无线项目结束和便携电子产品的季节性下降，同时客户也在进行库存管理 [21] 问题: 明年上半年是否还有库存管理的压力 - 管理层认为，尽管不提供具体指引，但预计明年会有一些显著改善，特别是在curamik基板市场的复苏 [22] 问题: EMS业务的利润率下降原因 - 管理层指出，EMS业务的利润率下降主要是由于利用率低和市场竞争压力，正在通过运营卓越和采购节省来改善 [24][25] 问题: 关于新工厂的生产和收入影响 - 管理层表示，新工厂的生产将在2025年中期达到满负荷，预计将显著提升收入 [30][31] 问题: M&A的策略和目标 - 管理层强调，M&A仍然是公司战略的重要组成部分，正在寻找合适的收购目标以增强公司的能力和产品线 [40][41] 问题: 股东回报的策略 - 管理层表示，将根据市场条件和公司战略优先级，灵活地进行股票回购 [42][43]

业绩总结 - Q3 2024净销售额为2.103亿美元，较Q2 2024下降1.8%[15] - Q3 2024毛利率为35.2%，较Q2 2024的34.1%有所改善[15] - Q3 2024调整后营业收入为2460万美元，调整后营业利润率为11.7%[15] - Q3 2024净收入为1070万美元，占净销售额的5.1%[15] - Q3 2024调整后每股收益为0.98美元，较Q2 2024的0.69美元增长[15] - Q3 2024毛利为7310万美元，毛利率为34.1%[20] - 调整后净收入为1820万美元，净利率为8.7%[33] - Q3 2024调整后EBITDA为3520万美元，EBITDA利润率为16.7%[38] - Q3 2024自由现金流为2520万美元[40] - Q3 2024的运营活动提供的净现金为9340万美元[25] 市场展望 - 工业市场销售预计在2024年每季度下降约1000万至1500万美元[9] - EV/HEV市场2024年销售预计每季度下降约500万至1500万美元[11] - 2024年第四季度净销售额预期在1.85亿至2亿美元之间[26] - 2024年第四季度毛利率预期在31.5%至33.0%之间[26] - 2024年第四季度调整后每股收益预期在0.30至0.60美元之间[26] 新产品与技术研发 - 新的功率基板工厂预计在2025年全面投入生产[12] - 市场对陶瓷基板的需求预计在2023至2029年间以11%的年复合增长率增长[12] 用户数据与市场动态 - 无线基础设施销售强劲，主要受印度需求推动，增长率为12%[7] - 由于客户库存管理和需求恢复不足，EV/HEV销售下降[7] 负面信息 - 工业市场和EV/HEV市场的销售预期下降，可能影响未来业绩[9][11]

Rogers Corp. (ROG) came out with quarterly earnings of $0.98 per share, beating the Zacks Consensus Estimate of $0.85 per share. This compares to earnings of $1.24 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.29%. A quarter ago, it was expected that this specialty materials company would post earnings of $0.60 per share when it actually produced earnings of $0.69, delivering a surprise of 15%.Over the last four quarters, ...

Rogers Corporation Reports Third Quarter 2024 Results Improved Operating Margin Drives Further Earnings Growth Chandler, Arizona, October 24, 2024: Rogers Corporation (NYSE:ROG) today announced financial results for the third quarter of 2024. "Third-quarter results were mixed with earnings that exceeded our guidance expectations and sales that were below the low end of our outlook," stated Colin Gouveia, Rogers' President and CEO. "The higher earnings resulted from our ongoing focus on operational improveme ...

More Canadians continue to choose Rogers Wireless and Internet than any other carrier in Canada Combined mobile phone and Internet net additions of 227,000 in Q3 and 502,000 for the year to dateQ3 postpaid mobile phone net additions of 101,000; prepaid net additions of 93,000; retail Internet net additions of 33,000Rogers has added industry-best 1.9 million mobile phone and Internet net additions over the past 11 quarters Continued disciplined loading, strong execution, efficiency gains, industry-leading fi ...

TORONTO, Oct. 24, 2024 (GLOBE NEWSWIRE) -- Rogers Communications Inc. (TSX: RCI.A and RCI.B) (NYSE: RCI) (“Rogers”) announced that its Board of Directors (the “Board”) declared a quarterly dividend totaling 50 cents per share (the “Quarterly Dividend”) on each of its outstanding Class B Non-Voting shares (“Class B Shares”) and Class A Voting shares. The declared Quarterly Dividend will be paid on January 3, 2025 to shareholders of record on December 9, 2024. Such quarterly dividends are only payable as and ...

Rogers Communication (RCI) recently announced that it will launch Warner Bros. Discovery's (WBD) portfolio of factual and U.S. lifestyle content in Canada. Bell Media previously owned the right to broadcast WBD's content. However, WBD inked an agreement with RCI to distribute Discovery channels. This agreement concluded after Bell dropped its legal effort to prevent Canadians from viewing Discovery Channels on Rogers networks. RCI will launch Discovery ID and Discovery. Cooking, OWN, Discovery Science, Anim ...

TORONTO, Oct. 08, 2024 (GLOBE NEWSWIRE) -- Rogers Communications confirmed today it will be the proud home of Warner Bros. Discovery's suite of English-language U.S. lifestyle and factual brands starting January 1, 2025. This confirms Rogers plans to bring this sought after content to Canadians and follows Bell's decision to abandon its legal efforts to block Canadians from seeing Discovery channels. "We're already home to Canada's #1 sports network, and this partnership helps solidify our leadership in ent ...

Michael (Mike) Dion is an FP&A, Corporate Finance, and Small Business expert who spent the last 12 years working in the Fortune 100, building a startup's finance and accounting department, advising small businesses, and guiding non-profit organizations as a board member. He has finance experience across multiple industries, including Telecom, Media and Entertainment, Hospitality, and Construction. He founded F9 Finance, a website that helps Finance professionals accelerate their careers; and simplifies Fina ...

TORONTO, Sept. 24, 2024 (GLOBE NEWSWIRE) -- Rogers Communications Inc. (TSX: RCI.A and RCI.B) (NYSE: RCI) plans to release its third quarter 2024 financial results on Thursday, October 24, 2024, before North American financial markets open. The results will be distributed by newswire and posted at investors.rogers.com. Rogers' management will host its quarterly teleconference with the investment community to discuss the results and outlook at 8:00 a.m. ET. A live webcast of the teleconference will be availa ...