πInnovo

2021年4月28日

Dana提高销售额和利润预期强劲的第一季度业绩后一级移动供应商超过分析师预期在顶部和底部行0 6 3分钟阅读Dana击败分析师顶部和底部行估计第一季度财务业绩。(照片:Dana)商用车辆动力传动系统供应商达纳公司(NYSE:丹)超出顶部和底部行分析师预期第一季度尽管供应链约束和商品价格上涨。滨水区,俄亥俄州公司经历了比它预期的要少接触全球半导体短缺。“我们看到我们的客户转移向卡车的关键平台,我们生产芯片,”乔纳森•柯林斯达纳公司执行副总裁兼首席财务官说周三在公司的财报电话会议。持续的微芯片约束可能会刺痛更在当前季度,和商品成本1.25亿美元的额外注意的利润率。需求,特别是重型和中型卡车组件和系统,超过了成本就越高。“我们看到两个重型和中型车都比我们预期的要好一点,”柯林斯说。”类8卡车销售的反弹持续我们预计全年产量300000台左右。“数字Dana报道22.6亿美元比19.3亿美元的销售,上年度同期季度增加了3.37亿美元。调整后净收入为9700万美元和6600万美元,比一年前增加2900万美元。 Diluted earnings per share (EPS) of 48 cents was up 8 cents year-over-year. A consensus of analysts surveyed by investor site Seeking Alpha expected EPS of 47 cents and revenue of $1.96 billion. Dana’s adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) was $234 million or 10.3% of sales compared to $205 million for the same period in 2020. The quarter would have been better without the microchip shortage and higher prices for steel, aluminum and other commodities. Dana recovers most of the cost by charging higher prices, but the portion of the increases the company absorbed reduced profits by about half a percentage point, Collins said. Dana raised its full-year financial guidance: It now expects sales of $8.50 billion to $9 billion — $500 million above its earlier estimate. Adjusted EBITDA is expected to fall between $920 million and $1 billion. At the midpoint, EBITDA would equal 11% of sales. Diluted adjusted per-share earnings should range between $2.10 and $2.80, an increase of 20 cents. Electrification aspirations Dana is investing globally to grow its electrification manufacturing, adding 250,000 square feet of new capacity in China, India and the United Kingdom. “By expanding our electrification manufacturing footprint, not only are we installing the capacity to support current and future volumes, we are also strengthening our electrification design, engineering and manufacturing capabilities,” James Kamsickas, Dana chairman and CEO, said on the call. The company claims to offer the only complete, fully integrated electrified system across all its markets — light vehicles, commercial and off-highway vehicles. Much of that has occurred through acquisitions. For example, Dana in March purchased the 51% of Pi Innovo Holding Limited it did not already own. Pi Innovo designs, develops and manufactures electronic control units across a range of applications and industries. The total purchase price was $35 million. Dana expects profit margins in the 12% range in the next few years and projects adding $1 billion to sales, much of it in the electrification space like its $200 million contract to electrify Kenworth and Peterbilt medium-duty trucks for PACCAR Inc. ( NASDAQ: PCAR ). “We’re producing the complete electrified powertrain, not only the electric driveline but also the e-power system and the full embedded software and vehicle controls,” Kamsickas said. Related articles: