业绩总结 - 公司在2023年第四季度实现了10.5%的调整后营业利润率[7] - 公司的总订单额达到了10.4亿美元，其中3D订单占比达到30%[7] - 公司的营收增长率达到了12.1%[7] - 公司的调整后每股收益为0.68美元，同比增长8%[7] - 公司的营运现金流为1.95亿美元，同比增长了超过1.25亿美元[7] - 公司的营收增长率达到了12.1%，创下自2015年以来的最高季度水平[8] - 公司连续第8个季度实现了超过10亿美元的订单额[8] - 公司在中国市场取得了创纪录的iPhone销售收入，达到了967.7亿美元[110] 未来展望 - Flowserve公司在2023年的目标中取得了实质性进展，包括3D战略、售后市场增长和新产品开发[16] 销售额 - Flowserve Pumps Division 2023年第四季度报告销售额为382,213千美元，占销售额的28.6%[30] - Flowserve Pumps Division 2023年第四季度调整后销售额为240,272千美元，占销售额的28.9%[30] - Flow Control Division 2023年第四季度报告销售额为101,894千美元，占销售额的30.3%[30] - Flow Control Division 2023年第四季度调整后销售额为108,207千美元，占销售额的32.2%[30] - Flowserve Pumps Division 2023年全年调整后销售额增长了11,512千美元[34] - Flow Control Division 2023年全年调整后销售额增长了10,576千美元[34] - Flowserve泵部门2023年第四季度的销售额为241百万美元，较2022年同期下降24%[38] - Flowserve泵部门2023年全年销售额为974百万美元，较2022年下降28%[38] - Flowserve泵部门2023年全年销售额中原始设备制造（OE）占比为33%[38] - Flowserve泵部门2023年全年销售额中售后市场（AM）占比为67%[38] - Flow Control部门2023年第四季度的销售额为253百万美元，较2022年同期增长5%[38] - Flow Control部门2023年全年销售额为1,031百万美元，较2022年增长10%[38] - Flow Control部门2023年全年销售额中原始设备制造（OE）占比为77%[38] - Flow Control部门2023年全年销售额中售后市场（AM）占比为23%[38]

财务数据和关键指标变化 - 公司2023年全年收入增长近20%,创下历史新高 [6] - 公司2023年全年调整后每股收益增长超过90% [6][24] - 公司2023年全年经营现金流改善超过3.6亿美元 [6] 各条业务线数据和关键指标变化 - 公司泵类业务(FPD)和阀门业务(FCD)2023年第四季度收入分别增长13%和11% [18] - 公司原设备和售后市场业务2023年第四季度收入分别增长15%和9% [19] 各个市场数据和关键指标变化 - 公司2023年第四季度中东非洲、北美和欧洲地区收入同比分别增长27%、14%和13% [19] 公司战略和发展方向及行业竞争 - 公司2023年新能源和脱碳项目订单增长近25% [13] - 公司2023年油气项目订单增长25%,主要来自中东地区 [13] - 公司在核电、液化天然气和绿色氢能等新兴领域保持领先地位 [40][41] - 公司数字化解决方案"Red Raven"在石化行业获得广泛应用 [43] - 公司在项目选择上保持谨慎和纪律,确保项目定价和利润率符合预期 [10][11] 管理层对经营环境和未来前景的评论 - 公司2024年整体市场前景乐观,预计全年订单量将超过1倍 [30] - 公司2024年预计收入增长4%-6%,调整后每股收益增长约20% [30][31] - 公司看好未来能源安全和脱碳主题带来的长期增长机遇 [13][14] - 公司2024年预计继续提升运营效率和盈利能力 [45] 问答环节重要的提问和回答 问题1 **Nathan Jones 提问** 询问公司2024年订单增长的具体构成,包括项目和售后市场 [51][52] **Scott Rowe 回答** 公司预计2024年售后市场业务将保持5%左右的增长,同时还有进一步提升售后市场占有率的机会 [52][53] 公司项目订单方面,油气和新能源项目订单有望大幅增长,但公司将保持谨慎和纪律,确保项目定价和利润率 [53][54] 问题2 **Deane Dray 提问** 询问公司在2023年第四季度订单中,项目延迟和选择性定价的具体影响 [89][90] **Scott Rowe 回答** 公司2023年第四季度有2-3个较大项目订单延迟到2024年,但这些订单并未取消,只是时间有所推迟 [90][91] 公司在2023年全年保持选择性定价,拒绝一些边际项目,以确保项目定价和利润率符合预期 [91][92] 问题3 **Unidentified Analyst 提问** 询问公司订单的利润率水平与2019年相比的差距 [100][101] **Amy Schwetz 回答** 公司订单利润率已经接近2019年水平,未来还将通过持续的运营效率提升和产品组合管理进一步改善 [101][102][103][105]

Flowserve Corporation’s (FLS) fourth-quarter 2023 adjusted earnings (excluding 21 cents from non-recurring items) of 68 cents per share beat the Zacks Consensus Estimate of 61 cents. The bottom line increased 7.9% year over year. Results were primarily benefited from higher revenues, partially offset by an increase in operating costs and expenses.Flowserve’s total sales of $1,165.2 million beat the consensus estimate of $1,136 million. The top line increased 12.1% year over year. Sales increased 10.1% on a ...

Flowserve (FLS) reported $1.17 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 12.2%. EPS of $0.68 for the same period compares to $0.63 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.14 billion, representing a surprise of +2.56%. The company delivered an EPS surprise of +11.48%, with the consensus EPS estimate being $0.61.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

Flowserve (FLS) came out with quarterly earnings of $0.68 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.63 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 11.48%. A quarter ago, it was expected that this company that makes pumps, valves and other parts for the oil and gas industries would post earnings of $0.41 per share when it actually produced earnings of $0.50, deliveri ...

DALLAS--(BUSINESS WIRE)--Flowserve Corporation (NYSE: FLS), a leading provider of flow control products and services for the global infrastructure markets, today announced its financial results for the fourth quarter and full-year ended December 31, 2023. Fourth Quarter 2023 Highlights (all comparisons to the 2022 fourth quarter, unless otherwise noted) Reported EPS of $0.47 and Adjusted EPS1 of $0.68, compared to $0.92 and $0.63, respectively Fourth quarter 2023 Reported EPS includes after-tax adjus ...

We are committed to achieving business success with integrity at the forefront. All associates and our Board of Directors are governed by our Code of Conduct as we continuously work together to improve our operations by fostering a work environment that supports employee health, safety, training, development, diversity and inclusion. To create that environment, members of management work together to identify areas of opportunity and develop and implement various policies, procedures, and initiatives in thes ...

Flowserve Corporation (FLS) is slated to release fourth-quarter 2023 results on Feb 20, after market close.The Zacks Consensus Estimate for the company’s fourth-quarter earnings has remained steady in the past 60 days. The company has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, the average beat being 27.3%.Let’s see how things have shaped up for Flowserve this earnings season.Factors to NoteFlowserve’s Pump Division segment’s fo ...

ROCHESTER, N.Y.--(BUSINESS WIRE)--Monro, Inc. (Nasdaq: MNRO), a leading provider of automotive undercar repair and tire services, today announced that Thomas B. Okray has been appointed to the Company’s Board of Directors, effective immediately. Mr. Okray will serve on the Executive Committee. Mr. Okray is a seasoned executive with significant financial and operational expertise in the auto industry and broader industrials segment, including a 26-year tenure at General Motors and subsequent senior finance ...

财务预测 - 分析师预测Flowserve（FLS）本季度每股收益为0.61美元，同比下降3.2%[1] - 预计营收将达到11.4亿美元，同比增长9.4%[1] - 分析师对本季度的每股收益预期已经下调了0.7%[2] - FLS股票过去一个月上涨了2.9%，预计将在短期内表现优于整体市场[10] 业绩预测 - 分析师预测“毛销售额- FPD”将达到7.9986亿美元，较去年同期增长8.2%[6] - 分析师一致认为“毛销售额- FCD”将达到3.3498亿美元，较去年同期增长11%[7] - 综合分析师的评估显示，“分段营业收入- FCD调整后”预计将达到5.017亿美元，与去年同期的3.81亿美元形成对比[8] - 分析师的集体评估指出，“分段营业收入- FPD调整后”预计为10.704亿美元，与去年同期的9.07亿美元形成对比[9]