AstroNova(ALOT)
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AstroNova: Outlook Remains Positive
Seeking Alpha· 2024-09-05 18:00
Maravic Introduction AstroNova (NASDAQ:ALOT) has seen their share price decline nearly 20% from the highs of ~$18/share since last earnings were reported. This hasn't come without some justifiable reason, as sales across both segments declined year-over-year and worsened sequentially as well. However, the declines appear largely temporal and furthermore, looking ahead, AstroNova has internal opportunities to grow both sales and margins. Should they execute on such opportunities, today's share price is mater ...
AstroNova(ALOT) - 2025 Q1 - Earnings Call Transcript
2024-06-07 01:42
财务数据和关键指标变化 - 第一季度收入为3300万美元,同比下降7%,主要由于产品识别和测试测量两个业务分部的销售下降 [21] - 毛利率为36.3%,同比增加130个基点,反映了两个分部的利润率改善 [21] - 经调整EBITDA为250万美元,占收入7.5%,同比下降19%,主要由于收入下降 [24][25] - 每股收益为0.15美元,同比增加0.04美元 [25] 各条业务线数据和关键指标变化 - 产品识别业务收入为2320万美元,同比下降7.5%,主要由于一个重大订单的发货延迟 [26] - 产品识别业务利润率为12.9%,同比增加290个基点,反映了更有利的产品组合和成本控制 [26] - 测试测量业务收入为980万美元,同比下降4.9%,由于某些老型号打印机的供应商短缺导致无法发货超过300万美元的订单 [27][28] - 测试测量业务利润率为17.6%,同比下降450个基点,主要由于收入下降 [29] 各个市场数据和关键指标变化 - 耗材占收入的57%,同比增加3个百分点 [30] - 硬件占收入的27%,同比下降6个百分点,主要由于供应短缺和订单延迟 [30] - 服务/其他收入占16%,同比增加3个百分点,主要来自测试测量业务 [30] 公司战略和发展方向及行业竞争 - 公司正在逐步将航空航天客户从老型号产品升级到更先进的ToughWriter系列打印机,这将有助于降低制造成本和提高利润率 [17][18] - 公司收购了葡萄牙MTEX公司,进一步拓展了标签和包装印刷业务,增强了产品线和全球足迹 [11][12] - MTEX的新产品在杜塞尔多夫Drupa展会上反响热烈,包括42英寸宽的AQUAFLEX高容量柔性包装打印机 [14][15] - 公司正在整合MTEX的工程团队,以进一步巩固行业领导地位 [16] 管理层对经营环境和未来前景的评论 - 尽管第一季度面临一些临时性供应问题,但公司仍有信心实现全年中单位数的有机收入增长和13%-14%的经调整EBITDA利润率目标 [9][10][36] - 公司看好产品识别和测试测量两个业务分部的长期发展前景,包括消费品包装个性化需求增加以及航空业复苏带来的机遇 [36][37] 其他重要信息 - 公司在第一季度偿还了550万美元的银行贷款,目前债务水平较低 [31][32][33] - 公司计划在本财年内偿还大部分甚至全部银行贷款 [34] 问答环节重要的提问和回答 无
AstroNova(ALOT) - 2025 Q1 - Earnings Call Presentation
2024-06-07 00:56
1st Quarter Fiscal 2025 FINANCIAL RESULTS June 6, 2024 Forward-Looking Statements Information included in this presentation may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are not statements of historical fact, but rather reflect our current expectations concerning future events and results. These statements may include the use of the words “believes,” “expects,” “intends,” “plans,” “anticipates,” “likely,” “contin ...
AstroNova(ALOT) - 2025 Q1 - Quarterly Report
2024-06-07 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 27, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | |----------------------------------------------------------------------------|-----------------------------------------------------| | | | | For the transition period from to ...
AstroNova(ALOT) - 2025 Q1 - Quarterly Results
2024-06-06 20:12
Exhibit 99.1 News Release AstroNova Reports Fiscal 2025 First Quarter Financial Results Company Reiterates Fiscal 2025 Full-Year Outlook • Bookings of $33.1 million • Revenue of $33.0 million • Operating income of $1.3 million • Net income of $1.2 million • Earnings per diluted share of $0.15 • Adjusted EBITDA of $2.5 million • Earnings conference call at 9:00 a.m. ET today West Warwick, R.I., June 6, 2024 – AstroNova, Inc. (Nasdaq: ALOT), a global leader in data visualization technologies, today announced ...
AstroNova(ALOT) - 2024 Q4 - Annual Report
2024-04-12 20:30
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ Commission file number 0-13200 AstroNova, Inc. (Exact name of registrant as specified in its charter) Rhode Island 05-0318215 (State or other juri ...
AstroNova: A Lot To Like
Seeking Alpha· 2024-04-10 16:27
DKosig For those with freedom to invest in microcaps, AstroNova (NASDAQ:ALOT) is a sneaky good setup that has incrementally gotten more recognition as they’ve started to post improving results over the past few quarters. But despite the stock growing 12% year-to-date and 50% over the past year, there’s still room for it to be justifiably higher over the next 24-48 months. At ~12x free-cash-flow today, the risk/reward looks particularly attractive. Over the coming years, there are a few mechanical items ...
AstroNova(ALOT) - 2024 Q4 - Earnings Call Transcript
2024-03-22 23:08
业绩总结 - AstroNova公司在2024财年实现历史最高的1.48亿美元营收,同比增长4%[14] - AstroNova公司在2024财年实现调整后的每股收益为0.97美元,较上一年翻了一番[16] - 本年度经营活动现金流为1240万美元,用于偿还信贷债务700万美元[25] - 第四季度营收3960万美元,与去年同期持平,其中测试和测量部门增长10%,产品识别部门下降5%[26] - 第四季度运营费用同比下降6%,销售和营销费用下降10%[27] 未来展望 - AstroNova公司预计在2025财年实现中单位数位的有机营收增长[21] - 公司预测的销售进度没有改变,仍按计划发货并预计增加[51] - 公司对未来的利润率有信心,预计产品标识部门的利润率将提高至中等水平[72] - 公司对现金流动态有信心,预计今年的现金流动态将良好[80] 新产品和新技术研发 - 公司鼓励航空公司和飞机制造商转向更现代的ToughWriter品牌打印机,预计在三年内大部分出货将转向该品牌[53] 市场扩张和并购 - 公司积极寻找并考虑收购机会,但只有约1%至2%的机会最终会达成交易[79] - 公司有足够的财务实力进行收购,希望在今年内完成一项收购[79] 其他新策略和有价值的信息 - 重组计划预计年度节省超过240万美元,导致第四季度运营利润率增加460个基点至9.9%[28] - 公司将在纽约市举行东海岸创意大会[86]
AstroNova(ALOT) - 2024 Q4 - Earnings Call Presentation
2024-03-22 20:40
财务业绩 - FY 2024年度营收创下148.1百万美元的纪录,同比增长4%[9] - FY 2024年度调整后EBITDA为17.6百万美元,同比增长60%[9] - Q4 FY 2024 毛利润为 $14,746 千,同比增长 9% [12] - Q4 FY 2024 净利润为 $2,711 千,同比增长 99% [13] - 2024年1月31日现金及现金等价物为 $4.5 百万美元,较年底增长 [17] 业务展望 - 公司拥有足够的承诺性循环信贷能力支持运营需求 [17] - AstroNova 在市场环境中处于有利位置,具有领先市场地位和品牌 [18] - 公司资本化利用所有业务领域的长期趋势,具有高循环收入 [18] 第一季度财务表现 - ASTRONOVA, INC. 2024年第一季度GAAP营收为39594千美元,同比2023年第一季度的39853千美元略有下降[20] - ASTRONOVA, INC. 2024年第一季度GAAP毛利为14746千美元,较去年同期的13562千美元有所增长[20] - ASTRONOVA, INC. 2024年第一季度GAAP净利润为2711千美元,较去年同期的1363千美元有显著增长[20]
AstroNova(ALOT) - 2024 Q4 - Annual Results
2024-03-22 20:15
业绩总结 - AstroNova报告2024财年全年GAAP净收入为470万美元,每股摊薄收益为0.63美元[1] - AstroNova全年营业收入为879.6万美元,同比增长62%;营业利润率为5.9%,同比增长210个基点[12] - AstroNova第四季度净收入为271.1万美元,同比增长99%;每股普通股净收入为0.36美元,同比增长100%[10] - AstroNova全年净收入为469.4万美元,同比增长76%;每股普通股净收入为0.63美元,同比增长75%[13] 未来展望 - AstroNova提供2025财年财务目标和展望,预计全年有机收入增长率在中单位数位数[6] - AstroNova预计2024财年全年调整后EBITDA利润率为13%至14%,并计划在接下来的两个财年每年提高100个基点[7] 新产品和新技术研发 - 2024财年第四季度订单额为3980万美元,较2023财年第四季度的3630万美元增长,2024财年订单额为1亿4370万美元,较2023财年的1亿3860万美元增长[15] 市场扩张和并购 - 2024财年产品识别部门收入为1亿40万美元,较2023财年的1亿31万美元增长,部门运营利润为1010万美元,占部门收入的9.7%,较2023财年的790万美元,占部门收入的7.7%增长[17] - 2024财年测试与测量部门收入为4400万美元,较2023财年的3940万美元增长,部门运营利润为1020万美元,占部门收入的23.2%,较2023财年的900万美元,占部门收入的22.8%增长[19]