<p>Avanos Medical, Inc. ((AVNS)) 最近召开了第三季度财报电话会议。以下是会议的主要亮点。</p>
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<p>Avanos Medical, Inc. 最近召开了财报电话会议，透露出一种总体积极的情绪，特别是在专业营养系统部门表现强劲，以及像 Nexus Medical 这样的战略收购。尽管取得了这些成功，公司仍面临关税、某些部门增长平稳和资本支出增加等挑战。</p>
<h2>专业营养系统部门增长</h2>
<p>专业营养系统 (SNS) 部门表现出强劲的增长，每个业务单元均实现了两位数及以上的市场增长。与去年相比，整体销售增长了 10%，突显了该部门的强劲市场表现。</p>
<h2>成功的剥离与收购</h2>
<p>Avanos 成功剥离了其透明质酸业务，并收购了 Nexus Medical，这一战略举措扩大了其在新生儿和儿科领域的影响力。预计这项收购将立即对收入增长和每股收益产生积极影响。</p>
<h2>财务指标改善</h2>
<p>公司报告净销售额约为 1.78 亿美元，调整后的 EBITDA 为 2000 万美元。调整后的毛利率为 52.8%，而调整后的销售和管理费用占收入的比例为 40.6%，反映出财务健康状况的改善。</p>
<h2>成本改善举措</h2>
<p>Avanos 专注于成本改善，预计到 2026 年底将实现 1500 万到 2000 万美元的年化增量成本节约，从而增强其财务效率。</p>
<h2>上调全年财务指引</h2>
<p>Avanos 上调并缩小了全年收入预期，预计在 6.9 亿到 7 亿美元之间，调整后的每股收益预期为 0.85 到 0.95 美元，显示出强劲的销售势头和有效的成本管理。</p>
<h2>关税的影响</h2>
<p>持续的关税环境预计将继续影响 Avanos，预计在 2026 年将产生约 1800 万美元的增量关税相关制造成本。</p>
<h2>疼痛管理与恢复部门的挑战</h2>
<p>疼痛管理与恢复部门面临挑战，外科疼痛业务增长平稳，Game Ready 产品组合同比下降。</p>
<h2>资本支出增加</h2>
<p>由于战略供应链投资旨在退出中国，Avanos 预计 2025 年的资本支出将高于预期。</p>
<h2>前瞻性指引</h2>
<p>在财报电话会议上，Avanos 提供了更新的全年指引，上调了收入和每股收益的预测。公司预计将实现 6.9 亿到 7 亿美元的收入和调整后的每股收益为 0.85 到 0.95 美元。预计战略收购和剥离将进一步增强收入增长和盈利能力。</p>
<p>总之，Avanos Medical 的财报电话会议反映出积极的前景，关键部门强劲增长，并采取战略举措以增强市场地位。尽管面临关税和某些领域增长平稳等挑战，公司对其财务轨迹仍持乐观态度，得益于财务指标的改善和成本节约举措。</p>

AVNS

<p>Avanos Medical, Inc. 举行了第三季度财报电话会议，强调了专业营养系统部门的强劲增长， organic sales 增长了 10%。公司成功剥离了其透明质酸业务，并收购了 Nexus Medical，增强了市场存在感。在财务方面，Avanos 报告净销售额为 1.78 亿美元，并将全年收入指引上调至 6.9 亿至 7 亿美元。然而，挑战仍然存在，包括关税和疼痛管理部门的平稳增长。公司预计到 2026 年每年可节省 1500 万至 2000 万美元的成本，尽管面临持续挑战，仍保持积极的前景</p>

<p>Avanos Medical, Inc. ((AVNS)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Avanos Medical, Inc. ((AVNS)) 最近召开了第三季度财报电话会议。以下是会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
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<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
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<div class="lb-trans"><ul>
<li>了解 TipRanks 的 <em>ETF</em> AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 的见解。</li>
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</div><p>Avanos Medical, Inc. recently held its earnings call, revealing a generally positive sentiment marked by strong performance in the Specialty Nutrition Systems segment and strategic acquisitions like Nexus Medical. Despite these successes, the company faces challenges with tariffs, flat growth in certain segments, and increased capital expenditures.</p>
<div class="lb-trans"><p>Avanos Medical, Inc. 最近召开了财报电话会议，透露出一种总体积极的情绪，特别是在专业营养系统部门表现强劲，以及像 Nexus Medical 这样的战略收购。尽管取得了这些成功，公司仍面临关税、某些部门增长平稳和资本支出增加等挑战。</p>
</div><h2>Specialty Nutrition Systems Segment Growth</h2>
<div class="lb-trans"><h2>专业营养系统部门增长</h2>
</div><p>The Specialty Nutrition Systems (SNS) segment demonstrated robust growth, with each business unit achieving double-digit and above-market growth. Organic sales rose by 10% compared to the previous year, highlighting the segment’s strong market performance.</p>
<div class="lb-trans"><p>专业营养系统 (SNS) 部门表现出强劲的增长，每个业务单元均实现了两位数及以上的市场增长。与去年相比，整体销售增长了 10%，突显了该部门的强劲市场表现。</p>
</div><h2>Successful Divestiture and Acquisition</h2>
<div class="lb-trans"><h2>成功的剥离与收购</h2>
</div><p>Avanos successfully divested its hyaluronic acid business and acquired Nexus Medical, a strategic move that expands its footprint in neonatal and pediatric settings. This acquisition is anticipated to be immediately accretive to both revenue growth and earnings per share.</p>
<div class="lb-trans"><p>Avanos 成功剥离了其透明质酸业务，并收购了 Nexus Medical，这一战略举措扩大了其在新生儿和儿科领域的影响力。预计这项收购将立即对收入增长和每股收益产生积极影响。</p>
</div><h2>Improved Financial Metrics</h2>
<div class="lb-trans"><h2>财务指标改善</h2>
</div><p>The company reported net sales of approximately $178 million, with an adjusted EBITDA of $20 million. The adjusted gross margin stood at 52.8%, while adjusted SG&amp;A as a percentage of revenue was 40.6%, reflecting improved financial health.</p>
<div class="lb-trans"><p>公司报告净销售额约为 1.78 亿美元，调整后的 EBITDA 为 2000 万美元。调整后的毛利率为 52.8%，而调整后的销售和管理费用占收入的比例为 40.6%，反映出财务健康状况的改善。</p>
</div><h2>Cost Improvement Initiatives</h2>
<div class="lb-trans"><h2>成本改善举措</h2>
</div><p>Avanos is focused on cost improvement, expecting to deliver $15 million to $20 million in run-rate annualized incremental cost savings by the end of 2026, which will bolster its financial efficiency.</p>
<div class="lb-trans"><p>Avanos 专注于成本改善，预计到 2026 年底将实现 1500 万到 2000 万美元的年化增量成本节约，从而增强其财务效率。</p>
</div><h2>Raised Full-Year Financial Guidance</h2>
<div class="lb-trans"><h2>上调全年财务指引</h2>
</div><p>Avanos raised and narrowed its full-year revenue estimates to a range of $690 million to $700 million, with an adjusted EPS estimate of $0.85 to $0.95 per share, indicating strong sales momentum and effective cost management.</p>
<div class="lb-trans"><p>Avanos 上调并缩小了全年收入预期，预计在 6.9 亿到 7 亿美元之间，调整后的每股收益预期为 0.85 到 0.95 美元，显示出强劲的销售势头和有效的成本管理。</p>
</div><h2>Impact of Tariffs</h2>
<div class="lb-trans"><h2>关税的影响</h2>
</div><p>The ongoing tariff environment is projected to continue impacting Avanos, with an estimated $18 million in incremental tariff-related manufacturing costs expected in 2026.</p>
<div class="lb-trans"><p>持续的关税环境预计将继续影响 Avanos，预计在 2026 年将产生约 1800 万美元的增量关税相关制造成本。</p>
</div><h2>Challenges in Pain Management and Recovery Segment</h2>
<div class="lb-trans"><h2>疼痛管理与恢复部门的挑战</h2>
</div><p>The Pain Management and Recovery segment faced challenges, with flat growth in the surgical pain business and a year-over-year decline in the Game Ready portfolio.</p>
<div class="lb-trans"><p>疼痛管理与恢复部门面临挑战，外科疼痛业务增长平稳，Game Ready 产品组合同比下降。</p>
</div><h2>Increased Capital Expenditures</h2>
<div class="lb-trans"><h2>资本支出增加</h2>
</div><p>Avanos anticipates higher-than-expected capital expenditures in 2025 due to strategic supply chain investments aimed at exiting China.</p>
<div class="lb-trans"><p>由于战略供应链投资旨在退出中国，Avanos 预计 2025 年的资本支出将高于预期。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指引</h2>
</div><p>During the earnings call, Avanos provided updated guidance for the full year, revising revenue and EPS forecasts upwards. The company expects to achieve $690 million to $700 million in revenue and an adjusted EPS of $0.85 to $0.95 per share. Strategic acquisitions and divestitures are expected to further enhance revenue growth and profitability.</p>
<div class="lb-trans"><p>在财报电话会议上，Avanos 提供了更新的全年指引，上调了收入和每股收益的预测。公司预计将实现 6.9 亿到 7 亿美元的收入和调整后的每股收益为 0.85 到 0.95 美元。预计战略收购和剥离将进一步增强收入增长和盈利能力。</p>
</div><p>In summary, Avanos Medical’s earnings call reflected a positive outlook with strong growth in key segments and strategic moves to enhance its market position. Despite facing challenges such as tariffs and flat growth in certain areas, the company remains optimistic about its financial trajectory, supported by improved financial metrics and cost-saving initiatives.</p>
<div class="lb-trans"><p>总之，Avanos Medical 的财报电话会议反映出积极的前景，关键部门强劲增长，并采取战略举措以增强市场地位。尽管面临关税和某些领域增长平稳等挑战，公司对其财务轨迹仍持乐观态度，得益于财务指标的改善和成本节约举措。</p>
</div>

Avanos Medical 的财报电话会议：在挑战中实现增长