<p>Methode Electronics（MEI）已举行其第二季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>Methode Electronics 最近的财报电话会议呈现出复杂的情绪，反映出乐观与谨慎并存。尽管公司展示了显著的运营改善和战略举措，特别是在现金流管理和数据中心增长方面，但这些积极的进展受到销售同比下降和汽车部门持续问题等挑战的制约。这种双重性描绘了公司当前状况和未来前景的复杂全貌。</p>
<h2>财务结果的连续改善</h2>
<p>Methode Electronics 报告本季度净销售额为 2.47 亿美元，较上季度增长 3%。这一增长伴随着调整后 EBITDA 的 12% 上升，达到 1800 万美元。这些数据表明公司财务健康状况的积极趋势，表明有效的策略正在实施以提升盈利能力。</p>
<h2>自由现金流的改善</h2>
<p>公司在自由现金流方面取得了显著改善，同比增加了 4700 万美元。这一提升突显了 Methode 有效的现金流管理策略，为公司提供了更好的财务灵活性和投资潜力。</p>
<h2>运营和战略成就</h2>
<p>特别是在埃及和墨西哥的设施中，显著的运营改善得到了强调。Methode 已转变为全球跨职能的组织结构，预计将简化运营并提高其全球业务的效率。</p>
<h2>数据中心增长战略</h2>
<p>Methode Electronics 去年在数据中心活动中报告了超过 8000 万美元的年销售额，并预计将继续实现长期增长。这一对数据中心的战略关注预计将成为未来收入流的关键驱动力。</p>
<h2>资本配置战略成功</h2>
<p>公司成功将净债务同比减少了 2960 万美元，并将现金储备增加了 2150 万美元。这一审慎的资本配置战略反映了 Methode 加强资产负债表和提升股东价值的承诺。</p>
<h2>同比销售下降</h2>
<p>尽管有连续改善，Methode 面临与去年相比净销售额下降 16% 的挑战，第二季度净销售额为 2.469 亿美元。这一下降突显了公司必须解决的持续挑战，以维持增长。</p>
<h2>调整后的净亏损</h2>
<p>第二季度调整后的净亏损为 670 万美元，与 2025 财年相比变化为 1190 万美元。这一亏损表明公司需要关注改善其财务表现的领域。</p>
<h2>汽车部门的挑战</h2>
<p>汽车部门占 Methode 总销售额的 44%，面临重大挑战，特别是在北美面临电动车的逆风。该领域仍然是公司必须应对的关键领域，以维持其市场地位。</p>
<h2>前瞻性指导</h2>
<p>Methode Electronics 重申其全年销售指导为 9 亿至 10 亿美元，调整后 EBITDA 预计在 7000 万至 8000 万美元之间，预计下半年将更强劲。公司仍专注于运营表现的改善，并利用协同效应实现增长，特别是在数据中心和车辆电气化方面。</p>
<p>总之，Methode Electronics 的财报电话会议反映出乐观与谨慎的平衡情绪。尽管公司在运营改善和战略举措方面取得了进展，但销售和汽车部门的挑战依然存在。前瞻性指导表明公司专注于利用数据中心和车辆电气化的增长机会，力求在财年的后半段实现更强劲的财务表现。</p>

Methode电子

<p>Methode Electronics 第二季度的财报电话会议透露出混合信号，运营改善和现金流及数据中心增长的战略举措并存。尽管销售环比增长了 3%，调整后的 EBITDA 上升了 12%，但仍面临挑战，销售同比下降了 16%，汽车部门也存在问题。公司旨在推动数据中心和车辆电气化的增长，预计全年销售额将在 9 亿美元至 10 亿美元之间，调整后的 EBITDA 为 7000 万美元至 8000 万美元</p>

<p>Methode Electronics ((MEI)) has held its Q2 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Methode Electronics（MEI）已举行其第二季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<div class="lb-trans"><ul>
<li>申请 TipRanks Premium 享受 60% 的折扣，获取数据支持的洞察和研究工具，让您自信投资。</li>
<li>订阅 TipRanks 的智能投资者精选，通过我们高表现的模型投资组合查看我们的数据 - 现在也享受 60% 的折扣。</li>
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</div><p>The recent earnings call for Methode Electronics presented a nuanced sentiment, reflecting both optimism and caution. While the company showcased significant operational improvements and strategic initiatives, particularly in cash flow management and data center growth, these positive strides were tempered by challenges such as year-over-year sales declines and ongoing issues in the automotive segment. This duality paints a mixed overall picture for the company’s current standing and future prospects.</p>
<div class="lb-trans"><p>Methode Electronics 最近的财报电话会议呈现出复杂的情绪，反映出乐观与谨慎并存。尽管公司展示了显著的运营改善和战略举措，特别是在现金流管理和数据中心增长方面，但这些积极的进展受到销售同比下降和汽车部门持续问题等挑战的制约。这种双重性描绘了公司当前状况和未来前景的复杂全貌。</p>
</div><h2>Sequential Improvement in Financial Results</h2>
<div class="lb-trans"><h2>财务结果的连续改善</h2>
</div><p>Methode Electronics reported net sales of $247 million for the quarter, marking a 3% sequential increase. This growth was accompanied by a 12% rise in adjusted EBITDA, reaching $18 million. These figures suggest a positive trend in the company’s financial health, indicating effective strategies in place to enhance profitability.</p>
<div class="lb-trans"><p>Methode Electronics 报告本季度净销售额为 2.47 亿美元，较上季度增长 3%。这一增长伴随着调整后 EBITDA 的 12% 上升，达到 1800 万美元。这些数据表明公司财务健康状况的积极趋势，表明有效的策略正在实施以提升盈利能力。</p>
</div><h2>Improvement in Free Cash Flow</h2>
<div class="lb-trans"><h2>自由现金流的改善</h2>
</div><p>The company achieved a notable improvement in free cash flow, which increased by $47 million year-over-year. This enhancement underscores Methode’s effective cash flow management strategies, positioning the company for better financial flexibility and investment potential.</p>
<div class="lb-trans"><p>公司在自由现金流方面取得了显著改善，同比增加了 4700 万美元。这一提升突显了 Methode 有效的现金流管理策略，为公司提供了更好的财务灵活性和投资潜力。</p>
</div><h2>Operational and Strategic Accomplishments</h2>
<div class="lb-trans"><h2>运营和战略成就</h2>
</div><p>Significant operational improvements were highlighted, particularly in the company’s facilities in Egypt and Mexico. Methode has transitioned to a global, cross-functional organization structure, which is expected to streamline operations and enhance efficiency across its global footprint.</p>
<div class="lb-trans"><p>特别是在埃及和墨西哥的设施中，显著的运营改善得到了强调。Methode 已转变为全球跨职能的组织结构，预计将简化运营并提高其全球业务的效率。</p>
</div><h2>Data Center Growth Strategy</h2>
<div class="lb-trans"><h2>数据中心增长战略</h2>
</div><p>Methode Electronics reported over $80 million in annual sales from data center activities last year, with expectations for continued long-term growth. This strategic focus on data centers is poised to be a key driver for future revenue streams.</p>
<div class="lb-trans"><p>Methode Electronics 去年在数据中心活动中报告了超过 8000 万美元的年销售额，并预计将继续实现长期增长。这一对数据中心的战略关注预计将成为未来收入流的关键驱动力。</p>
</div><h2>Capital Allocation Strategy Success</h2>
<div class="lb-trans"><h2>资本配置战略成功</h2>
</div><p>The company successfully reduced net debt by $29.6 million year-over-year and increased cash reserves by $21.5 million. This prudent capital allocation strategy reflects Methode’s commitment to strengthening its balance sheet and enhancing shareholder value.</p>
<div class="lb-trans"><p>公司成功将净债务同比减少了 2960 万美元，并将现金储备增加了 2150 万美元。这一审慎的资本配置战略反映了 Methode 加强资产负债表和提升股东价值的承诺。</p>
</div><h2>Decrease in Year-over-Year Sales</h2>
<div class="lb-trans"><h2>同比销售下降</h2>
</div><p>Despite sequential improvements, Methode faced a 16% decrease in net sales compared to the previous year, with second-quarter net sales at $246.9 million. This decline highlights ongoing challenges that the company must address to sustain growth.</p>
<div class="lb-trans"><p>尽管有连续改善，Methode 面临与去年相比净销售额下降 16% 的挑战，第二季度净销售额为 2.469 亿美元。这一下降突显了公司必须解决的持续挑战，以维持增长。</p>
</div><h2>Adjusted Net Loss</h2>
<div class="lb-trans"><h2>调整后的净亏损</h2>
</div><p>The second quarter saw an adjusted net loss of $6.7 million, marking an $11.9 million change from fiscal 2025. This loss indicates areas where the company needs to focus on improving its financial performance.</p>
<div class="lb-trans"><p>第二季度调整后的净亏损为 670 万美元，与 2025 财年相比变化为 1190 万美元。这一亏损表明公司需要关注改善其财务表现的领域。</p>
</div><h2>Challenges in Automotive Segment</h2>
<div class="lb-trans"><h2>汽车部门的挑战</h2>
</div><p>The automotive segment, which constitutes 44% of Methode’s total sales, is facing significant challenges, particularly with exposure to EV headwinds in North America. This sector remains a critical area for the company to navigate in order to maintain its market position.</p>
<div class="lb-trans"><p>汽车部门占 Methode 总销售额的 44%，面临重大挑战，特别是在北美面临电动车的逆风。该领域仍然是公司必须应对的关键领域，以维持其市场地位。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Methode Electronics reaffirmed its full-year sales guidance of $900 million to $1 billion, with adjusted EBITDA projected between $70 million and $80 million, anticipating a stronger second half. The company remains focused on operational performance improvements and leveraging synergies for growth, particularly in data centers and vehicle electrification.</p>
<div class="lb-trans"><p>Methode Electronics 重申其全年销售指导为 9 亿至 10 亿美元，调整后 EBITDA 预计在 7000 万至 8000 万美元之间，预计下半年将更强劲。公司仍专注于运营表现的改善，并利用协同效应实现增长，特别是在数据中心和车辆电气化方面。</p>
</div><p>In summary, Methode Electronics’ earnings call reflected a balanced sentiment of optimism and caution. While the company is making strides in operational improvements and strategic initiatives, challenges in sales and the automotive segment persist. The forward-looking guidance suggests a focus on leveraging growth opportunities in data centers and vehicle electrification, aiming for a stronger financial performance in the latter half of the fiscal year.</p>
<div class="lb-trans"><p>总之，Methode Electronics 的财报电话会议反映出乐观与谨慎的平衡情绪。尽管公司在运营改善和战略举措方面取得了进展，但销售和汽车部门的挑战依然存在。前瞻性指导表明公司专注于利用数据中心和车辆电气化的增长机会，力求在财年的后半段实现更强劲的财务表现。</p>
</div>

Methode Electronics 财报电话会议：信号复杂与战略调整