<p>Avanos Medical, Inc. ((AVNS)) 最近召開了第三季度財報電話會議。以下是會議的主要亮點。</p>
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<p>Avanos Medical, Inc. 最近召開了財報電話會議，透露出一種總體積極的情緒，特別是在專業營養系統部門表現強勁，以及像 Nexus Medical 這樣的戰略收購。儘管取得了這些成功，公司仍面臨關税、某些部門增長平穩和資本支出增加等挑戰。</p>
<h2>專業營養系統部門增長</h2>
<p>專業營養系統 (SNS) 部門表現出強勁的增長，每個業務單元均實現了兩位數及以上的市場增長。與去年相比，整體銷售增長了 10%，突顯了該部門的強勁市場表現。</p>
<h2>成功的剝離與收購</h2>
<p>Avanos 成功剝離了其透明質酸業務，並收購了 Nexus Medical，這一戰略舉措擴大了其在新生兒和兒科領域的影響力。預計這項收購將立即對收入增長和每股收益產生積極影響。</p>
<h2>財務指標改善</h2>
<p>公司報告淨銷售額約為 1.78 億美元，調整後的 EBITDA 為 2000 萬美元。調整後的毛利率為 52.8%，而調整後的銷售和管理費用佔收入的比例為 40.6%，反映出財務健康狀況的改善。</p>
<h2>成本改善舉措</h2>
<p>Avanos 專注於成本改善，預計到 2026 年底將實現 1500 萬到 2000 萬美元的年化增量成本節約，從而增強其財務效率。</p>
<h2>上調全年財務指引</h2>
<p>Avanos 上調並縮小了全年收入預期，預計在 6.9 億到 7 億美元之間，調整後的每股收益預期為 0.85 到 0.95 美元，顯示出強勁的銷售勢頭和有效的成本管理。</p>
<h2>關税的影響</h2>
<p>持續的關税環境預計將繼續影響 Avanos，預計在 2026 年將產生約 1800 萬美元的增量關税相關製造成本。</p>
<h2>疼痛管理與恢復部門的挑戰</h2>
<p>疼痛管理與恢復部門面臨挑戰，外科疼痛業務增長平穩，Game Ready 產品組合同比下降。</p>
<h2>資本支出增加</h2>
<p>由於戰略供應鏈投資旨在退出中國，Avanos 預計 2025 年的資本支出將高於預期。</p>
<h2>前瞻性指引</h2>
<p>在財報電話會議上，Avanos 提供了更新的全年指引，上調了收入和每股收益的預測。公司預計將實現 6.9 億到 7 億美元的收入和調整後的每股收益為 0.85 到 0.95 美元。預計戰略收購和剝離將進一步增強收入增長和盈利能力。</p>
<p>總之，Avanos Medical 的財報電話會議反映出積極的前景，關鍵部門強勁增長，並採取戰略舉措以增強市場地位。儘管面臨關税和某些領域增長平穩等挑戰，公司對其財務軌跡仍持樂觀態度，得益於財務指標的改善和成本節約舉措。</p>

AVNS

<p>Avanos Medical, Inc. 舉行了第三季度財報電話會議，強調了專業營養系統部門的強勁增長， organic sales 增長了 10%。公司成功剝離了其透明質酸業務，並收購了 Nexus Medical，增強了市場存在感。在財務方面，Avanos 報告淨銷售額為 1.78 億美元，並將全年收入指引上調至 6.9 億至 7 億美元。然而，挑戰仍然存在，包括關税和疼痛管理部門的平穩增長。公司預計到 2026 年每年可節省 1500 萬至 2000 萬美元的成本，儘管面臨持續挑戰，仍保持積極的前景</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)) 最近召開了第三季度財報電話會議。以下是會議的主要亮點。</p>
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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. 最近召開了財報電話會議，透露出一種總體積極的情緒，特別是在專業營養系統部門表現強勁，以及像 Nexus Medical 這樣的戰略收購。儘管取得了這些成功，公司仍面臨關税、某些部門增長平穩和資本支出增加等挑戰。</p>
</div><h2>Specialty Nutrition Systems Segment Growth</h2>
<div class="lb-trans"><h2>專業營養系統部門增長</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>專業營養系統 (SNS) 部門表現出強勁的增長，每個業務單元均實現了兩位數及以上的市場增長。與去年相比，整體銷售增長了 10%，突顯了該部門的強勁市場表現。</p>
</div><h2>Successful Divestiture and Acquisition</h2>
<div class="lb-trans"><h2>成功的剝離與收購</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 成功剝離了其透明質酸業務，並收購了 Nexus Medical，這一戰略舉措擴大了其在新生兒和兒科領域的影響力。預計這項收購將立即對收入增長和每股收益產生積極影響。</p>
</div><h2>Improved Financial Metrics</h2>
<div class="lb-trans"><h2>財務指標改善</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>公司報告淨銷售額約為 1.78 億美元，調整後的 EBITDA 為 2000 萬美元。調整後的毛利率為 52.8%，而調整後的銷售和管理費用佔收入的比例為 40.6%，反映出財務健康狀況的改善。</p>
</div><h2>Cost Improvement Initiatives</h2>
<div class="lb-trans"><h2>成本改善舉措</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 專注於成本改善，預計到 2026 年底將實現 1500 萬到 2000 萬美元的年化增量成本節約，從而增強其財務效率。</p>
</div><h2>Raised Full-Year Financial Guidance</h2>
<div class="lb-trans"><h2>上調全年財務指引</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 上調並縮小了全年收入預期，預計在 6.9 億到 7 億美元之間，調整後的每股收益預期為 0.85 到 0.95 美元，顯示出強勁的銷售勢頭和有效的成本管理。</p>
</div><h2>Impact of Tariffs</h2>
<div class="lb-trans"><h2>關税的影響</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>持續的關税環境預計將繼續影響 Avanos，預計在 2026 年將產生約 1800 萬美元的增量關税相關製造成本。</p>
</div><h2>Challenges in Pain Management and Recovery Segment</h2>
<div class="lb-trans"><h2>疼痛管理與恢復部門的挑戰</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>疼痛管理與恢復部門面臨挑戰，外科疼痛業務增長平穩，Game Ready 產品組合同比下降。</p>
</div><h2>Increased Capital Expenditures</h2>
<div class="lb-trans"><h2>資本支出增加</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>由於戰略供應鏈投資旨在退出中國，Avanos 預計 2025 年的資本支出將高於預期。</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>在財報電話會議上，Avanos 提供了更新的全年指引，上調了收入和每股收益的預測。公司預計將實現 6.9 億到 7 億美元的收入和調整後的每股收益為 0.85 到 0.95 美元。預計戰略收購和剝離將進一步增強收入增長和盈利能力。</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>總之，Avanos Medical 的財報電話會議反映出積極的前景，關鍵部門強勁增長，並採取戰略舉措以增強市場地位。儘管面臨關税和某些領域增長平穩等挑戰，公司對其財務軌跡仍持樂觀態度，得益於財務指標的改善和成本節約舉措。</p>
</div>

Avanos Medical 的財報電話會議：在挑戰中實現增長