I-PROTO LALS: Ukubheja kokukhula kwemakethe yesikhathi ezimbili

Anonim

Inkampani yaseMelika IProto Labs Inc (Nyse: Prlb) ngumkhiqizi omkhulu kakhulu wama-prototypes amancane wezimboni, imikhiqizo yokuphrinta ye-3D nokuphonsa ingcindezi. Ukuthuthuka kwalo kusetshenziswa kumadivayisi wezokwelapha, ama-elekthronikhi, empahleni, izimoto kanye nezimpahla zabathengi.

Ngo-2020, ucwaningo lweStatista lwalinganisela ivolumu yemakethe ye-Global 3D yokuphrinta ngama- $ 16 billion, kwathi ngo-2024 kufanele ikhule cishe izikhathi eziyi-2,5 - kuze kube ku- $ 40,8 billion (ukukhula kwe- $ 26.4% ngonyaka). Uma izibikezelo zilungisiwe, ama-proto labs amasheya angakhombisa ukukhula okukhulu.

Imininingwane yamafomu ayinkimbinkimbi kusuka ezintweni ezingezona ezijwayelekile ezenza ama-Proto Labs, asetshenziswa ezindaweni eziningi: ekukhiqizeni izinsimbi namathuluzi, ukwenziwa kwemithi, ekwenziweni kwama-prototypes, 3D ukuphrinta Ngaphansi kwengcindezi iba izixazululo zobuchwepheshe kakhulu.

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Abahlaziyi be-Consensus-Forecast
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Ukutholwa okusha

Ekuqaleni kwalo nyaka, ama-proto labs athenge inkampani ye-3D Hub yezigidi ezingama- $ 280. Eminyakeni emibili ezayo, imali eyengeziwe kulindeleke ukuthi ibe nabanikazi bamuva ezigidini ezifika kuma- $ 50 Ngokufinyelela kwinethiwekhi yomhlaba wonke mayelana nabakhiqizi abangama-240 we-premium-class. Lokhu kuthenga kuzosheshisa amazinga okukhula kwemali etholwayo ye-proto labs futhi azokwandisa kakhulu isisekelo seklayenti (inkampani izokwazi ukukhonza amakhasimende aphelele).

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Ukuhlukaniswa kwezindawo zenkampani ngesifunda

Ubungozi Nama-Offers Proto Labs

Ngonyaka ophelile bekungeyona enhle kakhulu ama-Labs we-Proto: Ngenxa ye-Lokdaunov, inani lamakhasimende sehle kakhulu. Umthamo wama-oda wemikhiqizo eyingqayizivele wehle kusuka ku-47.7 kuye ku-40.2,000,000,000, futhi imali engenayo yonyaka yawela ngo-5.3% unyaka nonyaka. Kodwa-ke, kusukela engxenyeni yesibili ka-2020, isimo saqala ukuthuthuka. Isimo esihle kufanele siqhubeke ngo-2021.

NgoFebhuwari 12, inkampani eyethule ukubikezela okulondoloziwe kukona lokuqala le-2021: Ama-Proto Labs abikezela imali engenayo enanini le- $ 108-118 million (Imali engenayo yehle ngo-2-11% kanye ne-margin ephansi ehlanganisiwe), engahambisani nayo okulindelwe kwemakethe. Ukuhlola okunjalo okulondoloziwe kwajabulisa ukwehla kwamasheya ngo-21%. Ngokubuya komnotho ekukhuleni, umugqa kulindeleke ukuthi ubuyisele, kepha akunakwenzeka ukuthi alinde ukutakula okukhulu ngaphambili kuno-2022.

Eminyakeni yamuva, le nkampani ibhekane nenkinga yokwanda kwemali engenayo. Ama-Proto Labs enza amaphutha athile ekutholeni, kufaka phakathi lapho uthenga umhlinzeki wesethishi we-Sheet Metal Delicer Services kumanani amancane asheshayo ngonyaka we-2017. Lokhu kuthenga kunciphise inzuzo yenkampani.

Uma kuqhathaniswa nezinkomba zomlando zama-proto labs (izibalo ezijwayelekile zeminyaka emithathu), kufanelekile ukuqondisisa ukulondolozwa kwe-P / FCF ezingeni elifanayo, naphezu kokukhula kwezinkomba ze-EV / EBITDA, P / E kanye ne-P / S efanayo. Kanye nesikhuselo se-cache esandayo ngokumelene nesikweletu (isikweletu esingesihle esibi / i-EBITDA), lokhu kukuvumela ukuthi wahlulele ukusheshiswa kokukhiqizwa kwemali ye-liquidity yinkampani futhi, ngenxa yalokho, ukuzinza kwezezimali.

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Ukuqhathaniswa kwamalungu anamanani aphakathi kweminyaka emithathu

Izinkampani ezihlolo

Inkampani yethule uhlelo olusha lwe-e-commerce proto labs 2.0. Ngokunokwenzeka, izinzuzo zayo zizobonakala ngokwengeziwe ngo-2022 nasesikhathini esilandelayo, ikakhulukazi njengemisebenzi emisha namathuba engeza.

I-Plus Engathandeki - Labs ephansi ye-Proto Proto. Inkampani ayinankinga nge-liquidity. Abaphindaphindayo baphakeme, kepha baqhathaniswa nezinkomba zabaqhudelana abaseduze. Endabeni yokusheshisa amanani okukhula ngenxa yokuthengiselana nge-3D Hubs, izinkomba zingahle zamukeleke (kulindeleke ukuthi ama-3D hubs azokwengeza ~ $ 5 million imali engenayo kwikota yokuqala).

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U-Evgeny Shatov, Umlingani Obusayo "Borselle"

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