NASDAQ$AXGN

Axogen Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported strong revenue growth and bottom line performance, driven by commercial strategy execution and focus on high potential accounts.

Axogen reported a strong second quarter with a 25.6% increase in revenue compared to the prior year. The company is progressing with its BLA submission for Avance Nerve Graft and saw positive trends in surgeon adoption of Avive+ Soft Tissue Matrix™.

  • Second quarter revenue was $47.9 million, a 25.6% increase compared to the second quarter of 2023.
  • Net loss for the quarter was $1.9 million, or $0.04 per share, compared to net loss of $6.7 million, or $0.16 per share in the second quarter of 2023.
  • Adjusted net income for the quarter was $2.0 million, or $0.05 per share, compared to adjusted net loss of $1.3 million, or $0.03 per share in the second quarter of 2023.
  • The balance of all cash, cash equivalents, and investments on June 30, 2024, was $27.1 million, as compared to a balance of $23.6 million on March 31, 2024

Headline financials

Total Revenue

$47.9M

Previous: $38.2M+25.6%
EPS

-$0.04

Previous: -$0.03-33.3%
Gross Margin

73.8%

No prior period
Adjusted EBITDA

$5.6M

No prior period
Capital Expenditures

-$1.83M

Previous: -$8.72M+79.0%
Free Cash Flow

-$3.76M

Previous: -$15.4M+75.6%
Net Income

-$1.92M

Previous: -$6.66M+71.2%
Operating Income

-$428K

Previous: -$6.9M+93.8%
Gross Profit

$35.3M

Previous: $30.9M+14.3%
Cash & Equivalents

$19.2M

Previous: $23.2M-17.4%
Total Assets

$189M

Previous: $192M-1.4%
Stock-Based Comp

$3.91M

Previous: $5.39M-27.5%

Revenue & EPS history

Axogen · Revenue · Quarterly

$47.9M

Q2 2024+25.6%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Axogen is increasing its annual revenue guidance to the range of $182 million to $186 million and adjusting gross margin guidance for the full year to be in the range of 74% to 76%. They reiterate that they expect to be net cash flow positive cumulatively for the period from April 1st through year end.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.4%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+6.1%

Avg return

30 days after

52%

33 / 64 earnings

Positive

+39.1%

Q2 2024

Best reaction

-27.3%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.6%+9.9%+2.6%
Q4 2025-6.6%-10.3%-8.8%
Q3 2025+22.8%+28.6%+58.5%
Q1 2025-23.2%-33.6%-33.4%
Q4 2024+11.7%+11.1%+5.4%
Q3 2024-17.4%-13.4%-2.7%
Q2 2024+39.1%+42.2%+64.4%
Q1 2024-11.7%-11.1%+4.1%
Q4 2023-14.4%-17.4%-26.7%
Q3 2023+37.4%+27.7%+88.8%
Q2 2023-20.8%-27.9%-27.0%
Q1 2023-1.8%-4.6%-0.8%
Q4 2022+11.6%+9.2%+37.8%
Q3 2022+19.0%+21.4%+0.6%
Q2 2022+2.1%+1.2%-10.7%
Q1 2022+23.4%+17.7%+16.8%
Q4 2021+8.0%+27.1%+6.2%
Q3 2021-13.3%-6.0%-37.3%
Q2 2021-2.5%-9.5%-12.5%
Q1 2021+14.9%+13.3%-1.2%
Q4 2020+3.6%+7.0%-7.7%
Q3 2020+3.4%+10.4%+18.0%
Q2 2020+0.3%-2.3%-1.7%
Q1 2020-14.7%-9.6%+10.9%
Q4 2019-17.6%-15.8%-36.3%
Q3 2019+12.4%+13.3%+23.8%
Q2 2019-27.3%-21.8%-5.5%
Q1 2019-2.1%-5.4%-15.7%
Q4 2018+1.6%+6.7%+13.4%
Q3 2018+9.3%+12.8%-1.3%
Q2 2018-12.6%-13.1%-2.4%
Q1 2018-5.1%+5.2%+14.2%
Q4 2017+8.8%+4.5%+17.0%
Q3 2017+10.7%+15.3%+28.5%
Q2 2017-4.8%-6.4%+14.7%
Q1 2017+3.3%+3.7%+25.6%
Q4 2016-0.5%-0.5%-5.2%
Q3 2016-1.7%-10.9%-7.4%
Q2 2016+25.1%+26.2%+32.9%
Q1 2016-0.4%
Q4 2015-4.7%
Q3 2015+17.3%
Q2 2015+5.4%
Q1 2015+3.1%
Q4 2014+3.8%
Q3 2014+5.5%
Q2 2014+1.3%
Q1 2014+1.6%
Q4 2013-8.5%
Q3 2013+1.8%
Q2 2013-0.3%
Q1 2013-14.7%
Q4 2012+4.5%
Q3 2012-1.8%
Q2 2012+18.2%
Q1 2012+0.3%
Q4 2011-4.5%
Q3 2011-14.8%
Q2 2010+0.0%
Q2 2011+0.0%
Q1 2011+0.0%
Q4 2010-6.8%
Q3 2010+9.7%
Q1 2010-0.3%

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