NASDAQ$BVS

Bioventus Inc - A · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported strong growth, driven by acquisitions and organic business expansion.

Bioventus reported a net sales increase of 27.8% year-over-year to $140.3 million in Q2 2022. The company's net loss improved to ($8.0) million, and adjusted EBITDA increased to $22.9 million. The company updated its full-year 2022 financial guidance.

  • Net Sales of $140.3 million, up 27.8% year-over-year as reported.
  • Net Loss of ($8.0) million, compared to ($10.8) million in prior-year period.
  • Adjusted EBITDA of $22.9 million, compared to $19.9 million in prior-year period.
  • Non-GAAP earnings per share of Class A common stock of $0.10, compared to $0.11 in prior-year period.

Headline financials

Total Revenue

$140M

Previous: $110M+27.8%
EPS (adj)

$0.10

Previous: $0.16-37.5%
Adjusted EBITDA

$22.9M

Previous: $19.9M+15.2%
Organic Revenue Growth

8.1%

Previous: 68.8%-88.2%
Capital Expenditures

-$4.99M

Previous: -$2.64M-88.9%
Free Cash Flow

-$12.2M

Previous: -$6.77M-80.9%
Net Income

-$7.25M

Previous: -$4.13M-75.8%
Operating Income

-$3.31M

Previous: -$5.74M+42.4%
Gross Profit

$96.7M

Previous: $76.3M+26.7%
Cash & Equivalents

$41M

Previous: $136M-69.9%
Total Assets

$1.21B

Previous: $647M+86.9%
Stock-Based Comp

$4.62M

Previous: $5.85M-21.1%

Revenue & EPS history

Bioventus · Revenue · Quarterly

$140M

Q2 2022+27.8%vs Q2 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Bioventus updated its full year 2022 financial guidance, expecting net sales of $547.5 million to $562.5 million and adjusted EBITDA of $94 million to $104 million. It also introduced Non-GAAP EPS guidance of $0.47 to $0.57.

Tailwinds

  • Net sales of $547.5 million to $562.5 million, representing year-over-year growth of approximately 27% to 31%.
  • Adjusted EBITDA of $94 million to $104 million, compared to $80.8 million for the year ended December 31, 2021.
  • Non-GAAP EPS of $0.47 to $0.57, compared to $0.75 for the year ended December 31, 2021.
  • The company is now providing Non-GAAP EPS guidance in light of the completion of the CartiHeal acquisition on July 12, 2022.
  • Guidance reflects management's current expectations regarding the impact of COVID-19 on its business.

Headwinds

  • Adjusted EBITDA guidance update from the prior guidance of $94 million to $107 million due to the inclusion of expenses related to CartiHeal.
  • COVID-19 pandemic could cause the Company’s future operating results to be different from current expectations, particularly if the impact of the pandemic worsens.
  • The company is highly dependent on a limited number of products.
  • The severity and duration of the COVID-19 pandemic are outside of the Company’s control.
  • The company may be unable to successfully commercialize newly developed or acquired products or therapies in the United States

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 2022

Historical avgQ2 2022

+2.1%

Avg return

Earnings day

+5.6%

Avg return

5 days after

+13.1%

Avg return

30 days after

62%

13 / 21 earnings

Positive

+26.0%

Q1 2024

Best reaction

-39.9%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.2%-4.6%-15.4%
Q4 2025+7.4%+4.6%+5.9%
Q3 2025+15.1%+13.6%+16.2%
Q1 2025-12.0%-5.0%-7.4%
Q4 2024+23.3%+9.7%-13.6%
Q3 2024-17.7%-13.8%-15.1%
Q2 2024+19.2%+21.2%+54.3%
Q1 2024+26.0%+35.0%+70.0%
Q4 2023-0.4%+2.6%-9.4%
Q3 2023+6.0%-2.1%+42.1%
Q2 2023+20.3%+32.9%-2.6%
Q1 2023+6.5%+58.5%+195.9%
Q4 2022-6.6%+2.5%-16.5%
Q3 2022-39.9%-42.7%-18.9%
Q2 2022+4.8%+3.9%-6.4%
Q1 2022-9.1%+4.5%+12.5%
Q4 2021+0.8%-3.0%-4.0%
Q3 2021-0.5%-4.5%-18.7%
Q2 2021+1.7%+0.3%-0.7%
Q1 2021+1.0%+3.3%+17.0%
Q4 2020-4.8%-0.4%-9.1%
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q1 2016
Q1 2015

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro