NASDAQ$CDNA

CareDx Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported a decrease in revenue due to the impact of Medicare Billing Article revisions, but achieved milestones in Medicare approvals and TRF adoption.

CareDx reported a 13% year-over-year decrease in revenue to $70.3 million for Q2 2023, primarily due to the impact of Medicare Billing Article revisions. The company achieved key milestones, including Medicare coverage for HeartCare and AlloSure Lung. They also reached over 80% adoption of new test requisition forms ahead of schedule.

  • Received first multimodal MolDX approval in transplant with HeartCare for Medicare patients.
  • Received first donor-derived cell-free DNA (dd-cfDNA) MolDX approval for lung transplant patients with AlloSure® Lung for Medicare patients.
  • Revenue decreased by 13% year-over-year to $70.3 million due to Medicare Billing Article revisions.
  • Achieved over 80% adoption of new test requisition forms, two quarters ahead of target.

Headline financials

Total Revenue

$70.3M

Previous: $80.6M-12.8%
EPS (adj)

-$0.18

Previous: -$0.13-38.5%
Free Cash Flow

-$25M

Previous: -$21.7M-15.0%
Net Income

-$25M

Previous: -$21.7M-15.0%
Operating Income

-$27.6M

Previous: -$21.7M-27.2%
Gross Profit

$44.4M

Previous: $53.1M-16.3%
Cash & Equivalents

$87.8M

Previous: $167M-47.4%
Total Assets

$515M

Previous: $541M-4.9%
Stock-Based Comp

$12.7M

Previous: $12.6M+0.8%

Revenue & EPS history

CareDx · Revenue · Quarterly

$70.3M

Q2 2023-12.8%vs Q2 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

CareDx · $57.3M total across 2 segments · Q3 2023

  • Testing Services
    $47.8M-26.3%
  • Product Revenue
    $9.54M+32.4%

Forward guidance

CareDx expects revenue to be in the range of $240 to $260 million for the full year 2023.

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 2023

Historical avgQ2 2023

+2.4%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+7.1%

Avg return

30 days after

54%

28 / 52 earnings

Positive

+45.7%

Q1 2024

Best reaction

-24.3%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%-1.6%+3.8%
Q4 2025-4.3%-2.6%-12.8%
Q3 2025-1.8%+5.8%+31.4%
Q1 2025-10.7%-16.0%+0.7%
Q4 2024-0.2%-3.8%-14.9%
Q3 2024+1.1%+4.5%+14.5%
Q2 2024+25.7%+26.3%+63.8%
Q1 2024+45.7%+49.7%+49.4%
Q4 2023+12.1%+27.3%+11.6%
Q3 2023+8.7%+19.5%+48.0%
Q2 2023-9.3%-17.6%-23.5%
Q1 2023-2.0%-2.2%-8.7%
Q4 2022+16.4%-37.9%-37.0%
Q3 2022-16.5%-14.4%-31.1%
Q2 2022+7.7%-4.2%-25.2%
Q1 2022-24.3%-32.1%-23.9%
Q4 2021+10.3%+7.2%+6.6%
Q3 2021-24.3%-26.9%-37.1%
Q2 2021-2.5%-4.9%-7.4%
Q1 2021-1.9%-10.0%+9.3%
Q4 2020+2.7%+13.2%-20.3%
Q3 2020-3.1%-2.4%+13.5%
Q2 2020+5.2%-0.9%-4.3%
Q1 2020-0.0%+9.6%+19.6%
Q4 2019-5.6%-13.2%-11.5%
Q3 2019-11.8%-23.8%-21.6%
Q2 2019+6.8%-15.7%-30.4%
Q1 2019+15.0%+12.6%+30.6%
Q4 2018+7.5%+10.2%-10.1%
Q3 2018-9.8%-10.2%-6.0%
Q2 2018+15.3%+14.6%+73.1%
Q1 2018-2.1%-2.6%+35.1%
Q4 2017+24.1%+28.5%+51.8%
Q3 2017+6.2%+6.6%+31.0%
Q2 2017+9.2%+26.8%+109.9%
Q1 2017-4.6%-3.7%+14.7%
Q4 2016+5.1%-12.2%+13.7%
Q3 2016+1.3%+3.9%-24.7%
Q2 2016-1.0%-2.9%-5.3%
Q1 2016+6.0%
Q4 2015+7.7%
Q3 2015+5.0%
Q2 2015-1.6%
Q1 2014-0.4%
Q1 2015-0.8%
Q4 2012+0.5%
Q4 2014-1.8%
Q3 2013-1.0%
Q3 2014+17.2%
Q2 2013+0.2%
Q4 2013+0.2%
Q2 2014+1.9%
Q1 2013

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