NASDAQ$LMAT

LeMaitre Vascular Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported an 11% increase in sales and a gross margin of 68.9%, with operating income up by 52%.

LeMaitre Vascular reported strong Q2 2024 results, with sales up 11% and operating income increasing by 52%. The company also announced a quarterly dividend of $0.16 per share and provided forward guidance indicating continued growth.

  • Sales increased by 11% compared to Q2 2023, with organic growth of 12%.
  • Gross margin improved to 68.9%, a 490 bps increase.
  • Operating income rose by 52% to $14.4 million.
  • Earnings per diluted share increased by 44% to $0.52.

Headline financials

Total Revenue

$55.8M

Previous: $50.1M+11.4%
EPS

$0.52

Previous: $0.37+40.5%
Operating Margin

26.0%

Previous: 19.0%+36.8%
Gross Margin

68.9%

No prior period
Sales Growth

11.0%

No prior period
Organic Sales Growth

12.0%

Previous: 16.0%-25.0%
Free Cash Flow

$11.8M

Previous: $8.1M+46.0%
Net Income

$11.8M

Previous: $8.1M+46.0%
Operating Income

$14.4M

Previous: $9.45M+52.1%
Gross Profit

$38.5M

Previous: $32.1M+19.9%
R&D Expense

$4.28M

No prior period
Stock-Based Comp

$1.61M

Previous: $1.31M+22.6%

Revenue & EPS history

LeMaitre Vascular · Revenue · Quarterly

$55.8M

Q2 2024+11.4%vs Q2 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

LeMaitre provided guidance for Q3 2024 and full year 2024, expecting continued sales and operating income growth. The company anticipates a 23% operating margin for the full year.

Tailwinds

  • Q3 2024 Sales: $52.7mm - $54.7mm (Mid: $53.7mm, +13%, +14% Org.)
  • Q3 2024 Gross Margin: 68.0%
  • Q3 2024 Operating Income: $11.3mm - $12.7mm (Mid: $12.0mm, +31%)
  • Q3 2024 EPS: $0.42 - $0.46 (Mid: $0.44, +32%)
  • Full Year 2024 Sales: $216.8mm - $220.8mm (Mid: $218.8mm, +13%, + 13% Org.)

Headwinds

  • Full Year 2024 Gross Margin: 68.4%
  • Full Year 2024 Operating Income: $49.7mm - $52.5mm (Mid $51.1mm, +39%)
  • Full Year 2024 Operating Income (Ex-Special): (Mid: $51.1mm, +37%)*
  • Full Year 2024 EPS: $1.82 - $1.91 (Mid: $1.86, +39%)
  • Full Year 2024 EPS (Ex-Special): (Mid: $1.86, +37%)*

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

+1.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.5%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+24.3%

Q1 2017

Best reaction

-22.1%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.6%-9.3%-15.7%
Q4 2025+24.2%+18.0%+16.7%
Q3 2025+1.4%+5.1%-1.2%
Q1 2025-13.0%-9.6%-8.9%
Q4 2024-8.1%-12.9%-16.9%
Q3 2024+6.5%+10.8%+20.1%
Q2 2024-2.2%-5.8%+3.9%
Q1 2024+11.1%+13.7%+18.1%
Q4 2023+15.2%+9.5%+7.6%
Q3 2023-4.0%+1.3%+10.8%
Q2 2023+2.3%-10.1%-8.6%
Q1 2023+15.4%+23.6%+17.1%
Q4 2022+6.2%+3.7%+5.2%
Q3 2022-19.6%-17.4%-11.5%
Q2 2022+4.7%+7.1%+3.8%
Q1 2022-2.9%-0.2%+2.6%
Q4 2021+6.2%+9.1%+3.0%
Q3 2021-5.2%-3.9%-11.2%
Q2 2021-0.5%+2.3%+2.9%
Q1 2021-2.8%-4.9%-5.1%
Q4 2020+7.8%+7.8%-2.0%
Q3 2020-1.7%+5.6%+19.8%
Q2 2020+13.3%+4.4%+3.9%
Q1 2020-14.1%-14.9%-12.4%
Q4 2019-20.1%-20.0%-23.6%
Q3 2019-1.5%+0.8%+1.8%
Q2 2019+0.8%+1.0%-4.4%
Q1 2019-8.2%-4.1%-10.6%
Q4 2018+22.3%+18.0%+24.3%
Q3 2018-22.1%-27.3%-25.8%
Q2 2018-7.1%-3.6%-4.5%
Q1 2018-16.6%-18.9%-16.2%
Q4 2017+1.6%+0.4%+0.9%
Q3 2017-17.7%-15.7%-8.2%
Q2 2017+17.4%+19.2%+17.9%
Q1 2017+24.3%+18.5%+17.9%
Q4 2016-6.9%-6.8%+1.3%
Q3 2016+9.4%+8.6%+24.9%
Q2 2016+15.1%+24.1%+21.4%
Q1 2016-1.4%
Q4 2015+18.5%
Q3 2015+11.0%
Q2 2015+14.0%
Q1 2015+0.0%
Q4 2014+2.2%
Q3 2014+3.0%
Q2 2014+3.5%
Q1 2014+4.6%
Q4 2013-2.2%
Q3 2013-1.4%
Q2 2013+1.2%
Q1 2013+1.5%
Q4 2012+3.3%
Q3 2012-0.6%
Q2 2012+1.6%
Q1 2012+0.3%
Q4 2009-1.2%
Q4 2011-1.2%
Q3 2010-1.9%
Q3 2011-1.9%
Q4 2010+0.1%
Q2 2011+0.1%
Q2 2010+0.1%
Q1 2011-1.1%
Q1 2010-3.8%

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