NASDAQ$LUNG

Pulmonx Corporation · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Pulmonx reported record fourth quarter and full year 2024 financial results, with significant revenue growth and improved net loss.

Pulmonx reported record worldwide revenue of $23.8 million for Q4 2024, a 23% increase year-over-year, and $83.8 million for the full year 2024, a 22% increase. The company also achieved a gross margin of 74% for both the quarter and the full year, and reduced its net loss compared to the previous year.

  • Record worldwide revenue of $23.8 million in Q4 2024, up 23% year-over-year.
  • Record full year 2024 worldwide revenue of $83.8 million, up 22% year-over-year.
  • Gross margin of 74% achieved for both Q4 and full year 2024.
  • Net loss improved to $13.2 million in Q4 2024 and $56.4 million for full year 2024.

Headline financials

Total Revenue

$23.8M

Previous: $19.3M+23.3%
EPS (adj)

-$0.33

Previous: -$0.36+8.3%
Gross Margin

74.0%

Previous: 75.0%-1.3%
Adjusted EBITDA Loss

$7.52M

Previous: -$8.39M+189.7%
Capital Expenditures

-$111K

Previous: $200K-155.5%
Net Income

-$13.2M

Previous: -$13.9M+5.2%
Operating Income

-$13.4M

Previous: -$13.9M+3.6%
Gross Profit

$17.6M

Previous: $14.4M+22.2%
R&D Expense

$4M

Previous: $3.9M+2.7%

Revenue & EPS history

Pulmonx · Revenue · Quarterly

$23.8M

Q4 2024+23.3%vs Q4 2023
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

Pulmonx expects full year 2025 revenue to be between $96 million and $98 million, representing 15% to 17% growth (16% to 18% on a constant currency basis), with an expected gross margin of approximately 74% and total operating expenses between $133 million and $135 million.

Tailwinds

  • Expected revenue growth of 15% to 17% for full year 2025.
  • Expected constant currency revenue growth of 16% to 18% for full year 2025.
  • Anticipated gross margin of approximately 74% for full year 2025.
  • Continued investments in commercial activities and clinical development.
  • Confidence in driving long-term, sustainable growth in 2025 and beyond.

Headwinds

  • Guidance assumes a negative impact from foreign exchange on reported revenue growth of approximately 100 basis points.
  • Total operating expenses are expected to be between $133 million and $135 million.
  • Approximately $22 million of non-cash stock-based compensation is included in operating expenses.
  • Potential risks and uncertainties that could cause actual results to differ materially from forward-looking statements.
  • No obligation to update or review any estimate, projection, or forward-looking statement unless required by law.

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 Q4 2024

Historical avgQ4 2024

-3.4%

Avg return

Earnings day

-4.1%

Avg return

5 days after

-5.3%

Avg return

30 days after

42%

10 / 24 earnings

Positive

+32.2%

Q4 2024

Best reaction

-64.7%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%-6.7%+12.6%
Q4 2025+0.6%-6.1%-28.2%
Q3 2025-18.9%-28.6%+29.1%
Q1 2025-21.9%-28.8%-29.6%
Q4 2024+32.2%+30.7%+17.0%
Q3 2024-7.7%+5.2%-4.7%
Q2 2024-8.1%-15.4%+3.7%
Q1 2024+23.3%+21.9%-4.7%
Q4 2023-17.7%-27.9%-36.1%
Q3 2023+6.9%+20.7%+34.2%
Q2 2023-4.1%-8.0%-26.0%
Q1 2023+1.1%-0.2%-1.5%
Q4 2022+20.8%+26.0%+27.1%
Q3 2022-64.7%-61.1%-52.3%
Q2 2022+9.2%+19.9%+5.7%
Q1 2022+0.6%-23.6%-23.9%
Q4 2021-6.9%-2.5%-12.5%
Q3 2021+7.1%+12.6%-23.7%
Q2 2020-7.6%-10.9%-1.6%
Q2 2021+0.1%+6.0%+3.3%
Q1 2020-5.8%-5.3%+9.9%
Q1 2021-8.7%-9.6%-10.3%
Q4 2020-4.1%-3.4%-20.2%
Q3 2020-4.9%-3.4%+5.6%
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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