NASDAQ$MDXG

Mimedx Group Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Announced second quarter operating and financial results

MiMedx Group, Inc. reported second quarter net sales of $66.9 million, reflecting double-digit revenue increase for the fourth consecutive quarter in the Company's continuing portfolio of products. The company achieved strong year-over-year revenue growth in key focus area of Surgical Recovery and reaffirms 2022 revenue growth outlook of 11% to 14% in continuing portfolio of products.

  • Reported second quarter net sales of $66.9 million, including an increase of 11.6% from the Company's continuing portfolio of products versus the same period last year.
  • Introduced AMNIOEFFECT, with the first patient treated in a limited market release. Full product launch is planned for the third quarter of 2022.
  • Appointed a General Manager, Mr. Takanori Kuramoto, to lead the Company's global expansion efforts in Japan and other Asia Pacific markets.
  • Scheduled a Type B RMAT meeting with the FDA to review the results from the Company's Phase 2B KOA clinical trial and the proposed protocol for the next KOA registrational study.

Headline financials

Total Revenue

$66.9M

Previous: $68.2M-1.9%
EPS (adj)

-$0.11

Previous: -$0.03-266.7%
Capital Expenditures

-$498K

Previous: -$2.35M+78.8%
Free Cash Flow

-$11.4M

Previous: -$4.13M-175.5%
Net Income

-$10.9M

Previous: -$1.78M-510.9%
Operating Income

-$9.64M

Previous: -$410K-2250.2%
Gross Profit

$55.1M

Previous: $55.4M-0.6%
Cash & Equivalents

$72.5M

Previous: $85M-14.7%
Total Assets

$169M

Previous: $187M-9.9%
Stock-Based Comp

$4.43M

Previous: $4.06M+9.1%

Revenue & EPS history

Mimedx · Revenue · Quarterly

$66.9M

Q2 2022-1.9%vs Q2 2021
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

The Company is maintaining its outlook for 2022, as disclosed in its earnings release for the year ended December 31, 2021, including that it expects net sales of its continuing portfolio of Advanced Wound Care products, which were $240.0 million in 2021, to grow 11% to 14% in 2022.

Tailwinds

  • plans to launch AMNIOEFFECT
  • plans to launch Placental Collagen Matrix product, AXIOFILL™ in the U.S. in September
  • plans to launch EPIFIX® in Japan later this year.

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

+1.7%

Avg return

Earnings day

+2.9%

Avg return

5 days after

+7.2%

Avg return

30 days after

53%

34 / 64 earnings

Positive

+37.9%

Q1 2023

Best reaction

-23.3%

Q3 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-9.1%+6.2%+8.2%
Q4 2025-0.9%-8.8%-28.8%
Q3 2025+2.6%+7.0%-4.3%
Q1 2025-8.1%-3.9%-6.5%
Q4 2024+1.6%+1.1%-5.9%
Q3 2024+17.9%+22.7%+59.2%
Q2 2024-12.0%-17.7%-9.9%
Q1 2024+16.8%+17.7%+13.7%
Q4 2023-2.9%-1.7%-8.3%
Q3 2023+6.7%+10.9%+26.5%
Q2 2023-4.6%-4.2%-8.1%
Q1 2023+37.9%+49.1%+50.4%
Q4 2022-11.4%-6.4%-29.0%
Q3 2022-3.6%+1.3%+12.6%
Q2 2022+8.2%+15.5%+2.3%
Q1 2022+11.1%-8.9%-4.8%
Q4 2021+1.4%-1.6%-4.0%
Q3 2021+18.8%+22.6%+2.5%
Q2 2021-2.5%+1.4%+23.4%
Q1 2021-2.9%-5.0%+2.0%
Q4 2020-15.3%-13.4%+13.8%
Q3 2020+3.4%-8.2%-5.6%
Q2 2020+2.3%+4.2%+14.4%
Q2 2018+8.2%+3.2%+18.2%
Q1 2020+8.2%+3.2%+18.2%
Q4 2018+8.2%+3.2%+18.2%
Q4 2019+8.2%+3.2%+18.2%
Q2 2019+8.2%+3.2%+18.2%
Q1 2018+8.2%+3.2%+18.2%
Q1 2019+8.2%+3.2%+18.2%
Q3 2019+8.2%+3.2%+18.2%
Q4 2017-21.6%-22.1%-14.0%
Q3 2018-1.3%-8.6%-7.0%
Q3 2017+4.1%+8.7%-4.9%
Q2 2017+0.7%+2.1%+5.9%
Q1 2017+8.2%+19.1%+17.5%
Q4 2016-3.9%+3.4%+9.8%
Q3 2016+4.9%+8.0%+19.1%
Q2 2016-0.9%-1.7%-5.6%
Q1 2016-1.4%
Q4 2015-0.4%
Q3 2015-23.3%
Q2 2015-13.5%
Q1 2015+0.9%
Q4 2014+8.7%
Q3 2014+13.2%
Q2 2014+5.5%
Q1 2014-3.8%
Q4 2013+2.2%
Q3 2013-3.5%
Q2 2013+0.8%
Q1 2013-2.2%
Q4 2012+8.5%
Q3 2012+13.5%
Q2 2012-4.8%
Q1 2012+0.0%
Q4 2011+0.0%
Q3 2011-4.2%
Q2 2011-2.5%
Q1 2011-3.7%
Q4 2010+5.8%
Q3 2010+0.0%
Q2 2010-4.8%
Q1 2010+4.2%

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