NASDAQ$QTRX

Quanterix Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Quanterix's Q2 2023 financial performance, marked by revenue growth and margin expansion, driven by strategic transformation initiatives, was released.

Quanterix reported a 32% increase in total revenue to $31.0 million compared to the prior year's second quarter, with a GAAP gross margin of 61.7%. The company's net loss significantly decreased to $6.1 million, and net cash flow was approximately break-even.

  • Total revenue increased by 32% year-over-year to $31.0 million, driven by Accelerator Lab and consumables revenue.
  • GAAP gross margin improved to 61.7% from 37.1% in the prior year's second quarter.
  • Net loss decreased to $6.1 million compared to $24.9 million in the same quarter last year.
  • Cash and cash equivalents remained stable at $329.5 million as of June 30, 2023.

Headline financials

Total Revenue

$31M

Previous: $23.5M+32.0%
EPS (adj)

-$0.16

Previous: -$0.67+76.1%
GAAP Gross Margin

61.7%

No prior period
Capital Expenditures

-$784K

Previous: -$6.45M+87.9%
Free Cash Flow

-$6.85M

Previous: -$31.4M+78.2%
Net Income

-$6.06M

Previous: -$24.9M+75.6%
Operating Income

-$9.56M

Previous: -$25M+61.7%
Gross Profit

$19.1M

Previous: $8.71M+119.7%
Cash & Equivalents

$330M

Previous: $362M-8.9%
Total Assets

$428M

Previous: $489M-12.4%
Stock-Based Comp

$4.15M

Previous: $5.21M-20.3%

Revenue & EPS history

Quanterix · Revenue · Quarterly

$31M

Q2 2023+32%vs Q2 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Quanterix · $20.5M total across 3 segments · Q2 2023

  • Product Revenue
    $19.7M
  • Collaboration and License
    $629K
  • Grant Revenue
    $156K

Forward guidance

Management increased full-year revenue expectations to be in the range of $110 to $116 million, GAAP gross margin percentage to be in the low 50’s, and non-GAAP gross margin percentage to be in the high 40s. The Company also anticipates a lower 2023 cash burn, in the range of $30 to $35 million.

Tailwinds

  • Full-year revenue expectations increased to $110 to $116 million.
  • GAAP gross margin percentage expected to be in the low 50’s.
  • Non-GAAP gross margin percentage expected to be in the high 40s.
  • 2023 cash burn anticipated to be in the range of $30 to $35 million.

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

-3.6%

Avg return

Earnings day

-5.0%

Avg return

5 days after

-1.1%

Avg return

30 days after

30%

10 / 33 earnings

Positive

+18.1%

Q3 2020

Best reaction

-57.3%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%-15.2%-0.6%
Q4 2025-7.1%-20.1%-40.1%
Q3 2025-2.0%+12.1%+47.5%
Q1 2025-19.3%-16.4%+8.0%
Q4 2024-1.8%-0.8%-29.3%
Q3 2024-19.0%-25.3%-27.1%
Q2 2024-13.5%-11.7%-5.0%
Q1 2024-1.7%-0.7%-7.0%
Q4 2023-2.8%+20.1%+0.3%
Q3 2023-1.7%-10.6%+1.2%
Q2 2023+11.0%+9.5%+15.4%
Q1 2023+1.9%-6.8%+33.5%
Q4 2022+5.9%-1.4%-1.6%
Q3 2022-2.1%+31.4%+35.9%
Q2 2022-57.3%-40.1%-45.8%
Q1 2022-16.6%+1.6%-6.1%
Q4 2021-3.1%-11.9%-13.5%
Q3 2021+3.1%-1.5%-32.6%
Q2 2021-5.0%-6.7%-6.4%
Q1 2021+0.7%-10.2%+3.4%
Q4 2020-20.8%-18.5%-25.7%
Q3 2020+18.1%+6.9%+11.5%
Q2 2020+8.5%+2.6%+1.3%
Q1 2020+3.8%-3.5%-4.1%
Q4 2019-7.0%-20.3%+7.8%
Q3 2019+16.8%+10.2%+23.8%
Q2 2019-5.4%-17.5%-17.3%
Q1 2019-4.0%-8.5%+28.0%
Q4 2018-1.1%-2.7%+10.3%
Q3 2018-0.1%-4.6%+7.0%
Q2 2018-1.3%-0.5%-0.9%
Q1 2018+4.0%+3.5%-7.4%
Q4 2017-1.2%-8.6%-1.7%
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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