NASDAQ$QTRX

Quanterix Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported an increase in revenue driven by strong research business performance and growth in Accelerator service revenue, while experiencing a widened net loss.

Quanterix reported a 10.8% increase in revenue to $34.4 million for Q2 2024, driven by strong performance in the research business and a 35% increase in Accelerator service revenue. However, the company's net loss increased to $9.5 million, and GAAP gross margin decreased to 58.3%. The company ended the quarter with $299.5 million in cash and cash equivalents.

  • Revenue increased by 10.8% to $34.4 million compared to the prior year period.
  • Accelerator service revenue increased by 35% compared to the corresponding prior year period.
  • Net loss increased to $9.5 million, up $3.4 million from the prior year period.
  • Ended the quarter with $299.5 million in cash, cash equivalents, marketable securities, and restricted cash.

Headline financials

Total Revenue

$34.4M

Previous: $31M+10.8%
EPS

-$0.25

Previous: -$0.16-56.3%
GAAP Gross Margin

64.7%

Previous: 61.7%+4.9%
Adjusted Gross Margin

58.6%

No prior period
Adjusted EBITDA

-$4.12M

No prior period
Adjusted EBITDA Margin

-12.0%

No prior period
Adjusted Cash Usage

$5.06M

No prior period
Capital Expenditures

-$2.11M

Previous: -$784K-168.5%
Free Cash Flow

-$11.6M

Previous: -$6.85M-69.1%
Net Income

-$9.47M

Previous: -$6.06M-56.2%
Operating Income

-$13.1M

Previous: -$9.56M-37.1%
Gross Profit

$20.1M

Previous: $19.1M+4.8%
R&D Expense

$8.1M

No prior period
Stock-Based Comp

$5.23M

Previous: $4.15M+25.9%

Revenue & EPS history

Quanterix · Revenue · Quarterly

$34.4M

Q2 2024+10.8%vs Q2 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Quanterix · $20.4M total across 3 segments · Q3 2023

  • Product Revenue
    $19.7M
  • Grant Revenue
    $499K
  • Collaboration and License
    $237K

Forward guidance

The company revised its 2024 revenue guidance to $134 million to $138 million, expects GAAP gross margin to be in the range of 57%-61%, and non-GAAP gross margin percentage in the range of 51%-55%. They anticipate 2024 cash usage to be at the higher end of its prior range of $25 million to $30 million.

Tailwinds

  • Expects GAAP gross margin percentage to be in the range of 57%-61%.
  • Expects non-GAAP gross margin percentage in the range of 51%-55%.
  • Delivering new menu for research customers.
  • Innovating toward a new platform.
  • Building the infrastructure for blood-based Alzheimer’s Diagnostics.

Headwinds

  • Revised 2024 revenue guidance range to $134 million to $138 million, compared to $139 million to $144 million previously.
  • Revenue range excludes revenue from Lucent Diagnostics testing, which we expect to be immaterial for 2024.
  • Anticipates 2024 cash usage to be at the higher end of its prior cash usage range of $25 million to $30 million.
  • Constrained capital funding environment.
  • Net loss increased $3.4 million compared to the corresponding prior year period.

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

-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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