NASDAQ$QTRX

Quanterix Corporation · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Quanterix's Q3 2022 operating results were released, revealing revenue flat compared to the previous year excluding RADx, and a proforma gross margin decline due to increased inventory reserves and changes in expense allocation.

Quanterix reported its Q3 2022 results with revenue flat compared to the prior year, excluding RADx. The company's proforma gross margin decreased due to increased inventory reserves and changes in expense allocation. A restructuring and business re-alignment plan was announced in August 2022 to enhance the potential of Simoa platforms.

  • Third quarter results aligned with expectations following the launch of an assay quality remediation program.
  • Revenue and gross margin grew quarter-over-quarter.
  • Consumable revenue declined as the company balanced demand with assay quality and process improvement initiatives.
  • Strong services revenue offset consumable revenue decline, driven by a collaboration agreement with Eli Lilly and Company.

Headline financials

Total Revenue

$26.6M

Previous: $27.7M-3.8%
EPS (adj)

-$0.38

Previous: -$0.43+11.6%
Capital Expenditures

-$10.1M

Previous: -$11.2M+9.2%
Free Cash Flow

-$45.2M

Previous: -$26.8M-68.5%
Net Income

-$35.1M

Previous: -$15.7M-123.9%
Operating Income

-$36.6M

Previous: -$15.2M-140.3%
Gross Profit

$10.9M

Previous: $15.2M-28.2%
Cash & Equivalents

$344M

Previous: $411M-16.3%
Total Assets

$446M

Previous: $511M-12.8%
Stock-Based Comp

$2.77M

Previous: $4.01M-31.0%

Revenue & EPS history

Quanterix · Revenue · Quarterly

$26.6M

Q3 2022-3.8%vs Q3 2021
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

No forward guidance was provided in the press release.

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 Q3 2022

Historical avgQ3 2022

-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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