NASDAQ$RCEL

AVITA Medical Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

AVITA Medical reported modest revenue growth and a narrower net loss for Q1 2026.

Total revenue rose 4% to $19.3 million driven by commercial sales of RECELL and new wound care products. Gross margin was 81.7% while operating expenses declined 11%, resulting in a net loss of $10.6 million versus $13.9 million a year earlier. The company closed a new $60 million credit facility and maintained a cash position of $14.3 million including marketable securities.

  • Commercial revenue increased 4% year-over-year to $19.2 million, led by RECELL and contributions from Cohealyx.
  • Gross profit margin held at 81.7% with RECELL-only margin at 85.0%.
  • Operating expenses fell 11% to $24.5 million through cost discipline and lower headcount.
  • Net loss narrowed 23% to $10.6 million as the company refinanced debt with a new $60 million facility.

Headline financials

Total Revenue

$19.3M

Previous: $18.5M+4.0%
EPS (adj)

-$0.35

Previous: -$0.53+34.0%
Operating Expenses

$24.5M

No prior period
Net Cash Used in Operations

$10.1M

No prior period
RECELL Gross Margin

85.0%

No prior period
Gross Profit Margin

81.7%

No prior period
Capital Expenditures

-$19K

Previous: -$221K+91.4%
Free Cash Flow

-$10.1M

Previous: -$10.5M+4.2%
Net Income

-$10.6M

Previous: -$13.9M+23.4%
Operating Income

-$8.8M

Previous: -$11.8M+25.6%
Gross Profit

$15.7M

Previous: $15.7M+0.3%
Cash & Equivalents

$8.31M

No prior period
Total Assets

$51.5M

No prior period

Revenue & EPS history

AVITA Medical · Revenue · Quarterly

$19.3M

Q1 2026+4%vs Q1 2025
Beat estimate in 3 of 13 quarters(23%)
ActualEstimate

Revenue by segment

AVITA Medical · $19.3M total across 2 segments · Q1 2026

  • Sales Revenue
    $19.1M
  • Lease Revenue
    $187K

Forward guidance

Management continues to focus on revenue growth, operating leverage, and achieving positive cash flow while maintaining minimum cash covenants under the new credit facility.

Tailwinds

  • New $60 million credit facility provides additional liquidity runway.
  • All MAC reimbursement rates now published supporting normalized RECELL utilization.
  • Positive interim Cohealyx clinical data supports future adoption.

Headwinds

  • Substantial doubt remains about going-concern status due to recurring losses.
  • TTM revenue covenants must be met to avoid default risk.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+3.8%

Avg return

Earnings day

+4.7%

Avg return

5 days after

+2.2%

Avg return

30 days after

57%

17 / 30 earnings

Positive

+36.7%

Q4 2022

Best reaction

-25.1%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.4%-0.5%
Q4 2025+11.8%+15.9%+18.3%
Q3 2025+10.6%+11.2%+2.9%
Q2 2025-21.2%+7.1%-20.8%
Q1 2025-25.1%-28.3%-34.5%
Q4 2024+20.4%+16.4%-2.6%
Q3 2024-2.0%+3.9%+7.3%
Q2 2024+19.6%+20.1%+10.5%
Q1 2024+5.6%+0.1%+7.1%
Q4 2023-1.7%+5.2%-9.8%
Q3 2023+9.2%+29.9%+32.0%
Q2 2023+2.5%-2.1%-12.0%
Q1 2023-24.5%-24.2%+6.8%
Q4 2022+36.7%+48.2%+41.9%
Q3 2022+28.9%+39.0%+22.1%
Q2 2022-7.1%-8.7%-17.8%
Q1 2022+9.4%+10.1%+8.6%
Q4 2021+17.1%+8.2%-5.2%
Q3 2021+3.5%-10.7%-4.6%
Q3 2020+3.5%-10.7%-4.6%
Q2 2021-4.1%-5.3%-15.0%
Q1 2021-5.4%-6.4%-9.6%
Q1 2020-5.4%-6.4%-9.6%
Q2 2020+10.2%+5.8%-0.8%
Q1 2019+10.2%+9.5%+6.2%
Q4 2020+10.2%+9.5%+6.2%
Q3 2019+10.2%+9.5%+6.2%
Q4 2018-2.5%-1.9%+11.4%
Q2 2019-2.5%-1.9%+11.4%
Q4 2019-2.5%-1.9%+11.4%

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