NASDAQ$RCEL

AVITA Medical Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Achieved significant revenue growth and key FDA approvals.

AVITA Medical reported a strong second quarter with a 42% increase in commercial revenue to $11.7 million. The company received two FDA approvals and submitted a PMA supplement for RECELL GO™.

  • Commercial revenue increased by 42% to $11.7 million compared to the same period in 2022.
  • Received FDA approval for RECELL to treat full-thickness skin defects.
  • Initiated commercial launch of full-thickness skin defects with expanded U.S. commercial organization.
  • Submitted PMA supplement for automated cell disaggregation device, RECELL GO™.

Headline financials

Total Revenue

$11.8M

Previous: $8.34M+41.0%
EPS (adj)

-$0.41

Previous: -$0.25-64.0%
Capital Expenditures

-$583K

Previous: -$278K-109.7%
Free Cash Flow

-$18.8M

Previous: -$13.2M-42.6%
Net Income

-$10.4M

Previous: -$6.26M-65.9%
Operating Income

-$11.2M

Previous: -$6.36M-75.5%
Gross Profit

$9.55M

Previous: $6.95M+37.4%
Cash & Equivalents

$37.5M

Previous: $34.7M+7.9%
Total Assets

$86.3M

Previous: $103M-15.9%
Stock-Based Comp

$1.14M

Previous: $1.41M-19.2%

Revenue & EPS history

AVITA Medical · Revenue · Quarterly

$11.8M

Q2 2023+41%vs Q2 2022
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

The company anticipates FDA approval of RECELL GO by December 27, 2023, expects commercial revenue for the third quarter 2023 to be in the range of $13 to $14 million, and raises commercial revenue for the full year 2023 to an expected range of $51 to $53 million. Gross margin for the full year 2023 is expected to be in the range of 83% to 85%.

Tailwinds

  • Anticipate FDA approval of RECELL GO by December 27, 2023
  • Conducting post-market study with vitiligo patients
  • Pursuing site of service reimbursement for the use of RECELL in the physician office setting, which is expected in 2025
  • Commercial revenue for the third quarter 2023 is expected to be in the range of $13 to $14 million
  • Raising commercial revenue for the full year 2023 from $49 to $51 million to an expected range of $51 to $53 million

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 Q2 2023

Historical avgQ2 2023

+3.8%

Avg return

Earnings day

+4.7%

Avg return

5 days after

+1.8%

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%-10.1%
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%
Q3 2019+10.2%+9.5%+6.2%
Q4 2020+10.2%+9.5%+6.2%
Q1 2019+10.2%+9.5%+6.2%
Q4 2019-2.5%-1.9%+11.4%
Q4 2018-2.5%-1.9%+11.4%
Q2 2019-2.5%-1.9%+11.4%

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