NASDAQ$RCEL

AVITA Medical Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

AVITA Medical's Q3 2022 financial results were reported, showing revenue growth and progress in clinical trials and regulatory submissions.

AVITA Medical reported a 30% increase in both commercial and total revenue for Q3 2022 compared to the previous year. The company also achieved positive topline results from pivotal clinical trials for soft tissue repair and vitiligo, and anticipates FDA submissions in December 2022.

  • Commercial revenue increased by 30% to $9.0 million, excluding BARDA revenue.
  • Total revenue, including BARDA revenue, also increased by 30% to $9.1 million.
  • Gross profit margin stood at 83%.
  • The company plans FDA submissions for soft tissue repair and vitiligo indications in December 2022.

Headline financials

Total Revenue

$9.09M

Previous: $8.77M+3.7%
EPS (adj)

-$0.22

Previous: -$0.26+15.4%
Gross Profit Margin

83.0%

Previous: 85.0%-2.4%
Capital Expenditures

-$382K

Previous: -$775K+50.7%
Free Cash Flow

-$16M

Previous: -$22.7M+29.4%
Net Income

-$5.59M

Previous: -$6M+6.8%
Operating Income

-$5.75M

Previous: -$5.99M+4.1%
Gross Profit

$7.56M

Previous: $6.62M+14.2%
Cash & Equivalents

$23.6M

Previous: $60.5M-61.0%
Total Assets

$99.9M

Previous: $121M-17.5%
Stock-Based Comp

$1.44M

Previous: -$1.08M+233.1%

Revenue & EPS history

AVITA Medical · Revenue · Quarterly

$9.09M

Q3 2022+3.7%vs Q3 2021
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

Full year 2022 commercial revenue (excluding BARDA revenues) is expected to be $33.0-34.0 million, an increase from our prior guidance of $30 million, and an approximate 33% increase year-over-year. We continue to project BARDA revenues of approximately $0.3 million in calendar year 2022.

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 Q3 2022

Historical avgQ3 2022

+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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