NASDAQ$RCEL

AVITA Medical Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

AVITA Medical reported its financial results for the fourth quarter and full year ended December 31, 2024.

AVITA Medical achieved significant growth in the fourth quarter of 2024, with commercial revenue increasing by approximately 30% year-over-year, driven by the transition to RECELL GO and deeper market penetration. The company also secured key FDA approvals for Cohealyx and RECELL GO mini, positioning itself for long-term growth in therapeutic acute wound care.

  • Commercial revenue for Q4 2024 increased by approximately 30% compared to Q4 2023, reaching $18.4 million.
  • Gross profit margin for Q4 2024 was 87.6%, a slight increase from 87.3% in the prior year.
  • FDA granted 510(k) clearance for Cohealyx and approved RECELL GO mini in December 2024.
  • The company expects to generate free cash flow in the second half of 2025 and achieve GAAP profitability in Q4 2025.

Headline financials

Total Revenue

$18.4M

Previous: $14.2M+29.7%
EPS (adj)

-$0.44

Previous: -$0.28-57.1%
Operating Expenses

$26.1M

Previous: $24.7M+5.5%
Net Cash Used in Operations

$6.2M

No prior period
Gross Profit Margin

87.6%

Previous: 87.3%+0.3%
Net Income

-$11.6M

Previous: -$7.07M-64.0%
Operating Income

-$9.96M

Previous: -$12.3M+18.9%
Gross Profit

$16.1M

Previous: $12.4M+30.1%

Revenue & EPS history

AVITA Medical · Revenue · Quarterly

$18.4M

Q4 2024+29.7%vs Q4 2023
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

AVITA Medical provided optimistic forward guidance for 2025, projecting significant revenue growth and a return to profitability by the end of the year, driven by new product rollouts and continued operational efficiencies.

Tailwinds

  • Commercial revenue for full-year 2025 is expected to be in the range of $100 million to $106 million, reflecting growth of approximately 55% to 65% over full-year 2024.
  • Expect to generate free cash flow in the second half of 2025.
  • Expect to reach GAAP profitability during Q4 2025.
  • Rollout RECELL GO mini into burn and trauma centers during Q1 2025.
  • Launch full commercialization efforts for Cohealyx by April 1, 2025.

Headwinds

  • No specific negative forward guidance was provided in the report, but general risks associated with forward-looking statements were noted.
  • The company's credit agreement with OrbiMed was amended, adjusting trailing 12-month revenue covenants for upcoming quarters, though the $115 million revenue covenant for subsequent quarters remains.
  • The company is still working towards generating free cash flow and achieving GAAP profitability, indicating these are not yet consistent achievements.
  • Reliance on regulatory approvals (e.g., CE mark for RECELL GO) for international market expansion.
  • Potential for product liability claims and risks associated with international operations and expansion.

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 Q4 2024

Historical avgQ4 2024

+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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