NASDAQ$RXST

Rxsight Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported strong first quarter, driven by revenue growth and expanding installed base.

RxSight, Inc. reported a strong start to 2022 with a 157% increase in revenue compared to the first quarter of 2021, driven by increased sales of Light Delivery Devices and Light Adjustable Lenses. The company has revised its 2022 full year revenue guidance to a range of $41.5 million to $45.5 million.

  • Delivered first quarter 2022 revenue of $8.9 million, a 157% increase compared to Q1 2021.
  • Sold 40 Light Delivery Devices (LDD™s), a 208% unit increase from Q1 2021.
  • Sold 4,166 Light Adjustable Lenses (LAL®s), a 166% increase in procedure volumes compared to Q1 2021.
  • Revised 2022 revenue guidance to a range of $41.5 million to $45.5 million.

Headline financials

Total Revenue

$8.94M

Previous: $3.48M+156.7%
EPS (adj)

-$0.54

Previous: -$0.36-51.3%
Capital Expenditures

-$370K

No prior period
Free Cash Flow

-$18M

No prior period
Net Income

-$17.6M

Previous: -$6.81M-158.6%
Operating Income

-$16.6M

Previous: -$11.1M-48.9%
Gross Profit

$3.76M

Previous: $1.12M+236.1%
Cash & Equivalents

$24.1M

No prior period
Total Assets

$177M

No prior period
Stock-Based Comp

$2.65M

No prior period

Revenue & EPS history

Rxsight · Revenue · Quarterly

$8.94M

Q1 2022+156.7%vs Q1 2021
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Revenue by segment

Rxsight · $17.8M total across 2 segments · Q1 2022

  • LAL Revenue
    $8.9M+155.5%
  • LDD Revenue
    $8.9M+155.5%

Forward guidance

RxSight revised its 2022 full year revenue guidance to a range of $41.5 million to $45.5 million. The company did not change its guidance for 2022 gross margin or operating expenses, which are ranges of 35% to 36% of revenue, and $86.0 million to $90.0 million, respectively.

Tailwinds

  • Revenue guidance increased to $41.5-$45.5 million.
  • Implies an annual growth rate versus 2021 of 84% to 101%.

Headwinds

  • Gross margin guidance remains at 35-36% of revenue.
  • Operating expenses guidance remains at $86.0-$90.0 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-1.1%

Avg return

Earnings day

-2.6%

Avg return

5 days after

+2.8%

Avg return

30 days after

45%

9 / 20 earnings

Positive

+15.1%

Q3 2022

Best reaction

-16.1%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.6%-21.6%-31.1%
Q4 2025-10.1%-13.5%-28.9%
Q3 2025+8.7%+16.3%+46.7%
Q1 2025-11.2%-11.4%+0.9%
Q4 2024-0.8%-7.8%-9.1%
Q3 2024-12.3%-16.9%-21.2%
Q2 2024+14.6%+21.5%+29.0%
Q1 2024+0.8%-3.8%-5.0%
Q4 2023-5.8%-3.2%-10.9%
Q3 2023+1.8%+9.5%+40.8%
Q2 2023-1.5%-6.3%-1.8%
Q1 2023+9.0%+18.3%+34.0%
Q4 2022+9.7%+4.5%+17.9%
Q3 2022+15.1%+14.6%+18.1%
Q2 2022-2.9%-8.3%-13.3%
Q1 2022-4.3%-3.0%+34.9%
Q4 2021+1.4%-3.2%+1.8%
Q3 2021+3.7%-0.8%-4.0%
Q4 2020-16.1%-18.4%-21.1%
Q2 2021-16.1%-18.4%-21.1%
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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