NASDAQ$RXST

Rxsight Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

RxSight reported a strong first quarter with significant revenue growth and increased adoption of its Light Adjustable Lens technology.

RxSight, Inc. reported a strong start to 2024, with first-quarter revenue increasing by 69% to $29.5 million compared to the previous year. The growth was driven by increased sales of Light Adjustable Lenses (LAL) and Light Delivery Devices (LDD). The company's net loss decreased to $(9.1) million, and adjusted net loss also improved. RxSight increased its full-year revenue, gross margin and operating expense guidance.

  • First quarter revenue increased by 69% to $29.5 million compared to Q1 2023.
  • LAL sales increased by 92% year-over-year, driven by the sale of 20,218 lenses.
  • LDD sales increased by 18% year-over-year, with an installed base of 732 devices.
  • Net loss improved to $(9.1) million, or $(0.25) per share, compared to $(13.2) million, or $(0.42) per share in Q1 2023.

Headline financials

Total Revenue

$29.5M

Previous: $17.5M+68.7%
EPS

-$0.25

Previous: -$0.31+19.4%
LAL Units Sold

20.3K

No prior period
LDD Installed Base

732

No prior period
Capital Expenditures

-$1.97M

Previous: -$747K-163.3%
Free Cash Flow

-$11.1M

Previous: -$14M+20.7%
Net Income

-$9.1M

Previous: -$13.2M+31.1%
Operating Income

-$10.7M

Previous: -$13.1M+18.5%
Gross Profit

$20.7M

Previous: $10.4M+99.5%
Cash & Equivalents

$32.6M

Previous: $11M+196.4%
Total Assets

$183M

Previous: $203M-9.6%
R&D Expense

$8.03M

No prior period
Stock-Based Comp

$4.7M

Previous: $3.3M+42.5%

Revenue & EPS history

Rxsight · Revenue · Quarterly

$29.5M

Q1 2024+68.7%vs Q1 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Rxsight · $11.4M total across 2 segments · Q2 2022

  • LAL Revenue
    $5.8M
  • LDD Revenue
    $5.6M

Forward guidance

RxSight increased its 2024 full-year revenue, gross margin and operating expense guidance.

Tailwinds

  • Revenue of $132.0 million to $137.0 million, representing implied growth of 48% to 54% compared to 2023.
  • Gross margin in the range of 68% to 70%, representing an implied increase of 800 basis points to 1,000 basis points compared to 2023.
  • Operating expenses in the range of $126.0 million to $130.0 million, representing an implied increase of 21% to 25% compared to 2023.
  • Non-cash expense guidance in the range of $22.0 million to $25.0 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 2024

Historical avgQ1 2024

-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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