NASDAQ$RXST

Rxsight Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported financial results for the second quarter of 2021.

RxSight reported second quarter 2021 revenue of $4.9 million, representing growth of 81% compared to the prior year period. The growth was primarily driven by increased LDD and LAL unit sales and a more favorable market environment because of the reduced impact from the COVID-19 pandemic. Net loss was $(13.5) million, or $(3.28) and $(3.53) per share on a basic and diluted basis, respectively.

  • Achieved second quarter 2021 revenue of $4.9 million, representing growth of 81% compared to the prior year period.
  • Sale of 25 Light Delivery Devices (LDD™s), expanding the installed base to 130 LDDs as of June 30, 2021.
  • Sale of 1,825 Light Adjustable Lenses (LAL®s)
  • Completed an initial public offering (IPO) in July raising approximately $120 million of net proceeds.

Headline financials

Total Revenue

$4.9M

Previous: $2.71M+81.0%
EPS (adj)

-$3.24

Previous: -$0.68-379.7%
LAL Units Sold

1.8K

No prior period
LDD Units Sold

25

No prior period
Capital Expenditures

-$1.32M

No prior period
Free Cash Flow

-$14.8M

No prior period
Net Income

-$13.5M

Previous: -$12.9M-4.6%
Operating Income

-$13.9M

Previous: -$8.81M-57.6%
Gross Profit

-$812K

Previous: -$474K-71.3%
Cash & Equivalents

$41.7M

No prior period
Total Assets

$94.9M

No prior period
Stock-Based Comp

$1.41M

No prior period

Revenue & EPS history

Rxsight · Revenue · Quarterly

$4.9M

Q2 2021+81%vs Q2 2020
Beat estimate in 6 of 11 quarters(55%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

This press release contains forward-looking statements, including those related physician adoption of the RxSight Light Adjustable Lens system, optimal outcomes for patients, the ability to deliver the visual acuity and quality patients expect and the ability to overcome one of the major factors that has limited growth of the premium market with the RxSight Adjustable Lens system, the ability to continue advancement of the RxSight technology and the ability of the IPO proceeds to fill the resource needs for growth in the Company’s business.

Tailwinds

  • Physician adoption of the RxSight Light Adjustable Lens system
  • Optimal outcomes for patients
  • The ability to deliver the visual acuity and quality patients expect
  • The ability to overcome one of the major factors that has limited growth of the premium market with the RxSight Adjustable Lens system
  • The ability to continue advancement of the RxSight technology

Headwinds

  • Our ability to maintain cash balances
  • Successfully commercialize or partner our product candidates currently under development.
  • Our future financial performance
  • In some cases, you can identify forward-looking statements by terminology such as 'may,' 'will,' 'should,' 'could,' 'would,' 'expects,' 'plans,' 'intends,' 'anticipates,' 'believes,' 'estimates,' 'predicts,' 'projects,' 'potential,' or 'continue' or the negative of such terms and other same terminology.
  • Actual events or results may differ materially.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports

Historical avg

-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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