NASDAQ$RXST

Rxsight Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported an 83% increase in revenue compared to Q2 2022, driven by growth in LDD and LAL sales, and increased full-year guidance for revenue, gross margin, and operating expense.

RxSight, Inc. reported strong second-quarter results with significant revenue growth driven by increased sales of Light Delivery Devices (LDD) and Light Adjustable Lenses (LAL), leading to an improved full-year outlook.

  • Reported second quarter revenue of $20.8 million, an 83% increase compared to Q2 2022.
  • Sold 67 Light Delivery Devices (LDD™s), a 37% increase in unit sales compared to Q2 2022, expanding the installed base to 523 LDDs.
  • Sold 12,622 Light Adjustable Lenses (LAL®s), a 134% increase in procedure volumes compared to Q2 2022.
  • Increased full-year 2023 guidance range for revenue, gross margin, and operating expense.

Headline financials

Total Revenue

$20.8M

Previous: $11.4M+83.2%
EPS (adj)

-$0.28

Previous: -$0.50+44.0%
LDD Installed Base

523

No prior period
Capital Expenditures

-$2.57M

Previous: -$1.45M-77.1%
Free Cash Flow

-$16.4M

Previous: -$18.2M+9.9%
Net Income

-$13.8M

Previous: -$16.7M+17.5%
Operating Income

-$13.6M

Previous: -$15.8M+13.7%
Gross Profit

$12M

Previous: $4.79M+150.9%
Cash & Equivalents

$8.75M

Previous: $24M-63.5%
Total Assets

$195M

Previous: $167M+17.1%
Stock-Based Comp

$3.96M

Previous: $2.9M+36.2%

Revenue & EPS history

Rxsight · Revenue · Quarterly

$20.8M

Q2 2023+83.2%vs Q2 2022
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 2023 full-year guidance based on Q2 2023 performance.

Tailwinds

  • Revenue of $81.0 million to $86.0 million, representing implied growth of 65% to 75% compared to 2022.
  • Gross margin in the range of 58% to 60%, representing an implied increase of 32% to 36% compared to 2022.
  • Operating expenses in the range of $106.0 million to $109.0 million, representing an implied increase of 25% to 29% compared to 2022.
  • The company expects to reduce its annual interest expense by approximately $5.6 million.
  • The LAL is the first and only lens that can be customized after cataract surgery.

Headwinds

  • Forward-looking statements are subject to risks, uncertainties, and other factors.
  • Actual events or results may differ materially from predictions.
  • The company's ability to maintain cash balances.
  • The company's ability to successfully commercialize or partner its product candidates currently under development.
  • The LAL is still in the early adoption phase.

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 Q2 2023

Historical avgQ2 2023

-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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro