NASDAQ$RXST

Rxsight Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

RxSight reported a 76% increase in revenue, driven by LDD and LAL sales, and increased full-year guidance for revenue and gross margin.

RxSight reported strong third-quarter results with a 76% increase in revenue to $22.2 million, driven by increased sales of Light Delivery Devices (LDD) and Light Adjustable Lenses (LAL). The company also increased its full-year 2023 guidance range for revenue and gross margin.

  • Revenue increased by 76% compared to Q3 2022, reaching $22.2 million.
  • LDD sales increased by 35%, expanding the installed base to 589 units.
  • LAL sales increased by 107% in procedure volumes compared to Q3 2022.
  • Full-year revenue and gross margin guidance were increased, while operating expense guidance was narrowed.

Headline financials

Total Revenue

$22.2M

Previous: $12.6M+76.0%
EPS (adj)

-$0.19

Previous: -$0.50+62.0%
LAL Units Sold

13.7K

No prior period
LDD Units Sold

66

No prior period
Capital Expenditures

-$3.22M

Previous: -$2.03M-58.7%
Free Cash Flow

-$15.6M

Previous: -$18.8M+17.0%
Net Income

-$12.4M

Previous: -$16.8M+26.2%
Operating Income

-$12.5M

Previous: -$16M+21.6%
Gross Profit

$13.7M

Previous: $5.36M+156.4%
Cash & Equivalents

$9.86M

Previous: $8.91M+10.6%
Total Assets

$182M

Previous: $156M+16.8%
R&D Expense

$7.1M

No prior period
Stock-Based Comp

$4.07M

Previous: $2.88M+41.3%

Revenue & EPS history

Rxsight · Revenue · Quarterly

$22.2M

Q3 2023+76%vs Q3 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

The company provided full year 2023 revenue guidance of $85.0 million to $87.0 million and gross margin in the range of 60% to 61%.

Tailwinds

  • Revenue of $85.0 million to $87.0 million, representing implied growth of 73% to 78% compared to 2022.
  • Gross margin in the range of 60% to 61%, representing an implied increase of 36% to 39% compared to 2022.

Headwinds

  • Operating expense guidance range of $106.0 million to $107.0 million, representing an implied increase of 25% to 26% compared to 2022.

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 Q3 2023

Historical avgQ3 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