NASDAQ$RXST

Rxsight Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

RxSight's third quarter 2024 results showed strong revenue growth and increased gross profit.

RxSight reported a strong third quarter with a 59% increase in revenue compared to the same period last year, driven by increased sales of Light Adjustable Lenses (LAL) and Light Delivery Devices (LDD). The company also raised its full-year revenue guidance and increased its gross margin guidance.

  • Revenue increased by 59% year-over-year to $35.3 million.
  • LAL sales increased by 79% compared to the third quarter of 2023.
  • LDD sales increased by 28% compared to the third quarter of 2023.
  • Gross profit increased by 84% year-over-year to $25.2 million.

Headline financials

Total Revenue

$35.3M

Previous: $22.2M+59.1%
EPS

-$0.16

Previous: -$0.19+15.8%
Capital Expenditures

-$4.59M

Previous: -$3.22M-42.5%
Free Cash Flow

-$10.9M

Previous: -$15.6M+30.1%
Net Income

-$6.34M

Previous: -$12.4M+48.9%
Operating Income

-$9.23M

Previous: -$12.5M+26.3%
Gross Profit

$25.2M

Previous: $13.7M+83.7%
Cash & Equivalents

$16.7M

Previous: $9.86M+69.6%
Total Assets

$310M

Previous: $182M+70.7%
R&D Expense

$8.84M

Previous: $7.1M+24.5%
Stock-Based Comp

$6.55M

Previous: $4.07M+60.9%

Revenue & EPS history

Rxsight · Revenue · Quarterly

$35.3M

Q3 2024+59.1%vs Q3 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

The company revised its 2024 full-year revenue to the top of previously provided guidance range of $139.0 million to $140.0 million, gross margin is expected to be in the range of 70% to 71%, and operating expenses are expected to be at the low end of its previously provided guidance range of $135.0 to $136.0 million.

Tailwinds

  • Revenue at the top of previously provided guidance range of $139.0 million to $140.0 million, representing implied growth of approximately 57% compared to 2023.
  • Gross margin in the range of 70% to 71%, up from previous guidance range of 68% to 70%.
  • Operating expenses at the low end of its previously provided guidance range of $135.0 to $136.0 million, including non-cash stock-based compensation expense, now also expected at the lower end of the previous guidance range of $29.0 to $30.0 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 Q3 2024

Historical avgQ3 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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