NASDAQ$RXST

Rxsight Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

RxSight's Q4 2022 earnings were reported, showing significant revenue growth driven by increased sales of LDDs and LALs.

RxSight, Inc. reported a strong fourth quarter with a 91% increase in revenue compared to Q4 2021, driven by increased sales of Light Delivery Devices (LDDs) and Light Adjustable Lenses (LALs). The company's installed base of LDDs expanded significantly, and LAL procedure volumes more than tripled. The company provided revenue guidance for 2023 between $78.0 million and $83.0 million.

  • Revenue increased by 91% compared to Q4 2021, reaching $16.1 million.
  • Light Delivery Device (LDD) sales increased by 27%, with an installed base of 400 units at the end of the quarter.
  • Light Adjustable Lens (LAL) sales increased by 208% in procedure volumes compared to Q4 2021.
  • Net loss was $(15.6) million, or $(0.56) per basic and diluted share.

Headline financials

Total Revenue

$16.1M

Previous: $8.43M+90.9%
EPS (adj)

-$0.45

Previous: -$0.47+4.3%
LDD Installed Base

400

No prior period
Capital Expenditures

$362K

Previous: $365K-0.8%
Free Cash Flow

-$14.2M

Previous: -$9.09M-56.4%
Net Income

-$15.6M

Previous: -$15.7M+0.8%
Operating Income

-$15M

Previous: -$14.7M-2.2%
Gross Profit

$7.42M

Previous: $2.87M+158.7%
Cash & Equivalents

$11.8M

Previous: $24.4M-51.4%
Total Assets

$150M

Previous: $193M-22.1%
Stock-Based Comp

$2.96M

Previous: $2.92M+1.5%

Revenue & EPS history

Rxsight · Revenue · Quarterly

$16.1M

Q4 2022+90.9%vs Q4 2021
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 provided 2023 revenue guidance range of $78.0 million to $83.0 million, representing implied growth of 59% to 69% compared to 2022. Provided 2023 gross margin guidance range of 52% to 54%, representing an implied increase of 19% to 24% compared to 2022. Provided operating expense guidance range of $105.0 million to $108.0 million, representing an implied growth of 24% to 28% compared to 2022.

Tailwinds

  • Revenue guidance range of $78.0 million to $83.0 million, representing implied growth of 59% to 69% compared to 2022.
  • Gross margin guidance range of 52% to 54%, representing an implied increase of 19% to 24% compared to 2022.

Headwinds

  • Operating expense guidance range of $105.0 million to $108.0 million, representing an implied growth of 24% to 28% 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 Q4 2022

Historical avgQ4 2022

-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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