NASDAQ$RXST

Rxsight Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

RxSight's Q4 2023 earnings report showed significant revenue growth driven by increased sales of both Light Delivery Devices (LDDs) and Light Adjustable Lenses (LALs).

RxSight, Inc. reported a strong fourth quarter in 2023, with a 78% increase in revenue compared to the same period in 2022. This growth was fueled by increased sales of LDDs and LALs. The company's gross profit also saw a substantial increase, although it reported a net loss for the quarter.

  • Revenue increased by 78% compared to Q4 2022, reaching $28.6 million.
  • LDD sales increased by 35% in units, expanding the installed base to 666 LDDs.
  • LAL sales increased by 98% in procedure volumes.
  • Gross profit increased by 138% compared to Q4 2022, reaching $17.7 million.

Headline financials

Total Revenue

$28.6M

Previous: $16.1M+77.6%
EPS (adj)

-$0.13

Previous: -$0.45+71.1%
LAL Units Sold

18.1K

No prior period
LDD Units Sold

57

No prior period
LDD Installed Base

666

Previous: 400+66.5%
Capital Expenditures

-$1.59M

Previous: $362K-539.5%
Net Income

-$9.18M

Previous: -$15.6M+41.2%
Operating Income

-$10.9M

Previous: -$15M+27.6%
Gross Profit

$17.7M

Previous: $7.42M+137.9%
R&D Expense

$7.34M

No prior period
Stock-Based Comp

$4.43M

Previous: $2.96M+49.4%

Revenue & EPS history

Rxsight · Revenue · Quarterly

$28.6M

Q4 2023+77.6%vs Q4 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 reiterated its full-year 2024 guidance for revenue, gross profit margin and operating expenses.

Tailwinds

  • Revenue guidance range of $128.0 million to $135.0 million, representing implied growth of 44% to 52% compared to 2023.
  • Gross margin guidance range of 65% to 67%, representing an implied increase of 500 bps to 700 bps compared to 2023.
  • Operating expense guidance range of $125.0 million to $128.0 million, representing an implied growth of 20% to 23% compared to 2023.
  • Non-cash expense guidance in the range of $22.0 million to $25.0 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 Q4 2023

Historical avgQ4 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

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