NASDAQ$RXST

Rxsight Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

RxSight, Inc. reported strong fourth quarter and full-year 2024 financial results, driven by significant increases in Light Adjustable Lens (LAL) sales and Light Delivery Device (LDD) installations, and reaffirmed its 2025 guidance.

RxSight, Inc. achieved a 41% increase in Q4 2024 revenue to $40.2 million, primarily due to a 61% rise in LAL procedure volume and a 46% expansion in LDD installed base. The company also reported a significant improvement in net loss and gross profit margin compared to the previous year.

  • Fourth quarter 2024 revenue increased by 41% to $40.2 million, compared to $28.6 million in Q4 2023.
  • Gross profit for Q4 2024 was $28.8 million, or 71.6% of revenue, up from $17.7 million or 61.8% in Q4 2023.
  • Net loss for Q4 2024 improved to $(5.9) million, or $(0.15) per share, from $(9.2) million, or $(0.26) per share, in Q4 2023.
  • Adjusted net earnings for Q4 2024 were $1.3 million, or $0.03 per share, compared to an adjusted net loss of $(4.8) million, or $(0.13) per share, in Q4 2023.

Headline financials

Total Revenue

$40.2M

Previous: $28.6M+40.7%
EPS (adj)

$0.03

Previous: -$0.13+123.1%
LAL Units Sold

29.2K

Previous: 18.1K+61.7%
LDD Units Sold

83

Previous: 57+45.6%
Net Income

-$5.94M

Previous: -$9.18M+35.3%
Operating Income

-$8.63M

Previous: -$10.9M+20.5%
Gross Profit

$28.8M

Previous: $17.7M+63.1%

Revenue & EPS history

Rxsight · Revenue · Quarterly

$40.2M

Q4 2024+40.7%vs Q4 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

RxSight, Inc. reiterated its full-year 2025 guidance, projecting continued growth in revenue and gross profit margin, while managing operating expenses.

Tailwinds

  • Revenue projected in the range of $185.0 million to $197.0 million, representing implied growth of approximately 32% to 41% compared to 2024.
  • Gross margin projected in the range of 71% to 73%, representing an implied increase of 30 bps to 230 bps compared to 2024.
  • Operating expenses projected in the range of $165.0 million to $170.0 million, representing an implied increase of 22% to 25% compared to 2024.
  • Operating expense guidance includes non-cash expenses in the range of $22.0 million to $25.0 million.
  • Management expresses strong conviction in the potential of adjustability to transform the premium cataract market and plans to expand adoption globally.

Headwinds

  • Operating expenses are projected to increase, albeit at a slower rate than revenue growth.
  • The guidance includes non-cash expenses, which will impact reported net income.
  • The company is still in the early stages of realizing its vision for the premium cataract market, indicating potential for ongoing investment and risk.
  • No specific negative forward-looking statements were provided in the report.
  • The guidance does not provide a specific net income or EPS forecast for 2025.

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 2024

Historical avgQ4 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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