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Sep 30, 2024

Exact Sciences Q3 2024 Earnings Report

Delivered record revenue and cash flow, improved adjusted EBITDA, advanced pipeline.

Key Takeaways

Exact Sciences Corp. reported a 13% increase in total revenue to $709 million for Q3 2024, driven by growth in both Screening and Precision Oncology segments. The company achieved significant improvements in profitability, with adjusted EBITDA reaching $99 million and an adjusted EBITDA margin of 14%.

Total revenue increased by 13% to $709 million, with Screening revenue at $545 million and Precision Oncology revenue at $164 million.

Net loss was $38 million, while adjusted EBITDA improved to $99 million, with adjusted EBITDA margin increasing to 14%.

Operating cash flow reached $139 million and free cash flow was $113 million.

FDA approved Cologuard Plus test and secured acceptance from a peer reviewed journal for the first publication on the Oncodetect test.

Total Revenue
$709M
Previous year: $628M
+12.8%
EPS
-$0.21
Previous year: $0.00431
-4972.4%
Gross Margin
69%
Previous year: 70%
-1.4%
Non-GAAP Gross Margin
72%
Previous year: 73%
-1.4%
Adjusted EBITDA
$99M
Previous year: $56.3M
+75.8%
Gross Profit
$491M
Previous year: $439M
+11.9%
Cash and Equivalents
$589M
Previous year: $595M
-1.0%
Free Cash Flow
$113M
Previous year: -$826K
-13727.2%
Total Assets
$6.75B
Previous year: $6.42B
+5.1%

Exact Sciences

Exact Sciences

Exact Sciences Revenue by Segment

Forward Guidance

The Company has updated its full-year 2024 revenue and adjusted EBITDA guidance.

Positive Outlook

  • Total revenue is expected to be between $2.730 and $2.750 billion.
  • Screening revenue is projected to be between $2.080 and $2.095 billion.
  • Precision Oncology revenue is anticipated to be between $650 and $655 million.
  • Adjusted EBITDA is forecasted to be between $310 and $320 million.
  • Focus resources on its key strategic priorities.

Challenges Ahead

  • The updated outlook for the full year doesn’t reflect the company's full potential.
  • Plan to accelerate growth in 2025.
  • The company recorded impairment charges related to certain of our domestic facilities.
  • Closure of domestic facilities.
  • The company terminated its license and sponsored research agreements with The Translational Genomics Research Institute related to its Targeted Digital Sequencing technology.

Revenue & Expenses

Visualization of income flow from segment revenue to net income