•
Dec 31, 2023

Guardant Health Q4 2023 Earnings Report

Guardant Health experienced revenue growth, driven by increased clinical and biopharma testing volume, while also managing operating expenses and making progress with FDA submissions.

Key Takeaways

Guardant Health reported a 22% increase in revenue for Q4 2023, reaching $155.1 million, driven by growth in clinical and biopharmaceutical testing volumes. The company is progressing with FDA submissions for its Shield IVD test and anticipates a pivotal year for its screening business in 2024.

Revenue increased by 22% to $155.1 million compared to Q4 2022.

Precision oncology revenue grew by 25%, driven by increased clinical and biopharma testing volume.

Clinical tests to customers increased by 29% and biopharmaceutical tests increased by 16% compared to the prior year period.

Ended the year with $1.2 billion in cash, cash equivalents and marketable debt securities.

Total Revenue
$155M
Previous year: $127M
+22.2%
EPS
-$0.64
Previous year: -$1.17
-45.3%
Gross Profit
$92.5M
Previous year: $79.8M
+15.9%
Cash and Equivalents
$1.2B
Previous year: $142M
+747.2%
Free Cash Flow
-$82.8M
Previous year: -$101M
-17.8%
Total Assets
$1.79B
Previous year: $1.61B
+11.0%

Guardant Health

Guardant Health

Guardant Health Revenue by Segment

Forward Guidance

Guardant Health anticipates full year 2024 revenue to be in the range of $655 to $670 million, representing growth of 16% to 19% compared to full year 2023.

Positive Outlook

  • Full year 2024 revenue excluding screening to be in the range of $655 to $670 million, representing growth of 16% to 19% compared to full year 2023.
  • Full year 2024 non-GAAP gross margin excluding screening to be in the range of 60% to 62%.
  • Total non-GAAP operating expenses to be in the range of $740 to $750 million, representing a 1% to 3% increase compared to full year 2023.
  • Free cash flow to be in the range of negative $320 to $330 million in 2024, an improvement compared to the full year 2023.
  • Improved ASPs with Guardant360 LDT CMS reimbursement increased from $3,500 to $5,000 effective January 1, 2024