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Dec 31, 2024

Harrow Q4 2024 Earnings Report

Harrow reported strong Q4 2024 results with record revenue, significant year-over-year growth, and positive net income.

Key Takeaways

Harrow delivered a record $66.8 million in revenue for Q4 2024, marking an 84% increase over the prior-year period. The company reported $6.78 million in GAAP net income, with EPS of $0.19 basic and $0.24 diluted. Adjusted EBITDA reached $22.5 million, highlighting the company's profitability and operational leverage.

Total revenue for Q4 2024 reached $66.8 million, up 84% from Q4 2023.

GAAP net income was $6.78 million for the quarter.

Adjusted EBITDA came in at $22.49 million.

Gross profit rose to $52.7 million with a 79% margin.

Total Revenue
$66.8M
Previous year: $36.4M
+83.8%
EPS
$0.4
Previous year: -$0.2
-300.0%
Adjusted EBITDA
$22.5M
Gross Margin
79%
Core Gross Margin
84%
Gross Profit
$52.7M
Previous year: $25.1M
+110.3%
Cash and Equivalents
$47.2M
Previous year: $74.1M
-36.2%
Total Assets
$389M
Previous year: $312M
+24.6%

Harrow

Harrow

Forward Guidance

Harrow expects continued growth in 2025, driven by increasing demand for key products and expanded market opportunities, with revenue guidance exceeding $280 million.

Positive Outlook

  • Expected 2025 revenue of more than $280 million.
  • Significant growth anticipated from the VEVYEĀ® Access for All program.
  • CMS approval of transitional pass-through for TRIESENCEĀ® expands market opportunity.
  • Product demand (IHEEZO and VEVYE) rose over 40% quarter-over-quarter.
  • Ongoing development of next-generation TRIESENCEĀ® supports long-term growth.

Challenges Ahead

  • Cash balance declined from $74.1 million to $47.2 million year-over-year.
  • Increased SG&A expenses from $26.2 million to $34.8 million quarter-over-quarter.
  • Continued R&D spending pressure, totaling $4.8 million in Q4.
  • Interest expense of $6.4 million weighed on net income.
  • Dependence on continued product adoption to meet growth targets.