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Sep 30, 2024

Inari Medical Q3 2024 Earnings Report

Reported revenue of $153 million, up 21% year-over-year, but experienced a GAAP operating loss of $13.6 million.

Key Takeaways

Inari Medical reported strong revenue growth of 21% in Q3 2024, reaching $153 million. However, the company experienced a GAAP operating loss of $13.6 million, compared to an operating income of $2.1 million in the same quarter last year. The company raises full year 2024 revenue guidance to $601.5 million to $604.5 million.

Revenue reached $153 million in Q3 2024, a 21% increase year-over-year.

GAAP operating loss was $13.6 million in Q3 2024, compared to a $2.1 million operating income in the same quarter of last year.

Non-GAAP operating loss was $0.4 million in Q3 2024, compared to a $4.8 million non-GAAP operating income in the same quarter of last year.

Cash, cash equivalents, and short-term investments totaled $112 million as of Q3 2024.

Total Revenue
$153M
Previous year: $126M
+21.4%
EPS
-$0.2
Previous year: $0.05
-500.0%
Gross Profit
$134M
Previous year: $112M
+19.4%
Cash and Equivalents
$41.1M
Previous year: $351M
-88.3%
Free Cash Flow
-$176K
Previous year: $14.3M
-101.2%
Total Assets
$697M
Previous year: $549M
+27.0%

Inari Medical

Inari Medical

Inari Medical Revenue by Segment

Forward Guidance

Inari raises full year 2024 revenue guidance to $601.5 million to $604.5 million and expects to reach sustained operating profitability in the first half of 2025.

Positive Outlook

  • Full year 2024 revenue guidance raised to $601.5 million to $604.5 million.
  • Revenue growth of approximately 21.9% to 22.5% over 2023 is expected.
  • Sustained operating profitability is expected in the first half of 2025.
  • Strong performance across the entire Inari portfolio.
  • Several important catalysts on the horizon, including the PEERLESS data presentation and the full market release of Artix.

Challenges Ahead

  • GAAP operating loss was $13.6 million in Q3 2024.
  • Non-GAAP operating loss was $0.4 million in Q3 2024.
  • Gross margin decreased to 87.1% compared to 88.5% in the same quarter last year.
  • Operating expenses increased to $147.1 million, driven by personnel-related expenses and other factors.
  • Net loss was $18.4 million for the third quarter of 2024.

Revenue & Expenses

Visualization of income flow from segment revenue to net income