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Jun 30, 2024

Rxsight Q2 2024 Earnings Report

RxSight's second quarter results for 2024 reflected a strong revenue increase driven by Light Adjustable Lens (LAL) sales and Light Delivery Devices (LDD) sales.

Key Takeaways

RxSight, Inc. reported a significant increase in revenue for the second quarter of 2024, driven by strong sales of Light Adjustable Lenses (LAL) and Light Delivery Devices (LDD). The company's revenue grew by 68% compared to the same period last year, with a notable increase in gross profit. Despite increased operating expenses, the net loss was reduced compared to the previous year.

Reported second quarter revenue of $34.9 million, a 68% increase compared to Q2 2023.

Sold 24,214 Light Adjustable Lenses (LALâ„¢/LAL+â„¢), a 92% increase in procedure volume compared to Q2 2023.

Sold 78 Light Delivery Devices (LDDâ„¢s), a 16% increase in unit sales compared to Q2 2023, expanding the installed base to 810 LDDs.

Increased 2024 full-year revenue and operating expense guidance.

Total Revenue
$34.9M
Previous year: $20.8M
+67.6%
EPS
-$0.16
Previous year: -$0.28
-42.9%
Gross Profit
$24.3M
Previous year: $12M
+101.8%
Cash and Equivalents
$24.4M
Previous year: $8.75M
+179.3%
Free Cash Flow
-$5.63M
Previous year: -$9.37M
-39.9%
Total Assets
$305M
Previous year: $195M
+56.5%

Rxsight

Rxsight

Forward Guidance

The company increased its 2024 full-year revenue and operating expense guidance.

Positive Outlook

  • Revenue in the range of $139.0 million to $140.0 million, representing implied growth of 56% to 57% compared to 2023.
  • Gross margin full-year 2024 guidance remained unchanged in the range of 68% to 70%.

Challenges Ahead

  • Operating expenses in the range of $135.0 million to $136.0 million, representing an implied increase of 30% to 31% compared to 2023.
  • Including higher non-cash stock-based compensation expense guidance in the range of $29.0 million to $30.0 million.