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Sep 30, 2022

Rxsight Q3 2022 Earnings Report

RxSight reported record performance driven by the increasing momentum of its premium cataract system.

Key Takeaways

RxSight, Inc. reported a significant increase in revenue for the third quarter of 2022, with a 118% increase compared to the third quarter of 2021. The growth was driven by increases in both LDD and LAL revenue. The company has revised its 2022 full-year revenue guidance to a range of $47.0 million to $48.0 million.

Delivered third quarter 2022 revenue of $12.6 million, an increase of 118% compared to the third quarter of 2021.

Sold 49 Light Delivery Devices (LDDâ„¢s), representing a 58% unit increase from the third quarter of 2021, expanding the installed base to 343 LDDs at the end of the quarter, a 113% increase compared to the 161-unit LDD installed base at the end of the third quarter of 2021.

Sold 6,595 Light Adjustable Lenses (LAL®s), representing a 234% increase in procedure volumes when compared to the third quarter of 2021.

Increased full-year 2022 revenue guidance to a range of $47.0 million to $48.0 million, which implies a growth rate of 108% to 112% when compared to 2021.

Total Revenue
$12.6M
Previous year: $5.79M
+118.0%
EPS
-$0.5
Previous year: -$0.65
-23.1%
Gross Profit
$5.36M
Previous year: $1.34M
+299.4%
Cash and Equivalents
$8.91M
Previous year: $68.3M
-86.9%
Free Cash Flow
-$15.8M
Previous year: -$14M
+12.6%
Total Assets
$156M
Previous year: $204M
-23.6%

Rxsight

Rxsight

Forward Guidance

RxSight has revised its 2022 full-year revenue guidance to a range of $47.0 million to $48.0 million. The revised guidance range implies an annual growth rate versus 2021 of 108% to 112%. The company has increased its 2022 gross margin guidance range to 41% to 43% of revenue, up from the previous range of 37% to 38% of revenue. The Company has revised its operating expense guidance to $86.0 million to $87.0 million from $88.0 million to $90.0 million.

Positive Outlook

  • Full-year revenue guidance increased to $47.0 million - $48.0 million.
  • Implies a growth rate of 108% to 112% compared to 2021.
  • Gross margin guidance increased to 41% - 43% of revenue.
  • Operating expense guidance revised to $86.0 million - $87.0 million.