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Mar 31, 2024

Edwards Lifesciences Q1 2024 Earnings Report

Edwards Lifesciences reported a 10% increase in sales, driven by growth in TAVR and TMTT, and raised its 2024 sales guidance.

Key Takeaways

Edwards Lifesciences reported strong first-quarter results, with sales growing 10% to $1.6 billion and adjusted EPS of $0.66. The company has raised its full-year 2024 sales guidance due to this encouraging start of the year.

Q1 sales grew 10% on a reported and constant currency basis to $1.6 billion.

Q1 TAVR sales grew 6%, or 8% on a constant currency basis adjusted for billing days, driven by growth in the U.S. and Japan.

Q1 TMTT sales grew 75%, driven by expanded adoption and new site activation of PASCAL.

The company is raising its 2024 sales guidance to the high end of the previous 8 to 10% range.

Total Revenue
$1.6B
Previous year: $1.46B
+9.5%
EPS
$0.66
Previous year: $0.62
+6.5%
Gross Profit Margin
76%
Previous year: 77.5%
-1.9%
SG&A Expenses
$490M
Previous year: $436M
+12.3%
R&D Expenses
$285M
Previous year: $261M
+9.3%
Gross Profit
$1.21B
Previous year: $1.13B
+7.3%
Cash and Equivalents
$1.22B
Previous year: $873M
+40.4%
Free Cash Flow
$206M
Previous year: $253M
-18.5%
Total Assets
$9.74B
Previous year: $8.65B
+12.5%

Edwards Lifesciences

Edwards Lifesciences

Edwards Lifesciences Revenue by Segment

Edwards Lifesciences Revenue by Geographic Location

Forward Guidance

Edwards Lifesciences expects full-year 2024 sales growth to be at the high end of the prior guidance of 8 to 10% and $6.3 to $6.6 billion. For the second quarter of 2024, the company projects total sales to be between $1.62 and $1.70 billion, and adjusted EPS of $0.67 to $0.71.

Positive Outlook

  • Full-year 2024 sales growth is expected to be at the high end of the prior guidance of 8 to 10%.
  • The company remains confident in TAVR sales growth of 8 to 10% on a constant currency basis.
  • Full-year Surgical Structural Heart sales growth is expected to be 6 to 8%.
  • Full-year Critical Care sales growth is expected to be 8 to 10%.
  • Full-year TMTT sales are now expected to be in a range of $320 to $340 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income