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Jun 30, 2023

Edwards Lifesciences Q2 2023 Earnings Report

Reported strong second-quarter double-digit sales growth and made meaningful progress on innovations to improve patient care globally.

Key Takeaways

Edwards Lifesciences reported an 11% increase in sales to $1.53 billion in Q2 2023, with all product groups achieving double-digit constant currency sales growth. Adjusted EPS was $0.66. The company has increased its full-year outlook due to strong first-half performance and improved healthcare staffing.

Q2 sales grew 11 percent to $1.53 billion; constant currency sales grew 12 percent.

All product groups achieved double digit constant currency sales growth in Q2.

Q2 TAVR sales grew 9 percent; constant currency sales grew 10 percent.

Q2 EPS of $0.50 (includes charge from previous IP agreement); adjusted EPS of $0.66.

Total Revenue
$1.53B
Previous year: $1.37B
+11.4%
EPS
$0.66
Previous year: $0.63
+4.8%
Gross Profit Margin
77.7%
Previous year: 80.4%
-3.4%
SG&A Expenses
$469M
Previous year: $409M
+14.7%
R&D Expenses
$270M
Previous year: $251M
+7.7%
Gross Profit
$1.19B
Previous year: $1.1B
+7.5%
Cash and Equivalents
$1.04B
Previous year: $1.2B
-13.0%
Free Cash Flow
$286M
Previous year: $289M
-1.0%
Total Assets
$9B
Previous year: $8.43B
+6.9%

Edwards Lifesciences

Edwards Lifesciences

Edwards Lifesciences Revenue by Segment

Edwards Lifesciences Revenue by Geographic Location

Forward Guidance

Edwards Lifesciences expects full year 2023 sales to be in the $5.9 to $6.1 billion range and adjusted earnings per share to be $2.50 to $2.60. For the third quarter of 2023, the company projects total sales to be between $1.44 and $1.52 billion, and adjusted EPS of $0.55 to $0.61.

Positive Outlook

  • Full year 2023 sales to be in the $5.9 to $6.1 billion range.
  • Full-year total company and TAVR sales growth to be in the 10 to 13 percent range on a constant currency basis.
  • TAVR sales of $3.85 to $4.0 billion.
  • TMTT sales of $180 to $200 million.
  • Surgical Structural Heart sales of $960 million to $1.02 billion.

Challenges Ahead

  • For the third quarter of 2023, the company projects total sales to be between $1.44 and $1.52 billion.
  • Adjusted EPS of $0.55 to $0.61 for the third quarter of 2023.
  • The company's forward-looking statements speak only as of the date on which they are made and the company does not undertake any obligation to update any forward-looking statement to reflect events or circumstances after the date of the statement.
  • Forward-looking statements involve risks and uncertainties that could cause actual results or experience to differ materially from that expressed or implied by the forward-looking statements.
  • Factors that could cause actual results or experience to differ materially from that expressed or implied by the forward-looking statements include risk and uncertainties associated with the COVID pandemic, clinical trial or commercial results or new product approvals and therapy adoption.

Revenue & Expenses

Visualization of income flow from segment revenue to net income