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Sep 30, 2023

Edwards Lifesciences Q3 2023 Earnings Report

Edwards Lifesciences reported strong Q3 2023 results, driven by double-digit sales growth and multiple new therapy approvals.

Key Takeaways

Edwards Lifesciences reported a 12% increase in sales to $1.48 billion in Q3 2023. The company's TAVR sales grew by 11%, and it received several regulatory approvals for its innovative therapies. The company reiterated its full-year 2023 financial guidance of 10 to 13 percent constant currency sales growth.

Q3 sales grew 12 percent to $1.48 billion; constant currency sales grew 11 percent.

Q3 TAVR sales grew 11 percent; constant currency sales grew 10 percent.

Q3 EPS of $0.63; adjusted EPS of $0.59.

Reiterated full year 2023 financial guidance of 10 to 13 percent constant currency sales growth

Total Revenue
$1.48B
Previous year: $1.32B
+12.3%
EPS
$0.59
Previous year: $0.61
-3.3%
Gross Profit Margin
76.3%
Previous year: 80.8%
-5.6%
SG&A Expenses
$29.7
Previous year: $377M
-100.0%
R&D Expenses
$18.3
Previous year: $234M
-100.0%
Gross Profit
$1.13B
Previous year: $1.07B
+6.1%
Cash and Equivalents
$1.41B
Previous year: $1.25B
+13.0%
Free Cash Flow
$356M
Previous year: $250M
+42.4%
Total Assets
$9.37B
Previous year: $8.64B
+8.5%

Edwards Lifesciences

Edwards Lifesciences

Edwards Lifesciences Revenue by Segment

Edwards Lifesciences Revenue by Geographic Location

Forward Guidance

Edwards' full-year sales guidance remains unchanged for both the total company and each product group. The company continues to expect full-year total company and TAVR sales growth to be in the 10 to 13 percent range on a constant currency basis. Additionally, the company continues to expect full year 2023 adjusted earnings per share of $2.50 to $2.60. For the fourth quarter of 2023, the company projects total sales to be between $1.45 and $1.53 billion and diluted earnings per share of $0.60 and $0.66.

Positive Outlook

  • Full-year total company sales growth to be in the 10 to 13 percent range on a constant currency basis.
  • TAVR sales growth to be in the 10 to 13 percent range on a constant currency basis.
  • Full year 2023 adjusted earnings per share of $2.50 to $2.60.
  • Fourth quarter of 2023, the company projects total sales to be between $1.45 and $1.53 billion
  • Fourth quarter of 2023, diluted earnings per share of $0.60 and $0.66.

Revenue & Expenses

Visualization of income flow from segment revenue to net income