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Dec 31, 2019

Edwards Lifesciences Q4 2019 Earnings Report

Edwards Lifesciences reported robust fourth quarter performance driven by innovative technologies.

Key Takeaways

Edwards Lifesciences reported a strong fourth quarter with sales growth of 20% to $1.2 billion and adjusted EPS growth of 25% to $1.46. The company's full year sales and earnings significantly exceeded original guidance. 2020 guidance ranges increased: sales $4.6 billion to $5.0 billion; EPS $6.15 to $6.40

Q4 sales grew 20% to $1.2 billion; underlying sales grew 19%

Q4 TAVR sales grew 29%; underlying sales grew 30%

Q4 EPS was $1.32; adjusted EPS grew 25% to $1.46

Full year 2019 sales and earnings significantly exceeded original guidance

Total Revenue
$1.17B
Previous year: $978M
+20.1%
EPS
$0.49
Previous year: $0.39
+25.6%
Gross Profit Margin
75.6%
Previous year: 76%
-0.5%
SG&A Expenses
$347M
Previous year: $288M
+20.5%
R&D Expenses
$194M
Previous year: $163M
+18.9%
Gross Profit
$888M
Previous year: $743M
+19.5%
Cash and Equivalents
$1.52B
Previous year: $714M
+112.4%
Free Cash Flow
$328M
Previous year: $235M
+39.3%
Total Assets
$6.49B
Previous year: $5.32B
+21.9%

Edwards Lifesciences

Edwards Lifesciences

Edwards Lifesciences Revenue by Segment

Edwards Lifesciences Revenue by Geographic Location

Forward Guidance

Overall, 2020 sales guidance for Edwards is now expected to be $4.6 to $5.0 billion versus the company’s previous range of $4.5 to $5.0 billion. Additionally, the company now expects full year 2020 adjusted earnings per share of $6.15 to $6.40 versus previous guidance of $6.05 to $6.30. For the first quarter of 2020, the company projects total sales to be between $1.15 and $1.2 billion, and adjusted EPS of $1.49 to $1.59.

Positive Outlook

  • 2020 sales guidance for Edwards is now expected to be $4.6 to $5.0 billion
  • Full year 2020 adjusted earnings per share of $6.15 to $6.40 is expected
  • For the first quarter of 2020, total sales to be between $1.15 and $1.2 billion is projected
  • For the first quarter of 2020, adjusted EPS of $1.49 to $1.59 is projected

Revenue & Expenses

Visualization of income flow from segment revenue to net income