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Dec 31, 2023

Edwards Lifesciences Q4 2023 Earnings Report

Edwards Lifesciences reported Q4 2023 financial results, with sales growth driven by its broad portfolio of innovative therapies.

Key Takeaways

Edwards Lifesciences reported a strong Q4 2023, with sales up 14% to $1.53 billion and adjusted EPS of $0.64. The company is confident in its 2024 guidance, projecting 8 to 10 percent constant currency sales growth.

Q4 sales grew 14 percent to $1.53 billion; constant currency sales grew 13 percent.

Q4 TAVR sales grew 13 percent; constant currency sales grew 12 percent.

Q4 EPS of $0.61; adjusted EPS of $0.64.

Executed $400 million accelerated share repurchase in Q4; $867 million repurchased in 2023.

Total Revenue
$1.53B
Previous year: $1.35B
+13.8%
EPS
$0.64
Previous year: $0.64
+0.0%
Gross Profit Margin
76.7%
Previous year: 80.9%
-5.2%
SG&A Expenses
$480M
Previous year: $411M
+16.8%
R&D Expenses
$270M
Previous year: $232M
+16.3%
Gross Profit
$1.18B
Previous year: $1.09B
+8.0%
Cash and Equivalents
$1.14B
Previous year: $769M
+48.8%
Free Cash Flow
$48M
Previous year: $214M
-77.6%
Total Assets
$9.36B
Previous year: $8.29B
+12.9%

Edwards Lifesciences

Edwards Lifesciences

Edwards Lifesciences Revenue by Segment

Edwards Lifesciences Revenue by Geographic Location

Forward Guidance

Edwards Lifesciences anticipates full year 2024 sales growth of 8 to 10 percent to $6.3 to $6.6 billion and adjusted earnings per share of $2.70 to $2.80. For the first quarter of 2024, the company projects total sales to be between $1.53 and $1.61 billion, and adjusted EPS of $0.62 to $0.66.

Positive Outlook

  • Confident in 2024 guidance of 8 to 10 percent constant currency sales growth
  • Full year 2024 sales are expected to grow 8 to 10 percent to $6.3 to $6.6 billion.
  • Company continues to expect full year 2024 adjusted earnings per share of $2.70 to $2.80.
  • For the first quarter of 2024, the company projects total sales to be between $1.53 and $1.61 billion
  • Management now expects full year 2024 TMTT sales at the higher end of the previous $280 to $320 million guidance range as a result of the earlier than expected U.S. approval of EVOQUE.

Revenue & Expenses

Visualization of income flow from segment revenue to net income