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Dec 31, 2022

LabCorp Q4 2022 Earnings Report

Announced fourth quarter and full-year results, providing 2023 guidance.

Key Takeaways

Labcorp's Q4 2022 results showed a revenue of $3.7 billion, a decrease from $4.1 billion in the previous year, with diluted EPS at $0.86 compared to $5.75. The company experienced a decrease in COVID-19 testing revenue but saw growth in its base business. They also provided full-year 2023 guidance, including adjusted EPS of $16.00 to $18.00 and free cash flow of $1.0 billion to $1.2 billion.

Revenue for Q4 was $3.7 billion, compared to $4.1 billion last year.

Diluted EPS for Q4 was $0.86, versus $5.75 last year.

Adjusted EPS for Q4 was $4.14, compared to $6.77 last year.

Free Cash Flow for Q4 was $536 million, versus $548 million last year.

Total Revenue
$3.67B
Previous year: $4.06B
-9.4%
EPS
$4.14
Previous year: $6.77
-38.8%
Net Book-to-Bill
1.27
Backlog
$16.3B
Previous year: $15B
+9.0%
Gross Profit
$970M
Previous year: $1.38B
-29.5%
Cash and Equivalents
$430M
Previous year: $1.47B
-70.8%
Free Cash Flow
$536M
Previous year: $548M
-2.1%
Total Assets
$20.2B
Previous year: $20.4B
-1.1%

LabCorp

LabCorp

LabCorp Revenue by Segment

Forward Guidance

Labcorp provided full-year 2023 guidance, including adjusted EPS of $16.00 to $18.00 and free cash flow of $1.0 billion to $1.2 billion.

Positive Outlook

  • Base Business revenue growth in Diagnostics is expected to be between 10.5% and 12.5%.
  • Total Drug Development revenue is expected to grow between 5.0% and 7.0%.
  • The company anticipates a positive impact from capital allocation, including acquisitions, share repurchases, and dividends.
  • The guidance assumes that the Clinical Development business will be with Labcorp for the full year.
  • Free Cash Flow is expected to be between $1.0 billion and $1.2 billion.

Challenges Ahead

  • COVID-19 Testing revenue is expected to decline by 90.0% to 75.0%.
  • Total Diagnostics revenue is expected to decline between 2.0% and grow 1.5%.
  • 2023 Guidance includes an impact from foreign currency translation of 0.0%.
  • 2023 Guidance includes an impact from foreign currency translation of (0.2%) for total diagnostics.
  • 2023 Guidance includes an impact from foreign currency translation of 0.2% for total drug development.

Revenue & Expenses

Visualization of income flow from segment revenue to net income