Glaukos Reports 30% Boost In Glaucoma Sales, Improved Margins In Q3, Analyst Highlights Certain Headwinds
Glaukos Reports 30% Boost In Glaucoma Sales, Improved Margins In Q3, Analyst Highlights Certain Headwinds
Non-GAAP gross margin for the third quarter of 2024 was approximately 82%, compared to approximately 83% in the same period in 2023.Glaukos Corp (NYSE:GKOS) reported on Monday third-quarter sales of $96.7 million, up 24% year-over-year, beating the consensus of $91.49 million.
全球货币公司（NYSE:GKOS）周一报告称，第三季度销售额为9670万美元，同比增长24%，超过了9149万美元的共识。
The eye-focused company reported an adjusted EPS loss of $(0.28), down from a loss of $(0.50), beating the consensus of $(0.48).
这家以眼科为重点的公司报告称，调整后的每股收益亏损为（0.28）美元，低于亏损（0.50）美元，超过了（0.48）美元的共识。
The gross margin for the third quarter of 2024 was approximately 77%, compared to approximately 76% in the same period in 2023.
2024年第三季度的毛利率约为77%，而2023年同期约为76%。
Non-GAAP gross margin for the third quarter of 2024 was approximately 82%, compared to approximately 83% in the same period in 2023.
2024年第三季度的非GAAP毛利率约为82%，而2023年同期约为83%。
Glaucoma products recorded net sales of $76.0 million, up 30% year-over-year. Corneal Health net sales reached $20.6 million, increased 5% year-over-year.
青光眼产品的净销售额为7600万美元，同比增长30%。角膜健康净销售额达到2060万美元，同比增长5%。
"Our record third-quarter results reflect successful global execution of our key strategic plans and continued strong momentum in our business," said Thomas Burns, chairman and CEO.
“我们创纪录的第三季度业绩反映了我们关键战略计划的成功全球执行以及业务持续强劲的势头。”首席执行官兼主席Thomas Burns表示。
Guidance: Glaukos expects 2024 net sales of $377 million to $379 million, compared to a consensus of $373.758 million and prior guidance of $370 million-$376 million.
指引：Glaukos预计2024年净销售额为37700万至37900万美元，而共识为37375.8万美元，之前的指引为37000万至37600万美元。
William Blair wrote, "We believe part of the stock move down following results — indicated down 9% in the after-hours market despite another strong quarter, though the best performance to date in our coverage up 65% — was a result of the increase of only $3 million on the high end."
William Blair写道，“我们认为，在发布业绩后股价下跌的部分原因是，尽管这是迄今为止我们覆盖范围内的最佳业绩，但在盘后市场下跌了9%，尽管收盘高点仅增加了300万美元。”
The analyst highlighted the company anticipates peak headwinds from the Medicaid Drug Rebate Program (MDRP) in the fourth quarter, along with increasing competition in its international glaucoma segment, aligning with prior management guidance.
分析师强调，该公司预计在第四季度从医疗保险药品返利计划（MDRP）中遭遇最大阻力，并且在其国际青光眼领域面临不断加剧的竞争，与之前管理层的指导一致。
Additionally, William Blair projects that these competitive pressures could ease with upcoming key product approvals, set to expand the company's international pipeline in the coming quarters.
此外，William Blair预测，这种竞争压力可能会在即将到来的关键产品批准后得到减轻，有望在未来几个季度扩大该公司的国际业务渠道。
GKOS Price Action: Glaukos Corp. stock is down 1.16% at $129.83 at publication Tuesday.
GKOS股价走势：Glaukos公司股票在周二发布时下跌1.16%，报129.83美元。
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Photo: Pixabay
照片：Pixabay
