Surgical Robotics Provider PROCEPT BioRobotics' Q3 Earnings Beats Street View, Analyst Optimistic About Upside Potential
Surgical Robotics Provider PROCEPT BioRobotics' Q3 Earnings Beats Street View, Analyst Optimistic About Upside Potential
The increase was primarily driven by increased system sales, higher average selling prices, and increased handpiece and other consumable revenue.PROCEPT BioRobotics (NASDAQ:PRCT) stock is trading on Monday after the company released better-than-expected third-quarter earnings.
PROCEPT BioRobotics（纳斯达克：PRCT）股票周一交易，公司发布了好于预期的第三季度收益。
The company reported EPS loss of $(0.40), down from $(0.51) a year ago, beating the consensus loss of $(0.49).
该公司报告的每股收益亏损为0.40美元，低于一年前的0.51美元，超过了每股亏损0.49美元的共识。
The surgical robotics company reported third-quarter sales of $58.4 million, up 66.3% year-over-year, beating the consensus of $53.18 million.
这家外科机器人公司报告第三季度销售额为5840万美元，同比增长66.3%，超过了5318万美元的共识。
The increase was primarily driven by increased system sales, higher average selling prices, and increased handpiece and other consumable revenue.
增长主要是由于系统销售增加，平均销售价格提高，以及手柄和其他易耗品收入增加。
U.S. handpiece and consumable revenue for the third quarter of 2024 was $29.6 million, an increase of 74% year over year.
2024年第三季度美国手柄和易耗品收入为2960万美元，同比增长74%。
William Blair says the update was promising, especially considering management's remarks on the possibility of procedural disruptions due to the sales team being temporarily removed from the field for training on the new Hydros system.
William Blair表示，这一更新令人鼓舞，尤其是考虑到管理层就可能由于销售团队暂时撤离现场接受新Hydros系统培训而可能出现的程序中断所作的表示。
U.S. system revenue for the third quarter of 2024 was $19.6 million, an increase of 46%.
2024年第三季度美国系统收入为1960万美元，同比增长46%。
As of September 30, the install base of robotic systems in the U.S. was 445 systems.
截至2024年9月30日，美国机器人系统的安装基数为445台。
Gross margin for the third quarter was 63.2% compared to 53.8% a year ago, primarily due to improved overhead absorption and increased U.S. robotic system average selling prices.
第三季度的毛利率为63.2%，相比一年前的53.8%，主要是由于改善了制造费用分摊和美国机器人系统平均售价的提高。
Guidance: PROCEPT BioRobotics projects 2024 revenue of $222.5 million—$223 million, up from prior guidance of $217 million and consensus of $217.06 million.
指引：PROCEPt BioRobotics预计2024年营业收入为22250万—22300万美元，高于之前的指引21700万美元和市场共识的21706万美元。
The company projects a 2024 gross margin of approximately 61%, up from prior guidance of approximately 59%.
公司预计2024年的毛利率约为61%，高于之前约59%的指引。
PROCEPT projects a full-year 2024 adjusted EBITDA of ($60.0) million compared to the previous guidance of ($67.5) million.
PROCEPt预计2024全年调整后的EBITDA为负60.0百万美元，而之前的指引为负67.5百万美元。
William Blair says, "Overall, there is not much to pick at in third-quarter results, which we think reinforces the strong underlying demand for Aquablation."
William Blair表示：“总体来说，第三季度的业绩几乎没有什么值得挑剔的地方，这进一步证实了对Aquablation强劲的基础需求。”
With the company's U.S. market projected to reach only 10% penetration by the end of 2024, alongside strong utilization growth estimated at 7%, a new system launch in Hydros, improving profitability, and potential catalysts in prostate cancer treatment, the analyst remains optimistic about the upside potential.
随着公司预计美国市场在2024年底时仅达到10%的渗透率，伴随着强劲的7%的利用率增长，Hydros的新系统推出，盈利能力的提高，以及在前列腺癌治疗方面的潜在催化剂，该分析师对上行潜力仍然持乐观态度。
William Blair reiterates the Outperform rating.
William Blair重申Outperform评级。
Price Action: PRCT stock is up 28.50% at $88.36 at the last check on Monday.
价格走势：PRCt股票在星期一最后一次检查时上涨28.50%，报88.36美元。
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