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.
全球貨幣公司（NYSE:GKOS）週一報告稱，第三季度銷售額爲9670萬美元，同比增長24%，超過了9149萬美元的共識。
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).
這家以眼科爲重點的公司報告稱，調整後的每股收益虧損爲（0.28）美元，低於虧損（0.50）美元，超過了（0.48）美元的共識。
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約爲77%，而2023年同期約爲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毛利率約爲82%，而2023年同期約爲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.
青光眼產品的淨銷售額爲7600萬美元，同比增長30%。角膜健康淨銷售額達到2060萬美元，同比增長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.
「我們創紀錄的第三季度業績反映了我們關鍵戰略計劃的成功全球執行以及業務持續強勁的勢頭。」首席執行官兼主席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預計2024年淨銷售額爲37700萬至37900萬美元，而共識爲37375.8萬美元，之前的指引爲37000萬至37600萬美元。
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寫道，「我們認爲，在發佈業績後股價下跌的部分原因是，儘管這是迄今爲止我們覆蓋範圍內的最佳業績，但在盤後市場下跌了9%，儘管收盤高點僅增加了300萬美元。」
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.
分析師強調，該公司預計在第四季度從醫療保險藥品返利計劃（MDRP）中遭遇最大阻力，並且在其國際青光眼領域面臨不斷加劇的競爭，與之前管理層的指導一致。
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預測，這種競爭壓力可能會在即將到來的關鍵產品批准後得到減輕，有望在未來幾個季度擴大該公司的國際業務渠道。
GKOS Price Action: Glaukos Corp. stock is down 1.16% at $129.83 at publication Tuesday.
GKOS股價走勢：Glaukos公司股票在週二發佈時下跌1.16%，報129.83美元。
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Photo: Pixabay
照片：Pixabay
譯文內容由第三人軟體翻譯。
