The earnings call highlighted significant achievements, including a 21% increase in commercial revenue and major clinical evidence supporting RECELL's effectiveness. Key challenges were noted in reimbursement delays impacting revenue and a lowered financial forecast. Despite the challenges, the company is optimistic about a recovery in the second half of the year and has implemented cost-saving measures.

Company Guidance

In the AVITA Medical Second Quarter 2025 Earnings Conference Call, the company reported a commercial revenue of $18.4 million, marking a 21% increase year-over-year, but noted a sequential flat revenue due to reimbursement delays with the new CPT 1 codes for their RECELL product. As a result of this disruption, AVITA lowered its 2025 revenue forecast to $76 million to $81 million from an earlier estimate of $100 million to $106 million. Despite these challenges, the company anticipates a rebound in the second half of the year as reimbursement issues are resolved and has secured flexibility in its credit covenants with OrbiMed. AVITA also shared promising clinical data showing that RECELL reduced the hospital stay for burn patients by 36%. The gross profit margin for the quarter was 81.2%, reflecting a product mix shift and higher inventory reserves. Operating expenses decreased to $26.1 million due to cost-cutting measures, resulting in a net loss of $9.9 million or $0.38 per share, an improvement from the previous year's loss. The company aims to generate free cash flow and achieve profitability by 2026, buoyed by strategic product launches and market expansion efforts.

Increase in Commercial Revenue

Commercial revenue for the second quarter was $18.4 million, up 21% year-over-year.

Major Clinical Evidence

A real-world analysis of the U.S. National Burn Registry showed that RECELL reduced the length of stay by 36% for patients with deep second-degree burns.

Outcomes-Based Partnership Agreements

Two major hospitals are adopting broader RECELL eligibility protocols, potentially increasing their RECELL units by approximately 150 additional patients each month.

NTAP Approval for RECELL

Received CMS approval for a special reimbursement called NTAP, which is designed to accelerate access to breakthrough devices like RECELL.

Successful Cohealyx Launch

Cohealyx saw significant growth, with the largest account ordering nearly $300,000 of Cohealyx in July alone.

Reduction in Operating Expenses

Operating expenses for the quarter were $26.1 million, down from $28.7 million in the same period of 2024, due to a $2.5 million per quarter reduction in sales and marketing costs.

Avita Medical (RCEL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

RCEL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	-0.26 / -	-0.62	―	―	―
Aug 07, 2025	2025 (Q2)	-0.25 / -0.38	-0.6	36.67% (+0.22)
May 08, 2025	2025 (Q1)	-0.32 / -0.53	-0.73	27.40% (+0.20)
Feb 13, 2025	2024 (Q4)	-0.45 / -0.44	-0.28	-57.14% (-0.16)
Nov 07, 2024	2024 (Q3)	-0.45 / -0.62	-0.34	-82.35% (-0.28)
Aug 08, 2024	2024 (Q2)	-0.50 / -0.60	-0.41	-46.34% (-0.19)
May 13, 2024	2024 (Q1)	-0.48 / -0.73	-0.37	-97.30% (-0.36)
Feb 22, 2024	2023 (Q4)	-0.39 / -0.28	-0.21	-33.33% (-0.07)	―
Nov 09, 2023	2023 (Q3)	-0.43 / -0.34	-0.22	-54.55% (-0.12)	―
Aug 10, 2023	2023 (Q2)	-0.31 / -0.41	-0.25	-64.00% (-0.16)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RCEL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$5.38	$4.25	-21.00%
May 08, 2025	$9.33	$6.97	-25.29%
Feb 13, 2025	$8.78	$10.57	+20.39%
Nov 07, 2024	$12.40	$11.95	-3.63%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Avita Medical (RCEL) report earnings?

Avita Medical (RCEL) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Avita Medical (RCEL) earnings time?

Avita Medical (RCEL) earnings time is at Nov 06, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RCEL EPS forecast?

RCEL EPS forecast for the fiscal quarter 2025 (Q3) is -0.26.

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