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Electromed, Inc. Announces Fiscal 2025 First Quarter Financial Results Electromed delivers eighth consecutive quarter of year-over-year revenue and profit growth, while continuing to invest in strategic growth initiative

Key Takeaway: Electromed, Inc. announced its financial results for the first quarter of fiscal 2025, ending September 30, 2024, demonstrating strong performance with a 19% year-over-year revenue growth to $14.7 million. The company’s profit also increased significantly, reaching $11.5 million, attributed to higher sales and efficiencies in operations. Additionally, Electromed continues to expand its sales force and territories and launched a new marketing campaign to enhance its bronchiectasis treatment offerings. The overall financial health is solid, with no debt and a cash reserve of $13.9 million.

Market Sentiment Analysis

POSITIVE FACTORS

  • Electromed reported an 19% increase in revenue year-over-year.
  • The company achieved a remarkable 78.3% gross profit margin.
  • Electromed's new marketing campaign received overwhelmingly positive responses.

Full Press Release Details

Inc. Announces Fiscal 2025 First Quarter Financial Results
delivers eighth consecutive quarter of year-over-year revenue and profit growth, while continuing to invest in strategic growth
PRAGUE, Minn.--(BUSINESS WIRE) -- Electromed, Inc. ("Electromed") (NYSE American: ELMD), a leader in innovative
airway clearance technologies, today announced financial results for the three months ended September 30, 2024 ("Q1 FY 2025").
FY 2025 Financial Highlights
Electromed team performed at a high level in the first quarter, generating strong results and getting fiscal 2025 off to an outstanding
start", said Jim Cunniff, President, and Chief Executive Officer. "This is particularly impressive given our excellent
results in fiscal 2024, and demonstrates the team's ability to grow profitably, enhancing shareholder value. Our direct
sales force now totals 53 reps and we increased our total number of sales territories to 57 by the end of the first quarter of
fiscal 2025. This highly accomplished team has been the catalyst for our growth. Additionally, we launched an exciting new marketing
campaign, called Triple Down on Bronchiectasis, which highlights the vital role of airway clearance as a key component
of a complete bronchiectasis treatment program, and the response has been overwhelmingly positive. Finally, to lead our various
market development initiatives, we have hired Peter Horwich as our new VP of Marketing. It has been an exciting quarter, and I
look forward to working towards another record-breaking year in fiscal 2025."
amounts below are for the three months ended September 30, 2024 ("Q1 FY 2025") and compare to the three months ended
September 30, 2023 ("Q1 FY 2024").
revenues grew 19.0% to $14.7 million, from $12.3 million in Q1 FY 2024.
in our direct homecare business increased year-over-year by 18.5% to $13.2 million, from $11.2 million. The increase in revenue
was due to an increase in referrals driven by an increase in direct sales representatives, higher quality referrals, higher net
revenue per approval, and efficiencies within our reimbursement department. Field sales force employees totaled 60 at quarter
end, 53 of which were direct sales representatives. The annualized homecare revenue per weighted average direct sales representative
in Q1 FY 2025 was $985,000, at the higher end of Electromed's increased annual target range of $900,000 to $1,000,000.
profit increased to $11.5 million, or 78.3% of net revenues from $9.5 million or 77.1% of net revenues, in Q1 FY 2024. The increase
in gross profit dollars for the three months ended September 30, 2024, was primarily due to increased revenue volume and a higher
average net revenue per device. The gross margin rate increased year over year, primarily driven by a higher average net revenue
general and administrative expenses were $9.4 million representing an increase of $0.2 million or 2.6%, compared to Q1 FY 2024.
The increase in the current period was primarily due to increases in share-based compensation associated with the vesting of performance-based
equity awards, salaries, and incentive compensation related to the higher average number of sales, sales support, marketing, and
an increase in reimbursement personnel to process higher patient referrals.
income was $1.9 million, compared to $0.1 million in Q1 FY 2024. The increase in operating income was driven primarily by increased
revenue and gross profit and growth in selling, general and administrative expense growth tracking below revenue growth.
income was $1.5 million, or $0.16 per diluted share, compared to $0.2 million, or $0.02 per diluted share in Q1 FY 2024.
of September 30, 2024, Electromed had $13.9 million in cash, $22.4 million in accounts receivable and no debt, achieving an overall
working capital of $33.6 million. The cash balance reflects a decrease of $2.2 million in the quarter. The decrease primarily
resulted from the share repurchase of approximately $4.5 million of Electromed common stock, offset by $2.3 million of positive
operating cash flow within the quarter.
Call and Webcast Information
conference call with members of Electromed management will be held at 5:00 p.m. Eastern Time on Tuesday, November 12, 2024.
parties may participate in the call by dialing (844) 826-3033 (Domestic) or (412) 317-5185 (International).
live conference call webcast will be accessible in the Investor Relations section of Electromed's website and directly via
those who cannot listen to the live broadcast, a replay will be available by dialing (844) 512-2921 (Domestic) or (412) 317-6671
(International) and referencing the replay pin number 10193708. Additionally, an online
replay will be available for one year in the Investor Relations section of Electromed's website at: https://investors.smartvest.com/events-and-presentations/default.aspx
Inc. manufactures, markets, and sells products that provide airway clearance therapy, including the SmartVest Airway Clearance
System, to patients with compromised pulmonary function. It is headquartered in New Prague, Minnesota, and was founded in 1992.
Further information about Electromed can be found at www.smartvest.com.
statements in this press release constitute forward-looking statements as defined in the U.S. Private Securities Litigation Reform
Act of 1995. Forward-looking statements can generally be identified by words such as "anticipate," "believe,"
continue," "estimate," "expect," "intend," "may," "plan" "potential,"
"should," "will," and similar expressions, including the negative of these terms, but they are not the
exclusive means of identifying such statements. Forward-looking statements cannot be guaranteed, and actual results may vary materially
due to the uncertainties and risks, known or unknown associated with such statements. Examples of risks and uncertainties for
Electromed include, but are not limited to, the competitive nature of our market; changes to Medicare, Medicaid, or private insurance
reimbursement policies; changes to state and federal health care laws; changes affecting the medical device industry; our ability
to develop new sales channels for our products such as the homecare distributor channel; our need to maintain regulatory compliance
and to gain future regulatory approvals and clearances; new drug or pharmaceutical discoveries; general economic and business
conditions; our ability to renew our line of credit or obtain additional credit as necessary; our ability to protect and expand
our intellectual property portfolio; the risks associated with expansion into international markets, as well as other factors
we may describe from time to time in Electromed's reports filed with the Securities and Exchange Commission (including Electromed's
most recent Annual Report on Form 10-K, as amended from time to time, and subsequent Quarterly Reports on Form 10-Q and Current
Reports on Form 8-K). Investors should not consider any list of such factors to be an exhaustive statement of all the risks, uncertainties
or potentially inaccurate assumptions investors should take into account when making investment decisions. Shareholders and other
readers should not place undue reliance on "forward-looking statements," as such statements speak only as of the date
of this press release. We undertake no obligation to update them in light of new information or future events.
Nagel, Chief Financial Officer
Cavanaugh, Investor Relations
September 30, 2024 June 30, 2024
(Unaudited) (Audited)
Assets
Current Assets
Cash and cash equivalents $ 13,864,000 $ 16,080,000
Accounts receivable (net of allowances for credit losses of $45,000) 22,366,000 23,333,000
Contract assets 754,000 719,000
Inventories 3,434,000 3,712,000
Prepaid expenses and other current assets 592,000 329,000
Total current assets 41,010,000 44,173,000
Property and equipment, net 5,003,000 5,165,000
Finite-life intangible assets, net 660,000 657,000
Other assets 90,000 87,000
Deferred income taxes 2,152,000 2,152,000
Total assets $ 48,915,000 $ 52,234,000
Liabilities and Shareholders' Equity
Current Liabilities
Accounts payable $ 1,784,000 $ 1,010,000
Accrued compensation 2,150,000 3,893,000
Income tax payable 188,000 277,000
Warranty reserve 1,641,000 1,567,000
Other accrued liabilities 1,656,000 930,000
Total current liabilities 7,419,000 7,677,000
Other long-term liabilities 8,000 12,000
Total liabilities 7,427,000 7,689,000
Shareholders' Equity
Common stock, $0.01 par value per share, 13,000,000 shares authorized;
8,457,071 and 8,637,883 shares issued and outstanding, as of September 30, 2024, and June 30, 2024, respectively 85,000 87,000
Additional paid-in capital 20,816,000 20,790,000
Retained earnings 20,587,000 23,668,000
Total shareholders' equity 41,488,000 44,545,000
Total liabilities and shareholders' equity $ 48,915,000 $ 52,234,000
Statements of Operations
Three Months Ended September 30
2024 2023
(Unaudited) (Unaudited)
Net revenues $ 14,668,000 $ 12,324,000
Cost of revenues 3,177,000 2,826,000
Gross profit 11,491,000 9,498,000
Operating expenses
Selling, general and administrative 9,387,000 9,150,000
Research and development 166,000 206,000
Total operating expenses 9,553,000 9,356,000
Operating income 1,938,000 142,000
Interest income, net 195,000 77,000
Net income before income taxes 2,133,000 219,000
Income tax expense (benefit) 659,000 64,000
Net income $ 1,474,000 $ 155,000
Income per share:
Basic $ 0.17 $ 0.02
Diluted $ 0.16 $ 0.02
Weighted-average common shares outstanding:
Basic 8,564,489 8,537,388
Diluted 8,980,714 8,782,824
Statements of Cash Flows
Three Months Ended September 30,
2024 2023
(Unaudited) (Unaudited)
Cash Flows from Operating Activities
Net income $ 1,474,000 $ 155,000
Adjustments to reconcile net income to net cash provided by (used for) operating activities:
Depreciation 202,000 202,000
Amortization of finite-life intangible assets 18,000 12,000
Share-based compensation expense 697,000 371,000
Changes in operating assets and liabilities:
Accounts receivable 967,000 675,000
Contract assets (35,000 ) (57,000 )
Inventories 278,000 (240,000 )
Prepaid expenses and other assets (266,000 ) 901,000
Income tax payable, net (89,000 ) (226,000 )
Accounts payable and accrued liabilities 806,000 (863,000 )
Accrued compensation (1,743,000 ) (1,174,000 )
Net cash provided by (used for) operating activities 2,309,000 (244,000 )
Cash Flows from Investing Activities
Expenditures for property and equipment (37,000 ) (109,000 )
Expenditures for finite-life intangible assets (21,000 ) (24,000 )
Net cash used for investing activities (58,000 ) (133,000 )
Cash Flows from Financing Activities
Issuance of common stock upon exercise of options 84,000 29,000
Taxes paid on net share settlement of stock awards (15,000 ) -
Repurchase of common stock (4,536,000 ) -
Net cash (used for) provided by financing activities (4,467,000 ) 29,000
Net decrease in cash (2,216,000 ) (348,000 )
Cash And Cash Equivalents
Beginning of period 16,080,000 7,372,000
End of period $ 13,864,000 $ 7,024,000

Frequently Asked Questions

What growth did Electromed achieve in Q1 FY 2025?

Electromed reported a 19% revenue growth to $14.7 million in Q1 FY 2025.

How did profit change in Q1 FY 2025?

Profit increased to $11.5 million, representing 78.3% of net revenues.

What is the new marketing campaign launched by Electromed?

The campaign is called 'Triple Down on Bronchiectasis', focusing on airway clearance.

How many sales representatives does Electromed have now?

Electromed has a total of 53 direct sales representatives as of Q1 FY 2025.

What was Electromed's cash position at the end of Q1 FY 2025?

Electromed had $13.9 million in cash and no debt at the end of Q1 FY 2025.

Last updated: Nov 12, 2024