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10-QPeriod: Q2 FY2021

Edwards Lifesciences Corp Quarterly Report for Q2 Ended Jun 30, 2021

Filed July 30, 2021For Securities:EW

Summary

Edwards Lifesciences Corporation (EW) reported a strong second quarter for 2021, demonstrating significant recovery from the prior year's pandemic-impacted period. Net sales surged by 48.7% year-over-year to $1.376 billion, driven by robust performance across all product segments, particularly Transcatheter Aortic Valve Replacement (TAVR), which saw a 51.7% increase in sales. The company also experienced substantial growth in Surgical Structural Heart and Critical Care products, with Transcatheter Mitral and Tricuspid Therapies showing remarkable percentage growth. This top-line growth translated into a significant improvement in profitability, with net income soaring to $489.5 million, a stark contrast to the net loss in the prior year's quarter, resulting in diluted EPS of $0.78. The company's operational improvements, including higher procedure volumes and reduced COVID-19 related costs, contributed to a healthier gross margin. While selling, general, and administrative expenses increased due to higher personnel costs and expanded commercial activities, the overall financial performance indicates a strong rebound and positive momentum. Investors should note the company's continued investment in R&D for transcatheter innovations and its ongoing efforts to manage supply chain complexities and potential uncertainties from global healthcare dynamics.

Financial Statements
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Key Highlights

  • 1Net sales increased significantly by 48.7% to $1.376 billion for the three months ended June 30, 2021, compared to $925.0 million in the prior year period.
  • 2Net income for the quarter was $489.5 million, a substantial improvement from a net loss of $121.9 million in the second quarter of 2020.
  • 3Diluted earnings per share (EPS) for the quarter was $0.78, compared to a loss per share of $0.20 in the prior year period.
  • 4The Transcatheter Aortic Valve Replacement (TAVR) segment showed strong sales growth of 51.7%, driven by higher procedure volumes and adoption of the SAPIEN platform.
  • 5Surgical Structural Heart sales increased by 47.5% and Critical Care sales by 31.3%, indicating broad-based recovery across key business areas.
  • 6The company repurchased $402.3 million of its common stock during the first six months of 2021, signaling confidence and a commitment to shareholder returns.
  • 7The company reported a substantial increase in cash provided by operating activities, reaching $826.6 million for the six months ended June 30, 2021.

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