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Harvard Bioscience(HBIO) - 2024 Q4 - Annual Report

Revenue and Sales - Harvard Bioscience, Inc. generated approximately 49% of its global revenues from the Cellular and Molecular Technologies (CMT) product family and 51% from the Preclinical product family for the years ended December 31, 2024 and 2023[23][24]. - Revenues from direct sales to end-users represented approximately 63% of total revenues, while sales through distributors accounted for approximately 37% for the year ended December 31, 2024[27]. - No single customer accounted for more than 10% of revenues in 2024, demonstrating a broad customer base across various sectors[26]. - A significant portion of the company's revenues is derived from pharmaceutical and biotechnology companies, which are subject to various risks including government regulation and funding uncertainties[52]. - The company anticipates that revenues from international operations will continue to increase due to efforts to expand its business abroad[56]. - Revenues decreased by 18.2million,or16.118.2 million, or 16.1%, to 94.1 million for the year ended December 31, 2024, compared to 112.3millionfortheyearendedDecember31,2023[113].FinancialPerformanceGrossprofitdecreasedby112.3 million for the year ended December 31, 2023[113]. Financial Performance - Gross profit decreased by 11.3 million, or 17.1%, to 54.8millionfortheyearendedDecember31,2024,withagrossmarginof58.254.8 million for the year ended December 31, 2024, with a gross margin of 58.2%[114]. - The net loss for the year ended December 31, 2024, was 12.405 million, compared to a net loss of 3.415millionin2023,representinganincreaseinlossof263.53.415 million in 2023, representing an increase in loss of 263.5%[200]. - Operating (loss) income for the year ended December 31, 2024, was (6.211) million, compared to an operating income of 1.894millionin2023[200].Cashprovidedbyoperatingactivitiesdecreasedsignificantlyto1.894 million in 2023[200]. - Cash provided by operating activities decreased significantly to 1.4 million in 2024 from 14.0millionin2023,impactedbyalargernetlossandchangesinoperatingassetsandliabilities[129].Thecompanyreportedtotaloperatingexpensesof14.0 million in 2023, impacted by a larger net loss and changes in operating assets and liabilities[129]. - The company reported total operating expenses of 60.977 million for 2024, a decrease of 5.5% from 64.177millionin2023[200].ExpensesandCostManagementResearchanddevelopmentexpenseswereapproximately64.177 million in 2023[200]. Expenses and Cost Management - Research and development expenses were approximately 10.4 million and 11.8millionfortheyearsendedDecember31,2024and2023,respectively[29].Salesandmarketingexpensesdecreasedby11.8 million for the years ended December 31, 2024 and 2023, respectively[29]. - Sales and marketing expenses decreased by 1.9 million, or 7.7%, to 22.2millionfortheyearendedDecember31,2024[115].Generalandadministrativeexpensesdecreasedby22.2 million for the year ended December 31, 2024[115]. - General and administrative expenses decreased by 1.3 million, or 5.6%, to 21.5millionfortheyearendedDecember31,2024[116].Interestexpensedecreasedby21.5 million for the year ended December 31, 2024[116]. - Interest expense decreased by 0.4 million, or 10.6%, to 3.2millionfortheyearendedDecember31,2024[120].Thecompanyincurred3.2 million for the year ended December 31, 2024[120]. - The company incurred 0.8 million in restructuring expenses during the year ended December 31, 2024, primarily related to headcount reductions[110]. Debt and Financing - As of December 31, 2024, the company had an outstanding indebtedness of 37.4millionunderitstermloanandseniorrevolvingcreditfacility[46].ThecompanywasnotincompliancewiththeconsolidatednetleverageratiocovenantasofDecember31,2024,butreceivedawaiverfromlendersonMarch10,2025[46].ThecompanyisexploringalternativesourcesofcapitaltorefinanceitsoutstandingindebtednessbyJune30,2025,toavoiddefaultundertheCreditAgreement[47].ThecompanymaintainsaCreditAgreementwithatermloanof37.4 million under its term loan and senior revolving credit facility[46]. - The company was not in compliance with the consolidated net leverage ratio covenant as of December 31, 2024, but received a waiver from lenders on March 10, 2025[46]. - The company is exploring alternative sources of capital to refinance its outstanding indebtedness by June 30, 2025, to avoid default under the Credit Agreement[47]. - The company maintains a Credit Agreement with a term loan of 40.0 million and a $25.0 million revolving credit facility, both maturing on December 22, 2025[125]. - The March 2025 Amendment caps the lender's commitment under the revolving credit facility at the amount outstanding, preventing additional borrowings[62]. Operational Efficiency and Strategy - The company plans to pursue a balanced development portfolio strategy, focusing on both internal research and potential acquisitions to expand its product offerings[29]. - The company has consolidated its enterprise resource planning (ERP) system in the United States in 2024 to improve operational efficiency[16][30]. - Harvard Bioscience has taken steps to rationalize its product portfolio, including discontinuing non-strategic products and reducing headcount in Europe and North America[16]. - The recently introduced VivaMars™ behavioral monitoring system targets high throughput testing needs for industrial customers, including CROs and pharmaceutical companies[27]. - The company is currently implementing a plan to remediate the identified material weaknesses, but there is no assurance of timely remediation[69]. Risks and Challenges - The company faces competition from established companies with greater financial and operational resources, which may impact its market position[49]. - The life sciences industry is subject to rapid technological change, requiring the company to continually enhance and develop new products[50]. - The company is subject to risks associated with international sales, including fluctuations in foreign currency exchange rates and local economic conditions[57]. - Changes in government regulations may adversely impact the company's revenues and increase its expenses[54]. - The company faces risks associated with the development and deployment of artificial intelligence technologies, which could result in reputational harm and regulatory liabilities[73]. Internal Controls and Compliance - The company identified material weaknesses in internal controls over financial reporting as of December 31, 2024, which could adversely affect the accuracy of financial statements[68]. - The independent auditor, Grant Thornton LLP, expressed an adverse opinion on the effectiveness of internal control over financial reporting as of December 31, 2024[190]. - Material weaknesses included ineffective manual controls over revenue transactions and an inadequate cycle count program for inventory verification[165]. - Management's evaluation concluded that there is a reasonable possibility of material misstatements in financial statements due to these weaknesses[164]. - The effectiveness of internal controls is subject to inherent limitations, including the possibility of human error and changes in conditions[160]. Workforce and Human Resources - The company employed a total of 355 employees as of December 31, 2024, including 330 full-time employees[42]. - Retaining key personnel is essential; competition for qualified employees is intense, particularly in key geographic areas[84]. - The company may face significant dilution of ownership interest if additional funds are raised through equity or convertible debt[88]. Market Conditions and Economic Factors - Geopolitical instability and economic uncertainty may materially affect the company's financial condition and results of operations[89]. - Rising commodity prices could adversely impact profit margins if costs cannot be passed on to customers[94]. - Foreign currency exchange rate fluctuations may negatively impact reported earnings, as a significant portion of revenues is derived from international operations[72].