Sensus Healthcare reports Q2 EPS (6c), consensus 1c

Reports Q2 revenue $7.3M, consensus $9.3M. Shipped 19 superficial radiotherapy systems, including 10 to a large customer and four internationally, and signed five new Fair Deal Agreements with four going live during the quarter. “Our financial performance was tracking ahead of expectations throughout the first half of the quarter, yet domestic sales momentum was impacted by a proposed Local Coverage Determination to limit the reimbursement for ultrasound when used with our SRT-100 Vision that became public in mid-MayAs importantly, in July Medicare proposed a Physician Fee Schedule to align outpatient SRT payments with the higher hospital rates. This schedule is open to comments through mid-September and if finalized, will be effective as of January 1, 2026. Against this dynamic reimbursement landscape, the Sensus team executed very well across our strategic priorities and continued to advance key commercial and operational initiatives, including expanding our international presence, growing our FDA base and unlocking new global opportunities through MDSAP certification,” he added. “We shipped 19 SRT systems during the quarter, including four to China, signed five additional FDA contracts and activated four sites. Importantly, FDA treatment volume increased 27% sequentially vs Q1. Based on these trends, we believe our FDA model is gaining traction and delivering value to both Sensus and our customers. Our recently announced partnership with ROS to serve as our primary distribution partner to hospital systems and radiation oncology departments represents an important commercial milestone. This agreement builds upon our strong base in dermatology and supports broader adoption of SRT in complementary care settings. We anticipate this relationship will begin to yield tangible results later this year,” said Joe Sardano, Chairman and Chief Executive Officer of Sensus Healthcare (SRTS).