LENSAR (LNSR)
NASDAQ:LNSR
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-2.32Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive operational picture despite material near-term disruptions. Key strengths include strong recurring revenue growth (+15% YoY), robust procedure volume growth (+22% FY), rapid installed-base expansion (+48% ALLY YoY), positive adjusted EBITDA, and recovery of a $10M deposit plus concessions on acquisition liabilities. Primary challenges stem from the terminated acquisition and consequent distributor/customer uncertainty that depressed international system sales, elevated SG&A and merger-related expenses, and caused transient margin pressure. Management expects a multi-quarter re-acceleration as distributors reengage and commercial activities ramp, positioning the company to return to historical operating cadence.Company Guidance
Recurring Revenue Growth and Stability
Recurring revenue grew 15% year-over-year for fiscal 2025 (full year recurring revenue $46.3M vs $40.1M in 2024). Recurring revenue in Q4 increased 17% to $12.7M and annualizes to over $50M, representing ~79% of Q4 revenue and providing a stable, higher-margin revenue base.
Strong Procedure Volume Expansion
Procedure volumes increased ~20% year-over-year in Q4 and grew 22% for full year 2025, surpassing 206,000 global procedures. Procedure volume since ALLY launch is up ~50% vs 2023, supporting recurring procedure revenue growth.
Rapid Installed Base and Market Share Gains
ALLY installed base grew to just over 200 systems (up ~48% year-over-year) and total combined installed base (ALLY + LLS) increased to ~435 systems (+13%). U.S. procedure market share rose from 14% to 23.4% as of year-end 2025 (≈+9.4 percentage points since launch).
System Utilization Outperformance
U.S. LENSAR systems perform on average 27% more procedures annually than the national average per laser, and ALLY accounts perform ~600 procedures/year on average, indicating strong utilization and higher recurring revenue per system.
Positive Adjusted EBITDA and Operating Cash Flow Signal
The company maintained a positive adjusted EBITDA for fiscal 2025, with Q4 adjusted EBITDA of $595K, indicating operating cash flow positive operations excluding working capital impacts despite disruption from the acquisition process.
Recovered Transaction Deposit and Reduced Acquisition Liabilities
Following mutual termination of the Alcon transaction, LENSAR recovered the $10M transaction deposit from escrow (now owned cash) and negotiated concessions that will eliminate ~$4.3M of unpaid advisor fees and defer ~$5M of remaining liability until May 2027, improving near-term liquidity.
Product Validation and Commercial Momentum
Management highlighted third-party validation of ALLY's technology during the acquisition process and noted that nearly 50% of Q4 system placements were with femto‑naive surgeons, demonstrating ability to expand the market and convert new customers.
LNSR Earnings History
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
LNSR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 31, 2026 | $5.87 | $5.96 | +1.53% |
Nov 06, 2025 | $12.52 | $11.44 | -8.63% |
Aug 07, 2025 | $13.03 | $12.84 | -1.46% |
May 08, 2025 | $13.83 | $13.81 | -0.14% |
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 LENSAR (LNSR) report earnings?
LENSAR (LNSR) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is LENSAR (LNSR) earnings time?
LENSAR (LNSR) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is LNSR EPS forecast?
Currently, no data Available