The earnings call highlighted strong international revenue growth and significant progress in expanding screening and treatment capacity. However, these positives were offset by the downward revision of revenue guidance, decline in gross margins, and slower than expected U.S. revenue growth due to capacity constraints and evolving priorities. The overall sentiment reflects a balanced view with positive international performance but challenges in U.S. market execution.
Company Guidance
During the second quarter of 2025, Pulmonx reported revenue of $23.9 million, with international markets contributing $9.1 million, significantly above expectations due to robust growth across key regions. However, U.S. revenue totaled $14.7 million, reflecting slower-than-expected growth in procedure volumes. This led to a revision of the full-year 2025 revenue guidance from an initial range of $96 million to $98 million down to $90 million to $92 million. The company continues to invest in its growth initiatives, including direct-to-patient outreach and AI-powered screening tools like LungTraX Detect, but noted that these programs are taking longer than anticipated to convert into revenues. Pulmonx remains optimistic about its long-term growth, driven by strong international performance and emerging opportunities in the U.S. market.
Strong International Revenue Growth
International revenue for the second quarter of 2025 was a record $9.1 million, a 32% increase compared to $6.9 million in the same period last year and a 27% increase on a constant currency basis.
Significant Increase in StratX Referrals
StratX referrals rebounded to record levels in June and July, indicating a positive response to the initiatives deployed.
Expansion of Screening Capacity
In Q2, 12 new screening centers were opened and 26 new physicians were trained, creating new points of patient access and expanding treatment capacity.
Pulmonx (LUNG) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
LUNG Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 30, 2025
$3.15
$1.84
-41.59%
Apr 30, 2025
$4.83
$3.77
-21.95%
Feb 19, 2025
$6.64
$8.78
+32.23%
Oct 30, 2024
$6.79
$6.25
-7.95%
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 Pulmonx Corporation (LUNG) report earnings?
Pulmonx Corporation (LUNG) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).
What is Pulmonx Corporation (LUNG) earnings time?
Pulmonx Corporation (LUNG) earnings time is at Oct 29, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.