Sensus Healthcare, Inc. (SRTS)
NASDAQ:SRTS
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.12Last Year’s EPS
-0.06Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but strategically constructive picture: strong operational catalysts (dedicated CPT codes, ~300% reimbursement increase, SensusLink launch, shipment activity, 8% treatment volume growth, solid cash position) that support a transition toward recurring revenue and broader adoption, contrasted with a sharp year-over-year revenue decline (~59%), significant margin compression (gross margin down to 29.2% from 52.2%), a larger adjusted EBITDA loss, and near-term revenue recognition/mix headwinds. Management is optimistic about sequential improvement (Q2 > Q1 and H2 > H1) and achieving full‑year profitability, but near-term financial performance remains challenged during the transition.Company Guidance
Dedicated CPT Codes Implemented
New dedicated CPT codes for superficial radiotherapy effective Jan 1, 2026; management reports clearer reimbursement environment and increased market confidence, enabling broader adoption and simpler coding for dermatology SRT.
Substantial Reimbursement Increase
Per-fraction delivery code increased by approximately 300%, materially improving physician economics and contributing to stronger inquiry levels and pipeline development.
Product Shipments and Installations
Shipped 14 SRT systems in Q1 (10 direct sales, 4 Fair Deal / rental placements); total installed base approximately 965 systems globally; Q1 shipments matched Q4 levels and management expects quarter-over-quarter improvement.
Recurring and Utilization Momentum
Treatment volumes increased 8% year-over-year; 18 active FDA sites and 9 pending activations; management emphasizes growth of utilization-based revenue through FDA placements, rentals, service and software.
SensusLink Launch
SensusLink software is live and deployed in several accounts, intended to drive recurring software/service revenue, enable billing of radiation physics consult code, and share weekly reimbursement (example: ~$93.85/week per patient protocol).
Shift Toward Purchases and Improved Breakeven
Approximately 70% of systems shipped in Q1 were purchases versus FDA; average breakeven for customers is now ~2 patients per month, encouraging earlier ownership decisions.
Strong Balance Sheet
Cash of $18.3 million and no debt at quarter end, providing liquidity to execute the transition strategy and support commercial expansion.
Reduced Operating Expenses
Quarterly expense reductions year-over-year: G&A down to $2.0M from $2.2M, Selling & Marketing down to $1.7M from $2.2M, and R&D down to $1.6M from $2.6M, reflecting disciplined cost management.
Pipeline and Commercial Engagement
Strong lead generation from major dermatology conferences (including AAD) and increasing engagement from independent dermatology practices, group networks, hospital systems and private equity-backed platforms; launched Sensus Healthcare Financial Services to improve conversion with flexible financing.
SRTS 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
SRTS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $4.11 | $3.08 | -25.06% |
Feb 12, 2026 | $4.65 | $3.86 | -16.99% |
Nov 06, 2025 | $3.52 | $4.20 | +19.32% |
Aug 07, 2025 | $5.35 | $3.46 | -35.23% |
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 Sensus Healthcare, Inc. (SRTS) report earnings?
Sensus Healthcare, Inc. (SRTS) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Sensus Healthcare, Inc. (SRTS) earnings time?
Sensus Healthcare, Inc. (SRTS) earnings time is at Jul 30, 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 SRTS EPS forecast?
SRTS EPS forecast for the fiscal quarter 2026 (Q2) is -0.12.