earnings
confidence high
sentiment positive
materiality 0.75
LENSAR Q4 revenue $16.7M (+38% YoY); positive Adj. EBITDA; ALLY placements surge
LENSAR, Inc.
2024-FY EPS reported
-$2.73
revenue$53,494,000
- Q4 revenue $16.7M, up 38% YoY; full-year revenue +27% YoY to ~$54M (implied).
- Net loss $18.7M ($1.61/sh) driven by $17.6M warrant liability charge; Adjusted EBITDA positive $0.5M.
- Placed 31 ALLY systems in Q4; total installed base ~385 (+26% YoY); 80+ ALLY placements in 2024.
- Recurring revenue exceeded $40M in 2024 (+23% YoY); U.S. procedure market share >20% first time.
- Worldwide procedure volumes grew 24% to nearly 170,000 in 2024.