earnings
confidence high
sentiment negative
materiality 0.75
Allurion Q2 revenue plunges to $3.4M; restructure, potential restatement of non-cash items
ALLURION TECHNOLOGIES, INC.
2025-Q2 EPS reported
-$1.79
revenue$8,959,000
- Q2 2025 revenue $3.4M, down 71% YoY from $11.8M; gross margin 74% vs 76%.
- Operating loss improved to $7.0M from $9.3M YoY; cash $12.7M as of June 30.
- Restructuring charges ~$1.5M in Q3 2025; FY2025 guidance being re-evaluated.
- Potential restatement of non-cash OCI/other income related to RIFA and convertible notes; no impact on revenue, gross margin, opex, or cash.
- New strategy: focus on low-dose GLP-1 combo therapy, muscle mass maintenance; FDA PMA accepted for Allurion Balloon; term sheet signed for drug-eluting balloon.
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