earnings
confidence high
sentiment positive
materiality 0.75
LENSAR Q4 revenue $16.0M (-4% YoY); recurring revenue up 17% to $12.7M
LENSAR, Inc.
2026-Q1 EPS reported
$0.00
revenue$13,428,000
- Net loss narrowed to $1.5M ($0.12/sh) from $18.7M loss a year ago, largely on warrant liability fair-value change.
- Full-year revenue $58.4M (+9%); recurring revenue $46.3M (+15%) driven by 22% increase in worldwide procedures.
- ALLY installed base reached ~200 systems (+48% YoY); 15 placed in Q4, 13 systems in backlog.
- SG&A rose $3.5M to $10.3M, primarily from $3.5M in costs tied to the terminated Alcon merger.
- Procedure volume 54,756 in Q4 (+20% YoY) and 206,014 for FY2025 (+22% YoY).