---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-133153"
form_type: "8-K"
ticker: "LNSR"
cik: "0001320350"
company_name: "LENSAR, Inc."
filed_at: "2026-03-31T23:59:59+00:00"
generated_at: "2026-05-15T08:06:57.196790+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# LENSAR Q4 revenue $16.0M (-4% YoY); recurring revenue up 17% to $12.7M

## Summary
- 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).

## SEC filing metadata
- accession: 0001193125-26-133153
- form_type: 8-K
- ticker: LNSR
- cik: 0001320350
- company_name: LENSAR, Inc.
- filed_at: 2026-03-31T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1320350/000119312526133153/0001193125-26-133153-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1320350/000119312526133153/lnsr-20260331.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-133153
- JSON: https://secwatch.observer/filing/0001193125-26-133153.json
- Plain text: https://secwatch.observer/filing/0001193125-26-133153.txt

## Source-grounded claims
- claim_id: 16df184de03ead2da84b5d11e213f16362aecd26
  claim: LENSAR, Inc. reported financial results for the fiscal quarter and year ended December 31, 2025.
  evidence_excerpt: On March 31, 2026, LENSAR, Inc. (the “Company”) issued a press release announcing financial results for the fiscal quarter and year ended December 31, 2025.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1320350/000119312526133153/0001193125-26-133153-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
