earnings
confidence high
sentiment positive
materiality 0.80
LENSAR Q2 2026 revenue up 18% to $16.5M; swings to net income of $3.5M
LENSAR, Inc.
- Revenue $16.5M (+18% YoY); recurring revenue $13.7M (+20%); procedure revenue $10.2M (+23%).
- Net income $3.5M vs $(1.8)M loss; Adjusted EBITDA $3.6M vs $(0.3)M; includes $1.1M tariff refund.
- Placed 10 ALLY systems in Q2; installed base 445 total, ALLY 215 (+30% YoY); backlog 13 systems.
- Procedure volume 58,682 (+13% YoY); recurring revenue 83% of total revenue.
- Cash and investments $13.6M at June 30, 2026, down from $18.0M at Dec 31, 2025.