secwatch.observer — SEC 8-K summary
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Issuer:     LENSAR, Inc. (LNSR)
CIK:        0001320350
Form:       8-K
Filed at:   2026-08-13T11:10:18+00:00
Accession:  0001193125-26-347859
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

LENSAR Q2 2026 revenue up 18% to $16.5M; swings to net income of $3.5M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1320350/000119312526347859/0001193125-26-347859-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1320350/000119312526347859/lnsr-20260813.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-347859

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer