LENSAR Q2 Earnings Call Highlights

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MarketBeat

Thu, August 13, 2026 astatine 12:04 PM CDT 6 min read

Key Points

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LENSAR's second-quarter gross roseate 18% to $16.5 million, driven by a 20% summation successful recurring gross to $13.7 cardinal and a 23% summation successful process revenue. GAAP nett income reached $3.5 million, portion adjusted EBITDA roseate to a grounds $3.6 million.
Procedure measurement accrued 13% twelvemonth implicit twelvemonth to 58,682, and U.S. marketplace stock reached 24.1%. LENSAR placed 10 ALLY systems during the quarter, bringing the ALLY installed basal to astir 215 systems and full planetary installations to 445.
Gross borderline improved to astir 59%, including a $1.1 cardinal tariff-refund benefit, oregon 52% excluding it. Management expects margins successful the low-50% scope to beryllium sustainable arsenic recurring gross grows, portion currency ended the 4th astatine $13.6 cardinal aft investments successful inventory and moving capital.

LENSAR (NASDAQ:LNSR) reported second-quarter 2026 gross maturation of 18% arsenic the institution continued to rebuild commercialized momentum pursuing the termination of its projected merger with Alcon adjacent the extremity of the archetypal quarter.

Chief Executive Officer Nick Curtis said the institution returned to operating independently during the 2nd 4th with a absorption connected expanding adoption of its ALLY robotic laser cataract system, expanding utilization crossed its installed basal and increasing recurring revenue. "The marketplace request for ALLY is arsenic beardown arsenic ever," Curtis said.

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Total second-quarter gross was $16.5 million, portion recurring gross accrued 20% twelvemonth implicit twelvemonth to $13.7 cardinal and represented 83% of quarterly revenue. Procedure gross roseate 23% to $10.2 million. The institution besides reported GAAP nett income of $3.5 million, compared with a nett nonaccomplishment of $1.8 cardinal a twelvemonth earlier, and adjusted EBITDA of $3.6 million, its strongest quarterly adjusted EBITDA effect to date.

Procedure Growth and Installed Base Expansion

LENSAR performed 58,682 procedures during the quarter, up 13% from the prior-year play and 8% sequentially from the archetypal quarter. Curtis said LENSAR Laser Systems performed 31% much procedures than Market Scope's stated nationalist mean for installed systems.

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U.S. process marketplace stock roseate to 24.1% successful the 2nd quarter, from 23.4% successful the archetypal 4th and 21.4% successful the 2nd 4th of 2025, according to Curtis. He attributed the gains to installed-base growth, higher utilization astatine existing customers and placements astatine accounts that antecedently had not performed laser-assisted cataract surgery.

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