LENSAR Aktie

LENSAR reported earnings per share of $0.10 for the second quarter, well above the consensus of -$0.21. Revenue was $16.5 million, beating expectations, and adjusted EBITDA reached a record high. The company recorded 18% total revenue growth, 20% growth in recurring revenue and increased utilization of the ALLY Robotic Cataract Laser Systems; management described the results as a reflection of operational strength. The stock rose sharply in premarket trading, approaching year-to-date highs. » More on de.investing.com

Lensar said the proposed acquisition by Alcon was mutually terminated after FTC opposition and the company will resume standalone operations, receiving a $10 million transaction deposit from escrow. Q4 2025 revenue was $16 million with recurring revenue up 15% year‑over‑year to $46.3 million for the year; the installed base of ALLY systems rose to about 200 and procedure volume grew roughly 22% in 2025. Management highlighted distributor reengagement overseas, expects a gradual return to historical operating performance through 2026, and reiterated focus on accelerating recurring revenue, cost discipline and cash flow enhancement. » More on finance.yahoo.com

LENSAR reported Q1 revenue of $13.4 million, down 5% year-over-year, while recurring revenue rose 9% to $12.6 million and represented 94% of total revenue. System placements were weak (7 systems) as the company exits the terminated Alcon transaction, but ALLY installed base reached ~205 systems and total installed base ~440. Net income was $36.3 million largely due to noncash items (warrant fair-value gain and a $10 million acquisition deposit); adjusted EBITDA was negative $0.3 million and cash totaled $13.5 million. Management said distributors have begun placing orders post-termination and expects a gradual rebuild of placements, international activity and product enhancements over coming quarters. » More on finance.yahoo.com