LNSR
LENSAR, Inc.12.06
+0.54+4.69%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
144.05MP/E (TTM)
-Basic EPS (TTM)
-4.37Dividend Yield
0%Recent Filings
8-K
8-K
LENSAR Q2 revenue rises 10%
LENSAR reported Q2 2025 revenue of $13.9 million, up 10% from $12.6 million in Q2 2024, fueled by 23% higher worldwide procedure volumes and 18 new ALLY system placements, boosting the ALLY base 107% year-over-year. Recurring revenue hit 82% of total, signaling steady adoption. Merger with Alcon advances amid FTC review, eyeing year-end close. Net loss narrowed to $1.8 million, but acquisition costs spiked SG&A 72%. Regulatory hurdles loom.
10-Q
Q2 FY2025 results
LENSAR's Q2 revenue climbed 10% year-over-year to $13.9M, driven by stronger ALLY System placements and procedure volumes, while gross margin held steady at 50.4% despite tariff-driven cost pressures on components. Operating loss widened to $6.3M from $5.3M last year, fueled by $4.2M in acquisition costs tied to the pending Alcon merger, yet net loss narrowed sharply to $1.8M thanks to a $4.3M gain from warrant liability revaluation. Cash and equivalents stood at $7.2M at quarter-end, bolstered by a $10M merger deposit, with free cash flow not disclosed in the 10-Q. The merger, announced in March for $14 per share plus a $2.75 contingent value right, awaits FTC approval expected in H2 2025. Supply chain disruptions pose ongoing risks to production and margins.
8-K
LENSAR merger approved
LENSAR stockholders overwhelmingly approved the merger with Alcon Research's subsidiary on July 2, 2025, with 15.98 million votes in favor against just 26,033 opposed, paving the way for LENSAR to become a wholly owned subsidiary under the March 23 agreement. The advisory vote on executive compensation also passed handily, while adjournment proved unnecessary. Deal closes soon. Strong support signals smooth integration ahead.
8-K
FTC extends LENSAR-Alcon merger review
LENSAR and Alcon received a Second Request from the FTC on May 21, 2025, extending the HSR Act waiting period for their March 23 merger until 30 days after compliance. Both companies plan prompt responses and cooperation, yet regulatory hurdles persist. LENSAR still eyes a second-half 2025 close. Delays risk derailing the deal.
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