LENSAR (LNSR) Q2 FY26 earnings call

LENSAR delivered a strong second quarter, demonstrating resilience and renewed momentum following the terminated merger. The company achieved robust top-line growth, driven by expanding recurring revenue and increased utilization of its ALLY system, leading to record adjusted EBITDA. Management is focused on strategic investments in commercial efforts to further expand its installed base and recurring revenue business, positioning for sustainable long-term growth despite anticipated Q3 seasonality.