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    QTI
    Earnings call· Jun 2026(Q2 FY26)

    QT IMAGING HOLDINGS Q2 FY26 earnings call QTI

    Aug 12, 2026 Source

    Executive summary

    QT Imaging Q2 FY26 — Strong Revenue Growth and Strategic Expansion

    QT Imaging delivered robust Q2 FY26 results, driven by significant growth in scanner shipments and revenue, affirming its full-year guidance. The company continues to build out its commercial, clinical, and regulatory foundations, expanding its US sales team and international presence while securing key regulatory clearances and a CPT reimbursement code. Despite a decline in gross margin and increased operating expenses, strategic investments in infrastructure and clinical evidence are positioning the company for broader adoption and sustainable growth.

    Highlights

    5
    • Revenue increased by 103% year-over-year to $7.4 million in Q2 FY26.

    • Shipped 15 breast acoustic CT scanners in Q2 FY26, compared to 8 in the prior year quarter.

    • Affirmed full-year 2026 revenue guidance of approximately $39 million, more than double 2025 revenue.

    • Achieved successful FDA inspection with zero Form FDA 483 observations, reflecting strong quality management.

    • Secured AMA approval for a dedicated Category 3 CPT reimbursement code, effective January 1, 2027.

    Concerns

    3
    • Gross margin decreased to 41% in Q2 FY26 from 50% in Q2 FY25 due to a higher weighted average cost of inventory sold.

    • Operating expenses increased to $4.9 million in Q2 FY26 from $2.9 million in Q2 FY25, driven by higher employee compensation, professional services, and marketing.

    • Reported a net loss of $11.1 million in Q2 FY26, including an $8.3 million noncash loss on debt extinguishment and modification.

    Guidance & targets

    1
    CategoryTargetConfidence
    Revenue
    approximately $39 million
    high materiality
    High

    Operational metrics

    14
    Revenue growth
    103%YoY
    Q2 FY26

    Revenue for the second quarter of 2026 was $7.4 million, an increase of 103% compared with $3.7 million for the second quarter of 2025.

    Revenue growth
    115%YoY
    H1 FY26

    For the first 6 months of 2026, we shipped 28 scanners and generated $14 million in revenue compared to 14 scanners and $6.5 million in revenue during the same period last year.

    Gross margin change
    -900YoY
    Q2 FY26

    Gross margin was 41% for the second quarter of 2026 and compared with 50% for the second quarter of 2025. The gross margin for the second quarter of 2026 was in line with our projections for sales in the United States. The higher prior year gross margin reflected a lower weighted average cost of inventory sold.

    Operating expenses growth
    69%YoY
    Q2 FY26

    Total operating expenses for the second quarter of 2026 were $4.9 million compared with $2.9 million a year ago, with the increase reflecting higher employee compensation and benefits, professional service costs and marketing expenses.

    Operating loss change
    90%YoY increase
    Q2 FY26

    Operating loss for the second quarter of 2026 was $1.9 million compared with an operating loss of $1.0 million for the second quarter of 2025.

    Net loss change
    177.5%YoY increase
    Q2 FY26

    The net loss for the second quarter of 2026 was $11.1 million compared with a net loss of $4.0 million for the second quarter of 2025. The second quarter 2026 net loss included an $8.3 million noncash loss on debt extinguishment and modification.

    Cash and restricted cash
    $14.2Mvs $11.0M as of June 30, 2026
    as of Aug 7, 2026

    Compared with approximately $11.0 million as of June 30, 2026.

    Accounts receivable
    $7.4Mvs $5.8M as of Dec 31, 2025
    as of June 30, 2026

    Primarily from the shipment of 15 scanners during June 2026 compared to $5.8 million as of December 31, 2025, primarily from the shipment of 12 scanners during December 2025. The accounts receivable of $7.4 million was paid during the beginning of August 2026.

    Senior secured term loan maturity extension
    2 years
    null

    Amended our credit agreement with Lynrock Lake, extending the maturity date of the $10.1 million senior secured term loan by 2 years from March 31, 2027, to March 31, 2029.

    Senior secured term loan interest rate
    12%increased from 10%
    null

    Increasing the interest rate from 10% per annum to 12% per annum.

    New headquarters and manufacturing facility size
    22,0002.5x current operational space
    null

    Relocating our headquarters and manufacturing operations into a new 22,000 square foot facility in Pataluma, California. The new facility will provide more than 2.5x our current operational space while reducing the lease cost per square foot by approximately 55%.

    FDA inspection observations
    0
    null

    Successful completion of our first routine FDA inspection since the inception of the company with 0 Form FDA 483 observation.

    CPT reimbursement code effective date
    January 1, 2027
    null

    American Medical Association approval of a dedicated category 3 CPT reimbursement code for our imaging modality. The call was released on July 1 and become effective January 1, 2027.

    Speed of sound measurements variability
    <1%
    null

    Announced results from a multisite study, evaluating the repeatability and reproducibility of quantitative measurement generated by the Breakout platform. The results demonstrated less than 1% variability in speed of sound measurements across canners under the study conditions.

    Industry KPIs

    3
    MetricValueDetails
    Installed base system placements15scanners
    Sales force commercial capacity build2VPs
    Pivotal trial clinical evidence milestonesMultisite study results

    Product announcements

    4
    ProductTypeDetails
    Enhanced scanner configurationupdate
    Software functionality for volumetric measurementupdate
    Software version 4.50update
    QTR viewerroadmap

    Deals & partnerships

    6
    Ali Imaging (a subsidiary of Canon Medical Systems United States)Exclusive distribution partnership

    Continuing to leverage our exclusive distribution partnership with Ali Imaging a subsidiary of Canon Medical Systems United States.

    Golf MedicalDistribution partnership

    Our distribution partnerships with Golf Medical in Saudi Arabia

    Alnagi MedicalDistribution partnership

    and Alnagi Medical United Arab Emirates.

    Reinvent PharmaSales agent partnership

    Together with our sales agent partnership, reinvent pharma in Pakistan provide a capital-efficient model for expanding our commercial reach and supporting local market development.

    Ole MedicalCollaboration for productization

    Our collaboration with Ole Medical was focused during the quarter on productization of the QTR viewer as an advanced modality imaging solution for breast acoustic City platform.

    InteleradCollaboration for cloud/PACS infrastructure

    In parallel, our collaboration with Intelerad provides the secure cloud and tax infrastructure supporting image management, clinical and research connectivity and enterprise deployment of QT imaging precision pathways.

    Risks & headwinds

    4
    Geopolitical developments impacting commercial activity

    impacted commercial activity in parts of the Gulf region

    Mitigation: beginning to see encouraging signs of renewed customer engagement supported by our regulatory authorization and distributor partnerships.

    Higher weighted average cost of inventory soldQ2 FY26

    Gross margin was 41% for the second quarter of 2026 and compared with 50% for the second quarter of 2025.

    Mitigation: The gross margin for the second quarter of 2026 was in line with our projections for sales in the United States.

    Increased operating expensesQ2 FY26

    Total operating expenses for the second quarter of 2026 were $4.9 million compared with $2.9 million a year ago

    Mitigation: with the increase reflecting higher employee compensation and benefits, professional service costs and marketing expenses.

    Noncash loss on debt extinguishment and modificationQ2 FY26

    $8.3 million

    Mitigation: associated with the amendment of our senior secured term loan with Ben Rock Lake, extending the maturity date by 2 years.

    What to watch in Q3 FY26

    5

    US scanner shipments

    Q3 FY26, Q4 FY26
    Current15 scanners in Q2 FY26
    Target15 scanners in Q3 FY26, 17 scanners in Q4 FY26

    Why it matters

    Continued execution on US shipment plan is crucial for meeting full-year revenue guidance and demonstrating commercial scaling.

    We shipped this quarter, 15 scanners, and we do plan to ship another 15 scanners and 7 teams respectively, from Q3 and Q4 in the United States

    Q&A highlights

    6

    What is the status of commercial activity in Pakistan?

    The company has a sales agent agreement with Reinvent Pharma in Pakistan, and a few systems are expected to be deployed there in the coming months, leveraging existing FDA clearance.

    So we do have a sales hedging agreement in Pakistan with a women-led company that's called reinvent. And we do have a few systems and they will hopefully go in the next few months towards that geography. FDA clearance is appropriate for Pakistan.

    asked by Jeffrey Cohen · answered by Raluca Dinu

    2 min read6 chapters

    Detailed Narrative

    01

    Commercial Expansion & Strategy

    QT Imaging expanded its US commercial team with two new VPs for regional sales, aiming to deepen engagement with imaging centers, clinicians, and enterprise health systems. This direct sales effort complements their exclusive distribution partnership with Ali Imaging (Canon Medical Systems US). Internationally, they are leveraging regional partners in Saudi Arabia (Golf Medical), UAE (Alnagi Medical), and Pakistan (Reinvent Pharma) for capital-efficient market expansion.

    02

    Regulatory & Reimbursement Milestones

    The company secured SFDA clearance in Saudi Arabia and MAR authorization in Israel, expanding its market access in the Middle East. Domestically, they received two FDA clearances for enhanced scanner configuration and volumetric measurement software. A critical milestone was the AMA approval of a dedicated Category 3 CPT reimbursement code, effective January 1, 2027, which provides a framework for future coverage decisions.

    03

    Clinical Evidence & Studies

    QT Imaging is actively building a body of clinical evidence. A multisite study demonstrated high reproducibility (<1% variability) of speed of sound measurements. A Mayo Clinic feasibility study showed agreement between their Qscan and MRI findings, leading to a planned 100+ patient follow-up study. Additional studies are evaluating the technology in diagnostic pathways and monitoring treatment response in women receiving neoadjuvant chemotherapy.

    04

    Technology & Platform Innovation

    The company released software version 4.50, improving spatial resolution for breast acoustic reflection imaging. Collaborations with Ole Medical are focused on productizing the QTR viewer for integrated image visualization and quantitative assessment, while Intelerad provides secure cloud and PACS infrastructure for the QT Precision Pathway platform, supporting future AI-enabled applications.

    05

    Operational & Financial Strengthening

    QT Imaging successfully completed its first routine FDA inspection with zero Form FDA 483 observations, highlighting its quality management system. The company is relocating its headquarters and manufacturing to a new 22,000 sq ft facility in Petaluma, California, which will more than double its operational space at a 55% lower lease cost per square foot, expanding manufacturing capacity and improving efficiency. They also strengthened their balance sheet with a $10 million public offering and extended their senior secured term loan maturity by two years.

    06

    Leadership & Vision

    Dr. Julia Albright was appointed Chief Science Officer, bringing extensive experience in medical imaging and AI to align scientific strategy and product innovation. The company's long-term vision extends beyond the breast acoustic CT scanner to building a quantitative breast imaging platform that integrates hardware, software, cloud infrastructure, and AI-enabled clinical applications to enhance personalized breast health management.

    AI-generated summary of the company’s earnings call. Not investment advice.