Jun 2026 (Q2 FY26) — Aug 13, 2026
LENSAR Q2 FY26 — Strong Revenue Growth and Record Adjusted EBITDA
Read the full callLENSAR earnings: last reported Thu, 13 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 16.5 | +18.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 12.9 | +58.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 3.5 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $11.85 on 17 Oct 2025 → $5.75. High $12.73 (30 Jan 2026), low $5.01 (31 Jul 2026).
Overview
Call summaries
LENSAR Q2 FY26 — Strong Revenue Growth and Record Adjusted EBITDA
Read the full callEvery analysed call
Financials
Net profit, year on year: +300% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 14 | 17 | 14 | 14 | 14 | 16 | 13 | 16 |
| Operating profit | -1 | -1 | -6 | -6 | -8 | -5 | 2 | 2 |
| Operating margin | −9.2% | −7.7% | −40.9% | −45.1% | −53.0% | −30.7% | 16.7% | 12.9% |
| Net profit | -2 | -19 | -27 | -2 | -4 | -1 | 36 | 4 |
| EPS ($ per share) | -0.13 | — | -2.32 | -0.15 | -0.31 | — | 1.56 | 0.14 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -38 | -58 | -78 | -98 | -112 | -143 | -178 |
| Total liabilities | 65 | 12 | 12 | 14 | 22 | 48 | 84 |
| Fixed assets | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Investments | — | — | — | — | 3 | 6 | 5 |
| Total assets | 35 | 79 | 66 | 56 | 70 | 66 | 71 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -13 | -14 | -9 | -15 | -10 | -2 | -15 |
| Cash from investing | -2 | -0 | -0 | -0 | -4 | -2 | 1 |
| Cash from financing | 16 | 50 | 0 | -2 | 20 | 0 | 10 |
| Net cash flow | 1 | 36 | -9 | -17 | 6 | -4 | -3 |
| Capital expenditure | -0 | -0 | -0 | -0 | -0 | -0 | -0 |
| Free cash flow | -13 | -14 | -9 | -15 | -10 | -2 | -15 |
21 filings between Jan 11, 2026 and Jun 3, 2026.
Nobody bought or sold LNSR on the open market in this window. The filings below are 10 awards, 1 option exercise, 7 tax withholdings and 3 other filings.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 3, 2026 | CURTIS NICHOLAS T Chief Executive Officer | Award | 130,662 | $0 |
| Jun 3, 2026 | LINK WILLIAM J PHD Director | Award | 17,421 | $0 |
| Jun 3, 2026 | LINDSTROM RICHARD L MD Director | Award | 17,421 | $0 |
| Jun 3, 2026 | Winer Gary M Director | Award | 17,421 | $0 |
| Jun 3, 2026 | O'Farrell Elizabeth G. Director | Award | 17,421 | $0 |
| Jun 3, 2026 | WEISNER AIMEE S Director | Award | 17,421 | $0 |
| Jun 3, 2026 | Connaughton Alan B. Chief Operating Officer | Award | 34,843 | $0 |
| Jun 3, 2026 | Wong Kendra Principal Accounting Officer | Award | 13,066 | $0 |
| Jun 3, 2026 | ELLIS THOMAS B Director | Award | 17,421 | $0 |
| Jun 3, 2026 | HAMMER TODD B Director | Award | 17,421 | $0 |
| May 6, 2026 | Wong Kendra Principal Accounting Officer | Tax withheld | 864 | $4.7K |
| May 6, 2026 | STAAB THOMAS R II Chief Financial Officer | Tax withheld | 1,350 | $7.3K |
| May 6, 2026 | Connaughton Alan B. Chief Operating Officer | Tax withheld | 2,739 | $14.7K |
| May 6, 2026 | CURTIS NICHOLAS T Chief Executive Officer | Other | 0 | $0 |
| Mar 19, 2026 | STAAB THOMAS R II Chief Financial Officer | Option exercise | 5,500 | $14.6K |
| Feb 18, 2026 | STAAB THOMAS R II Chief Financial Officer | Tax withheld | 1,076 | $12.2K |
| Feb 18, 2026 | CURTIS NICHOLAS T Chief Executive Officer | Other | 0 | $0 |
| Feb 18, 2026 | Connaughton Alan B. Chief Operating Officer | Tax withheld | 2,392 | $27.1K |
| Jan 11, 2026 | Connaughton Alan B. Chief Operating Officer | Tax withheld | 2,262 | $26.2K |
| Jan 11, 2026 | STAAB THOMAS R II Chief Financial Officer | Tax withheld | 1,826 | $21.1K |
| Jan 11, 2026 | CURTIS NICHOLAS T Chief Executive Officer | Other | 0 | $0 |
| May 23, 2025 | LINDSTROM RICHARD L MD Director | Award | 7,374 | $0 |
| May 23, 2025 | LINK WILLIAM J PHD Director | Award | 7,374 | $0 |
| May 23, 2025 | Winer Gary M Director | Award | 7,374 | $0 |
| May 23, 2025 | O'Farrell Elizabeth G. Director | Award | 7,374 | $0 |
| May 23, 2025 | WEISNER AIMEE S Director | Award | 7,374 | $0 |
| May 23, 2025 | HAMMER TODD B Director | Award | 7,374 | $0 |
| May 23, 2025 | ELLIS THOMAS B Director | Award | 7,374 | $0 |
| Feb 18, 2025 | CURTIS NICHOLAS T Chief Executive Officer | Award | 127,660 | $0 |
| Feb 18, 2025 | Wong Kendra Principal Accounting Officer | Award | 6,383 | $0 |
| Feb 18, 2025 | STAAB THOMAS R II Chief Financial Officer | Award | 12,766 | $0 |
| Feb 18, 2025 | Connaughton Alan B. Chief Operating Officer | Award | 37,234 | $0 |
| Jan 11, 2025 | STAAB THOMAS R II Chief Financial Officer | Tax withheld | 1,839 | $15.2K |
| Jan 11, 2025 | Wong Kendra Principal Accounting Officer | Tax withheld | 1,132 | $9.3K |
| Sep 3, 2024 | Winer Gary M Director | Purchase | 685 | $3.1K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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