Every material Form 8-K LENSAR, Inc. has filed with the SEC since May 08, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
LENSAR reported second-quarter 2026 revenue of $16.5 million, up 18% from a year earlier, and net income of $3.5 million compared with a net loss of $1.8 million in the second quarter of 2025. The company said net income was helped by improved revenue, lower operating expenses and a $1.1 million tariff refund, and that it placed 10 ALLY Systems in the quarter, ending with a backlog of 13.
Total revenue of $16.5 million versus $13.9 million, up 18%; recurring revenue of $13.7 million, up 20%
Net income of $3.5 million versus a net loss of $1.8 million; diluted EPS of $0.10 versus $(0.15)
Adjusted EBITDA of $3.6 million versus $(0.3) million a year earlier
Cash, cash equivalents and investments of $13.6 million at June 30, 2026, down from $18.0 million at December 31, 2025
LENSAR's Board appointed Michael A. Rossi as Interim Chief Financial Officer and principal financial officer, effective May 29, 2026. Rossi will serve through a consulting agreement with Monomoy Advisors LLC at a $375 per hour cash retainer. The company also set its 2026 annual meeting for August 4, 2026, and moved the deadlines for stockholder proposals and nominations to June 8, 2026.
Michael A. Rossi appointed Interim CFO and principal financial officer by the Board on May 25, 2026, effective May 29, 2026
Rossi is provided through Monomoy Advisors LLC under a consulting agreement at a $375 per hour cash retainer
2026 annual meeting scheduled for August 4, 2026, to be held virtually; record date is June 10, 2026
Deadline for stockholder proposals, director nominations and Rule 14a-19 notices is June 8, 2026
LENSAR reported first quarter 2026 total revenue of $13.4 million, down 5% from $14.2 million a year earlier, as system sales fell to $0.8 million from $2.6 million. Net income was $36.3 million, compared with a net loss of $27.3 million, but the company said this was mainly due to $10.0 million in acquisition-related income tied to the terminated merger and a $23.9 million non-cash gain on warrant liabilities. Adjusted EBITDA was a loss of $0.3 million, compared with $0.2 million in the prior-year quarter.
Total revenue was $13.4 million, down from $14.2 million; recurring revenue rose 9% to $12.6 million
Net income was $36.3 million, or $1.56 per basic share, versus a net loss of $27.3 million, or $(2.32) per share, a year earlier
Adjusted EBITDA was a loss of $0.3 million, compared with income of $0.2 million in Q1 2025
Cash, cash equivalents and investments were $13.5 million at March 31, 2026, down from $18.0 million a year earlier
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