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LENSAR, Inc.

LENSAR, Inc.

NASDAQ•LNSR
CEO: Mr. Nicholas T. Curtis
セクター: Healthcare
業種: Medical - Devices
上場日: 2020-10-02
LENSAR, Inc., a commercial-stage medical device company, focuses on designing, developing, and marketing a femtosecond laser system for the treatment of cataracts and the management of pre-existing or surgically induced corneal astigmatism. It offers LENSAR Laser System that incorporates a range of proprietary technologies designed to assist the surgeon in obtaining visual outcomes, efficiency, and reproducibility by providing imaging, procedure planning, design, and precision. The company also offers ALLY Adaptive Cataract Treatment System, a platform design to femtosecond laser technology features that enhanced laser capabilities into a single small unit that allows surgeons to perform a femtosecond laser assisted cataract procedure in a single operating room. LENSAR, Inc. was incorporated in 2004 and is headquartered in Orlando, Florida.
連絡先情報
2800 Discovery Drive, Orlando, FL, 32826, United States
888-536-7271
www.lensar.com
時価総額
$139.27M
PER (TTM)
-2.7
29.9
配当利回り
--
52週高値
$17.31
52週安値
$8.96
52週レンジ
32%
順位44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 3.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q3 2025 データ

売上高

$14.32M+5.74%
直近4四半期の推移

EPS

-$0.31+138.46%
直近4四半期の推移

フリーCF

-$3.51M-212.13%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Nine Month Revenue Growth Revenue reached $42.4M for nine months, up 15%, driven by increased ALLY System placements and procedure volume.
Product Revenue Surge Product revenue increased 21% to $33.2M over nine months, primarily attributed to higher procedure volume growth of $4.3M.
Recurring Revenue Base Recurring revenue streams comprised 79% of total revenue for the nine-month period ending September 30, 2025.
Financing Inflow Noted Net cash provided by financing was $9.8M, primarily from the Alcon acquisition-related deposit received, supporting liquidity.

リスク要因

Merger Closing Uncertainty Alcon Merger consummation faces regulatory hurdles, including FTC Second Request review, potentially delaying Q1 2026 closing.
Widening Operating Losses Nine-month net loss widened to $(32.8M) versus $(12.7M) last year, reflecting ongoing operating cash outflows expected near-term.
SG&A Expense Spike SG&A expenses surged 77% to $34.8M for nine months due to $13.7M in acquisition-related costs incurred for the pending Merger.
Inflationary Cost Pressure Product cost of revenue rose 32% to $14.4M for nine months due to tariffs and inflation, negatively impacting gross margin.

見通し

Merger Closing Timeline Merger expected to close in Q1 2026, subject to HSR waiting period expiration and satisfaction of customary closing conditions.
ALLY System Regulatory Focus Future growth hinges on securing additional regulatory clearances for the ALLY System in international markets like China.
Future Capital Requirements Management expects revenue and SG&A expenses to increase, potentially necessitating future capital raises on acceptable terms.
Market Acceptance Strategy Success depends on maintaining market acceptance and effectively growing the U.S. sales organization and international distributor network.

同業比較

売上高 (TTM)

Lucid Diagnostics Inc.LUCD
$1.21B
+28885.2%
Accuray IncorporatedARAY
$436.97M
-3.6%
Owlet, Inc.OWLT
$99.66M
+26.8%

粗利益率 (最新四半期)

Cardiff Oncology, Inc.CRDF
100.0%
+5842.4pp
Spero Therapeutics, Inc.SPRO
100.0%
+0.0pp
MaxCyte, Inc.MXCT
92.4%
+16.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
SGHT$282.86M-6.1-61.6%35.0%
PROF$201.75M-5.1-86.8%0.7%
RPID$174.63M-4.0-73.9%28.6%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-5.1%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
25%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年2月25日
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EPS:-
|
売上高:-
財務レポート
財務データ
ニュース
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月6日|
    売上高: $14.32M+5.7%
    |
    EPS: $-0.31+138.5%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $13.94M+10.3%
    |
    EPS: $-0.15-81.0%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月8日|
    売上高: $14.16M+33.7%
    |
    EPS: $-2.32+1121.1%
    予想を下回る

  • Form 10-K/A - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年4月30日|
    売上高: $53.49M+26.9%
    |
    EPS: $-2.73-108.4%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月27日|修正版データを参照

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $13.54M+38.2%
    |
    EPS: $-0.13-156.5%
    予想を上回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月8日|
    売上高: $12.64M+5.2%
    |
    EPS: $-0.79-2.5%
    予想を下回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月9日|
    売上高: $10.59M+28.3%
    |
    EPS: $-0.19-54.8%
    予想を上回る