[NT 10-Q] ALLURION TECHNOLOGIES, INC. SEC Filing

Rhea-AI Filing Summary

Allurion Technologies, Inc. filed a notice of late filing for its Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, explaining that it needed extra time to prepare and review items that occurred after quarter end. That work is now complete, and the company expects to file the Form 10-Q on the date of this notice, within the five-day extension allowed.

Allurion expects to report total revenue of approximately $2.7 million for the three months ended September 30, 2025, compared with approximately $5.4 million a year earlier. Gross profit is expected to be about $1.3 million versus $3.1 million, with lower operating expenses: sales and marketing of about $3.1 million, research and development of about $2.0 million, and general and administrative of about $5.8 million. Loss from operations is expected to be approximately $9.6 million, improved from approximately $12.3 million in the prior-year quarter.

Insights

Equity analyst

Allurion flags a brief 10-Q delay, with sharply lower revenue but a smaller operating loss.

Allurion Technologies has notified investors that its Q3 2025 Form 10-Q will be filed late, citing the need for extra time to finalize items occurring after quarter end. The company states that preparation and review are now complete and that it expects to file the report on the same date as this notice, within the allowed five-day extension, which limits procedural risk if this timing holds.

Preliminary figures indicate a significant contraction in activity: total revenue for the three months ended September 30, 2025 is expected to be about $2.7 million, down from about $5.4 million a year earlier, while gross profit is expected at about $1.3 million versus $3.1 million. At the same time, operating costs are lower, with sales and marketing at about $3.1 million, research and development at about $2.0 million, and general and administrative at about $5.8 million.

Loss from operations is expected to narrow to approximately $9.6 million from approximately $12.3 million in the prior-year quarter, showing some cost containment even as revenue declines. The forward-looking discussion notes potential consequences if filing delays were to persist, including possible exchange delisting or regulatory actions, but these are described as risks rather than current events in the provided excerpt.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 12b-25

NOTIFICATION OF LATE FILING

(Check One):		☐ Form 10-K ☐ Form 20-F ☐ Form 11-K ☒ Form 10-Q ☐ Form 10-D ☐ Form N-CEN ☐ Form N-CSR
		For Period Ended: September 30, 2025
		☐ Transition Report on Form 10-K
		☐ Transition Report on Form 20-F
		☐ Transition Report on Form 11-K
		☐ Transition Report on Form 10-Q
		For the Transition Period Ended: N/A

Nothing in this form shall be construed to imply that the Commission has verified any information contained herein.

If the notification relates to a portion of the filing checked above, identify the Item(s) to which the notification relates: N/A

PART I — REGISTRANT INFORMATION

ALLURION TECHNOLOGIES, INC.

(Full Name of Registrant)

Not Applicable

(Former Name if Applicable)

11 Huron Drive

(Address of Principal Executive Office (Street and Number))

Natick, Massachusetts 01760

(City, State and Zip Code)

PART II — RULES 12b-25(b) AND (c)

If the subject report could not be filed without unreasonable effort or expense and the registrant seeks relief pursuant to Rule 12b-25(b), the following should be completed. (Check box if appropriate)

x x ¨		(a)		The reasons described in reasonable detail in Part III of this form could not be eliminated without unreasonable effort or expense;
		(b)		The subject annual report, semi-annual report, transition report on Form 10-K, Form 20-F, Form 11-K, Form N-CEN or Form N-CSR, or portion thereof, will be filed on or before the fifteenth calendar day following the prescribed due date; or the subject quarterly report or transition report on Form 10-Q or subject distribution report on Form 10-D, or portion thereof will be filed on or before the fifth calendar day following the prescribed due date; and
		(c)		The accountant’s statement or other exhibit required by Rule 12b-25(c) has been attached, if applicable.

PART III — NARRATIVE

State below in reasonable detail the reasons why Forms 10-K, 20-F, 11-K, 10-Q, 10-D, N-CEN, N-CSR, or the transition report or portion thereof, could not be filed within the prescribed time period.

Allurion Technologies, Inc. (the “Company”) is unable, without unreasonable effort or expense, to file its Quarterly Report on Form 10-Q for the quarter ended September 30, 2025 (the “Form 10-Q”) by the November 14, 2025 filing date applicable to a non-accelerated filer for the reasons discussed in this Form 12b-25.

The Company needed additional time beyond the original filing deadline for the Form 10-Q to complete its preparation and review of items that occurred subsequent to quarter end. As of the date of this notification of late filing, such preparation and review have been completed. The Company expects to file the Form 10-Q on the date hereof, which is within the five-day extension period provided by filing this notification.

PART IV — OTHER INFORMATION

(1)

Name and telephone number of person to contact in regard to this notification

Brendan M. Gibbons

(508)

647-4000

(Name)

(Area Code)

(Telephone Number)

(2)

Have all other periodic reports required under Section 13 or 15(d) of the Securities Exchange Act of 1934 or Section 30 of the Investment Company Act of 1940 during the preceding 12 months or for such shorter period that the registrant was required to file such report(s) been filed? If answer is no, identify report(s). ☒ Yes ☐ No

(3)

Is it anticipated that any significant change in results of operations from the corresponding period for the last fiscal year will be reflected by the earnings statements to be included in the subject report or portion thereof?

☒ Yes ☐ No

If so, attach an explanation of the anticipated change, both narratively and quantitatively, and, if appropriate, state the reasons why a reasonable estimate of the results cannot be made. The Company expects to report: total revenue of approximately $2.7 million for the three months ended September 30, 2025, compared to approximately $5.4 million for the three months ended September 30, 2024; gross profit of approximately $1.3 million for the three months ended September 30, 2025 compared to approximately $3.1 million for the three months ended September 30, 2024; sales and marketing expenses of approximately $3.1 million for the three months ended September 30, 2025 compared to approximately $5.2 million for the three months ended September 30, 2024; research and development expenses of approximately $2.0 million for the three months ended September 30, 2025 compared to approximately $3.2 million for the three months ended September 30, 2024; general and administrative expenses of approximately $5.8 million for the three months ended September 30, 2025 compared to approximately $7.0 million for the three months ended September 30, 2024; and loss from operations of approximately $9.6 million for the three months ended September 30, 2025 compared to approximately $12.3 million for the three months ended September 30, 2024.

Cautionary Note on Forward-Looking Statements

This Form 12b-25 includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Exchange Act. All statements, other than statements of historical fact, included in this Form 12b-25 are forward-looking statements, including statements regarding the Company’s expectations regarding the timing of the filing with the SEC of the Form 10-Q. Such forward looking statements may be identified by, among other things, the use of forward-looking terminology such as “believe,” “expect,” “may,” “could,” “would,” “plan,” “intend,” “estimate,” “predict,” “potential,” “continue,” “should” or “anticipate” or the negative thereof or other variations thereon or comparable terminology.

Forward-looking statements are based on beliefs and assumptions by management and the Board of Directors of the Company (the “Board”), and on information currently available to the Board and management. A number of important factors could cause actual results to differ materially from those contained in any forward-looking statement. Potential consequences of the matters discussed in this Form 12b-25 include, but are not limited to: the risk that the completion and filing of the Form 10-Q will take longer than expected and will not be completed by the extension period provided by Rule 12b-25 of the Securities Exchange Act of 1934, as amended; the possibility that the New York Stock Exchange may delist the Company’s securities; the possibility that the Company will become delinquent in its filings with the SEC; the risk of investigations or actions by governmental authorities or regulators and the consequences thereof, including the imposition of civil or criminal penalties; and the risk that the Company may become subject to stockholder lawsuits or claims. It is very difficult to predict the effect of known factors, and the Company cannot anticipate all factors that could affect actual results that may be important to an investor. All

forward-looking information should be evaluated in the context of these risks, uncertainties and other factors, including those factors disclosed under “Risk Factors” in the Company’s Annual Report on Form 10-K filed with the SEC on March 27, 2025, as amended, and the Company’s subsequent reports filed with the SEC.

All forward-looking statements in this Form 12b-25 are based on information available to the Company as of the date hereof. The Company undertakes no obligation to revise or publicly release the results of any revision to these forward-looking statements, except as required by law. Given these risks and uncertainties, readers are cautioned not to place undue reliance on such forward-looking statements.

ALLURION TECHNOLOGIES, INC.

(Name of Registrant as Specified in Charter)

has caused this notification to be signed on its behalf by the undersigned hereunto duly authorized.

Date: November 17, 2025				By:		/s/ Brendan M. Gibbons
						Name:		Brendan M. Gibbons
						Title:		Chief Legal Officer