Welcome to our dedicated page for LENSAR SEC filings (Ticker: LNSR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
LENSAR, Inc. filings document operating results and material events for a commercial-stage medical device company focused on robotic laser systems for cataract procedures. Form 8-K reports furnish quarterly and annual earnings releases, including disclosures on ALLY system activity, installed-base trends, and recurring revenue components such as procedure, lease, and service revenue.
The company’s filings also record capital and governance matters, including common stock listed on Nasdaq under LNSR, officer transition disclosures, and material agreements such as the Priority Credit Line Agreement. Amendments to material-event reports provide additional detail on credit-line terms, collateral arrangements, interest-rate mechanics, and default provisions.
LENSAR, Inc. reported higher revenue and a sharp swing to profitability for the quarter ended June 30, 2026. Total revenue rose to $16.5M from $13.9M a year earlier, driven primarily by higher procedure volumes across its LENSAR Laser System and ALLY Robotic Cataract Laser System platforms.
Operating results improved significantly, with operating income of $2.1M versus a loss of $6.3M in the prior-year quarter, reflecting lower selling, general and administrative expenses and the absence of prior acquisition-related costs. Net income was $3.5M, compared with a net loss of $1.8M, aided by a favorable change in warrant liabilities. For the first six months, net income reached $39.9M, largely influenced by a $10.0M cash deposit retained from the terminated Alcon merger and a $25.2M non-cash gain from revaluing warrant liabilities.
Cash and cash equivalents were $13.6M at June 30, 2026, slightly above year-end despite $4.4M of cash used in operating activities, helped by investment maturities. Warrant liabilities fell from $40.2M to $15.0M, and stockholders’ equity moved from a deficit of $26.0M to positive $14.9M. Management still expects near-term operating losses but believes existing liquidity and an additional $10.0M asset-based revolving credit facility executed in August 2026 support at least 12 months of funding.
LENSAR, Inc. reported strong results for the quarter ended June 30, 2026, with total revenue of $16.5 million, up 18% from the prior-year quarter. Recurring revenue reached $13.7 million, a 20% increase, and accounted for 83% of total revenue.
Procedure revenue rose 23% to $10.2 million on procedure volume of 58,682, up 13% year over year. The total laser installed base grew to 445 systems, including 215 ALLY Robotic Cataract Laser Systems, with 10 new ALLY placements in the quarter and a backlog of 13 systems.
The company generated net income of $3.5 million versus a $1.8 million loss a year earlier, and delivered its strongest Adjusted EBITDA to date at $3.6 million, compared with a $0.3 million loss. Management cited higher revenue, lower operating expenses, and a $1.1 million tariff refund as key drivers, while noting reduced non-cash income from warrant liability revaluation. Cash, cash equivalents and investments totaled $13.6 million at June 30, 2026, down from $18.0 million at December 31, 2025.
LENSAR, Inc. reported the results of its 2026 annual stockholders meeting. As of the June 10, 2026 record date, there were 12,281,581 common shares and 20,000 shares of Series A convertible preferred stock outstanding, providing a total of 20,222,027 votes. Holders representing 18,307,120 votes, or approximately 90.53% of the voting power, were present or represented by proxy.
Stockholders elected three Class III directors to terms ending in 2029, with each nominee receiving over 13.3 million votes for and about 1.8–1.9 million votes withheld. They ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026 with 18,245,337 votes for. On an advisory basis, stockholders approved executive compensation with 13,671,195 votes for and selected one year as the preferred frequency for future say-on-pay votes, supported by 14,814,363 votes. The board determined the company will hold advisory votes on named executive officer compensation every year until the next required frequency vote or a different frequency is later determined.
BlackRock, Inc. filed an amended Schedule 13G reporting its beneficial ownership of common stock of LENSAR, INC.. BlackRock reports beneficial ownership of 184,053 shares of LENSAR common stock, representing 1.5% of the outstanding class as of the reporting date.
BlackRock has sole voting powersole dispositive power
LENSAR, Inc. is asking stockholders to vote at its 2026 virtual annual meeting on August 4, 2026 at 11:00 a.m. Eastern Time. Investors will elect three Class III directors to terms running to the 2029 annual meeting, ratify PricewaterhouseCoopers LLP as auditor for 2026, and cast advisory votes on 2025 executive pay and how often future say‑on‑pay votes should occur, with the Board recommending every one year. Holders of 12,281,581 shares of common stock and 20,000 shares of Series A Convertible Preferred Stock as of June 10, 2026 may vote online, by phone, by mail, or during the live webcast.
LENSAR, Inc. director and 10% owner Todd B. Hammer received a grant of 17,421 restricted stock units as part of his annual non-employee director compensation. Each RSU converts into one share of common stock and vests in full on June 3, 2027, contingent on his continued service or earlier specified events. Following this grant, Hammer directly holds 56,083 common shares. Separately, 1,100,592 common shares are reported as held by North Run Capital, LP and may be deemed indirectly owned by North Run Advisors, LLC and Hammer, who disclaims beneficial ownership except to the extent of his pecuniary interest.
ELLIS THOMAS B reported acquisition or exercise transactions in this Form 4 filing.
LENSAR, Inc. director and greater-than-10% holder Thomas B. Ellis reported an equity award and updated holdings. He received 17,421 restricted stock units, each representing one share of common stock, granted at no cash cost as part of his annual non-employee director compensation.
The RSUs vest in full on June 3, 2027, if he continues serving the company, or earlier upon termination of service, a change in control, death, or disability. After this grant, he directly holds 56,083 common shares. Separately, 1,100,592 common shares are reported as indirectly held through North Run Capital, LP and North Run Advisors, LLC, with Ellis disclaiming beneficial ownership beyond his pecuniary interest.
Wong Kendra reported acquisition or exercise transactions in this Form 4 filing.
LENSAR, Inc. reported that Principal Accounting Officer Kendra Wong received a grant of 13,066 restricted stock units (RSUs) of common stock. Each RSU represents the right to receive one share of LENSAR common stock if vesting conditions are met.
The RSUs vest in four substantially equal annual installments on each anniversary of the grant date, as long as Wong continues to provide service to the company through each vesting date. After this award, she directly holds 56,481 shares of LENSAR common stock.
Connaughton Alan B. reported acquisition or exercise transactions in this Form 4 filing.
LENSAR, Inc. reported that Chief Operating Officer Alan B. Connaughton received a grant of 34,843 shares of common stock on June 3, 2026 in the form of restricted stock units (RSUs) at no cash cost. Each RSU represents one share of common stock and vests in four substantially equal annual installments on each anniversary of the grant date, subject to his continued service. Following this award, Connaughton directly holds a total of 389,173 shares, including the RSUs, reflecting a routine compensation-related equity grant rather than an open-market purchase or sale.