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LNSR · LENSAR, Inc.

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$8.20 -0.07 (-0.85%) At close · Aug 14
Customer concentration — top customer 14% of revenue

One customer — 14% of revenue (the three months ended March 31, 2026)

“For the three months ended March 31, 2026, one customer accounted for approximately 14% of our revenue.”

One customer — 12% of receivables (As of March 31, 2026)

“As of March 31, 2026, one customer accounted for approximately 12% of our accounts receivable, net.”
View the 10-Q filed May 8, 2026
Market Cap
$100.74M
Shares
12.29M

LENSAR, Inc. Earnings Call Transcripts

Every quarterly earnings call for LENSAR, Inc. (LNSR) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▼6.3% $7.75M −$3.99M '22 Q3 22-11-09 ▼8.8% $10.23M −$2.49M '22 Q4 23-03-16 ▼11.6% $8.25M −$4.27M '23 Q1 23-05-15 ▲49.4% $12.01M −$8.75M '23 Q2 23-08-09 ▲26.4% $9.79M $2.57M '23 Q3 23-11-09 ▲18.3% $12.11M −$3.93M '23 Q4 24-03-04 ▲28.3% $10.59M −$2.16M '24 Q1 24-05-09 ▲5.2% $12.64M −$9.04M '24 Q2 24-08-08 ▲38.2% $13.54M −$1.50M '24 Q3 24-11-07 ▲38.2% $16.73M −$18.70M '24 Q4 25-02-27 ▲33.7% $14.16M −$27.34M '25 Q1 25-05-08 ▲10.3% $13.94M −$1.76M '25 Q2 25-08-07 ▲5.7% $14.32M −$3.71M '25 Q3 25-11-06 ▼4.2% $16.02M −$1.46M '25 Q4 26-03-31 ▼5.2% $13.43M $36.33M '26 Q1 26-05-08 LATEST ▲18.4% $16.50M $3.54M '26 Q2 26-08-13
Earnings call
FY26 · Q2
2026-08-13
LENSAR Inc. Second Quarter 2026 Results Conference Call
Confident tone Ally system pricing dynamics Recurring revenue and procedure economics OUS distributor relationships and ESCRS
Revenue
$16.50M
▲ 18.4% YoY
Diluted EPS
$0.10
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-08
LENSAR, Inc. Q1 FY2026 Earnings Call
Positive tone Ally Product Adoption International / OUS Markets Recurring Revenue Strength
Revenue
$13.43M
▼ 5.2% YoY
Diluted EPS
$0.00
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-03-31
Earnings conference call (announced in 8-K)
Positive tone Ally product validation Competitive positioning Growth metrics and market share
Revenue
$16.02M*
▼ 4.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-06
LENSAR, Inc. Q3 FY2025 Earnings Call
Revenue
$14.32M
▲ 5.7% YoY
Diluted EPS
$-0.31
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-07
LENSAR, Inc. Q2 FY2025 Earnings Call
Revenue
$13.94M
▲ 10.3% YoY
Diluted EPS
$-0.15
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-08
LENSAR, Inc. Q1 FY2025 Earnings Call
Revenue
$14.16M
▲ 33.7% YoY
Diluted EPS
$-2.32
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
LENSAR, Inc. Q4 FY2024 Earnings Call
Revenue
$16.73M*
▲ 38.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-07
LENSAR, Inc. Q3 FY2024 Earnings Call
Revenue
$13.54M
▲ 38.2% YoY
Diluted EPS
$-0.13
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
LENSAR, Inc. Q2 FY2024 Earnings Call
Revenue
$12.64M
▲ 5.2% YoY
Diluted EPS
$-0.79
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
LENSAR, Inc. Q1 FY2024 Earnings Call
Revenue
$10.59M
▲ 28.3% YoY
Diluted EPS
$-0.19
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-03-04
LENSAR, Inc. Q4 FY2023 Earnings Call
Confident tone ALLY system placements and growth Revenue and procedure growth South Korea market disruption
Revenue
$12.11M*
▲ 18.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-09
LENSAR, Inc. Q3 FY2023 Earnings Call
Revenue
$9.79M
▲ 26.4% YoY
Diluted EPS
$-0.23
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-09
LENSAR, Inc. Q2 FY2023 Earnings Call
Revenue
$12.01M
▲ 49.4% YoY
Diluted EPS
$-0.81
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-15
LENSAR, Inc. Q1 FY2023 Earnings Call
Revenue
$8.25M
▼ 11.6% YoY
Diluted EPS
$-0.40
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-03-16
LENSAR, Inc. Q4 FY2022 Earnings Call
Revenue
$10.23M*
▼ 8.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-09
LENSAR, Inc. Q3 FY2022 Earnings Call
Revenue
$7.75M
▼ 6.3% YoY
Diluted EPS
$-0.39
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-08
LENSAR, Inc. Q2 FY2022 Earnings Call
Revenue
$8.04M
▲ 1.5% YoY
Diluted EPS
$-0.67
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-09
LENSAR, Inc. Q1 FY2022 Earnings Call
Revenue
$9.34M
▲ 32.6% YoY
Diluted EPS
$-0.67
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-03-03
LENSAR, Inc. Q4 FY2021 Earnings Call
Revenue
$11.22M*
▲ 35.5% YoY
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-08
LENSAR, Inc. Q3 FY2021 Earnings Call
Revenue
$8.27M
▲ 15.8% YoY
Diluted EPS
$-0.65
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
LENSAR, Inc. Q2 FY2021 Earnings Call
Revenue
$7.92M
▲ 57% YoY
Diluted EPS
$-0.47
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
LENSAR, Inc. Q1 FY2021 Earnings Call
Revenue
$7.04M
▲ 19.3% YoY
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-03-10
LENSAR, Inc. Q4 FY2020 Earnings Call
Revenue
$8.28M*
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-11-09
LENSAR, Inc. Q3 FY2020 Earnings Call
Revenue
$7.14M
▼ 11.4% YoY
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–24 of 24 earnings calls
Key facts CIK 1320350 CUSIP 52634L108 13F (30d) 74 filings 73 filers Visit website Investor relations

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