Earnings summaries and quarterly performance for RxSight.
Executive leadership at RxSight.
Board of directors at RxSight.
Research analysts who have asked questions during RxSight earnings calls.
Thomas Stephan
Stifel
4 questions for RXST
David Saxon
Needham & Company
3 questions for RXST
Steven Lichtman
Oppenheimer & Co. Inc.
3 questions for RXST
Craig Bijou
Bank of America Securities
2 questions for RXST
Lei Huang
Wells Fargo
2 questions for RXST
Lilia-Celine Lozada
JPMorgan Chase & Co.
2 questions for RXST
Robert Marcus
JPMorgan Chase & Co.
2 questions for RXST
Young Li
Jefferies
2 questions for RXST
Adam Maeder
Piper Sandler Companies
1 question for RXST
Angela Runyararo Kumirai
UBS Group
1 question for RXST
Danielle Antalffy
UBS Group AG
1 question for RXST
Larry Biegelsen
Wells Fargo & Company
1 question for RXST
Patrick Wood
Morgan Stanley
1 question for RXST
Ryan Zimmerman
BTIG
1 question for RXST
Simran Kaur
Wells Fargo & Company
1 question for RXST
Recent press releases and 8-K filings for RXST.
- RxSight announced the appointment of Mark Wilterding as its new Chief Financial Officer.
- The company pre-announced fourth-quarter 2025 sales of $32.6 million, exceeding street estimates of $27.6 million.
- RxSight concluded 2025 with 12% year-over-year growth in procedures and a nearly 20% increase in its installed base.
- The company ended 2025 with approximately $225 million in cash.
- RxSight announced Mark Wilterding as its new Chief Financial Officer.
- The company pre-announced fourth-quarter sales of $32.6 million, surpassing street estimates of $27.6 million.
- RxSight reported 12% year-over-year growth in procedures and a nearly 20% increase in its installed base for the year, ending with approximately $225 million in cash.
- The company holds an approximate 10% market share in the U.S. premium IOL market and is strategically focusing on increasing LAL utilization and international expansion.
- RxSight reported fourth-quarter 2025 sales of $32.6 million, surpassing Street estimates of $27.6 million, primarily driven by Light Adjustable Lenses (LALs).
- The company announced the appointment of Mark Wilterding as its new Chief Financial Officer.
- RxSight finished 2025 with approximately 12% year-over-year growth in procedures and a nearly 20% increase in its installed base.
- The company holds an approximate 10-12% market share in the U.S. premium IOL market and ended 2025 with about $225 million in cash.
- Management is focused on increasing utilization of its high-margin LAL product within its existing installed base and expanding internationally, with LAL gross margins expected to be in the 80% range long-term.
- RxSight reported preliminary unaudited total revenue of $134.5 million for 2025, alongside 109,615 LAL Units sold and an LDD Installed Base of 1,134.
- The company has facilitated ~300,000 LAL Procedures since inception, with 1,100+ Ophthalmic Offices utilizing LDDs and 2,500+ surgeons trained.
- RxSight holds approximately 10% of the US Premium IOL Market and maintains a strong financial position with $225M+ in Cash, Cash Equivalents & ST Investments.
- Future growth is planned through utilization expansion, increased surgeon access, ongoing innovation, and entry into international markets.
- RxSight, Inc. announced preliminary unaudited fourth quarter 2025 revenue of approximately $32.6 million and full-year 2025 revenue of approximately $134.5 million, which exceeds its November guidance of $125 million to $130 million.
- The company's preliminary unaudited cash, cash equivalents and short-term investments as of December 31, 2025, are expected to be $228.1 million.
- Mark Wilterding has been appointed as the new Chief Financial Officer, effective January 11, 2026, replacing Shelley Thunen.
- Mr. Wilterding's compensation includes an annual base salary of $550,000, eligibility for an annual bonus of up to 65% of his base salary, and equity awards consisting of an option to purchase 258,770 shares and 163,528 restricted stock units.
- RxSight reported preliminary unaudited fourth quarter 2025 revenue of approximately $32.6 million and preliminary unaudited full-year 2025 revenue of approximately $134.5 million, exceeding its November guidance of $125 to $130 million.
- Operational highlights include the sale of 28,611 Light Adjustable Lenses (LALs) in Q4 2025 and 109,615 LALs for the full year, contributing to an installed base of 1,134 Light Delivery Devices (LDDs) as of December 31, 2025.
- Preliminary unaudited cash, cash equivalents and short-term investments were approximately $228.1 million as of December 31, 2025.
- Mark Wilterding has been appointed as the new Chief Financial Officer, effective January 11, 2026.
- RxSight experienced "bumps along the way" in 2025, including an early-year contraction in the general cataract market and increased competition from new presbyopia correcting IOLs. The company's focus has shifted from growing its installed base to driving utilization growth (same-store sales) within its existing customer accounts.
- The implied Q4 guidance indicates a sequential revenue step down, which is unusual for a historically strong quarter, attributed to conservatism and a business pivot. For 2026, while no official guidance has been given, RxSight expects sequential quarter-over-quarter growth, subject to seasonality, with the street modeling $135 million in revenue.
- International expansion is an evolving focus, with a new VP of International hired and recent approvals in the EU and Korea. A more material revenue contribution from international markets is anticipated in 2027, with 2026 serving as a build-up year.
- RxSight experienced challenges in 2025, including a contracted cataract market and increased competitive IOL introductions, leading the company to pivot its focus towards utilization growth within its existing customer base.
- The company anticipates an implied sequential revenue step down for Q4 2025, noting a conservative approach and a business pivot.
- For 2026, RxSight expects sequential growth quarter-over-quarter, subject to seasonality, with the street modeling $135 million in revenue.
- RxSight is expanding internationally, having hired a VP of International and secured approvals in the EU and several Asian countries, with material revenue contribution from these efforts expected in 2027.
- RxSight faced challenges in 2025 including a contracted cataract market and increased competition from new presbyopia-correcting IOLs, leading to a pivot in strategy to focus on utilization growth within existing customers. The company's second-half guidance for 2025 is positioned at $56 million at the mid-point.
- For 2026, RxSight expects sequential revenue growth quarter-over-quarter, subject to seasonality, and is investing more in sales and marketing and R&D to drive growth. The street is modeling $135 million of revenue for 2026.
- The company views international expansion as a significant opportunity, targeting 20 countries with a market potential of $26 billion to $27 billion, which is double the U.S. opportunity. Material revenue contribution from international markets is anticipated to be a 2027 story, following a build-up in 2026.
- RxSight's LAL technology is considered unique and differentiated, currently holding about 10% of the premium IOL space, with no direct near-term competition foreseen.
- RxSight reported Q3 2025 revenue of $30.3 million, a 14% decrease year-over-year, with LAL revenue at $25.7 million from 26,045 units sold. The company achieved a gross margin of 79.9% and a GAAP net loss of $9.8 million, or $0.24 per share.
- The LDD installed base grew to 1,109 units as of September 30, 2025, a 25% increase year-over-year, while LDD sales in Q3 2025 were 25 units, a 68% decrease from the prior year. Approximately 2,000 ophthalmologists implanted the Light Adjustable Lens during the quarter.
- For the full year 2025, RxSight narrowed its revenue guidance to $125 million-$130 million and increased its gross margin guidance to 76%-77%. Operating expenses guidance was reiterated at $145 million-$155 million.
- RxSight ended Q3 2025 with $227.5 million in cash and short-term investments.
Quarterly earnings call transcripts for RxSight.
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