RxSight Inc 2025年季度报告

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required tofile such reports), and (2) has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorterperiod that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, asmaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,”“smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transitionperiod for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the ExchangeAct.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ As of October 30, 2025, the registrant had41,116,640shares of common stock, $0.001 par value per share, outstanding. PART I.FINANCIAL INFORMATIONItem 1.Financial Statements (Unaudited)6Condensed Consolidated Balance Sheets6Condensed Consolidated Statements of Operations and Comprehensive Loss7Condensed Consolidated Statements of Equity8Condensed Consolidated Statements of Cash Flows10Notes to Unaudited Condensed Consolidated Financial Statements11Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations24Item 3.Quantitative and Qualitative Disclosures About Market Risk34Item 4.Controls and Procedures35PART II.OTHER INFORMATIONItem 1.Legal Proceedings35Item 1A.Risk Factors36Item 2.Unregistered Sales of Equity Securities and Use of Proceeds96Item 3.Defaults Upon Senior Securities96Item 4.Mine Safety Disclosures96Item 5.Other Information96Item 6.Exhibits98Signatures99 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS The following discussion and analysis should be read together with ourcondensed consolidated financial statements and the condensed notes to thosestatements included elsewhere in this report. This report contains forward-looking statements within the meaning of Section 27A of the Securities Act of1933, as amended, or the Securities Act, and Section 21E of the SecuritiesExchange Act of 1934, as amended, or the Exchange Act, that are based on ourmanagement’s beliefs and assumptions and on information currently available toour management. In this report, “we,” “us” and “our” refer to RxSight, Inc., aDelaware corporation, and its consolidated subsidiaries. Forward-looking statements include, but are not limited to, statementsconcerning the following: •the sufficiency of our existing capital resources to fund our futureoperating expenses and capital expenditure requirements, includingour expectation that we do not anticipate the need to raise additionalcapital or incur additional debt in order to reach profitability fromoperations, as disclosed in our future Annual Reports on Form 10-Kor Quarterly Reports on Form 10-Q as filed with the Securities andExchange Commission (“SEC”), provided that we mayopportunistically seek to raise capital under advantageouscircumstances from time to time in order to support the expansion ofour sales and operations in the U.S. and internationally and to pursueother business opportunities;•our belief that our current cash, cash equivalents and short-terminvestments through the date of filing of this report will be sufficientto fund our operations for at least the next 12 months;•our expectation that revenue will increase in absolute dollars as weexpand our sales organization and sales territories, add customers,expand the base of doctors that are trained to use our products, andexpand awareness of our products with new and existing customersand as doctors perform more procedures using our products;•our estimates of expenses, ongoing losses, future revenue, capitalrequirements and our need for, or ability to obtain, additionalfinancing;•our expectations about our gross margins based on the forecast ofmanufacturing volumes of Light-Adjustable Lenses (“LALs”);•our plans for the growth of our business and our organization,including with respect to new geographic markets;•our belief that, over time, our adjustable lens solution can be used toaddress a broad range of cataract surgery patients, including those thatwould otherwise elect for a conventional cataract procedure today;•our belief that our RxSight system offers doctors and patients asignificantly more reliable approach tha