LENSAR Inc 2026年季度报告

(Mark One)☒Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934For the quarterly period ended June 30, 2026or☐Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934For the transition period fromtoCommission File Number: 001-39473 LENSAR, INC. (Exact name of registrant as specified in its charter) 32-0125724(I.R.S. Employer Identification No.) 2800 Discovery DriveOrlando, Florida 32826(Address of principal executive offices and Zip Code)(888) 536-7271(Registrant’s telephone number, including area code)N/A(Former name, former address and former fiscal year, if changed since last report)Securities registered pursuant to Section 12(b) of the Act: Name of each exchange on which registeredThe Nasdaq Stock Market LLC Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file suchreports), 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 be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period thatthe 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, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☐Non-accelerated filer☒ Accelerated Filer☐Smaller reporting company☒Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ 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 July 31, 2026, there were 12,285,865 shares of the registrant’s Common Stock outstanding. Table of Contents PageForward-Looking StatementsiiiRisk Factor SummaryvPART I – FINANCIAL INFORMATION1Item 1.Financial Statements1Condensed Statements of Operations and Comprehensive Income (Loss) (Unaudited)1Condensed Balance Sheets (Unaudited)2Condensed Statements of Cash Flows (Unaudited)3Condensed Statements of Changes in Redeemable Convertible Preferred Stock and Stockholders’ Equity(Deficit) (Unaudited)5Notes to the Condensed Financial Statements (Unaudited)7Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations25Item 3.Quantitative and Qualitative Disclosures About Market Risk34Item 4.Controls and Procedures34PART II – OTHER INFORMATION35Item 1.Legal Proceedings35Item 1A.Risk Factors35Item 2.Unregistered Sales of Equity Securities and Use of Proceeds77Item 3.Defaults Upon Senior Securities77Item 4.Mine Safety Disclosures77Item 5.Other Information77Item 6.Exhibits78Signatures79 FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q (the “Quarterly Report”) contains forward-looking statements within the meaning of thePrivate Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harborprovisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended (the “SecuritiesAct”), and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). All statements other thanstatements of historical facts contained in this Quarterly Report, including without limitation statements regarding the impact of thetermination of the Merger Agreement (as defined below), business model and strategic plans for our products, technologies andbusiness, including our implementation thereof; the impact on our business, financial condition and results of operation frommacroeconomic conditions; the timing of and our ability to obtain and maintain regulatory approvals and certifications; ourexpectations about our ability to successfully commercialize and further develop our next generation system, the ALLY RoboticCataract Laser System®(“ALLY System”), and the timing thereof; the ALLY System's performance and market impact; thesufficiency of our cash and cash equivalents; industry trends and conditions impacting various markets in which we operate; andthe plans and objectives of management for future operations and capital expenditures are forward-looking statements. Thesestatements involve known and unknown risks, uncertainties and other important factors that may cause our actual results,performance or achievements to be