NASDAQ$ARAY

Accuray Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Accuray reported a net income of $2.537 million for Q2 2025, a significant improvement from a net loss in the prior year, driven by increased product revenue and gross profit.

Accuray Incorporated reported a net income of $2.537 million for the three months ended December 31, 2024, a substantial improvement compared to a net loss of $9.621 million in the same period last year. This positive shift was primarily driven by a 19% increase in product revenue, reaching $61.189 million, and a 17% increase in gross profit. The company's total net revenue grew by 8% to $116.174 million, despite a slight decrease in service revenue. Operating expenses decreased by 7%, contributing to the improved profitability.

  • Net income significantly improved to $2.537 million from a net loss of $9.621 million in the prior year.
  • Product revenue increased by 19% to $61.189 million, driven by higher shipments of CyberKnife System units and system upgrades.
  • Gross profit rose by 17% to $41.892 million, attributed to increased net deferred gross profit recognized on sales to the joint venture and a favorable product mix.
  • Operating expenses decreased by 7% due to lower headcount and severance costs from restructuring initiatives.

Headline financials

Total Revenue

$116M

Previous: $107M+8.3%
EPS (adj)

$0.03

Previous: -$0.10+130.0%
Gross Orders

$76.8M

Previous: $93.9M-18.2%
Order Backlog

$463M

Previous: $492M-5.9%
Book to Bill Ratio

1.5

Previous: 1.8-16.7%
Adjusted EBITDA

$9.63M

No prior period
Capital Expenditures

-$1.99M

Previous: -$2.34M+14.8%
Net Income

$2.54M

Previous: -$9.62M+126.4%
Operating Income

$4.71M

Previous: -$3.96M+218.7%
Gross Profit

$41.9M

Previous: $35.9M+16.7%
R&D Expense

$13.6M

No prior period

Revenue & EPS history

Accuray · Revenue · Quarterly

$116M

Q2 2025+8.3%vs Q2 2024
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Revenue by segment

Accuray · $104M total across 2 segments · Q1 2024

  • Products Revenue
    $53.4M+19.6%
  • Services Revenue
    $50.5M-2.6%

Forward guidance

Accuray anticipates continued challenges from macroeconomic conditions, supply chain issues, and inflation impacting gross margins and net income through fiscal year 2025 and net revenue through fiscal year 2026. The company expects to have sufficient cash resources for the next 12 months but acknowledges uncertainties.

Tailwinds

  • The company believes it will have sufficient cash resources and anticipated cash flows to fund operations for at least the next 12 months.
  • Management is committed to addressing and remediating material weaknesses in internal controls over financial reporting.
  • The company continues to invest in research and development to introduce new products and enhancements.
  • The company is actively evaluating its liquidity position and monitoring customer and supplier actions.
  • The company aims to maintain compliance with debt covenants and explore additional financing if market conditions are favorable.

Headwinds

  • Inflation and ongoing supply chain challenges are expected to adversely affect gross margins and net income (loss) through fiscal year 2025.
  • Reduced budgets and lower capital deployment priority for radiotherapy equipment are expected to negatively impact net revenue through fiscal year 2026.
  • The extent of the ongoing impact of macroeconomic events on the business, markets, and global economic activity is uncertain and cannot be reasonably estimated.
  • The company's ability to maintain compliance with debt covenants is uncertain and depends on future operating performance.
  • There is no guarantee that the company would be able to satisfy its obligations if any of its indebtedness is accelerated.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.1%

Avg return

Earnings day

+0.4%

Avg return

5 days after

-0.8%

Avg return

30 days after

47%

30 / 64 earnings

Positive

+49.7%

Q4 2024

Best reaction

-39.6%

Q3 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-39.6%-35.4%
Q2 2026-21.1%-27.6%-35.5%
Q1 2026-15.9%-19.3%-31.7%
Q3 2025-12.9%-16.1%-1.3%
Q2 2025+8.0%-8.0%-25.3%
Q1 2025+8.9%+3.1%+4.7%
Q4 2024+49.7%+62.1%+51.0%
Q3 2024-27.7%-16.0%-16.9%
Q2 2024-5.2%-11.9%-3.3%
Q1 2024-0.7%-7.8%-1.1%
Q4 2023-23.2%-23.2%-35.9%
Q3 2023+14.4%+24.9%+31.0%
Q2 2023+14.3%+18.3%+19.4%
Q1 2023+1.5%+4.5%+2.5%
Q4 2022+27.5%+43.5%+15.0%
Q3 2022-10.2%-15.2%-31.4%
Q2 2022-15.9%-11.0%-13.2%
Q1 2022+9.7%+1.9%-9.3%
Q4 2021-3.7%-10.7%-9.2%
Q3 2021-11.1%-14.7%-22.9%
Q2 2021+4.1%-4.3%-3.3%
Q1 2021+2.5%+16.9%+51.4%
Q4 2020-6.6%-10.6%-17.2%
Q3 2020+26.3%+21.1%+10.0%
Q2 2020+13.4%+3.2%-21.2%
Q1 2020-4.8%-11.4%+5.5%
Q4 2019-15.5%-16.1%-9.6%
Q3 2019+1.7%+4.3%-5.5%
Q2 2019+14.2%+15.5%+36.2%
Q1 2019+32.8%+40.5%+20.1%
Q4 2018+11.5%+14.9%+9.2%
Q3 2018-15.3%-8.9%-10.9%
Q2 2018+8.7%+9.7%-1.9%
Q1 2018+3.5%+14.1%+24.7%
Q4 2017+5.1%+5.1%+14.1%
Q3 2017-5.2%-12.5%-13.5%
Q2 2017+1.8%+1.8%-2.7%
Q1 2017-5.7%-7.5%+0.0%
Q4 2016-8.8%-3.1%-0.5%
Q3 2016-7.1%
Q2 2016-12.2%
Q1 2016+6.3%
Q4 2015+10.2%
Q3 2015-22.4%
Q2 2015+6.0%
Q1 2015-15.9%
Q4 2014+2.6%
Q3 2014-8.9%
Q2 2014+19.4%
Q1 2014+11.4%
Q4 2013+5.1%
Q3 2013+12.2%
Q2 2013-12.4%
Q1 2013+0.0%
Q4 2010-2.8%
Q4 2012-9.3%
Q3 2011-9.4%
Q3 2012-9.4%
Q2 2012+16.6%
Q2 2011+16.6%
Q4 2011-3.5%
Q1 2011-3.5%
Q1 2012-3.5%
Q3 2010-0.6%

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