NASDAQ$LUNG

Pulmonx Corporation · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Pulmonx reported Q4 2025 worldwide revenue of $22.6 million, down 5% year over year, with a net loss of $10.4 million ($0.25 per share).

Pulmonx posted Q4 2025 worldwide revenue of $22.6 million (-5% YoY, -7% constant currency) with U.S. revenue $14.1 million (-11%) and international $8.5 million (+8%). Gross margin was 78%; net loss was $10.4 million ($0.25 per share) vs $13.2 million ($0.33) prior year. Full-year revenue was $90.5 million (+8%). The company refinanced debt for up to $60 million and guides 2026 revenue of $90–92 million with ~75% gross margin.

  • Q4 revenue $22.6M (-5% YoY); gross margin 78%.
  • Net loss improved to $10.4M; adjusted EBITDA loss $5.5M.
  • New $60M credit facility extends maturity to 2031.
  • 2026 revenue guidance $90–92M; opex $113–115M.

Headline financials

Total Revenue

$22.6M

Previous: $23.8M-4.9%
EPS (adj)

-$0.25

Previous: -$0.33+24.2%
Gross Margin

78.0%

Previous: 74.0%+5.4%
Adjusted EBITDA Loss

$5.45M

Previous: $7.52M-27.6%
Net Income

-$10.4M

Previous: -$13.2M+21.1%
Operating Income

-$9.9M

Previous: -$13.4M+26.2%
Gross Profit

$17.5M

Previous: $17.6M-0.5%

Revenue & EPS history

Pulmonx · Revenue · Quarterly

$22.6M

Q4 2025-4.9%vs Q4 2024
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

For 2026, Pulmonx guides revenue of $90–92 million, gross margin ~75%, operating expenses $113–115 million, and cash burn of ~$23 million absent additional credit draws.

Tailwinds

  • International revenue growth and cost restructuring.
  • Improved adjusted EBITDA loss vs prior-year Q4.
  • Balance-sheet extension via refinancing.

Headwinds

  • U.S. revenue decline and transition-year commercial headwinds.
  • Continued operating losses and cash consumption.
  • Procedure volume sensitivity in COPD/emphysema interventions.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-3.4%

Avg return

Earnings day

-4.1%

Avg return

5 days after

-5.3%

Avg return

30 days after

42%

10 / 24 earnings

Positive

+32.2%

Q4 2024

Best reaction

-64.7%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%-6.7%+12.6%
Q4 2025+0.6%-6.1%-28.2%
Q3 2025-18.9%-28.6%+29.1%
Q1 2025-21.9%-28.8%-29.6%
Q4 2024+32.2%+30.7%+17.0%
Q3 2024-7.7%+5.2%-4.7%
Q2 2024-8.1%-15.4%+3.7%
Q1 2024+23.3%+21.9%-4.7%
Q4 2023-17.7%-27.9%-36.1%
Q3 2023+6.9%+20.7%+34.2%
Q2 2023-4.1%-8.0%-26.0%
Q1 2023+1.1%-0.2%-1.5%
Q4 2022+20.8%+26.0%+27.1%
Q3 2022-64.7%-61.1%-52.3%
Q2 2022+9.2%+19.9%+5.7%
Q1 2022+0.6%-23.6%-23.9%
Q4 2021-6.9%-2.5%-12.5%
Q3 2021+7.1%+12.6%-23.7%
Q2 2020-7.6%-10.9%-1.6%
Q2 2021+0.1%+6.0%+3.3%
Q1 2020-5.8%-5.3%+9.9%
Q1 2021-8.7%-9.6%-10.3%
Q4 2020-4.1%-3.4%-20.2%
Q3 2020-4.9%-3.4%+5.6%
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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