NYSE$ALUR

Allurion Technologies Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Results for the first quarter ended March 31, 2025

Allurion reported its first quarter 2025 financial results, showing reduced operating expenses and net operating loss, an improved gross margin, and progress toward FDA approval, while maintaining its full-year revenue guidance.

  • Reported first quarter 2025 revenue of $5.6 million.
  • Achieved a gross margin of 75% in Q1 2025, compared to 73% in the prior year.
  • Reduced total operating expenses by 37% year-over-year to $11.4 million.
  • Reduced net operating loss by 36% year-over-year to $7.3 million.

Headline financials

Total Revenue

$5.58M

Previous: $9.39M-40.5%
EPS (adj)

$0.20

Previous: $0.11+81.8%
Operating Expenses

$11.4M

Previous: $18.3M-37.3%
Adjusted Operating Expenses

$10.1M

No prior period
Net Operating Loss

-$7.28M

Previous: -$11.4M+36.1%
Adjusted Net Operating Loss

-$5.89M

No prior period
Gross Margin

75.0%

Previous: 73.0%+2.7%
Capital Expenditures

-$104K

Previous: -$104K+0.0%
Net Income

$7.38M

Previous: $5.59M+32.1%
Operating Income

-$7.28M

Previous: -$11.4M+36.1%
Gross Profit

$4.16M

Previous: $6.87M-39.4%

Revenue & EPS history

Allurion · Revenue · Quarterly

$5.58M

Q1 2025-40.5%vs Q1 2024
Beat estimate in 5 of 8 quarters(63%)
ActualEstimate

Forward guidance

For 2025, Allurion expects revenue of approximately $30 million and a reduction of approximately 50% in operating expenses compared to 2024, aiming for increased efficiency and progress towards profitability. The company is also on track to complete its FDA PMA submission by the end of June 2025 and plans to start enrolling a prospective trial on the combination of the Allurion Program with low-dose GLP-1 medications this year.

Tailwinds

  • Maintaining 2025 revenue guidance at approximately $30 million.
  • Anticipating a significant reduction in operating expenses (approx. 50% vs 2024).
  • Expect to complete FDA PMA submission by the end of June 2025.
  • Planning to start enrolling a prospective trial on the combination of the Allurion Program with low-dose GLP-1 medications in 2025.
  • Focus on "Metabolically Healthy Weight Loss" with GLP-1 combination seen as a potential growth area.

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 Q1 2025

Historical avgQ1 2025

+1.5%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+63.8%

Avg return

30 days after

48%

10 / 21 earnings

Positive

+47.1%

Q4 2025

Best reaction

-43.7%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+25.0%+25.1%+1467.3%
Q4 2025+47.1%+35.3%+47.1%
Q3 2025+1.4%-6.0%+12.1%
Q2 2025+0.8%-8.1%-16.3%
Q1 2025+25.1%+29.7%+5.1%
Q4 2024+0.3%+3.2%-22.8%
Q3 2024-43.7%-46.2%-51.3%
Q2 2024-12.7%-17.0%-20.8%
Q1 2024-1.0%-8.8%-28.4%
Q4 2023-11.9%-11.0%-5.2%
Q3 2022+2.4%+0.7%-18.7%
Q3 2023+6.7%+2.4%-15.9%
Q2 2022-2.3%+3.8%-3.6%
Q1 2023-2.3%+3.8%-3.6%
Q2 2023-2.3%+3.8%-3.6%
Q4 2022-2.3%+3.8%-3.6%
Q1 2022+0.0%+0.2%+0.3%
Q4 2021+0.1%+0.3%-0.1%
Q3 2021-0.2%+0.0%+0.0%
Q2 2021-0.1%-0.5%-1.3%
Q1 2021+0.9%+1.0%+2.4%

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