RTTNews BiotechCodex · 实盘不做把握 6/10
北京时间·🕒 发布 23:44:28时区推断·⟳ 抓取 23:45:19·⚡ 决策 07-30 23:46:28 +1m09s·89.3 天前
Pulmonx二季度收入下滑但亏损收窄、毛利率改善，股价盘中已大涨
这是财报后盘中异动转述，核心信息为收入同比下降5%、毛利率升至78%、净亏损由1520万美元收窄至1010万美元。
📄 原文RTTNews Biotech↗ 原文
Pulmonx Stock Rises On Narrowed Q2 Losses, Margin Gains
Pulmonx Corporation (LUNG), a medical device company focused on minimally invasive treatments for lung disease, yesterd…
不做 Pulmonx Corporation（LUNG.US）
财报信息正负混合且公司仅重申收入指引，信号到达时已盘中大涨约38.35%，没有明确未定价edge，不追。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 medium · price-in 风险 high ↗
关键理由
- 这是财报后盘中异动转述，核心信息为收入同比下降5%、毛利率升至78%、净亏损由1520万美元收窄至1010万美元。
- 公司仅重申全年9000万至9200万美元收入指引，未给出上修指引或新增商业化里程碑。
- 信号到达时正文已写明Pulmonx（LUNG.US）股价约1.73美元、上涨38.35%，短线反应已高度释放。
主要风险
- 低价小盘股财报后波动大，若后续公司电话会给出超预期订单或中国监管恢复进展，可能需要新信号重判。
原文全文
展开原文 · 2,176 字
Pulmonx Corporation (LUNG), a medical device company focused on minimally invasive treatments for lung disease, yesterday announced financial results for the second quarter ended June 30, 2026, showing lower revenue compared to the same period last year but improved margins and reduced losses.
Revenue for Q2 2026 was $22.8 million, down 5% from $23.9 million in Q2 2025, reflecting a 6% decline on a constant currency basis. U.S. revenue totaled $14.2 million, a 4% decrease from $14.7 million in the prior year quarter. International revenue came in at $8.6 million, down 6% from $9.1 million in Q2 2025, with a 9% decline on a constant currency basis. Excluding China, international sales grew 12% year-over year, highlighting strength in other markets despite regulatory delays in China.
Gross profit improved to $17.7 million from $17.2 million in Q2 2025, with gross margin rising to 78% from 72%, reflecting cost realignment efforts.
Net loss narrowed to $10.1 million, or $0.24 per share, compared to a net loss of $15.2 million, or $0.38 per share in Q2 2025. Adjusted EBITDA loss improved to $5.1 million from $8.4 million in the prior year quarter.
Cash and cash equivalents stood at $55.8 million as of June 30, 2026, providing liquidity to support operations.
Looking ahead, Pulmonx reaffirmed its full-year 2026 revenue guidance of $90 million to $92 million, compared with $90.5 million in FY 2025. And expects gross margin to be approximately 76%, versus 74% achieved last year.
Operating expenses are projected between $109 million and $111 million, including $15 million of non-cash stock-based compensation, compared with $120.8 million in FY 2025.
LUNG has traded between $1.13 and $2.89 over the past year. The stock is currently trading at $1.73, up 38.35%.
For comments and feedback contact: editorial@rttnews.com
Business News
July 30, 2026 04:24 ET The August 2026 FDA calendar features several important PDUFA decisions that could influence the biotech sector, healthcare innovation, and investor sentiment. In this video, we break down five major FDA decisions expected in August 2026, including the therapies, companies, and diseases under review:
Revenue for Q2 2026 was $22.8 million, down 5% from $23.9 million in Q2 2025, reflecting a 6% decline on a constant currency basis. U.S. revenue totaled $14.2 million, a 4% decrease from $14.7 million in the prior year quarter. International revenue came in at $8.6 million, down 6% from $9.1 million in Q2 2025, with a 9% decline on a constant currency basis. Excluding China, international sales grew 12% year-over year, highlighting strength in other markets despite regulatory delays in China.
Gross profit improved to $17.7 million from $17.2 million in Q2 2025, with gross margin rising to 78% from 72%, reflecting cost realignment efforts.
Net loss narrowed to $10.1 million, or $0.24 per share, compared to a net loss of $15.2 million, or $0.38 per share in Q2 2025. Adjusted EBITDA loss improved to $5.1 million from $8.4 million in the prior year quarter.
Cash and cash equivalents stood at $55.8 million as of June 30, 2026, providing liquidity to support operations.
Looking ahead, Pulmonx reaffirmed its full-year 2026 revenue guidance of $90 million to $92 million, compared with $90.5 million in FY 2025. And expects gross margin to be approximately 76%, versus 74% achieved last year.
Operating expenses are projected between $109 million and $111 million, including $15 million of non-cash stock-based compensation, compared with $120.8 million in FY 2025.
LUNG has traded between $1.13 and $2.89 over the past year. The stock is currently trading at $1.73, up 38.35%.
For comments and feedback contact: editorial@rttnews.com
Business News
July 30, 2026 04:24 ET The August 2026 FDA calendar features several important PDUFA decisions that could influence the biotech sector, healthcare innovation, and investor sentiment. In this video, we break down five major FDA decisions expected in August 2026, including the therapies, companies, and diseases under review:
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