Sensus Healthcare Inc (STU:5TX)
€ 2.48 -0.20 (-7.46%) Market Cap: 41.25 Mil Enterprise Value: 28.43 Mil PE Ratio: 0 PB Ratio: 1.18 GF Score: 75/100

Q2 2026 Sensus Healthcare Inc Earnings Call Transcript

Aug 13, 2026 / 08:30 PM GMT
Release Date Price: €2.7

Key Points

Positve
  • Sensus Healthcare Inc (SRTS) secured 8 equipment orders that were delayed in Q2 due to third-party financing issues, and these have since been approved and will be recognized as revenue in Q3.
  • The company's commercial momentum strengthened during Q2, with a stronger pipeline, increased inbound interest, and engagement with a broader range of customers including larger physician groups and health systems.
  • The new dedicated CPT codes for SRT are driving adoption, as physicians now have greater reimbursement clarity and are moving from 'whether' to 'how' to incorporate SRT into their practices.
  • Sensus Healthcare Inc (SRTS) is seeing growing international interest, particularly in Australia, which has the highest skin cancer rate globally, presenting a significant market opportunity.
  • The company is expanding its recurring revenue streams through the Fair Deal Agreement program and CensusLink software, with all new customers adopting CensusLink and inside sales efforts targeting existing customers.
Negative
  • Sensus Healthcare Inc (SRTS) experienced a significant revenue decline in Q2 2026, with revenue of $2.3 million compared to $7.3 million in the prior year period, due to lower unit sales.
  • The company faced a financing issue with a third-party bank that failed to complete approvals on time, preventing the recognition of 19 units in Q2 and leading to a decision to no longer work with that bank.
  • Gross margin decreased to 34.8% from 39.7% in the prior year, driven by product mix including higher international shipments with lower average selling prices and costs associated with new system placements.
  • Adjusted EBITDA was negative $3 million in Q2 2026, worse than the negative $1.8 million in Q2 2025, indicating continued operational losses.
  • The company recorded a net loss of $8.7 million in Q2 2026, including a $5.7 million valuation allowance against deferred tax assets, and cash decreased to $15.2 million from $18.3 million at the end of Q1.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SRTS.OQ - Sensus Healthcare Inc
Q2 2026 Sensus Healthcare Inc Earnings Call
Aug 13, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Census Healthcare's 2026 Financial Results Conference Call.

All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero.

After today's presentation, there will be an opportunity to ask questions.

To ask a question, you may press star then one on your telephone keypad. To withdraw your questions, please press star then two.

Please note this event is being recorded. I would now like to turn the conference over to Alex Sharif with New Street Investor Relations. Please go ahead.

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Unidentified_2
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