RxSight projects 2026 revenue of $140M to $160M, including $30M to $40M from Alcon collaboration

Earnings
โดย Seeking Alpha·Read original
Summary · why it matters

RxSight has revised its full-year 2026 revenue outlook to a range of $140 million to $160 million, which includes $30 million to $40 million from its newly announced strategic collaboration with Alcon. The company's standalone RxSight sales are now expected to be $110 million to $120 million, reflecting the continuation of headwinds experienced in the second quarter. Preliminary second-quarter total company revenue is approximately $32 million to $34 million, with $5 million to $7 million attributed to the Alcon agreement, while standalone sales of roughly $27 million fell 20% year-over-year. Management attributed the slowdown to widespread competitive trialing activity and pressured consumer sentiment, and it plans to accelerate U.S. sales force investments to reengage accounts. Full-year gross margin guidance was raised to 73% to 75% due to a favorable product mix, while operating expenses are still expected at the high end of $150 million to $160 million.

Impact on stocks 2

Aging Population± Mixed · 2 stocks
Rxsight Inc
RXST
▼ NegativeDemandCapitalrelevance

Standalone sales fell 20% YoY due to competitive trialing and pressured consumer sentiment.

Alcon AG
ALC
▲ PositiveDemandrelevance

Alcon's collaboration with RxSight contributes $30M-$40M to RxSight's 2026 revenue, indicating demand for Alcon's partnership.