Pulmonx Corp (LUNG) Form 8-K — Oct 27, 2026
Pulmonx returned to year-over-year revenue growth in Q3 2026, with worldwide revenue of $22.8 million, up 6% from $21.5 million a year earlier. U.S. revenue rose 7% to $14.9 million while international revenue grew 5% to $7.9 million (9% excluding China, where sales were absent as the company restarts commercial activity following renewal of its Chinese registration certificate). Cost realignment drove significant operating leverage: net loss narrowed 40% to $8.4 million ($0.19 per share) and Adjusted EBITDA loss fell 57% to $3.5 million, with gross margin at 76%.
Key figures
- Revenue
- 22835000
- Guidance
- FY2026 revenue $90M-$92M; gross margin ~77%; opex $108M-$109M (incl. ~$14M stock comp); cash and equivalents to decrease ~$22M for full year 2026 assuming no additional credit facility drawdowns
- Revenue Yoy
- 6%
- Total Assets
- 110212000
- Cash Position
- 52690000
- Opex q3
- $24.9M (-18% YoY)
- Us revenue q3
- $14.9M (+7% YoY)
- Net loss yoy change
- -40%
- Gross margin q3 2026
- 76%
- Adjusted ebitda loss q3
- $3.5M (-57% YoY vs $8.2M)
- International revenue q3
- $7.9M (+5% YoY, +6% constant currency, +9% ex-China)
AI analysis
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