Pulmonx Corp. (LUNG)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
$2.56-9.54%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-05
QuarterlyIQ Insights · LUNG
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We continue to execute on our commercial strategy, advance our clinical initiatives, and deliver the operating leverage we expected,” said Glen French, President and Chief Executive Officer of Pulmon…
Stated in 3 of 3 supplied quarters. Management reported: “Operating expenses in the third quarter of 2026 were $24.9 million, compared to $30.4 million for the third quarter of 2025, representing a decrease of 18%.” “Adjusted EBITDA loss in the third quarter of 2026 was $3.5 million, a reduction of 57% as compared to adjusted EBITDA loss of $8.2 million for the same period in 2025.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We continue to execute on our commercial strategy, advance our clinical initiatives, and deliver the operating leverage we expected,” said Glen French, President and Chief Executive Officer of Pulmon…”
“Recent Highlights • Achieved worldwide revenue of $22.8 million in the second quarter of 2026, a 5% decrease over the same period last year and a decrease of 6% on a constant currency basis • Deliver…”
““With a fully staffed global sales organization, we remain confident in our ability to drive sequential improvement in revenue growth, execute against our strategic priorities, and deliver meaningful…”
Recent Highlights • Achieved worldwide revenue of $22.8 million in the third quarter of 2026, a 6% increase over the same period last year on both a GAAP and constant currency basis • Delivered $14.9…
Stated in 3 of 3 supplied quarters. Management reported: “Third Quarter 2026 Financial Results Total worldwide revenue in the third quarter of 2026 was $22.8 million, a 6% increase from $21.5 million in the third quarter of 2025 on both a GAAP and constant currency basis.” “2026 Financial Outlook Pulmonx continues to expect revenue for the full year 2026 to be in the range of $90 million to $92 million.”
“Recent Highlights • Achieved worldwide revenue of $22.8 million in the third quarter of 2026, a 6% increase over the same period last year on both a GAAP and constant currency basis • Delivered $14.9…”
““With a fully staffed US sales leadership team, a more focused global commercial team, and a realigned cost structure, we are confident in our ability to return to year-over-year revenue growth and d…”
““With a fully staffed global sales organization, we remain confident in our ability to drive sequential improvement in revenue growth, execute against our strategic priorities, and deliver meaningful…”
Gross margin for the third quarter of 2026 was 76%, compared to 75% for the same period in 2025.
Stated in 3 of 3 supplied quarters. Management reported: “Gross margin for the third quarter of 2026 was 76%, compared to 75% for the same period in 2025.” “The Company now expects gross margin for the full year 2026 to be approximately 77%.”
“Gross margin for the third quarter of 2026 was 76%, compared to 75% for the same period in 2025.”
“Gross margin for the second quarter of 2026 was 78%, compared to 72% for the same period in 2025.”
“Gross margin for the first quarter of 2026 was 78%, compared to 73% for the same period in 2025.”
The Company now expects cash, cash equivalents, and marketable securities to decrease by approximately $22 million for the full year 2026 assuming no additional drawdowns under the Company’s credit f…
Stated in 3 of 3 supplied quarters. Management reported: “Cash and cash equivalents totaled $52.7 million as of September 30, 2026.” “The Company now expects cash, cash equivalents, and marketable securities to decrease by approximately $22 million for the full year 2026 assuming no additional drawdowns under the Company’s credit facility.”
“The Company now expects cash, cash equivalents, and marketable securities to decrease by approximately $22 million for the full year 2026 assuming no additional drawdowns under the Company’s credit f…”
“The Company continues to expect cash, cash equivalents, and marketable securities to decrease by approximately $23 million for the full year 2026 assuming no additional drawdowns under the Company’s…”
“The Company continues to expect cash, cash equivalents, and marketable securities to decrease by approximately $23 million for the full year 2026 assuming no additional drawdowns under the Company’s…”
Focus on executing commercial strategy to reverse recent revenue declines and achieve year-over-year revenue growth.
Over the trailing year it converted 0.78x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated stable grew net income 43% of the time over the next year (vs 45% for the rest of the cohort, n=9530).
Not investment advice. As of 2026-11-05.