10-K · March 30, 2026
Allurion reports a small, seasonal revenue base (approximately $16.0 million in 2025 from quarterly totals) and continues to commercialize its Allurion Program (200,000+ patients treated in 50+ countries). The company…
Earnings analysis · 10-Q
ALUR earnings analysis
Filed May 15, 2026 · Our reading of the company's report
The latest report
Allurion Technologies, Inc. reported a significant decline in revenue of 47% year-over-year, dropping to $2.9 million for Q1 2026. Despite a reduction in operating losses compared to the prior year, the company…
Read full summary
Allurion Technologies, Inc. reported a significant decline in revenue of 47% year-over-year, dropping to $2.9 million for Q1 2026. Despite a reduction in operating losses compared to the prior year, the company continues to face liquidity challenges due to its ongoing compliance issues with NYSE listing standards and the need for additional funding.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $-6.1
What stood out
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Revenue Decline of 47%
Revenue fell to $2.9 million in Q1 2026 from $5.6 million in Q1 2025.
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Improved Operating Loss
Operating loss decreased to $3.7 million from $7.3 million year-over-year.
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Increased Other Income
Other income included a $4.3 million gain from changes in fair value of warrants.
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Reduced Cash Used in Operations
Cash used in operating activities decreased to $3.2 million from $9.5 million year-over-year.
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Cash Position
As of March 31, 2026, cash and cash equivalents were $5.1 million.
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FDA Approval Achieved
Received PMA approval for the Allurion Gastric Balloon System on February 20, 2026.
What to watch
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NYSE Delisting Risk
The company is under review for potential delisting due to failing to meet minimum market capitalization standards, risking its ability to trade publicly.
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Liquidity Concerns
Ongoing losses and reliance on external funding pose risks to operational continuity.
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Sales and Marketing Restructuring Impact
Shift in strategy towards B2B may negatively affect near-term revenue generation as direct customer sales decline.
Management's outlook
Management does not provide specific numerical guidance; expects continued operating losses
Earlier filings 4
10-Q · November 17, 2025
Allurion reported Q3 2025 revenue of $2,658,000 and a GAAP net loss of $11,884,000 (diluted EPS $(1.53)). Revenue and gross margin declined materially versus prior periods while operating expenses narrowed…
10-Q · May 15, 2025
Allurion reported revenue of $5.58M for the quarter ended March 31, 2025, down materially from $9.39M a year earlier, while gross margin improved to 74.6%. The company generated net income of $7.38M but diluted EPS fell…
10-K · March 27, 2025
Allurion positions itself as a platform play to "end obesity" with a Procedureless intragastric Allurion Balloon plus an AI-enabled Virtual Care Suite (VCS) and recently launched AllurionMeds. Clinically, the AUDACITY…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.