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- **Revenue Surge**: Q2 2026 revenue up 128% YoY to $1.8 million, with FY26 guidance of $8-10 million.
- **Gen II Momentum**: Second-gen LungFit PH (FDA pending) set for late 2026 launch, targeting larger hospitals and transport use.
- **Global Expansion**: 35+ country partnerships, first international placements, targeting 60+ countries by end-2026.
- **Financial Strength**: $12M debt + $20M equity line provides runway to profitability, with 66% YoY cash burn reduction.
- **Clinical Progress**: Beyond Cancer trial shows 22-month median survival; NeuroNOS programs advance with FDA orphan designations.

**【CEO Summary Section】**
- **Revenue Growth**: Q2 2026 revenue reached $1.8 million, up 128% YoY and 3% sequentially. FY26 guidance updated to $8-10 million.
- **New Sales Model**: Introduced capital purchase option for LungFit PH, with first hospital purchase post-quarter end. This complements traditional leasing model.
- **International Expansion**: Placed first commercial systems outside the U.S. in Japan, South Korea, and Latin America, expanding to 35 countries. Target 60+ countries by end-2026.
- **Gen II Launch**: Second-generation LungFit PH (smaller, portable) expected to launch late 2026 (pending FDA approval). Gen II design patent granted through 2040.
- **Clinical Updates**: Beyond Cancer's Phase Ia trial shows median survival of 22 months (UNO therapy). NeuroNOS programs (BA-101, BA-102) advance with FDA orphan drug designations.
- **Financial Strength**: Secured $12M debt and $20M equity line with Streeterville Capital, providing runway through 2027.

**【CFO Financial Commentary】**
- **Revenue & Margin**: Q2 2026 revenue $1.8M (vs. $0.8M YoY). Gross loss narrowed to $0.3M (from $1.1M YoY) due to sales growth, offset by inventory/write-down costs.
- **Cost Control**: Total operating expenses down 37% YoY to $7.4M. R&D expenses halved to $2.5M, SG&A reduced 32% to $4.9M. Cash burn reduced 66% YoY to $4.7M.
- **Liquidity**: $10.7M cash as of Q2, with $32M+ available via debt/equity lines. Expect cash burn to decline as revenue grows.

**【Q&A Highlights】**
- **Gen II Growth Drivers**: International expansion (35+ countries with partners) and U.S. capital sales model adoption. FDA approval delays attributed to supply chain, not regulatory hurdles.
- **FDA Timeline**: Gen II launch expected late 2026, contingent on FDA approval. No material delays noted; focus on supply chain readiness.
- **Business Model Impact**: Capital purchases reduce reliance on leasing cycles, offering hospitals cost flexibility. Early feedback on Gen II design positive.
- **International Pricing**: Ex-U.S. sales via distributors, with disposables revenue similar to U.S. model. Regulatory approvals in key markets expected to drive 2027+ growth.
- **Contract Renewals**: Hospitals extending contracts with multiyear agreements, reflecting LungFit PH's value proposition. No significant attrition reported.

Beyond Air, Inc. (XAIR) Q2 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

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Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

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Operating Income

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Income (Loss) from Associates

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Other Non-Operating Income (Loss)

Net Interest Expense

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Net Income

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Preferred Stock Dividends

Other Adjustments

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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XAIR

XAIR fundamentals

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