Sensus Healthcare (NASDAQ:SRTS) Announces Earnings Results

Sensus Healthcare (NASDAQ:SRTS) announced its quarterly earnings results on Thursday. The company reported ($0.19) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.09) by ($0.10), Zacks reports. The firm had revenue of $4.94 million for the quarter, compared to analyst estimates of $8.35 million. Sensus Healthcare had a negative net margin of 28.09% and a negative return on equity of 14.82%.

Here are the key takeaways from Sensus Healthcare’s conference call:

• New dedicated CPT codes for SRT and IG‑SRT effective 1/1/2026 provide clear, enhanced reimbursement and management said this removes a major adoption barrier for non‑invasive skin cancer treatment.
• Financials weakened materially in 2025 with Q4 revenue of $4.9M (vs. $31M a year earlier), full‑year revenue of $27.5M (vs. $41.8M), a $7.7M net loss and Adjusted EBITDA of -$9.6M, driven largely by reduced sales to their largest customer.
• Balance sheet and outlook: the company ended 2025 with $22.1M cash, no debt, elevated inventory to support demand, expects Q1 shipments to exceed Q4 levels (excluding the largest customer) and targets full‑year profitability in 2026.
• Fair Deal (FDA placement) program momentum: 18 active sites and 10 pending, with treatments up ~8x and patients treated up >250% year‑over‑year, which management says is converting into outright purchases in some cases.
• Product and regulatory uncertainty remains—TDI approval timing is unclear and R&D expense rose to $7.8M as the company invests in next‑generation systems and billing/reimbursement efforts, posing near‑term execution and cost risks.

Sensus Healthcare Trading Down 17.0%

Shares of SRTS opened at $3.86 on Friday. The stock has a market capitalization of $63.38 million, a price-to-earnings ratio of -8.21 and a beta of 1.21. Sensus Healthcare has a 12 month low of $3.03 and a 12 month high of $5.92. The firm has a fifty day simple moving average of $4.46 and a 200 day simple moving average of $3.93.

Insider Activity

In other news, Director Eric Sachetta purchased 7,000 shares of the business’s stock in a transaction on Friday, November 21st. The stock was purchased at an average price of $3.93 per share, for a total transaction of $27,510.00. Following the completion of the purchase, the director directly owned 140,113 shares in the company, valued at $550,644.09. The trade was a 5.26% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Joseph C. Sardano purchased 25,000 shares of the stock in a transaction on Tuesday, November 18th. The shares were acquired at an average cost of $4.03 per share, for a total transaction of $100,750.00. Following the transaction, the chief executive officer owned 1,200,293 shares of the company’s stock, valued at approximately $4,837,180.79. The trade was a 2.13% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired a total of 33,000 shares of company stock worth $132,060 over the last three months. Insiders own 8.90% of the company’s stock.

Institutional Trading of Sensus Healthcare

A number of institutional investors have recently modified their holdings of SRTS. Greenline Wealth Management LLC acquired a new stake in shares of Sensus Healthcare during the 4th quarter worth approximately $513,000. Ingalls & Snyder LLC bought a new position in Sensus Healthcare during the fourth quarter worth $219,000. State Street Corp raised its position in shares of Sensus Healthcare by 5.2% in the 4th quarter. State Street Corp now owns 69,252 shares of the company’s stock worth $276,000 after acquiring an additional 3,400 shares in the last quarter. Jane Street Group LLC acquired a new position in shares of Sensus Healthcare during the 4th quarter valued at $79,000. Finally, Geode Capital Management LLC boosted its position in shares of Sensus Healthcare by 3.5% during the 4th quarter. Geode Capital Management LLC now owns 158,240 shares of the company’s stock worth $630,000 after purchasing an additional 5,316 shares in the last quarter. 25.30% of the stock is currently owned by institutional investors.

Key Stories Impacting Sensus Healthcare

Here are the key news stories impacting Sensus Healthcare this week:

• Positive Sentiment: Publication of dedicated CPT codes for superficial radiation therapy (SRT) to treat non‑melanoma skin cancer — a potential boost to reimbursement and broader adoption that could improve unit economics over time. Business Wire: Q4 2025 Results & CPT Codes
• Positive Sentiment: Management is explicitly targeting profitability in 2026 by expanding reimbursement, diversifying the customer base and driving adoption — a constructive strategic path if execution and reimbursement traction continue. Seeking Alpha: Profitability Target 2026
• Neutral Sentiment: Earnings call transcripts and highlights show management discussing reimbursement progress and operating initiatives; no material upside guidance was issued to offset the quarter’s miss. Useful for detail but did not reverse market reaction. MSN: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 results materially missed expectations: EPS of ($0.19) vs. consensus (~($0.09)) and revenue $4.94M vs. ~$8.35M consensus; the company reported a quarterly net loss and negative margins — a near‑term catalyst for selling pressure. Company Press Release: Q4 2025 Results
• Negative Sentiment: Longer‑term shareholder returns have been weak (article notes a ~36% loss over three years), underscoring investor sensitivity to execution and growth consistency. Yahoo Finance: Shareholder Returns

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Zacks Research upgraded Sensus Healthcare from a “strong sell” rating to a “hold” rating in a research note on Wednesday, October 22nd. Wall Street Zen cut Sensus Healthcare from a “hold” rating to a “sell” rating in a report on Saturday. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Sensus Healthcare in a research note on Thursday, January 22nd. Three research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Sensus Healthcare has a consensus rating of “Hold” and a consensus price target of $8.00.

Sensus Healthcare Company Profile

Sensus Healthcare, Inc is a medical technology company specializing in the development, manufacture and commercialization of superficial radiation therapy (SRT) systems. The company’s SRT devices utilize low-energy X-rays to treat a range of dermatological and oncological conditions, most notably non-melanoma skin cancers such as basal cell carcinoma and squamous cell carcinoma, as well as benign lesions including keloids. By delivering targeted radiation to superficial tissue layers, Sensus Healthcare’s systems aim to provide an alternative to surgical excision or systemic therapies, offering clinicians a non-invasive treatment option for eligible patients.

The company’s flagship products include the SRT-100™ and SRT-100+™ platforms, which feature handheld applicators, adjustable energy settings and integrated safety controls.