Beyond Air Reaffirms $8M CY2026 and $16-18M CY2027 Revenue Guidance; FDA Decision on LungFit PH Expected 2H 2026

summarizeSummary

Beyond Air reported flat Q1 revenue of $1.8 million and reaffirmed its CY2026 and CY2027 guidance, while highlighting an FDA decision on its second-generation LungFit PH system expected in 2H 2026.

check_boxKey Events · Earnings and Guidance · XAIR

• Q1 FY2027 Revenue Flat at $1.8M

  Revenue for the quarter ended June 30, 2026 was $1.8 million, unchanged from the prior year period. Gross margin improved to 13% from 9%.

• Reaffirms CY2026 and CY2027 Guidance

  Company reaffirmed revenue guidance of $8 million for CY2026 and $16-$18 million for CY2027, representing over 110% year-over-year growth at the midpoint.

• FDA Decision on LungFit PH Expected 2H 2026

  PMA supplement for the second-generation LungFit PH system is under FDA review, with approval expected in the second half of 2026. The system is not included in CY2026 guidance.

• Commercial Expansion: Third Major GPO Agreement

  Entered into a national group purchasing agreement with a leading U.S. GPO, expanding reach by nearly 2,000 U.S. hospitals and health systems.

auto_awesomeAnalysis · XAIR · Industrial Applications And Services

Beyond Air reported Q1 FY2027 revenue of $1.8 million, flat year-over-year, and reaffirmed its full-year guidance of $8 million for CY2026 and $16-$18 million for CY2027. The company also disclosed that its PMA supplement for the second-generation LungFit PH system is under FDA review with approval expected in the second half of 2026, a key regulatory milestone that could unlock a larger addressable market. The recent $30.1 million financing provides runway, but the company still faces a going concern warning and a net loss of $7.9 million for the quarter.