Accuray Incorporated · NASDAQ:ARAY
Accuray — Q4 2026 Earnings Presentation
18 slides from Accuray's earnings presentation, Aug 19, 2026
Slide 1: Q4'FY26 Earnings Call Supplemental Presentation
Q4’FY26 Earnings Call Supplemental Presentation August 19, 2026 This presentation contains forward-looking statements. See slide 2 for important cautionary information.
Slide 2: Forward-Looking Statements
This presentation is intended exclusively for investors. It is not intended for use in Sales or Marketing. Forward-Looking Statements Statements made in this presentation (including the oral commentary that accompanies it) that are not statements of historical fact are forward-looking statements tha
Slide 3: Vision and Mission
Vision and Mission To expand the curative power of radiation therapy to improve as many lives as possible. To think, act, and execute beyond expectations every day to deliver better, safer radiation therapy solutions and help patients get back to living their lives, faster. Proprietary and Confident
Slide 4: Q4'FY26 and YTD Q4'FY26 Financials
Q4’FY26 and YTD Q4’FY26 Financials Highlights KEY FINANCIAL METRICS ▪ Q4 service revenue increased 6% versus the $M Q4 Y/Y YTD Y/Y prior year period. Service gross margins improved 2.4% versus the prior year and 10.7% sequentially. The margin improvements were Revenues $100.9M -21% $401.9M -12% larg
Slide 5: China Deferred Margin Impact
China Deferred Margin Impact ▪ Due to JV accounting rules, 49% Total Margin Deferral Impact FY25 FY26 of total margin is deferred upon $k YTD Q1 Q2 Q3 Q4 YTD Net China Margin Impact (Deferral) / Release (7,666) (1,081) 1,220 (96) (8) 36 shipment to the JV and margin is released when the JV ships the
Slide 6: RPO Disclosure Change
RPO Disclosure Change There is NO change to any of the As provided in our Form 10-K/A and the 10-Q/A filed on February 17, 2026, we revised following items: prior disclosure for remaining performance obligations (“RPO”) included in Note 2, ▪ Financial statements – income Revenue. Below is a short su
Slide 7: FY27 Guidance
FY27 Guidance Not providing formal Revenue or Adjusted EBITDA guidance for FY27 at this time ▪ The Company is operating from a position of greater strength than a year ago. ▪ Our priorities remain clear: ▪ Executing our Transformation initiatives ▪ Improving profitability ▪ Expanding recurring reven
Slide 8: Thank you
Thank you Proprietary and Confidential Property of Accuray 8
Slide 9: GAAP to Adjusted EBITDA Q4 FY'26 and Q4 FY'25
GAAP to Adjusted EBITDA Q4 FY’26 and Q4 FY’25 Reconciliation of Net Income (Loss) to Adjusted Earnings Before Interest, Taxes, Depreciation, Amortization, Stock-Based Compensation, Changes in Fair Value of Warrant Liability, and Certain Non-Recurring, Irregular and One-Time Items (Adjusted EBITDA) T
Slide 10: GAAP to Adjusted EBITDA FY2026 and FY2025
GAAP to Adjusted EBITDA FY2026 and FY2025 Reconciliation of Net Income (Loss) to Adjusted Earnings Before Interest, Taxes, Depreciation, Amortization, Stock-Based Compensation, Changes in Fair Value of Warrant Liability, and Certain Non-Recurring, Irregular and One-Time Items (Adjusted EBITDA) Twelv
Slide 11: GAAP to Adjusted EBITDA Q3 FY'26 and Q3 FY'25
GAAP to Adjusted EBITDA Q3 FY’26 and Q3 FY’25 Reconciliation of Net Income (Loss) to Adjusted Earnings Before Interest, Taxes, Depreciation, Amortization, Stock-Based Compensation, Changes in Fair Value of Warrant Liability, and Certain Non-Recurring, Irregular and One-Time Items (Adjusted EBITDA) T
Slide 12: GAAP to Adjusted EBITDA Q2 FY'26 and Q2 FY'25
GAAP to Adjusted EBITDA Q2 FY’26 and Q2 FY’25 Reconciliation of Net Income (Loss) to Adjusted Earnings Before Interest, Taxes, Depreciation, Amortization, Stock-Based Compensation, Changes in Fair Value of Warrant Liability, and Certain Non-Recurring, Irregular and One-Time Items (Adjusted EBITDA) T
Slide 13: GAAP to Adjusted EBITDA Q1 FY'26 and Q1 FY'25
GAAP to Adjusted EBITDA Q1 FY’26 and Q1 FY’25 Reconciliation of Net Income (Loss) to Adjusted Earnings Before Interest, Taxes, Depreciation, Amortization, Stock-Based Compensation, Changes in Fair Value of Warrant Liability, and Certain Non-Recurring, Irregular and One-Time Items (Adjusted EBITDA) T
Slide 14: Gross Margin to Gross Margin Excluding China Margin Impact
Gross Margin to Gross Margin Excluding China Margin Impact Reconciliation of Gross margin to Gross margin excluding China Margin Impact Three Months Ended Twelve Months Ended June 30, June 30, $K 2026 2026 Total Net Revenue $ 100,919 $ 401,947 Total Cost of Revenue (65,842) (290,493) Gross Profit 35
Slide 15: Gross Margin to Gross Margin Excluding China Margin Impact Q3 FY'26
Gross Margin to Gross Margin Excluding China Margin Impact Q3 FY’26 Reconciliation of Gross margin to Gross margin excluding China Margin Impact Three Months Ended March 31, $K 2026 Total Net Revenue $ 104,845 Total Cost of Revenue (79,551) Gross Profit 25,294 China Margin Deferral (96) Gross Profit
Slide 16: Gross Margin to Gross Margin Excluding China Margin Impact Q2 FY'26
Gross Margin to Gross Margin Excluding China Margin Impact Q2 FY’26 Reconciliation of Gross margin to Gross margin excluding China Margin Impact Three Months Ended December 31, $K 2025 Total Net Revenue $ 102,241 Total Cost of Revenue (78,169) Gross Profit 24,072 China Margin Release 1,220 Gross Pro
Slide 17: Gross Margin to Gross Margin Excluding China Margin Impact Q1 FY'26
Gross Margin to Gross Margin Excluding China Margin Impact Q1 FY’26 Reconciliation of Gross margin to Gross margin excluding China Margin Impact Three Months Ended September 30, $K 2025 Total Net Revenue $ 93,942 Total Cost of Revenue (66,931) Gross Profit 27,011 China Margin Deferral (1,081) Gross
Slide 18: Gross Margin to Gross Margin Excluding China Margin Impact FY25
Gross Margin to Gross Margin Excluding China Margin Impact FY25 Reconciliation of Gross margin to Gross margin excluding China Margin Impact Twelve Months Ended June 30, $K 2025 Total Net Revenue $ 458,505 Total Cost of Revenue (311,538) Gross Profit 146,967 China Margin Deferral (7,666) Gross Profi