v3.26.3
Revenue from Contracts with Customers (Tables)
9 Months Ended
Sep. 30, 2026
Revenue from Contracts with Customers  
Schedule of Disaggregation of Revenue

The Company’s revenues disaggregated by product category and geography for the three and nine months ended September 30, 2026 and 2025 were as follows (in thousands):

 

 

Three Months Ended

 

 

September 30,

 

 

United States

 

 

International

 

 

Total

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Glaucoma

 

$

118,635

 

 

$

80,806

 

 

$

33,356

 

 

$

29,443

 

 

$

151,991

 

 

$

110,249

 

Corneal Health

 

 

56,212

 

 

 

20,645

 

 

 

2,827

 

 

 

2,643

 

 

 

59,039

 

 

 

23,288

 

Total

 

$

174,847

 

 

$

101,451

 

 

$

36,183

 

 

$

32,086

 

 

$

211,030

 

 

$

133,537

 

 

 

Nine Months Ended

 

 

September 30,

 

 

United States

 

 

International

 

 

Total

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

 

2026

 

 

2025

 

Glaucoma

 

$

330,637

 

 

$

212,216

 

 

$

105,794

 

 

$

89,703

 

 

$

436,431

 

 

$

301,919

 

Corneal Health

 

 

103,293

 

 

 

54,824

 

 

 

7,487

 

 

 

7,578

 

 

 

110,780

 

 

 

62,402

 

Total

 

$

433,930

 

 

$

267,040

 

 

$

113,281

 

 

$

97,281

 

 

$

547,211

 

 

$

364,321

 

Schedule of Accrued Sale Rebate Liability Activity

 

September 30,

 

 

2026

 

Reserve balance, December 31, 2025

 

$

10,192

 

Current period provision

 

 

14,246

 

Payments and credits

 

 

(9,767

)

Reserve balance, September 30, 2026

 

$

14,671