ARAY at a glance
ACCURAY INC (ARAY, SEC CIK 1138723) filed its latest 10-K annual report on August 27, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), ACCURAY INC (ARAY) reported revenue of $401.9 million (down 12.3% from FY2025) and a net loss of $49.2 million. Diluted EPS was -$0.40.
- As of June 30, 2026, 22 institutional investment managers tracked by SignalX reported holding ACCURAY INC (ARAY) shares worth $4.8 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $401.9M
- −12.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 22 funds
- $4.8M · −4 vs prior quarter
- Latest 8-K
- Aug 19, 2026
- Item 2.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Business Overview
- Core business: Develops and sells robotic and helical radiation therapy systems with advanced software for precise cancer and tumor treatment
- New strategic 10-year collaboration with University of Wisconsin to advance personalized cancer treatments using Stellar adaptive radiotherapy platform
- Focus shift to expanding service offerings with AI-enabled remote diagnostics, workflow optimization, and predictive maintenance tools for recurring revenue growth
- Workforce size 809 employees as of June 30, 2026, with 392 employees outside the U.S., supporting global operations and expansion
- Notable regulatory progress: Received China NMPA approvals for Tomo C and Accuray Precision systems, enhancing market access in the significant China oncology market
Management Discussion & Analysis
- Net revenue $402M, down 12% YoY; product revenue declined 27% ($172.7M vs $237.6M), services revenue up slightly $8.3M
- Gross margin 27.7% vs 32.1% YoY; gross profit decreased $35.5M due to lower product sales, tariffs, and unfavorable product mix
- Best segment: EIMEA revenue $150.9M up 5%, worst: China $68.1M down 45% due to geopolitical, tariff challenges
- Operating expenses slightly down 1% to $137.9M; restructuring charges of $16.2M included; interest expense $32.9M up 154% due to new borrowings
- Cash flow from operations negative $7.0M; Capex $5.9M; financing cash inflows $7.0M mainly from credit facilities and tariff refund financing
- Management guiding for ongoing inflation, supply chain headwinds, and geopolitical risks to impact margins and cash flow through FY 2027
Risk Factors
- Regulatory risk: U.S. Supreme Court ruling on IEEPA tariffs invalidated broad tariff authority, impacting Section 301 tariffs on components (e.g., CyberKnife linac), causing $9.3M tariff refund claim delay
- Geopolitical/macroeconomic risk: $8.9M shipment delays in Middle East, North Africa, Pakistan due to regional geopolitical unrest and Chinese economic pressures, impacting service revenue in those regions
- Operational/supply chain risk: Single-source suppliers for critical CyberKnife and TomoTherapy components expose company to supply disruptions, inflationary cost increases, and manufacturing delays through at least fiscal 2027
- Competitive risk: Major competitors Varian, Elekta, and new entrants with superior or alternative cancer treatments risk obsolescence of CyberKnife and TomoTherapy platforms
- Financial risk: $182M term loan facility and $5M revolving credit facility with breached covenants and restrictive amendments require waivers; failure to comply risks asset foreclosure and going concern issues
AI summary of the ARAY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Quarterly revenue $104.8M, down 7% YoY from $113.2M, driven by lower China and Asia Pacific shipments
- Gross margin 24.1% vs 27.9% YoY, pressured by $3.2M higher net parts consumption and logistics and duties costs
- Best region Americas revenue $24.5M, up 20% YoY; worst Asia Pacific revenue $9.3M, down 38%
- Operating expenses $34.4M, 33% of revenue vs 27% YoY, including $6.5M restructuring charges
- Outlook headwinds: delayed Middle East shipments, China pressure, tariffs, supply-chain costs and inflation through fiscal year 2026
Risk Factors
- Newly highlighted 2026 risk: tariffs on U.S.-China trade expected to reduce China product sales and increase costs
- Regulatory compliance risk: material internal-control weaknesses remain through March 31, 2026, impairing timely, accurate financial reporting
- Near-term market risk: U.S. customer financing delays and reduced radiotherapy-equipment budgets expected to pressure revenue through fiscal 2026
- Financial risk: $18.0 million of 3.75% Convertible Senior 2026 Notes mature June 1, 2026
- Leverage risk: $156.5 million outstanding under Credit Facilities, secured by substantially all assets, with covenant-default foreclosure exposure
AI summary of the ARAY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal 2026 results cover the fourth quarter and year ended June 30, 2026
- Accuray issued the results press release on August 19, 2026
Item 7.01: Regulation FD Disclosure
- Investor presentation to analysts and investors beginning August 19, 2026
- Exhibit 99.2 available through Accuray’s Investor Relations website
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- ARAY moved from Nasdaq Global Select Market to Nasdaq Capital Market on August 6, 2026
- Trading symbol remains “ARAY,” with substantially similar trading and governance framework
AI summaries of ARAY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ARAY
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Pervaiz Ali | A | Sep 23, 2026 | 19,811 | - |
| Pervaiz Ali | F | Sep 23, 2026 | 8,915 | $0.23 |
| TCW GROUP INC | J | Jul 29, 2026 | 598,114 | - |
| TCW GROUP INC | J | Jul 29, 2026 | 7,987,743 | - |
| Miele Paul Michael | A | May 29, 2026 | 650,000 | - |
| TCW GROUP INC | J | May 19, 2026 | 105,882 | - |
| TCW GROUP INC | J | May 19, 2026 | 60,504 | - |
| TCW GROUP INC | J | May 19, 2026 | 808,023 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $446.6M | $458.5M | $401.9M |
| Gross Profit | - | $147.0M | $111.5M |
| Operating Income | - | $7.8M | -$26.4M |
| Net Income | - | -$1.6M | -$49.2M |
| Gross Margin | - | 32.1% | 27.7% |
| Op. Margin | - | 1.7% | -6.6% |
| Net Margin | - | -0.3% | -12.2% |
| Balance Sheet | |||
| Total Assets | - | $470.2M | $443.7M |
| Equity | - | $81.2M | $41.7M |
| ROE | - | -2.0% | -118.0% |
| Per Share | |||
| EPS | - | $-0.02 | $-0.40 |
| Cash Flow | |||
| Operating CF | - | $2.9M | -$7.0M |
| CapEx | $3.6M | $4.3M | $5.9M |
Source: XBRL data in ACCURAY INC (ARAY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ARAY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 22 | $4.8M |
| Q1 2026 | 26 | $9.2M |
| Q4 2025 | 25 | $22.1M |
| Q3 2025 | 25 | $44.3M |
| Q2 2025 | 24 | $35.5M |
| Q1 2025 | 22 | $29.9M |
| Q4 2024 | 18 | $30.2M |
| Q3 2024 | 12 | $17.0M |
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- T. Rowe Price Group−50.8K
- Prudential Financial−16.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 174 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ARAY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 10-K | Aug 27, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 19, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| SC 13G | Jul 7, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 8-K | Apr 7, 2026 | - | Analysis | - |
| 8-K | Apr 6, 2026 | - | Analysis | - |
| 4 | Apr 1, 2026 | - | - | - |
| 8-K | Mar 19, 2026 | - | Analysis | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Feb 20, 2026 | - | - | |
| 10-Q | Feb 17, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 17, 2026 | - | - | |
| 8-K | Feb 9, 2026 | - | - | |
| 8-K | Feb 6, 2026 | - | - | |
| 8-K | Feb 4, 2026 | - | - |
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ARAY SEC filings: frequently asked questions
Which institutions hold ARAY stock?
As of June 30, 2026, the largest ACCURAY INC (ARAY) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($1.1 million), BlackRock ($843,000), AQR Capital Management ($700,000), Renaissance Technologies LLC ($532,000), Millennium Management ($410,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ARAY's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), ACCURAY INC (ARAY) reported revenue of $401.9 million (down 12.3% from FY2025) and a net loss of $49.2 million. Diluted EPS was -$0.40. The figures come from the XBRL data in the 10-K.
What are the main risks in ARAY's latest 10-K?
In the 10-K filed August 27, 2026, ACCURAY INC (ARAY) flagged: Regulatory risk: U.S. Supreme Court ruling on IEEPA tariffs invalidated broad tariff authority, impacting Section 301 tariffs on components (e.g., CyberKnife linac), causing $9.3M tariff refund claim delay. Geopolitical/macroeconomic risk: $8.9M shipment delays in Middle East, North Africa, Pakistan due to regional geopolitical unrest and Chinese economic pressures, impacting service revenue in those regions. (AI summary of the Risk Factors section.)
What did ARAY report in its latest 8-K?
ACCURAY INC (ARAY) filed an 8-K on August 19, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure). Fiscal 2026 results cover the fourth quarter and year ended June 30, 2026.
What are the latest ARAY SEC filings?
ACCURAY INC (ARAY) filed its latest 10-K annual report on August 27, 2026, a 10-Q quarterly report on May 6, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on October 1, 2026.
What is ARAY's SEC CIK number?
ACCURAY INC (ARAY)'s SEC Central Index Key (CIK) is 1138723. EDGAR lists every ARAY filing under that number.
Ask anything about ARAY
The research agent reads ARAY's filings, financials, insider trades and 13F holders, then answers with sources.