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LightPath Technologies
LightPath Technologies (LPTH) investor relations material
LightPath Technologies Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary11 Feb, 2026
Executive summary
Q2 FY2026 revenue rose 120% year-over-year to $16.4 million, driven by the G5 acquisition, strong defense and commercial orders, and growth in infrared components and assemblies.
Gross margin improved to 37% from 26% year-over-year, reflecting a favorable product mix and higher-margin assemblies.
Net loss widened to $9.4 million, primarily due to a $7.6 million non-cash earnout revaluation related to the G5 acquisition.
Adjusted EBITDA turned positive at $0.6 million, compared to a loss of $1.3 million in the prior year.
Completed acquisition of Amorphous Materials, expanding chalcogenide glass capabilities and enabling large-diameter lens production.
Financial highlights
Six-month revenue increased 98% year-over-year to $31.4 million, with significant contributions from G5 Infrared.
Gross profit for Q2 FY2026 increased 212% to $6 million (37% margin), up from $1.9 million (26% margin) in prior year.
Cash and equivalents at $73.6 million as of December 31, 2025, up from $4.9 million at June 30, 2025, bolstered by equity offerings.
Working capital was $72.6 million at quarter-end.
Order backlog reached $97.8 million at quarter-end, with two-thirds in higher-margin systems and subsystems.
Outlook and guidance
No formal guidance, but internal targets for gross margin at or above 35% by Q4, EBITDA positive by Q2, and operating cash flow positive by Q3 were achieved ahead of schedule.
Management expects continued growth in infrared products, especially in defense and industrial sectors, and ongoing product mix shift toward higher-value assemblies and systems.
Focused on rapid scaling, backlog conversion, and margin protection over the next three years.
Strategic investments and M&A planned to accelerate growth and secure market leadership before competitors catch up.
Anticipates compliance with new NDAA requirements for U.S.-produced glass and optics.
NDAA compliance: market share impact
Vertical integration: future margin expansion
G5 earnout liability: future cash impact
How does Amorphous acquisition expand Black Diamond?
What drives the 3-year market capture window?
FCC drone ruling: what's the impact on cameras?
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Next LightPath Technologies earnings date
Q3 202614 May, 2026
LightPath Technologies
Next LightPath Technologies earnings date
Q3 202614 May, 2026
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Frequently asked questions
LightPath Technologies Inc designs and manufactures optical and infrared components for industrial, defense, medical, and telecommunications markets. The company’s products include lenses, collimators, and fiber-optic devices. It serves customers worldwide with precision optical solutions. The company is headquartered in Orlando, Florida, and its shares are listed on the NASDAQ.
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