LightPath Technologies

LightPath reported record revenue of $21.2m in Q4 2026 (up 73% y/y), beating consensus estimates, but missed profit expectations with a loss of $0.06 per share versus an expected $0.01. Adjusted gross margin rose to a historically strong 39.4% and adjusted EBITDA was positive for the fourth consecutive quarter. For the full year, revenue climbed to $71.7m (+93%), the order book stood at $110.9m, and the balance sheet showed $93.2m in cash with virtually no debt. Management plans capacity expansions and expects further revenue growth but did not provide a formal guidance for 2027; capital expenditures are set to increase. » Altro su de.investing.com

Prosper Stars & Stripes highlighted LightPath as a beneficiary of rising demand for domestic space communications and missile-defense optics, noting the company’s shift from component to system supplier and its Black Diamond technology that avoids germanium. The fund cited legacy heat-seeking missile contracts and current growth from intelligence, missile defense, counter-UAS and next-generation projects, and called LightPath’s medium-term $150 million revenue target credible. LightPath has reduced China exposure and could capture higher content value per system, supporting potential revenue and margin expansion. » Altro su finance.yahoo.com

Lightpath Technologies A will release on 10 September 2026 the results for the quarter ended 30 June 2026. Five analysts expect on average an EPS of -0.006 USD versus -0.160 USD a year ago and revenue of 20.6 million USD (+68.7% year-over-year). For the most recently completed fiscal year, consensus estimates are -0.224 USD per share and annual revenue of 71.2 million USD, well above last year’s 37.2 million USD. » Altro su finanzen.net