LightPath Tech ziet in Q3 omzet en marges dalen door afgenomen vraag in telecom en datacenters. Het bedrijf schrapt jaarwinstverwachtingen, ondanks eerder optimisme over een herstel in de tweede helft van 2026.

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LightPath Technologies Inc. ($lpth) has been gaining attention as a key player in defense optics and sensing, with recent developments highlighting its impressive transformation and growth. The company reported a near doubling of revenue for fiscal 2026, reaching $71.7 million, alongside a significant gross margin expansion to 36%. This improvement was driven by a shift toward higher-value products like assemblies, modules, and cameras, which accounted for 44% of annual sales compared to just 23% the previous year. The fourth quarter alone set a company record with $21.2 million in revenue and a 39.4% gross margin, marking the fourth consecutive quarter of positive adjusted EBITDA. LightPath’s backlog surged 197% year over year to $110.9 million, with $85.6 million expected to be recognized within the next 12 months. The company also secured $24 million in additional counter-UAS orders shortly after the fiscal year ended, signaling strong demand for its defense-related products. CEO Sam Rubin emphasized that the company’s exit from China manufacturing, completed through the sale of its subsidiary for $4.5 million, aligns with Pentagon sourcing rules and positions LightPath well for future contract wins. Looking ahead, LightPath plans to increase capital expenditures in fiscal 2027 to expand production capacity in the U.S. and Latvia, supported by a robust cash position of $93.2 million and minimal debt. Despite some program delays and stretched component lead times, the company remains focused on scaling operations to meet growing demand in defense optics and sensing markets. Meanwhile, Piper Sandler continues to rate $lpth as Overweight, acknowledging the company’s $110 million backlog and strong positioning despite some production constraints. The defense sector’s evolving supply chain requirements, especially around rare earth sourcing, further underscore LightPath’s strategic pivot away from China and toward compliant U.S.-based manufacturing. U.S. markets are currently closed and will reopen tomorrow at 9:30 AM ET. Did you know? Stocks that focus on specialized technology niches, like defense optics, often see their valuations influenced not just by sales but by how well they navigate supply chain and regulatory shifts—factors that can create long-term competitive advantages. Disclaimer This content is for entertainment and discussion purposes only. It is based on publicly available headlines and social media commentary, which can be messy and ever-evolving. We are not financial advisors, and this is not investment advice. The publisher may hold positions in securities mentioned. We aim to keep things accurate—if you catch something off, please let us know. Powered by - Trading Watch Premium This data is 100% free and is made possible by our Monthly Supporters.

LightPath Technologies (NASDAQ: LPTH) reported fiscal 2027 first-quarter revenue of $20.8 million, up from the same quarter a year earlier. Revenue increased 37.9% for the quarter ended September 30, 2026. Gross margin rose to 41.4% from 29.8%, while net loss narrowed to $1.7 million, or $0.02 per share, from $2.9 million, or $0.07 per share. Operating expenses increased to $10.8 million from $7.0 million.Backlog reached approximately $132.9 million, up 20% from June 30 and 54% year over year; customers requested approximately $110.8 million for delivery within twelve months. Adjusted EBITDA, a non-GAAP earnings measure, rose to $1.3 million from $0.4 million. Cash declined to $82.9 million from $93.2 million at June 30. LightPath also secured follow-on defense-related orders and a funded materials-development agreement, and completed its China subsidiary sale on October 30, 2026.

LightPath Technologies (NASDAQ:LPTH) completed the sale of its China subsidiary to an entity owned by incumbent management, effective October 30, 2026. The sale included LightPath (Zhenjiang) Optical Instrumentation's manufacturing facility and operations, leaving LightPath with no China-based facilities or operations.The former subsidiary will continue supplying products for LightPath's commercial customers in the U.S. and Europe as a third-party vendor. LightPath expects continuity of supply without a material impact on supply, quality or service. Revenue from the China operation's third-party customers, averaging approximately $4.5 million annually across fiscal years 2025 and 2026, will no longer enter consolidated results after closing.

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Reported Tuesday, Oct 27 - 8:42am EDT (TheFly subscription required to read more.)

LightPath Technologies (NASDAQ:LPTH) received an order from a defense customer for over 50,000 optical assemblies for use in drone camera systems. The customer identity and order value remain undisclosed under customer confidentiality requirements.Assemblies and modules accounted for 44% of revenue in fiscal 2026, up from 23% in fiscal 2025. Management said LightPath has been adding automation and capacity to its assembly operations to support high-volume programs. The company views the drone market as a long-term growth opportunity.

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