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LightPath Technologies Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | -$0.0200 |
| EPS actual | -$0.0200 |
| Revenue estimate | 17.038M |
| Revenue actual | 19.15M |
| Revenue Surprise | 12.40% |
| Release date | Feb 11, 2026 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.0300 |
| EPS Surprise | 25.00% |
| Revenue estimate | 14.959M |
| Revenue actual | 16.352M |
| Revenue Surprise | 9.31% |
| Release date | Nov 11, 2025 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0500 |
| EPS Surprise | 16.67% |
| Revenue estimate | 14.871M |
| Revenue actual | 15.058M |
| Revenue Surprise | 1.26% |
| Release date | Sep 25, 2025 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0700 |
| EPS Surprise | -133.33% |
| Revenue estimate | 12.201M |
| Revenue actual | 12.21M |
| Revenue Surprise | 0.0716% |
Last 4 Quarters for LightPath Technologies
Below you can see how LPTH performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 25, 2025 |
| Price on release | $6.50 |
| EPS estimate | -$0.0300 |
| EPS actual | -$0.0700 |
| EPS surprise | -133.33% |
| Date | Price |
|---|---|
| Sep 19, 2025 | $7.24 |
| Sep 22, 2025 | $6.96 |
| Sep 23, 2025 | $7.16 |
| Sep 24, 2025 | $6.86 |
| Sep 25, 2025 | $6.50 |
| Sep 26, 2025 | $7.90 |
| Sep 29, 2025 | $8.15 |
| Sep 30, 2025 | $7.93 |
| Oct 01, 2025 | $7.68 |
| 4 days before | -10.22% |
| 4 days after | 18.15% |
| On release day | 21.54% |
| Change in period | 6.08% |
| Release date | Nov 11, 2025 |
| Price on release | $8.04 |
| EPS estimate | -$0.0600 |
| EPS actual | -$0.0500 |
| EPS surprise | 16.67% |
| Date | Price |
|---|---|
| Nov 05, 2025 | $7.83 |
| Nov 06, 2025 | $7.62 |
| Nov 07, 2025 | $7.71 |
| Nov 10, 2025 | $7.78 |
| Nov 11, 2025 | $8.04 |
| Nov 12, 2025 | $7.37 |
| Nov 13, 2025 | $6.66 |
| Nov 14, 2025 | $6.70 |
| Nov 17, 2025 | $6.80 |
| 4 days before | 2.68% |
| 4 days after | -15.42% |
| On release day | -8.33% |
| Change in period | -13.15% |
| Release date | Feb 11, 2026 |
| Price on release | $10.27 |
| EPS estimate | -$0.0400 |
| EPS actual | -$0.0300 |
| EPS surprise | 25.00% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $9.06 |
| Feb 06, 2026 | $10.56 |
| Feb 09, 2026 | $11.33 |
| Feb 10, 2026 | $11.01 |
| Feb 11, 2026 | $10.27 |
| Feb 12, 2026 | $12.48 |
| Feb 13, 2026 | $11.52 |
| Feb 17, 2026 | $11.18 |
| Feb 18, 2026 | $11.24 |
| 4 days before | 13.36% |
| 4 days after | 9.44% |
| On release day | 21.52% |
| Change in period | 24.06% |
| Release date | May 07, 2026 |
| Price on release | $12.03 |
| EPS estimate | -$0.0200 |
| EPS actual | -$0.0200 |
| Date | Price |
|---|---|
| May 01, 2026 | $13.70 |
| May 04, 2026 | $12.33 |
| May 05, 2026 | $12.10 |
| May 06, 2026 | $12.87 |
| May 07, 2026 | $12.03 |
| May 08, 2026 | $11.51 |
| May 11, 2026 | $12.82 |
| May 12, 2026 | $12.21 |
| May 13, 2026 | $12.12 |
| 4 days before | -12.19% |
| 4 days after | 0.748% |
| On release day | -4.32% |
| Change in period | -11.53% |
LightPath Technologies Earnings Call Transcript Summary of Q1 2026
LightPath Technologies reported FY Q1 2026 results with strong commercial momentum as the company transitions from component supplier to vertically integrated provider of infrared optics and camera systems. Revenue grew 79% year-over-year to $15.1M; gross profit rose to $4.5M (30% of revenue); adjusted EBITDA was positive $0.4M; net loss was $2.9M. The company highlighted a record backlog of approximately $86–90M (more than 4x recent levels), with roughly two-thirds in higher‑value systems and subsystems driven by programs in counter‑UAS, border surveillance, naval SPEIR (via L3Harris), and the Lockheed NGSRI missile program. Strategic differentiators include proprietary BlackDiamond chalcogenide glass (a domestic germanium alternative) and recent acquisitions (G5 Infrared, Visimid) that enable germanium‑free camera variants and supply‑chain resilience. LightPath secured an $8M strategic equity investment from Ondas Holdings and Unusual Machines to accelerate commercialization, particularly for uncooled IR solutions for drones. Management is scaling manufacturing (facility moves and added capacity in Texas and Orlando), appointed a VP of Manufacturing, and added a defense‑industry board member to support growth. Near-term priorities: convert backlog to revenue at healthy margins, expand germanium‑free products, ship on time with quality, and continue margin expansion toward mid‑30s% gross margin over the fiscal year.
