Industrial lens maker LightPath Q4 revenue meets expectations

Reuters
09/26
Industrial lens maker LightPath Q4 revenue meets expectations

Overview

  • LightPath Technologies Inc fiscal Q4 revenue rises 41.4%, meeting analyst expectations, per LSEG data

  • EPS for fiscal Q4 misses estimates, net income also misses, per LSEG data

  • Co's strategic shift to BlackDiamond glass drives demand in defense sector

Outlook

  • Company aims to convert Germanium supply chain concerns into BlackDiamond sales

  • LightPath expects sustainable revenue growth through fiscal 2026 and beyond

  • Company focuses on scaling deliveries and converting pipeline into revenue

Result Drivers

  • GERMANIUM-FREE OPTICS - Strong demand for Germanium-free optics drove backlog growth, particularly in defense and public safety sectors

  • STRATEGIC INVESTMENTS - Secured $8 mln investment from Ondas Holdings and Unusual Machines to support growth in the drone/UAV sector

  • PRODUCT INNOVATION - Commenced production of high-end cooled IR cameras using proprietary BlackDiamond Glass, replacing Germanium

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Meet

$12.20 mln

$12.20 mln (5 Analysts)

Q4 EPS

Miss

-$0.16

-$0.04 (5 Analysts)

Q4 Net Income

Miss

-$7.10 mln

-$1.91 mln (5 Analysts)

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the office equipment peer group is "buy"

  • Wall Street's median 12-month price target for LightPath Technologies Inc is $5.50, about 24.7% below its September 24 closing price of $6.86

Press Release: ID:nPn63fBBGa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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