Kopin Corp (KOPN)
NASDAQ:KOPN
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.01Last Year’s EPS
-0.03Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced important strategic and commercial developments (Fabric.AI partnership with equity stake and exclusive manufacturing, a $21.5M follow-on defense award, multiple new orders including Sentinel and DarkWAVE, MicroLED and in-house OLED manufacturing investments, and a solid reported cash position) against near-term financial challenges (product revenue down ~41%, product cost > revenue at 103% of product sales, material increases in R&D and SG&A). Management emphasized conservative 2026 guidance ($52M–$60M), confidence in liquidity through Q2 2027, and operational investments (automation, OLED line) intended to improve throughput and margins over time. Overall, strategic wins and backlog growth present a constructive medium-to-long-term outlook, while short-term margin and product revenue pressures pose execution risks.Company Guidance
Strategic Fabric.AI Collaboration and Equity Stake
Announced strategic collaboration with Fabric.AI to develop Neural I/o optical interconnects for AI infrastructure; Kopin owns 19.9% of Fabric.AI and is the exclusive manufacturer of Neural I/o chipsets. Initial $15.0M purchase order funds prototype work expected by end of 2026. Identified target market opportunity for AI infrastructure optical transceivers of ~$69B–$90B by 2030.
Large Defense Contract Win and Growing Backlog
Subsequent-to-quarter $21.5M follow-on production contract to manufacture custom thermal-imaging eyepieces and assemblies, materially expanding backlog and reinforcing Kopin as a U.S. mission-critical supplier.
Multiple New Orders and Product Launches
Series of new awards and product launches: DarkWAVE $1.0M development order (full-color retrofit NVG module), European helmet-mounted display orders of ~$2.0M and $3.6M (combined >$5.6M), Sentinel FPV initial order $3.2M with potential delivery up to 40,000 goggles by end of 2028, and Phase 1 SBIR for soldier-borne MicroLED development.
MicroLED and U.S. Manufacturing Momentum
Advancing MicroLED capability with U.S.-based production line (IBAS-funded) to support Neural I/o and defense programs; Kopin states MicroLED production is in current production for defense applications and highlights unique manufacturing expertise and scale advantage.
Bringing OLED Microdisplay Manufacturing In-House
Purchased an OLED deposition system to establish in-house OLED microdisplay production at Westborough to meet surge in U.S.-domestic demand (supports Sentinel, thermal weapon sights and soldier-borne applications); planned CapEx for OLED deposition line ~ $5M in 2026 (and similar in 2027).
Diversification of Revenue Mix and Reiterated Guidance
Company reiterated 2026 revenue guidance of $52M–$60M and highlighted that nonproduct/collaboration/award revenue growth is improving revenue mix and recurring, more forecastable revenue streams.
Solid Reported Liquidity Position
Cash & cash equivalents of $34.0M and total cash, restricted and marketable securities of $59.5M as of March 28, 2026 (company asserts liquidity sufficient to fund operations through at least end of Q2 2027).
Operations & Automation Efficiency Gains Expected
Optical automation program phases now operational with expected savings of roughly $1.0M annually and improved throughput, quality and capacity as utilization increases.
KOPN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KOPN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $4.97 | $5.35 | +7.65% |
Mar 27, 2026 | $1.93 | $1.81 | -5.71% |
Nov 12, 2025 | $2.80 | $2.79 | -0.36% |
Aug 12, 2025 | $1.87 | $1.99 | +6.42% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kopin Corp (KOPN) report earnings?
Kopin Corp (KOPN) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Kopin Corp (KOPN) earnings time?
Kopin Corp (KOPN) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is KOPN EPS forecast?
KOPN EPS forecast for the fiscal quarter 2026 (Q2) is -0.01.