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Precision Optics Corporation (POCI)
NASDAQ:POCI
Earnings Data
Report Date
May 14, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
-0.3Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Q2 2026
Earnings Call Date:Feb 17, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presents a mixed but constructive picture: strong top-line momentum and multiple operational improvements (record revenue, program ramps, yield improvements, higher backlog and bookings) are offset by severe near-term margin pressure, negative adjusted EBITDA, low cash, and a one-quarter delay in margin recovery. Management expects margin and EBITDA improvement in H2 and has raised full-year revenue guidance, but financing and execution risks remain.Company Guidance
Record Quarterly Revenue
Q2 revenue reached a record $7.4M, up from $4.5M year-over-year and up from $6.7M sequentially.
Robust Production Revenue Growth
Production revenue was approximately $6.4M (or $6.0M net of tariffs per management), representing ~105% year-over-year growth in production-driven revenue and a 9% sequential increase (net of tariffs).
Aerospace Program Momentum
Top-tier aerospace program generated $2.7M in Q2 (net of tariffs $2.5M); operations increased maximum throughput by more than 50% vs end of Q1 and shipments are expected to rise from ~$2.5M in Q2 to over $3.5M in Q4.
Consistent Cystoscope Production Ramp
Single-use cystoscope program achieved $2.0M in Q2 (net of tariffs $1.8M) marking a sixth consecutive quarter of record revenue for that program and showing sequential improvement (Q1 $1.5M).
Ophthalmic Program Rapid Improvement
Single-use ophthalmic program yields improved from ~60% in November to routinely above 90%, daily output increased from ~6 units/day to 20–25 units/day (target 35/day); next order expected 10k–15k units supporting $2M–$3M revenue with gross margin >30%.
Engineering (Product Development) Rebound
Engineering revenue was $1.0M in Q2, up 47% sequentially from $0.7M and bookings for product development reached the highest level in over a year, indicating pipeline recovery.
Ross Optical Market Rebound
Ross Optical delivered >$1M revenue for the second consecutive quarter and enters Q3 with the highest backlog in over 3 years, supporting strong variable-margin upside.
Operational Leadership and Expected Margin Recovery
New COO (appointed Oct) and expanded operations team stabilized production lines, increased throughput on a second partial line, and implemented design/supply updates expected to meaningfully improve yields and gross margin; expected positive adjusted EBITDA by Q4 (shifted one quarter later than prior expectation).
Raised Full-Year Revenue Guidance
Company increased FY2026 revenue guidance to $26M–$28M (previously $25M), driven by stronger-than-expected production demand.
POCI 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
POCI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $4.66 | $4.63 | -0.64% |
Nov 13, 2025 | $4.83 | $4.32 | -10.56% |
Sep 29, 2025 | $4.39 | $4.35 | -0.91% |
May 15, 2025 | $4.77 | $4.52 | -5.24% |
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 Precision Optics Corporation (POCI) report earnings?
Precision Optics Corporation (POCI) is schdueled to report earning on May 14, 2026, After Close (Confirmed).
What is Precision Optics Corporation (POCI) earnings time?
Precision Optics Corporation (POCI) earnings time is at May 14, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is POCI EPS forecast?
Currently, no data Available