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Lightpath Technologies (LPTH)
NASDAQ:LPTH
US Market
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Lightpath Technologies (LPTH) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 05, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
-0.04
Last Year’s EPS
-0.07
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Nov 11, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflected strong revenue growth and strategic advancements, particularly through key partnerships and new product introductions. However, challenges such as increased net loss and operating expenses were noted. The company's strategic shift toward systems and subsystems is yielding positive results, but financial metrics like gross margin and net loss indicate areas needing improvement.
Company Guidance
During the LightPath Technologies Fiscal First Quarter 2026 Earnings Conference Call, CEO Sam Rubin provided guidance indicating significant progress in the company's strategic transformation. LightPath has seen record orders, a growing systems backlog, and increased customer adoption, driven by their proprietary BlackDiamond chalcogenide glass. This material, which replaces germanium, has positioned LightPath as a leading provider of infrared systems. The company announced significant contracts, including an $18.2 million order for 2026 and a $22.1 million follow-on for 2027, contributing to a backlog of approximately $90 million. CFO Al Miranda reported a 79% revenue increase to $15.1 million for the quarter, with gross profit rising to $4.5 million. Operating expenses increased by 66% due to the integration of G5 Infrared and expanded sales efforts. Despite a net loss of $2.9 million, adjusted EBITDA was positive at $0.4 million, supported by $11.5 million in cash reserves and a strategic $8 million investment from Ondas Holdings and Unusual Machines.
Record Revenue Growth
Revenue for the first quarter of fiscal 2026 increased by 79% to $15.1 million compared to $8.4 million in the same period last year.
Strategic Investments and Partnerships
Secured an $8 million equity investment from Ondas Holdings and Unusual Machines to accelerate commercialization, particularly in uncooled infrared solutions for drone applications.
Growth in Systems and Subsystems
Backlog increased to approximately $90 million, with more than 2/3 in systems and subsystems, indicating a successful shift up the value chain.
Introduction of Germanium-Free Cameras
Launched the first germanium-free G5 camera variant using proprietary BlackDiamond glass, addressing supply chain issues and reliance on Chinese materials.
High-Value Orders Secured
Received significant orders totaling over $40 million for advanced infrared cameras, scheduled for delivery in 2026 and 2027.
Positive Adjusted EBITDA
Adjusted EBITDA for the first quarter of fiscal 2026 was $0.4 million positive compared to a loss of $0.2 million in the prior year.

Lightpath Technologies (LPTH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

LPTH Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 05, 2026
2026 (Q2)
-0.04 / -
-0.07
Nov 11, 2025
2026 (Q1)
-0.07 / -0.07
-0.04-75.00% (-0.03)
Sep 25, 2025
2025 (Q4)
-0.04 / -0.16
-0.06-166.67% (-0.10)
May 20, 2025
2025 (Q3)
-0.05 / -0.09
-0.07-28.57% (-0.02)
Feb 13, 2025
2025 (Q2)
-0.04 / -0.07
-0.05-40.00% (-0.02)
Nov 07, 2024
2025 (Q1)
-0.05 / -0.04
-0.040.00% (0.00)
Sep 19, 2024
2024 (Q4)
-0.05 / -0.06
-0.02-200.00% (-0.04)
May 09, 2024
2024 (Q3)
-0.04 / -0.07
-0.03-133.33% (-0.04)
Feb 08, 2024
2024 (Q2)
-0.04 / -0.05
-0.03-66.67% (-0.02)
Nov 09, 2023
2024 (Q1)
-0.03 / -0.04
-0.0520.00% (+0.01)
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

LPTH Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 11, 2025
$8.04$7.37-8.33%
Sep 25, 2025
$6.50$7.90+21.54%
May 20, 2025
$2.21$2.33+5.43%
Feb 13, 2025
$3.51$2.85-18.80%
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 Lightpath Technologies (LPTH) report earnings?
Lightpath Technologies (LPTH) is schdueled to report earning on Feb 05, 2026, TBA (Confirmed).
    What is Lightpath Technologies (LPTH) earnings time?
    Lightpath Technologies (LPTH) earnings time is at Feb 05, 2026, TBA (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 LPTH EPS forecast?
          LPTH EPS forecast for the fiscal quarter 2026 (Q2) is -0.04.
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