The earnings call reflects a mixed outlook. While LightPath Technologies is experiencing significant growth and successful integration of G5 Infrared with a strong order backlog and promising demand for innovative products like BlackDiamond glass, it also faces financial challenges with increased net losses and operating expenses, alongside delays in key programs and geopolitical risks.

Company Guidance

During the LightPath Technologies Third Quarter Fiscal 2025 Earnings Conference Call, the company provided an optimistic outlook, highlighting significant strategic transformations and financial progress. They reported a 19.1% increase in revenue, reaching $9.2 million, and a 66% rise in gross profit to $2.7 million, reflecting a favorable shift in product mix towards higher-margin offerings like assemblies and modules. Operating expenses increased by 44% to $6 million due to acquisition-related costs and increased investments in product development and sales. The net loss was $3.6 million, or $0.09 per share, with an EBITDA loss of $2 million. The backlog stood at $27.4 million, indicating strong future demand. LightPath’s recent acquisition of G5 Infrared, which contributed significantly to new bookings of $19 million within 90 days, is expected to drive annual revenue to $51 million in the following 12 months. Despite ongoing geopolitical and supply chain challenges, the company remains confident in its strategic shift towards higher-value, vertically integrated solutions in defense and commercial markets, supported by strong interest in its proprietary BlackDiamond optics and incremental growth in defense contracts.

Revenue Growth

Revenue for the third quarter of fiscal 2025 increased 19.1% to $9.2 million compared to $7.7 million in the same year-ago quarter.

Gross Profit Increase

Gross profit increased 66% to $2.7 million or 29.1% of total revenues, compared to $1.6 million or 20.9% of total revenues in the same year-ago quarter.

G5 Acquisition Success

The acquisition of G5 Infrared is integrating well, with cultural alignment and expected revenue of $51 million in the 12 months following the acquisition.

Strong Order Bookings

In the last 90 days, LightPath booked over $19 million of new orders, indicating strong demand post-G5 acquisition.

BlackDiamond Glass Demand

There is strong growth in demand for BlackDiamond materials, with government funding for capacity expansion, confirming strategic investment success.

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

Daily Earnings Calendar >

LPTH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 11, 2025	2025 (Q4)	-0.04 / -	-0.06	―	―	―
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	-0.04	0.00% (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	-0.05	20.00% (+0.01)	―
Sep 14, 2023	2023 (Q4)	-0.01 / -0.02	-0.05	60.00% (+0.03)	―
May 11, 2023	2023 (Q3)	-0.04 / -0.03	-0.02	-50.00% (>-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
May 20, 2025	$2.21	$2.33	+5.43%
Feb 13, 2025	$3.51	$2.85	-18.80%
Nov 07, 2024	$1.58	$1.56	-1.27%
Sep 19, 2024	$1.27	$1.26	-0.79%

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 Sep 11, 2025, TBA (Confirmed).

What is Lightpath Technologies (LPTH) earnings time?

Lightpath Technologies (LPTH) earnings time is at Sep 11, 2025, 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 2025 (Q4) is -0.04.

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