Optical Cable (OCC)
NASDAQ:OCC
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Earnings Data
Report Date
Sep 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
0.04Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a clear operational and financial improvement: strong revenue growth, sizable gross profit and margin expansion, a return to quarterly profitability, and a materially larger backlog. These positive developments are tempered by industry constraints (optical fiber shortages and longer lead times), rising input costs, higher absolute SG&A, and some timing/visibility risks tied to product mix and distributor sales. Overall, the positives materially outweigh the manageable risks.Company Guidance
Strong Revenue Growth
Consolidated net sales for Q2 FY2026 increased 26.6% year-over-year to $22.2 million and rose 35.2% sequentially versus Q1 FY2026 ($16.4 million). First‑half FY2026 net sales were $38.6 million, up 16.1% year‑over‑year from $33.3 million.
Significant Gross Profit Improvement
Gross profit for Q2 FY2026 increased 42.4% year‑over‑year to $7.6 million. Gross profit margin expanded to 34.2% in Q2 from 30.4% in the prior‑year period; first‑half gross profit rose 30.1% to $13.0 million with margin up to 33.5% from 29.9%.
Profitability Turnaround
OCC recorded net income of $1.1 million ($0.12 per share) in Q2 FY2026 vs. a net loss of $698,000 ($0.09 per share) in Q2 FY2025. For the first half, OCC reported net income of $657,000 ($0.07) vs. a loss of $1.8 million ($0.23) a year earlier.
Backlog and Forward Load Growth
Sales order backlog and forward load rose to $13.3 million at quarter end, up more than 27% from $10.4 million on Jan 31, 2026, and up more than 82% from $7.3 million on Oct 31, 2025, with backlog remaining strong at end of May.
Operating Leverage Benefits
Management attributes the disproportionate increase in gross profit to manufacturing operating leverage. SG&A as a percentage of net sales declined to 28.2% in Q2 from 32.7% a year earlier, reflecting strong SG&A operating leverage despite higher absolute SG&A dollars.
Diverse End‑Market Strength (Data Center, Enterprise, Severe Duty)
Net sales growth was driven by strength in enterprise, data center (multi‑tenant and enterprise segments), and severe duty markets. Management expects continued opportunities in multi‑tenant and enterprise data centers and broader target markets.
Capacity to Support Additional Growth
Management states there is room at current manufacturing and staffing levels to support additional revenue growth and they are evaluating adding manufacturing staff and machine capacity to support long‑term growth.
OCC 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
OCC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 08, 2026 | $12.30 | $19.00 | +54.47% |
Mar 10, 2026 | $6.11 | $7.98 | +30.61% |
Dec 18, 2025 | $8.38 | $5.50 | -34.37% |
Sep 11, 2025 | $6.28 | $8.56 | +36.31% |
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 Optical Cable (OCC) report earnings?
Optical Cable (OCC) is schdueled to report earning on Sep 10, 2026, Before Open (Confirmed).
What is Optical Cable (OCC) earnings time?
Optical Cable (OCC) earnings time is at Sep 10, 2026, Before Open (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 OCC EPS forecast?
Currently, no data Available