The earnings call reflects a challenging quarter with significant operational hurdles impacting financial performance. However, the company's confidence in resolving these issues and its strong backlog and growth potential in upcoming quarters provide a balanced outlook.

Company Guidance

During the Precision Optics Third Quarter Fiscal Year 2025 Financial Results Conference Call, the company provided guidance focusing on various operational and financial metrics. Precision Optics faced significant production challenges in Q3, with daily yields on their single-use cystoscope product line dropping to below 50%, compared to historical yields of around 90%. This issue, along with production delays, resulted in a revenue shortfall of approximately $600,000 and a negative adjusted EBITDA of $1.3 million for the quarter. Despite these setbacks, the company expressed confidence in its recovery, highlighting a strong production backlog and a robust sales pipeline. Revenue for Q3 was $4.2 million, down from $5.2 million in the previous year, and gross margins were significantly impacted, dropping to 10% from 35% due to low yields and a production shutdown. Precision Optics expects to achieve $6 million in sales in Q4, driven by increased production levels and a strong demand, particularly in their aerospace and single-use programs. The company has also made strides in staffing, improving production yields, and plans to begin a second production line in fiscal 2026. With a positive response to the Unity platform and strong customer commitments, including a $4 million annual purchase agreement for 2025 and 2026, Precision Optics remains optimistic about future growth and achieving positive adjusted EBITDA in the upcoming quarter.

Production Backlog and Revenue Growth

The company has the largest production backlog in over 20 years, and overall systems production revenue increased over 20% quarter over quarter and more than doubled year over year. The company expects Q4 revenues to grow significantly from Q3 levels, aiming for $6 million in sales.

Aerospace Program Expansion

Production levels for the aerospace program have continued to ramp from approximately $300,000 in Q1 to $900,000 in Q3. The company expects production to set another new record in Q4 and has secured a purchase agreement with minimum annual purchase commitments of nearly $4 million for 2025 and 2026.

Launch and Positive Reception of Unity Platform

The Unity platform, launched in late January, received positive feedback and has increased website traffic by more than 15% since January. The company is in active discussions with five potential customers interested in Unity.

New Board Members

The company added two new board members with significant relevant experience: Buell Duncan and JJ Pellegrino.

Precision Optics Corporation (POCI) 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 >

POCI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 25, 2025	2025 (Q4)	- / -	-0.232	―	―	―
May 15, 2025	2025 (Q3)	- / -0.30	-0.052	-482.69% (-0.25)	―
Feb 13, 2025	2025 (Q2)	- / -0.15	-0.125	-22.40% (-0.03)	―
Nov 14, 2024	2025 (Q1)	- / -	-0.077	―	―
Sep 30, 2024	2024 (Q4)	- / -0.21	-0.077	-174.03% (-0.13)	―
May 15, 2024	2024 (Q3)	- / -0.05	-0.071	26.76% (+0.02)	―
Feb 14, 2024	2024 (Q2)	- / -0.13	0.107	-216.82% (-0.23)	―
Nov 14, 2023	2024 (Q1)	- / -0.08	-0.013	-492.31% (-0.06)	―
Sep 28, 2023	2023 (Q4)	- / -0.02	0.051	-133.33% (-0.07)	―
May 15, 2023	2023 (Q3)	- / -0.07	-0.02	-255.00% (-0.05)	―

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
May 15, 2025	$4.77	$4.52	-5.24%
Feb 13, 2025	$4.99	$4.91	-1.60%
Nov 14, 2024	$4.73	$5.23	+10.57%
Sep 30, 2024	$5.58	$5.19	-6.99%

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 Sep 25, 2025, After Close (Confirmed).

What is Precision Optics Corporation (POCI) earnings time?

Precision Optics Corporation (POCI) earnings time is at Sep 25, 2025, 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.

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What is POCI EPS forecast?

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