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Lightpath Technologies (LPTH)
NASDAQ:LPTH
Earnings Data
Report Date
Sep 11, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.06Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 20, 2025
|% Change Since: 7.24%
|Next Earnings Date:Sep 11, 2025
Earnings Call Sentiment|Neutral
LightPath Technologies demonstrated significant growth and strategic advancement, particularly with the successful acquisition and integration of G5 Infrared, leading to increased bookings and revenue. However, the company faced substantial operating expense increases, project delays, and ongoing net losses. The balance between strong strategic moves and existing financial challenges results in a neutral sentiment.Company Guidance
During the third quarter fiscal 2025 earnings call for LightPath Technologies, significant guidance was provided regarding the company's growth and strategic direction. CEO Sam Rubin highlighted a 19.1% increase in revenue to $9.2 million compared to the same quarter the previous year, driven by their transformation into a solutions provider with a focus on infrared imaging technologies. The acquisition of G5 Infrared and the ongoing demand for their BlackDiamond materials, particularly in defense and commercial markets, were pivotal to their growth. The company's backlog stood at $27.4 million, reflecting strong order bookings, including $19 million in new orders in the last 90 days. With a shift in product mix, assemblies, and modules now account for a more significant portion of revenue, contributing to an increase in gross profit margin from 20.9% to 29.1%. The company also noted the impact of geopolitical events on their supply chain, emphasizing their strategic shift to mitigate risks associated with tariffs and supply constraints from China. Looking ahead, LightPath expects continued growth, driven by key defense programs and increased adoption of their proprietary materials, while projecting combined company revenues of $51 million in the 12 months following the G5 acquisition.Acquisition of G5 Infrared
LightPath Technologies completed the acquisition of G5 Infrared, which has led to significant growth in new categories of cameras, assemblies, and subsystems. This acquisition is expected to significantly enhance LightPath's capabilities in the defense space.
Increased Revenue and Gross Profit
Revenue for the third quarter of fiscal 2025 increased by 19.1% to $9.2 million compared to the same period in the previous year. Gross profit increased by 66% to $2.7 million, attributed to a favorable product mix.
Strong Demand for BlackDiamond Materials
There has been a very strong growth in demand for BlackDiamond materials, especially BDNL materials, due to their technical advantages and supply chain independence from China.
Successful Integration of G5 Infrared
The post-merger integration of G5 Infrared is going well, with a strong cultural fit and alignment in goals between the two companies.
Record Bookings
In the last 90 days since the G5 acquisition, LightPath booked over $19 million in new orders, indicating strong demand and future revenue potential.
LPTH 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
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 Not Confirmed.
What is Lightpath Technologies (LPTH) earnings time?
Lightpath Technologies (LPTH) earnings time is at Sep 11, 2025, TBA Not 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.