LightPath Technologies Inc (LPTH)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
$7.10-9.09%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-04
QuarterlyIQ Insights · LPTH
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
“Fiscal 2027 is now about capacity and conversion.
Stated in 2 of 2 supplied quarters. Management reported: “Revenue nearly doubled in the fiscal year to $71.7 million, gross margin improved by almost 900 basis points to 36%, and adjusted EBITDA improved by more than $9 million to positive $4.2 million.” “Fiscal 2026 Financial Results Revenue for fiscal 2026 increased 92.7% to $ 71.7 million, compared to $ 37.2 million in the prior fiscal year.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
““Fiscal 2027 is now about capacity and conversion.”
““With a strong balance sheet, two operating glass manufacturing facilities, an expanded camera portfolio, and a deeper senior commercial leadership team following the appointments of Doug Schoen and…”
("LPOIZ"), including its manufacturing facility and operations in China, for $4.5 million, payable in installments over five years, completing LightPath's transition to a fully Western-aligned manufa…
Stated in 1 of 2 supplied quarters. Management reported: “("LPOIZ"), including its manufacturing facility and operations in China, for $4.5 million, payable in installments over five years, completing LightPath's transition to a fully Western-aligned manufacturing footprint.” ““As our business increasingly serves defense and public safety customers, operating with no ownership or commercial activity in China strengthens our position as a trusted supplier of secure, NDAA-compliant optics and imaging systems, while reducing geopolitical risk for both our Company and our customers.”
“("LPOIZ"), including its manufacturing facility and operations in China, for $4.5 million, payable in installments over five years, completing LightPath's transition to a fully Western-aligned manufa…”
Our BlackDiamond™ glass portfolio – including compositions licensed exclusively from the U.S. Naval Research Laboratory – was designed, melted and manufactured to those requirements from the outset,…
Stated in 2 of 2 supplied quarters. Management reported: “Our BlackDiamond™ glass portfolio – including compositions licensed exclusively from the U.S. Naval Research Laboratory – was designed, melted and manufactured to those requirements from the outset, and with the addition of Amorphous Materials, Inc. ("AML") we now operate two domestic glass production sites and roughly 20 proprietary infrared compositions.” “We are on track to complete the redesign of G5’s cooled infrared camera family onto BlackDiamond™ by the end of summer 2026, and beleive that this will position LightPath to meet long range camera demand at scale while competitors continue to work through the Germanium supply constraint.”
“Our BlackDiamond™ glass portfolio – including compositions licensed exclusively from the U.S. Naval Research Laboratory – was designed, melted and manufactured to those requirements from the outset,…”
“We are on track to complete the redesign of G5’s cooled infrared camera family onto BlackDiamond™ by the end of summer 2026, and beleive that this will position LightPath to meet long range camera de…”
Turn customer demand and follow-on program orders into deliveries and sustainable revenue growth.
Use acquisitions to add complementary capabilities and advance LightPath as a vertically integrated optics and imaging provider.
Over the trailing year it converted 0.54x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
20 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-04.