Overview

* LightPath Technologies Inc ( LPTH ) fiscal Q4 revenue rises 41.4%, meeting analyst expectations, per LSEG data

* EPS for fiscal Q4 misses estimates, net income also misses, per LSEG data

* Co's strategic shift to BlackDiamond glass drives demand in defense sector

Outlook

* Company aims to convert Germanium supply chain concerns into BlackDiamond sales

* LightPath ( LPTH ) expects sustainable revenue growth through fiscal 2026 and beyond

* Company focuses on scaling deliveries and converting pipeline into revenue

Result Drivers

* GERMANIUM-FREE OPTICS - Strong demand for Germanium-free optics drove backlog growth, particularly in defense and public safety sectors

* STRATEGIC INVESTMENTS - Secured $8 mln investment from Ondas Holdings and Unusual Machines to support growth in the drone/UAV sector

* PRODUCT INNOVATION - Commenced production of high-end cooled IR cameras using proprietary BlackDiamond Glass, replacing Germanium

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Meet $12.20 $12.20

Revenue mln mln (5

Analysts

)

Q4 EPS Miss -$0.16 -$0.04

(5

Analysts

)

Q4 Net Miss -$7.10 -$1.91

Income mln mln (5

Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the office equipment peer group is "buy"

* Wall Street's median 12-month price target for LightPath Technologies Inc ( LPTH ) is $5.50, about 24.7% below its September 24 closing price of $6.86

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)