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Lightpath Technologies (LPTH) Stock News

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Welcome to our dedicated page for Lightpath Technologies news (Ticker: LPTH), a resource for investors and traders seeking the latest updates and insights on Lightpath Technologies stock.

LightPath Technologies, Inc. reports developments in next-generation optics and imaging systems for defense and commercial applications. Company news commonly covers fiscal results, order backlog, purchase orders for cooled infrared cameras, and demand for infrared cameras, assemblies, and BlackDiamond optical solutions.

Updates also address the company's vertically integrated manufacturing strategy, domestic production footprint, completed acquisitions such as G5 Infrared and Amorphous Materials, sales leadership changes, investor presentations, and manufacturing-recognition awards.

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LightPath (NASDAQ: LPTH) reported fiscal Q3 2026 revenue of $19.1M (up 109% YoY) and gross profit of $7.0M (36% margin, +161% YoY). Adjusted EBITDA was $1.1M vs a loss of $1.6M a year prior. Cash totaled $55.2M and backlog was $110.6M (up 196% since June 30, 2025). The company acquired assets of Amorphous Materials in Jan 2026, added a second U.S. BlackDiamond glass site, outlined a >$300M five‑year revenue target, and noted increased operating expenses including a $3.4M earnout fair value adjustment.

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LightPath Technologies (NASDAQ: LPTH) will release fiscal Q3 2026 results after market close on May 7, 2026 and hold an investor conference call at 5:00 p.m. ET on Thursday, May 7, 2026.

The call will include a corporate update and live Q&A; webcast and replay details, dial-in numbers, conference ID and replay pin are provided.

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LightPath (NASDAQ: LPTH) appointed Doug Schoen as Senior Vice President of Global Sales and Ryan Workman as Vice President, Business Development & Product Management, effective April 6, 2026. Both hires have deep defense experience; Schoen has 25+ years managing product portfolios of $400M–$1B+, and Workman grew a company from $0.5M to $27M.

Management says the hires aim to accelerate commercial growth, expand defense market reach, and help convert backlog into sustained revenue.

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LightPath Technologies (NASDAQ: LPTH) received the Highly Innovative Design Award in the 2026 Sterling Manufacturing Business Excellence (SMBE) evaluation by The Sterling Council on April 6, 2026. The award recognizes high-performing manufacturers for operational excellence, innovation, and model practices following rigorous interviews and site visits.

LightPath said the award validates its manufacturing processes as it scales defense and commercial optics and imaging programs; the formal presentation is scheduled for May 29, 2026, at the JW Marriott Bonnet Creek in Orlando, Florida.

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LightPath Technologies (NASDAQ: LPTH) will host a virtual Investor Day presentation on Wednesday, February 25, 2026 at 12:30 p.m. ET. Management will review operational and financial progress, order momentum, backlog execution, and strategic priorities, followed by a Q&A. A webcast and one-year playback will be available via the provided link.

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LightPath Technologies (NASDAQ: LPTH) reported fiscal Q2 2026 revenue of $16.4M, up 120% year-over-year, and gross profit of $6.0M (37% margin). Net loss was $9.4M due largely to a $7.6M fair-value earnout adjustment tied to the G5 acquisition.

The company closed the AMI asset acquisition, raised $60M in December 2025 equity, holds a $97.8M backlog, and secured multiple IR camera orders for 2026 delivery.

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LightPath Technologies (NASDAQ: LPTH) secured a $9.6 million purchase order for cooled infrared cameras from an existing defense customer, with deliveries expected throughout calendar year 2026.

Production will be split between the company’s Florida and New Hampshire facilities, leveraging expanded domestic manufacturing and citing demand tied to the strategic G5 acquisition and multi-year defense contracts.

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LightPath Technologies (NASDAQ: LPTH) will release fiscal second quarter results for the period ended December 31, 2025 after market close on February 11, 2026.

Management will host an investor conference call on Wednesday, February 11, 2026 at 5:00 p.m. Eastern to discuss results, provide a corporate update, and take Q&A. Dial-in, webcast, and replay details are provided; replay available through February 25, 2026.

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LightPath (NASDAQ: LPTH) said it is positioned to support U.S. defense programs after the Fiscal Year 2026 National Defense Authorization Act requires eliminating reliance on optical glass and systems from certain foreign nations by January 1, 2030.

The company highlighted its BlackDiamond infrared glass, existing NDAA-compliant products, and a strategic acquisition of Amorphous Materials, Inc., adding large-diameter melting capacity and a second domestic NDAA-compliant manufacturing site.

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LightPath (NASDAQ: LPTH) acquired the assets of Amorphous Materials, Inc. on Jan 20, 2026 for $7.0 million cash plus up to $3.0 million of technical milestone-based equity. The purchase adds proprietary chalcogenide glass melting tech and capacity to produce BlackDiamond glass up to 17" diameter (vs 5" today), a second NDAA-compliant manufacturing site in Plant, Texas, and a complementary glass portfolio. The deal is expected to be accretive and add approximately $3.0 million of annual revenue. AMI, founded in 1977, supplies tier-1 defense programs and supports major optics programs including JSF targeting and Apache Arrowhead sensors.

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FAQ

What is the current stock price of Lightpath Technologies (LPTH)?

The current stock price of Lightpath Technologies (LPTH) is $11.52 as of May 15, 2026.

What is the market cap of Lightpath Technologies (LPTH)?

The market cap of Lightpath Technologies (LPTH) is approximately 762.9M.