{"filings":[{"id":99488,"accession_number":"0001437749-26-015581","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LightPath Q3 revenue $19.1M (+109% YoY), backlog $110.6M, positive adjusted EBITDA","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $19.1M (+109% YoY); gross profit $7.0M (+161%); gross margin 36% vs 29%.","Net loss $4.1M ($0.07/sh) vs $3.6M ($0.44/sh) prior; adjusted EBITDA $1.1M vs -$1.6M.","Record backlog $110.6M, up 196% from June 2025; driven by defense programs.","Acquired Amorphous Materials in Jan 2026; appointed Doug Schoen (SVP Global Sales) and Ryan Workman (VP) in April.","Management targets >$300M annual revenue within 5 years via three-pillar strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":50559747.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115533,"accession_number":"0001437749-26-006130","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"LightPath Technologies holds investor day on February 25, 2026","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Management met in-person and virtually with investors and analysts during investor day on February 25, 2026.","Investor presentation attached as Exhibit 99.1 includes forward-looking information.","Presentation is available in the Investors section of LightPath's website at www.lightpath.com.","CFO Albert Miranda signed the Form 8-K on February 27, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115532,"accession_number":"0001437749-26-003796","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LightPath Q2 revenue up 120% to $16.4M; record backlog $97.8M; acquires AMI","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $16.4M vs $7.4M YoY; gross profit $6.0M (37% margin) vs $1.9M (26%).","Net loss $9.4M ($0.20/share) vs $2.6M ($0.07); includes $7.6M fair value adjustment on G5 earnout.","Adjusted EBITDA $0.6M vs ($1.3M) YoY; assemblies & modules revenue surged 741% to $7.2M.","Booked $9.6M cooled IR camera order from defense customer and $4.8M IR camera order for public safety.","Acquired Amorphous Materials (AMI) in Jan 2026; completed $60M public equity offering in Dec 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":31409933.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115531,"accession_number":"0001437749-26-001904","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2026-01-23T23:59:59+00:00","items":["1.01","2.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"LightPath acquires AMI for $7M cash; adds large-diameter chalcogenide glass capabilities","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["LightPath acquired substantially all assets of Amorphous Materials (AMI) for $7M cash; up to $3M additional equity contingent consideration based on milestones.","AMI adds proprietary large-diameter glass melting up to 17\" (vs current 5\") for space/defense optics, including support for Joint Strike Fighter and Apache programs.","Deal expected to add ~$3M annual revenue from existing tier-1 defense customer; accretive asset purchase.","Transaction closed Jan 21, 2026; AMI operations in Texas add NDAA compliant backup for Orlando.","Lock-up agreements for six months with seller; shares issued for first milestone."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131959,"accession_number":"0001654954-25-014117","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"LightPath shareholders reelect three Class I directors, approve stock plan amendment","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Reelected Dr. Joseph Manker and Darcie Peck, elected Mark Caylor as Class I directors.","Non-binding advisory vote on executive compensation approved with 32.7M for, 0.4M against.","Amendment No. 2 to 2018 Stock Incentive Plan approved, adding 2,500,000 shares.","Ratified BDO USA as independent auditor for fiscal 2026 with 42.8M for, 0.1M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131958,"accession_number":"0001654954-25-013906","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2025-12-12T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"LightPath Technologies prices $60M offering (7.75M shares at $7.75/share)","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gross proceeds ~$60M; net proceeds ~$56.8M after underwriting discounts and expenses.","Underwriters have 30-day option to purchase up to 1,162,500 additional shares.","Closing expected Dec 15, 2025; Canaccord Genuity and Craig-Hallum are joint bookrunners.","Proceeds to be used for working capital, investments, acquisitions, and general purposes.","Offering made under effective shelf registration statement (File No. 333-291717)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131955,"accession_number":"0001654954-25-013366","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K/A","filed_at":"2025-11-21T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"LightPath reports pro forma FY2025 net loss of $15.1M on $49.3M revenue after G5 acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration for G5 Infrared acquisition: $27.1M ($20.3M cash, 1.97M shares, earnout).","Pro forma FY2025 combined revenue $49.3M, net loss $15.1M, pro forma EPS -$0.70.","Historical LightPath revenue $37.2M, G5 Infrared $12.1M for period from July to Feb 2025.","Additional amortization of intangibles $883.6K from fair value of $13.75M for backlog, know-how, tradename, customer relationships.","Earnout liability increased $1.4M due to fair value change; potential earnout up to $23M based on revenue/EBITDA targets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131957,"accession_number":"0001654954-25-012801","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LightPath Technologies Reports Fiscal Q1 2026 Revenue of $15.1M, Up 79% YoY; Order Backlog Exceeds $90M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue grew 79% to $15.1M in Q1 FY2026; gross profit rose 58% to $4.5M; net loss widened to $2.9M from $1.6M a year ago.","Received $4.8M purchase order for IR camera systems for public safety, plus $18.2M and $22.1M orders from a leading global tech customer.","Secured $8.0M strategic investment from Ondas Holdings and Unusual Machines to support drone/UAV IR solutions.","Appointed Mark Caylor, former Northrop Grumman Mission Systems President, to Board and Israel Piergiovanni as VP of Manufacturing.","Adjusted EBITDA turned positive to $0.4M vs. -$0.2M a year ago; order backlog grew to over $90M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":15058281.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131956,"accession_number":"0001654954-25-011696","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"LightPath appoints ex-Northrop Grumman president Mark Caylor to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mark Caylor, former president of Northrop Grumman's Mission Systems ($11B revenue, 25,000 employees), appointed to board effective Oct 9, 2025.","Caylor fills a Class I director vacancy; designated by North Run under the Feb 13, 2025 Securities Purchase Agreement.","Board determined Caylor is independent under Nasdaq rules; he will receive standard non-employee director compensation.","Caylor brings 35+ years of defense industry and public company leadership experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148532,"accession_number":"0001654954-25-011119","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2025-09-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LightPath Q4 rev $12.2M, net loss $7.1M; orders of $52M from defense/tech customers","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue rose 41.4% YoY to $12.2M; full-year rev $37.6M, up 17.3%.","Net loss Q4 $7.1M ($0.16/sh) vs $2.4M loss a year ago; adjusted EBITDA loss $2.0M.","Booked $18.2M IR camera order, $22.1M follow-on, $2.2M from L3Harris for Navy SPEIR program.","Secured $9.7M cooled-camera orders for counter-UAS from defense customer; $8.0M strategic investment from Ondas/Unusual Machines.","Shift to Germanium-free BlackDiamond glass drives backlog growth; two G5 camera redesigns now use proprietary glass."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148531,"accession_number":"0001654954-25-010772","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2025-09-15T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"LightPath secures $8M strategic investment from Ondas and Unusual Machines at $5/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Private placement of 1.6M shares at $5.00 per share; each buyer purchases $4M.","Proceeds to fund working capital and general corporate purposes; close expected Sept 17, 2025.","Partnership to deploy LightPath's BlackDiamond glass and thermal cameras in drone applications.","Lock-up agreements: directors/officers for 6 months, North Run for 90 days post-close.","Earnings call for Q4 FY2025 scheduled for Sept 25, 2025 at 5:00 PM ET."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167370,"accession_number":"0001654954-25-007231","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2025-06-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"LightPath stockholders approve G5 acquisition share issuance, equity plan amendments","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Proposal 1 approved: 21,272,650 For, 1,015,537 Against, 277,126 Abstain to issue shares upon conversion of Series G Preferred and warrant exercise for G5 Infrared acquisition.","Proposal 2 approved: 26,846,741 For, 1,161,098 Against, 613,081 Abstain to amend 2018 Stock Incentive Plan, adding 4,000,000 shares of Class A Common Stock.","Proposal 3 approved: 27,432,805 For, 534,928 Against, 653,187 Abstain to adopt the 2025 Employee Stock Purchase Plan.","Special Meeting held June 16, 2025; 28,620,920 shares voted (quorum of 48,954,542 outstanding)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167369,"accession_number":"0001654954-25-005751","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LightPath Q3 FY2025 revenue $9.2M (+19% YoY); net loss widens to $3.6M; closes G5 IR acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $9.2M (+19.1% YoY); gross margin improved to 29.1% from 20.9%.","Net loss $3.6M ($0.09/sh) vs $2.6M ($0.07); Adj. EBITDA loss $2.0M vs $1.5M.","Closed acquisition of G5 Infrared, a cooled IR camera manufacturer; pipeline includes $4.8M, $4.9M, and $2.2M orders.","Received $2.2M EDM order from L3Harris for Navy SPEIR program; $4.8M qualification order from new defense customer.","Highlights BlackDiamond glass as Germanium-free alternative amid China export ban."],"consensus_eps_estimate":-0.0612,"consensus_eps_actual":-0.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":24992837.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167368,"accession_number":"0001654954-25-005053","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K/A","filed_at":"2025-05-02T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"LightPath completes $34.6M acquisition of G5 Infrared; pro forma loss deepens","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: $20.25M cash, $6.75M stock, and $7.6M earnout for all G5 Infrared membership interests.","Acquisition financed via $32.2M equity/debt raise; transaction closed Feb 18, 2025.","Pro forma combined FY2024 revenue $48.0M, net loss $15.7M (vs. LightPath standalone loss $8.0M).","G5 Infrared contributed $16.3M revenue and $1.8M net income in its own FY2024.","Preliminary purchase price allocation includes $19.3M intangible assets and $3.1M goodwill."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184680,"accession_number":"0001654954-25-001795","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2025-02-21T23:59:59+00:00","items":["1.01","2.01","2.03","3.02","3.03","5.02","5.03","7.01","9.01"],"status":"ready","headline":"LightPath Technologies Closes Acquisition of G5 Infrared and Concurrent Financing","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of G5 Infrared, a New Hampshire infrared optics specialist, closed on February 18, 2025.","Private placement raised $5.2M via senior secured notes plus 24,956 Series G preferred shares and warrants for 4.35M shares.","Lytton-Kambara Foundation purchased 455,192 common shares at $2.15 each plus warrants, and 232,558 additional shares at $2.15.","Thomas Ellis appointed to the Board of Directors as a Class II director effective upon closing.","Registration rights agreement requires filing a resale registration statement within 75 days of closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184679,"accession_number":"0001654954-25-001429","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["1.01","5.02","2.03","3.02","3.03","5.03","7.01","9.01"],"status":"ready","headline":"LightPath to acquire G5 Infrared for $20.25M cash + stock; 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net loss widens to $2.6M; acquires G5 Infrared","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $7.4M (+1.5% YoY); gross margin fell to 26% from 30% on mix and yield issues.","Net loss $2.6M ($0.07/share) vs $1.7M loss a year ago; EBITDA loss $1.5M vs $0.5M loss.","Acquired G5 Infrared (prelim. 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approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Annual meeting held Nov 20, 2024; 27.7M shares voted, quorum achieved.","Scott Faris reelected with 19.6M votes for (93.6%); Eric Creviston elected with 20.0M votes for (95.6%).","Non-binding advisory vote on executive compensation approved with 19.2M for (92.9% of votes cast ex-broker non-votes).","Broker non-votes totaled 6,809,993 on each proposal."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201258,"accession_number":"0001654954-24-014556","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2024-11-15T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"LightPath auditor MSL resigns after merger with Forvis Mazars; 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net loss widens to $1.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $8.4M (+4% YoY); gross profit $2.8M (+22%) with margin expanding to 34% from 29%.","Net loss $1.6M ($0.04 EPS) vs $1.3M loss a year ago; operating expenses rose 18% to $4.2M on legal/consulting costs.","LightPath 2.0 product groups (assemblies & engineering services) grew to 30% of revenue from 19% in prior year.","Backlog $21.0M; cash $4.3M; total debt $3.9M.","Operational highlights: Lockheed Martin missile program milestone, new defense orders, product launches (Mantis, OGI, AI cameras)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":8400381.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217280,"accession_number":"0001654954-24-012099","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2024-09-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LightPath Q4 revenue down 11% to $8.6M; net loss widens to $2.4M; FY24 loss $8.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 FY2024 revenue $8.6M (-11% YoY); full-year revenue $31.7M (-4% YoY).","Q4 net loss $2.4M ($0.06/sh) vs $0.8M loss a year ago; FY net loss $8.0M ($0.21/sh) vs $4.0M.","Q4 gross margin 29% vs 32% prior year; FY gross margin 27% vs 34%; inventory write-down impacted.","Key milestone: qualified for Lockheed Martin US Army missile program; shipping air-worthy units.","Backlog $19.3M (-11% YoY); cash from operations improved to +$0.5M from -$2.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217279,"accession_number":"0001654954-24-010336","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"LightPath secures $3M bridge note at 12.5% from Lytton-Kambara Foundation","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$3M bridge loan from Lytton-Kambara Foundation at 12.5% interest, maturing Aug 6, 2025.","Net proceeds of $2.7M after 7% OID ($210k), placement fees, and expenses.","Prepayment allowed at 105% of principal plus accrued interest; Change-of-Control triggers repayment at 105%.","Loan proceeds for general business operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237089,"accession_number":"0001654954-24-005882","cik":889971,"company_name":"LIGHTPATH TECHNOLOGIES INC","ticker":"LPTH","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"LightPath Q3 FY2024 revenue $7.6M, net loss $2.6M; backlog $22M; Lockheed milestone delivered","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $7.6M, net loss $2.6M, EBITDA loss $1.5M for fiscal Q3 ended March 31, 2024.","Total backlog $22.0M; 18% of revenue from LightPath 2.0 (customized lens assemblies/solutions).","Delivered first milestone on Lockheed Martin phase one order ($4.7M of $7.5M design phase) for missile program.","Received European Defense license to supply products directly to EU defense market.","Commercial launch of BDNL-4 glass; first design win for new BDNL materials for airborne DoD program."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":23092060.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1105721420.7487686,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}