LightPath Q2 revenue up 120% to $16.4M; record backlog $97.8M; acquires AMI

LIGHTPATH TECHNOLOGIES INC

2026-Q2 EPS reported -$0.27 revenue$31,409,933

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.

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.