---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-26-003796"
form_type: "8-K"
ticker: "LPTH"
cik: "0000889971"
company_name: "LIGHTPATH TECHNOLOGIES INC"
filed_at: "2026-02-11T23:59:59+00:00"
generated_at: "2026-05-16T03:28:00.753021+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001437749-26-003796
- form_type: 8-K
- ticker: LPTH
- cik: 0000889971
- company_name: LIGHTPATH TECHNOLOGIES INC
- filed_at: 2026-02-11T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/889971/000143774926003796/0001437749-26-003796-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/889971/000143774926003796/lpth20260115_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-26-003796
- JSON: https://secwatch.observer/filing/0001437749-26-003796.json
- Plain text: https://secwatch.observer/filing/0001437749-26-003796.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.