secwatch.observer — SEC 8-K summary
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Issuer:     LIGHTPATH TECHNOLOGIES INC (LPTH)
CIK:        0000889971
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0001437749-26-003796
Event type: earnings
Sentiment:  positive
Materiality: 0.90
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/889971/000143774926003796/0001437749-26-003796-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/889971/000143774926003796/lpth20260115_8k.htm
  HTML page:      https://secwatch.observer/filing/0001437749-26-003796

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer