---
schema_version: "secwatch.filing_event.v1"
accession: "0001437749-26-015581"
form_type: "8-K"
ticker: "LPTH"
cik: "0000889971"
company_name: "LIGHTPATH TECHNOLOGIES INC"
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T22:22:16.396856+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# LightPath Q3 revenue $19.1M (+109% YoY), backlog $110.6M, positive adjusted EBITDA

## Summary
- 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.

## SEC filing metadata
- accession: 0001437749-26-015581
- form_type: 8-K
- ticker: LPTH
- cik: 0000889971
- company_name: LIGHTPATH TECHNOLOGIES INC
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/889971/000143774926015581/0001437749-26-015581-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/889971/000143774926015581/lpth20260219_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001437749-26-015581
- JSON: https://secwatch.observer/filing/0001437749-26-015581.json
- Plain text: https://secwatch.observer/filing/0001437749-26-015581.txt

## Source-grounded claims
- claim_id: a50c9d77988a2efddf662f13a995c0a9dc3a179d
  claim: LIGHTPATH TECHNOLOGIES INC reported third quarter ended March 31, 2026 results: revenue $19.1 million, net income $4.1 million.
  evidence_excerpt: of LightPath, said: “The third quarter of fiscal 2026 demonstrated continued execution against our vertically integrated strategy, with revenue growing 109% year over year to $19.1 million and gross profit expanding 161% year over year to $7.0 million. We delivered our third consecutive quarter of positive adjusted EBITDA and ended the quarter with a record order
  evidence_url: https://www.sec.gov/Archives/edgar/data/889971/000143774926015581/0001437749-26-015581-index.htm

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