secwatch.observer — SEC 8-K summary ====================================== Issuer: LIGHTPATH TECHNOLOGIES INC (LPTH) CIK: 0000889971 Form: 8-K Filed at: 2026-05-07T23:59:59+00:00 Accession: 0001437749-26-015581 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 LightPath Q3 revenue $19.1M (+109% YoY), backlog $110.6M, positive adjusted EBITDA -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/889971/000143774926015581/0001437749-26-015581-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/889971/000143774926015581/lpth20260219_8k.htm HTML page: https://secwatch.observer/filing/0001437749-26-015581 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer