secwatch.observer — SEC 8-K summary ====================================== Issuer: LIGHTPATH TECHNOLOGIES INC (LPTH) CIK: 0000889971 Form: 8-K Filed at: 2025-09-25T23:59:59+00:00 Accession: 0001654954-25-011119 Event type: earnings Sentiment: neutral Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 LightPath Q4 rev $12.2M, net loss $7.1M; orders of $52M from defense/tech customers -------------------------------------------------------------------------------- - Q4 revenue rose 41.4% YoY to $12.2M; full-year rev $37.6M, up 17.3%. - Net loss Q4 $7.1M ($0.16/sh) vs $2.4M loss a year ago; adjusted EBITDA loss $2.0M. - Booked $18.2M IR camera order, $22.1M follow-on, $2.2M from L3Harris for Navy SPEIR program. - Secured $9.7M cooled-camera orders for counter-UAS from defense customer; $8.0M strategic investment from Ondas/Unusual Machines. - Shift to Germanium-free BlackDiamond glass drives backlog growth; two G5 camera redesigns now use proprietary glass. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/889971/000165495425011119/0001654954-25-011119-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/889971/000165495425011119/lpth_8k.htm HTML page: https://secwatch.observer/filing/0001654954-25-011119 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer