Lightpath Technologies Inc Stock Price, News & Analysis

LightPath Technologies (NASDAQ: LPTH), a provider of next-generation optics and imaging systems, will release its fiscal third quarter 2025 financial results on May 15, 2025, after market close. The company will host an earnings conference call at 5:00 p.m. Eastern time the same day.

Management will discuss Q3 FY2025 financial results and provide a corporate update, followed by a Q&A session. The call will be accessible via U.S. Dial-in (1-877-425-9470) and International Dial-in (1-201-389-0878) using Conference ID 13749941. A playback will be available through May 29, 2025, and can be accessed using replay pin number 13749941.

LightPath Technologies (NASDAQ: LPTH) has secured a $4.9 million follow-on order through its subsidiary G5 Infrared from an existing defense industry customer. The order, scheduled for delivery throughout fiscal year 2026, involves high-end infrared camera systems. G5's expertise in long-range imaging and IR cooled camera solutions serves various applications including shipboard surveillance, border security, and counter UAS systems. The company expects additional orders from this defense customer's program in the future.

CEO Sam Rubin highlighted that G5's acquisition has provided meaningful scale and opportunities to integrate LightPath's proprietary BlackDiamond™ glass with G5's products, positioning the combined company for continued growth.

LightPath Technologies (NASDAQ: LPTH) has announced that its recently acquired subsidiary G5 Infrared has secured a $2.2 million engineering development model (EDM) order from L3Harris Technologies for infrared cameras. The contract supports the U.S. Navy's Shipboard Panoramic Electro-Optic/Infrared (SPEIR) Program, with delivery scheduled for 2025.

The SPEIR Program will enhance naval capabilities including anti-ship cruise missile defense, counter-fast attack craft operations, and counter-unmanned aerial vehicle detection. The systems will be integrated into all U.S. Navy surface ships, starting with Arleigh-Burke-class destroyers.

This marks the first announced award following LightPath's acquisition of G5, positioning the company to expand its presence in the $9 billion infrared imaging market as a vertically integrated solutions provider.

LightPath Technologies (NASDAQ: LPTH) announced its participation in the virtual Photonics Spectra Infrared Imaging Summit 2025. Jason Liebert, General Manager of the Plano, Texas facility, will present on April 16, 2025, at 11:10 AM EST.

The presentation, titled 'Broadband Thermal Imaging: The Future is Now', will address historical limitations and recent advancements in broadband MWIR sensing with uncooled microbolometers. The summit will feature presentations from industry experts at Oculus Photonics, InfraTec GmbH, Lattice Materials, Emberion, and VIGO Photonics, covering topics including polarization imaging, broadband imaging, and machine vision advancements.

LightPath Technologies (NASDAQ: LPTH) has announced its participation in the 2025 Border Security Expo in Phoenix, Arizona on April 8-9, 2025. This marks the company's first major industry event following its February 2025 acquisition of G5 Infrared.

The company will showcase its expanded portfolio of infrared imaging solutions, particularly highlighting the integration of LightPath's proprietary BlackDiamond™ glass in G5's cooled infrared cameras. The combined capabilities now include both cooled and uncooled infrared solutions targeted at border control, perimeter security, and mission-critical applications.

As a vertically integrated provider, LightPath offers in-house engineering support, global production facilities, and expertise in optics fabrication. The exhibition provides an opportunity for the company to demonstrate its broader range of infrared solutions to potential customers and partners in the border security and defense markets.

LightPath Technologies (NASDAQ: LPTH) has secured a significant $4.8 million qualification order for infrared cameras through its recently acquired subsidiary G5 Infrared. The order comes from a new defense industry customer, with deliveries scheduled throughout calendar year 2025.

The company's cooled infrared cameras, designed for all-weather security and surveillance, offer superior target detection and recognition capabilities. CEO Sam Rubin highlighted that this initial order validates the G5 acquisition and suggests potential follow-on orders.

G5's business model is supported by established multi-year contracts in various sectors including:

• Shipboard long-range surveillance
• Border security
• Counter UAS systems
• Recurring federal, naval, and law enforcement programs

LightPath Technologies (NASDAQ: LPTH) has completed its acquisition of G5 Infrared , a New Hampshire-based infrared optical solutions company, on February 18, 2025. This strategic move positions LightPath in the $9 billion infrared imaging market, particularly strengthening its presence in defense and government sectors.

The acquisition expands LightPath's product portfolio with G5 Infrared's high-end cooled infrared camera product line and creates opportunities to integrate LightPath's proprietary BlackDiamond™ glass technology with G5's products. The combined entity aims to enhance its market position and drive growth through expanded capabilities and product offerings.

LightPath Technologies (NASDAQ: LPTH) has announced a virtual investor day presentation scheduled for Tuesday, February 25, 2025, at 12:30 p.m. Eastern time. The event will feature the company's executive management team providing comprehensive updates on various aspects of the business.

The presentation will cover the company's corporate strategy, growth initiatives, and details about the recently announced G5 acquisition. Management will also discuss key financial and technological advancements. The event will include a Q&A session for in-person participants, and a webcast playback will be available through February 25, 2026.

CEO Sam Rubin emphasized that the presentation will showcase LightPath's vision for the future and highlight their position as an emerging industry leader in optical and infrared solutions. The company aims to demonstrate its commitment to delivering long-term shareholder value through this comprehensive update.