Every 8-K that Lightpath Technologies Inc (LPTH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LPTH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LPTH filings page.
LightPath Technologies agreed to sell 100% of its interest in its Chinese subsidiary, LightPath (Zhenjiang) Optical Instrumentation Co., Ltd., to Hengtu Optical Technology, an entity owned by members of the subsidiary’s management, for cash consideration of $4,500,000. The price is payable over up to five years, with at least $500,000 due annually and 4% interest on each installment, plus 7% damages interest on overdue amounts. During a Restricted Period lasting until the purchase price is fully paid and at least five years have passed, LightPath may appoint a board observer and the buyer is restricted from change-of-control transactions or major asset sales, subject to post-closing covenants.
The subsidiary receives limited licenses to use specified LightPath trademarks and technology, while continuing to supply products to LightPath for the first five years after closing at cost plus 10%, with the markup increasing by 5 percentage points for each $1,000,000 of principal repaid, up to cost plus 30%. LightPath states that divesting its China operations completes its shift to a Western-aligned manufacturing footprint focused on defense and public safety markets, while maintaining continuity of supply for customers through the former subsidiary acting as a third-party vendor. The transaction is expected to close in the coming weeks, subject to customary conditions.
LightPath Technologies entered into a securities purchase agreement for a registered direct offering of 7,142,800 shares of Class A common stock at $14.00 per share. The company sold 3,571,400 primary shares, generating gross proceeds of approximately $50.0 million and estimated net proceeds of about $47.0 million for working capital, investments, acquisitions and general corporate purposes.
An additional 3,571,400 secondary shares were sold by North Run Strategic Opportunities Fund I, LP, from which the company will not receive proceeds. Craig-Hallum Capital Group LLC acted as sole placement agent and will receive a 4.5% cash fee on gross proceeds to both the company and the selling stockholder. The agreements include 60-day lock-up arrangements and restrictions on new equity issuance and variable rate transactions following closing.
LightPath Technologies reported strong growth for its fiscal third quarter ended March 31, 2026. Revenue rose 109% year over year to $19.1 million, while gross profit increased 161% to $7.0 million, lifting gross margin from 29% to 36%.
The company still posted a GAAP net loss of $4.1 million, or $0.07 per share, largely influenced by a $3.4 million fair value increase in acquisition earnout liabilities. Excluding non‑cash and one‑time items, adjusted EBITDA improved to $1.1 million from a loss of $1.6 million.
LightPath highlighted a record order backlog of $110.6 million, up 196% from June 30, 2025, driven by assemblies and modules revenue, which grew 355% to $8.4 million. Cash and cash equivalents reached $55.2 million, supported by equity financings and warrant exercises, giving the company resources to integrate recent acquisitions and pursue its growth strategy in defense and commercial optics.
LightPath Technologies, Inc. filed a current report describing its February 2026 investor day. On February 25, 2026, company management met with investors, analysts, and other financial community members both in-person and virtually to discuss its business using an investor presentation.
The presentation, which includes forward-looking information, is furnished as Exhibit 99.1 and is available in the Investors section of the company’s website. The material is furnished under Regulation FD, meaning it is not deemed filed for liability purposes or automatically incorporated into other securities filings.
LightPath Technologies reported a sharp jump in business for its fiscal 2026 second quarter, but still posted a larger loss. Revenue doubled to $16.4 million from $7.4 million, driven mainly by strong growth in higher-value assemblies and modules and contributions from the G5 Infrared acquisition.
Gross profit rose to $6.0 million, lifting gross margin to 37% from 26%, as the mix shifted toward more profitable products and prior manufacturing issues were resolved. However, operating expenses climbed to $14.6 million, including a non-cash $7.6 million increase in the G5 earnout liability, leading to a net loss of $9.4 million, or $0.20 per share.
On an adjusted basis, adjusted EBITDA improved to a positive $0.6 million from a loss of $1.3 million, reflecting stronger underlying operations. The company highlighted a $97.8 million order backlog and ongoing strategic shift toward proprietary BlackDiamond™ glass and NDAA-compliant infrared systems, supported by recent acquisitions and a significantly stronger cash position.
LightPath Technologies entered into an Asset Purchase Agreement for Amorphous Materials, Inc.’s business that compounds and melts Chalcogenide glasses for third‑party manufacturers. Through its wholly owned subsidiary, the company will acquire substantially all of the seller’s assets and assume certain related liabilities.
Total consideration will not exceed $10.0 million, including a $7.0 million cash payment at closing and up to $3.0 million in contingent stock payments tied to performance milestones. These contingent payments are structured as up to six tranches of $500,000 each, calculated using an LPTH stock price formula. As of January 20, 2026, the seller achieved the first milestone and received 39,897 shares of Class A common stock.
The acquisition closed on January 21, 2026. Shares issued in the transaction are unregistered and rely on private offering exemptions. Certain seller shareholders agreed to a six‑month lock‑up after closing, followed by six months of leak‑out restrictions that limit how quickly they may sell shares.
LightPath Technologies, Inc. reported the results of its Annual Meeting of Stockholders held on December 17, 2025. Stock representing about 76.0% of the voting power was present, providing a quorum. Holders elected Class I directors Dr. Joseph Menaker, Darcie Peck, and Mark Caylor by plurality of the votes cast.
Stockholders approved, on a non-binding advisory basis, the compensation of the Company’s named executive officers. They also approved Amendment No. 2 to the 2018 Stock Incentive Compensation Plan, increasing shares available for future equity awards by 2,500,000 shares of Class A Common Stock. In addition, stockholders ratified the selection of BDO USA, P.C. as independent registered public accounting firm for the fiscal year ending June 30, 2026.
LightPath Technologies, Inc. entered into an underwriting agreement for an underwritten public offering of 7,750,000 shares of its Class A common stock at $7.75 per share, with the underwriters holding a 30-day option to buy up to an additional 1,162,500 shares.
The offering, made under an effective shelf registration statement, is expected to close on December 15, 2025, and the company estimates net proceeds of approximately $56.8 million, to be used for working capital, investments, acquisitions and general corporate purposes.
LightPath agreed to a 90-day restriction on issuing or selling additional equity or convertible securities, and is providing customary representations, warranties, indemnification and a legal opinion related to the issuance and sale of the shares.
LightPath Technologies, Inc. filed an amended Form 8-K/A to update prior disclosures related to its acquisition of G5 Infrared, LLC. The company previously agreed, under a Membership Interest Purchase Agreement dated February 13, 2025, to acquire all of the issued and outstanding membership interests of G5 Infrared from its sellers, and completed this transaction on February 18, 2025. This amendment provides an unaudited pro forma consolidated statement of operations for the fiscal year ended June 30, 2025, showing how LightPath’s results would look after giving effect to the G5 Infrared acquisition, which is included as Exhibit 99.1.
LightPath Technologies, Inc. filed a current report to note that it released financial results for its fiscal 2026 first quarter, which ended on September 30, 2025. The company issued a press release on November 11, 2025, discussing its results of operations and financial condition for that quarter.
The report itself mainly identifies the press release, which is included as an exhibit, rather than detailing specific revenue, profit, or cash flow figures.
LightPath Technologies (LPTH) appointed Mark Caylor to its Board effective October 9, 2025. He fills an existing vacancy as a Class I director and will serve until a successor is duly elected and qualified or until earlier departure events.
The Board determined Mr. Caylor is independent under Nasdaq Rule 5605(a)(2). His appointment fulfills a commitment under the February 13, 2025 Securities Purchase Agreement, under which North Run Strategic Opportunities Fund I, LP designated him as the independent director. Mr. Caylor previously served as corporate vice president and president of Northrop Grumman Mission Systems (2018–2024).
He will receive the Company’s standard non‑employee director compensation. The Company reports no related‑party transactions exceeding $120,000 involving Mr. Caylor since July 1, 2024. An exhibit includes a press release dated October 13, 2025.
LightPath Technologies, Inc. filed a current report stating that it issued a press release announcing financial results for its fourth quarter and fiscal year ended June 30, 2025. The press release is included as Exhibit 99.1 and covers the company’s fiscal 2025 fourth quarter and full year.
LightPath Technologies, Inc. entered into a Securities Purchase Agreement with Unusual Machines, Inc. and Ondas Holdings Inc. for a private sale of 1,600,000 shares of Class A common stock at $5.00 per share, for expected gross proceeds of $8.0 million before expenses. The company plans to use the cash for working capital and general corporate purposes, with closing expected on or about September 17, 2025, subject to customary conditions.
At closing, LightPath will sign a Registration Rights Agreement obligating it to file a resale registration statement for these shares within 15 days of closing and to seek effectiveness within 75 days. Directors and officers have agreed to a six-month lock-up on their holdings, and North Run Strategic Opportunities Fund I, LP agreed to a 90-day lock-up, limiting near-term insider and large-holder sales.