Q2 2026 Precision Optics Corporation Inc Earnings Call Transcript

Feb 17, 2026 / 10:00 PM GMT

Release Date Price: $4.66 (-2.10%)

Transcript 10-Q

Key Points

Positve

Precision Optics Corp Inc (POCI) reported record revenue of $7.4 million for Q2 2026, driven by a 92% year-over-year increase in production revenue.
The aerospace program generated $2.7 million in revenue, maintaining high volume performance and expected to increase further in Q4.
Operational improvements have been implemented, leading to increased throughput and efficiency, which are expected to positively impact financial results in Q3 and Q4.
The Ross Optical division showed signs of recovery with revenue above $1 million for the second consecutive quarter and the highest backlog in over three years.
Product development bookings are at their highest level in over a year, indicating a rebound in engineering revenue and future growth potential.

Negative

Gross margins were significantly lower at 2.8% compared to 14.2% in the prior quarter, due to manufacturing inefficiencies and high levels of production scrap.
The company reported a net loss of $1.8 million for the quarter, an increase from the $1.0 million loss in the same quarter last year.
Adjusted EBITDA was negative $1.5 million, reflecting ongoing challenges in achieving profitability.
The timing shift in margin recovery has resulted in a revised full-year adjusted EBITDA guidance of negative $2.5 to $3.0 million, down from a previously expected positive $500,000.
The company is facing challenges in yield and labor utilization on its single-use cystoscope program, impacting gross margins negatively.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

POCI.OQ - Precision Optics Corporation Inc
Q2 2026 Precision Optics Corporation Inc Earnings Call
Feb 17, 2026 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the Precision Optics Report's second quarter fiscal year 2026 financial results conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the key, followed by zero.

After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then 1 on a touchtone phone.

To withdraw your question, please press, then 2. Please note this event is being recorded.

I would now like to turn the conference over to Robert Bloom with Listen Partners. Please go ahead.

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