Press Releases May 13, 2026 04:30 PM

Precision Optics Reports Third Quarter Fiscal Year 2026 Financial Results

Precision Optics Corporation reports record Q3 fiscal 2026 revenue with significant growth and improved margins; raises full-year guidance.

By Leila Farooq POCI

Precision Optics Corporation reported record third quarter fiscal 2026 revenue of $8.7 million, a 108% increase year-over-year, driven by strong production volumes in aerospace and medical device programs. Gross margin improved substantially to 23.6%, and the company achieved positive adjusted EBITDA for the quarter. The company raised its full fiscal year 2026 revenue guidance to $29-$31 million, reflecting expected growth of over 50% compared to fiscal 2025. Precision Optics also completed a $10 million public offering to support growth initiatives.

Precision Optics Reports Third Quarter Fiscal Year 2026 Financial Results
POCI

Key Points

  • Q3 revenue of $8.7 million, a new quarterly record and 108% growth year-over-year.
  • Gross margin improved to 23.6% from 10.0% last year, showing manufacturing efficiency gains.
  • Raised fiscal 2026 revenue guidance to $29-$31 million and adjusted EBITDA guidance to $(2.5) to $(2.7) million, indicating strong outlook.
  • Growth driven by aerospace, medical single-use ophthalmic, and cystoscopy surgery system programs with notable new production orders.

LITTLETON, Mass., May 13, 2026 (GLOBE NEWSWIRE) -- Precision Optics Corporation, Inc. (NASDAQ: POCI), a leading designer and manufacturer of advanced optical instruments for the medical and defense/aerospace industries, announced operating results on an unaudited basis for its third quarter fiscal year 2026 for the period ended March 31, 2026.

Q3 2026 Financial Highlights (3 Months Ended March 31, 2026):

  • Revenue was $8.7 million, a quarterly record, compared to $4.2 million in the same quarter of the previous fiscal year, representing growth of approximately 108%, and compared to $7.4 million in the most recent sequential quarter.
  • Production revenue, or total revenue net of engineering revenue, was $7.6 million, a quarterly record, compared to $3.3 million in the same quarter of the previous fiscal year, representing growth of approximately 131%, and compared to $6.4 million in the most recent sequential quarter.
  • Engineering revenue was $1.1 million compared to $0.9 million in the same quarter of the previous fiscal year, an increase of 22%, and compared to $1.0 million in the most recent sequential quarter.
  • Gross margins were 23.6% compared to 10.0% in the same quarter of the previous fiscal year and compared to 2.8% in the most recent sequential quarter.
  • Net loss for the quarter was $(0.1) million, compared to $(2.1) million in the same quarter of the previous fiscal year, and compared to $(1.8) million in the most recent sequential quarter.
  • Adjusted EBITDA was $0.3 million for the quarter compared to $(1.3) million in the same quarter of the previous fiscal year and compared to $(1.5) million in the most recent sequential quarter.

Recent Additional Highlights:

  • Increased production to a top-tier aerospace company. Third quarter fiscal 2026 revenue totaled $3.6 million from this customer, a quarterly revenue record.
  • Increased production of cystoscopy surgery system. Third quarter fiscal 2026 revenue totaled $2.2 million from this customer, a quarterly revenue record.
  • Received a $3.5 million follow-on production order for single-use ophthalmic program, with shipments expected to commence during the fourth fiscal quarter.
  • The Company’s Ross Optical operations saw continued strong volume growth, driving a 65% year-over-year growth in the segment’s revenues.
  • Completed an oversubscribed $10 million public offering in March 2026 to support the growth plans of the Company.

FY 2026 Financial Guidance (Year Ended June 30, 2026):

  • The Company is increasing its previously announced guidance for fiscal year 2026 revenue to be in a range of $29 to $31 million, compared to previously announced guidance of $26 to $28 million. The newly increased revenue guidance represents 52% to 62% growth over the Company’s fiscal year 2025 revenue.
  • The Company is increasing its previously announced guidance for fiscal year 2026 Adjusted EBITDA to be in a range of $(2.5) to $(2.7) million, compared to previously announced guidance of $(2.5) to $(3.0) million.

“Our third quarter results were highlighted by revenue of $8.7 million, a new quarterly revenue record, and positive adjusted EBITDA, reflecting the continued strength of our core production programs and meaningful improvements in manufacturing performance,” said Joe Forkey, CEO of Precision Optics. “Revenue growth was driven primarily by increased volumes in our aerospace and single-use cystoscope programs, both of which continue to perform at strong levels, as well as our Ross Optical segment. We achieved significant improvements in manufacturing efficiency, which drove a dramatic improvement in gross margins. Our new manufacturing leadership and production team have done an outstanding job improving execution while supporting higher production volumes.”

“We expect production revenue to remain strong and so we are increasing our revenue and adjusted EBITDA guidance for the fiscal year.”

“Industry trends remain highly favorable and with the additional capital raised recently we are strategically investing in the ongoing capabilities expansion and acceleration of our go-to-market planning to accelerate overall growth,” Forkey concluded.

The following table summarizes the third quarter and year-to-date (unaudited) results for the periods ending March 31, 2026, and 2025:

  Three Months Nine Months  Ended March 31 Ended March 31   2026  2025   2026  2025 Revenues$8,708,631 $4,185,968 $22,757,291 $12,909,928        Gross Profit 2,056,534  417,975   3,207,552  2,605,247        Stock Compensation Expenses 253,777  714,662   742,497  1,172,232 Other 1,867,219  1,741,598   5,867,101  5,628,262 Total Operating Expenses 2,120,996  2,456,260   6,609,598  6,800,494        Operating Income (Loss) (64,462) (2,038,285)  (3,402,046) (4,195,247)       Net Income (Loss) (108,283) (2,096,761)  (3,526,104) (4,377,689)       Income (Loss) per Share      Basic & Fully Diluted$(0.01)$(0.30) $(0.46)$(0.67)             Weighted Average Common Shares Outstanding Basic & Fully Diluted 7,794,263  6,917,281   7,740,834  6,491,687  

Conference Call Details
Date and Time: Wednesday, May 13, 2026, at 5:00 p.m. ET.

Call-in Information: Interested parties can access the conference call by dialing (844) 735-3662 or (412) 317-5705.

Live Webcast Information: Interested parties can access the conference call via a live webcast, which is available at https://app.webinar.net/l90v4RE3K1N.

Replay: A teleconference replay of the call will be available for seven days, at (855) 669-9658 or (412) 317-0088, replay access code 3475317. A webcast replay will be available at https://app.webinar.net/l90v4RE3K1N.

About Precision Optics Corporation
Founded in 1982, Precision Optics is a vertically integrated optics company primarily focused on leveraging its proprietary micro-optics, 3D imaging and digital imaging technologies to the healthcare and defense/aerospace industries by providing services ranging from new product concept through mass manufacture. Utilizing its leading-edge in-house design, prototype, regulatory and fabrication capabilities as well as its Ross Optical division's high volume world-wide sourcing, inspecting and production resources, the Company is able to design and manufacture next-generation product solutions to the most challenging customer requirements. Within healthcare, Precision Optics enables next generation medical device companies around the world to meet the increasing demands of the surgical community who require more enhanced and smaller imaging systems for minimally invasive surgery as well as 3D endoscopy systems to support the rapid proliferation of surgical robotic systems. In addition to these next generation applications, Precision Optics has supplied top tier medical device companies a wide variety of optical products for decades, including complex endocouplers and specialized endoscopes. The Company is also leveraging its technical proficiency in micro-optics to enable leading edge defense/aerospace applications which require the highest quality standards and the optimization of size, weight and power. For more information, please visit www.poci.com.

Non-GAAP Financial Measures

Precision Optics has provided in this press release financial information that has not been prepared in accordance with accounting principles generally accepted in the Unites States of America (“non-GAAP”). The non-GAAP financial measure is Adjusted EBITDA (earnings before interest, taxes, depreciation and amortization). In addition to the aforementioned items, Adjusted EBITDA also excludes from Net Income (Loss) the effect of stock-based compensation.

This non-GAAP financial measure assists Precision Optics management in comparing its operating performance over time because certain items may obscure the underlying business trends and make comparisons of long-term performance difficult, as they are of a nature and/or size that occur with inconsistent frequency or relate to discrete acquisition or restructuring plans that are fundamentally different from the ongoing productivity of the Company. Precision Optics management also believes that presenting this measure allows investors to view its performance using the same measures that the Company uses in evaluating its financial and business performance and trends.

Non-GAAP financial measures should not be considered in isolation from, or as a substitute for, financial information calculated in accordance with GAAP. Investors are encouraged to review the reconciliation of non-GAAP measures to their most directly comparable GAAP financial measures. A reconciliation of the non-GAAP financial measure presented above to GAAP results has been provided in the financial tables included with this press release.

About Forward-Looking Statements
This press release contains forward-looking statements within the meaning of U.S. federal securities laws. Any statements contained herein that are not statements of historical fact may be deemed to be forward-looking statements. In addition, any statements that refer to projections, forecasts, or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking statements. The words "anticipate," "believe," "continue," "could," "estimate," "expect," "intends," "may," "might," "plan," "possible," "potential," "predict," "project," "should," "would" and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. Forward-looking statements in this press release include, without limitation, the Company’s projections for future revenue, gross margins and Adjusted EBITDA, expectations regarding margin improvement and operational performance, anticipated product and program expansion, and the Company's strategic outlook. The forward-looking statements contained in this press release are based on certain assumptions and analyses made by the management of the Company in light of their respective experience and perception of historical trends, current conditions, and expected future developments and their potential effects on the Company as well as other factors they believe are appropriate in the circumstances. There can be no assurance that future developments affecting the Company will be those anticipated. These forward-looking statements involve a number of risks, uncertainties (some of which are beyond the control of the parties), or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements, including the demand for the Company's products, global supply chains and economic activity in general and other risks and uncertainties identified in the Company's filings with the SEC. Should one or more of these risks or uncertainties materialize or should any of the assumptions being made prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as may be required under applicable securities laws.

Company Contact:
PRECISION OPTICS CORPORATION
550 King Street, Bldg. A Suite 100
Littleton, MA 01460
Telephone: 978-630-1800

Investor Contact:
LYTHAM PARTNERS, LLC
Robert Blum
Telephone: 602-889-9700
[email protected]

PRECISION OPTICS CORPORATION, INC.
BALANCE SHEETS
(UNAUDITED)   March 31,  June 30,   2026  2025 ASSETS        Current Assets:        Cash and cash equivalents $10,680,046  $1,773,735 Accounts receivable, net of allowance for credit losses of $134,313 at March 31, 2026 and $80,192 at June 30, 2025  6,577,866   4,336,730 Inventories, net  3,702,461   3,562,112 Prepaid expenses  446,313   385,390 Total current assets  21,406,686   10,057,967          Fixed Assets:        Machinery and equipment  3,415,589   3,385,958 Leasehold improvements  1,225,401   871,356 Furniture and fixtures  615,723   538,428    5,256,713   4,795,742 Less—accumulated depreciation and amortization  4,388,000   4,261,950 Net fixed assets  868,713   533,792          Operating lease right-to-use asset  2,371,091   141,825 Patents, net  215,507   232,493 Goodwill  8,824,210   8,824,210 Total other assets  11,410,808   9,198,528 TOTAL ASSETS $33,686,207  $19,790,287          LIABILITIES AND STOCKHOLDERS’ EQUITY        Current Liabilities:        Current portion of capital lease obligation $–  $27,368 Current maturities of long-term debt  577,898   577,898 Accounts payable  6,239,450   2,909,100 Contract liabilities  2,224,660   1,821,929 Accrued compensation and other  836,582   764,004 Current portion of operating lease liability  314,329   50,995 Total current liabilities  10,192,919   6,151,294          Long-term debt, net of current maturities  855,780   1,289,205 Operating lease liability, net of current portion  2,531,601   90,954 Total liabilities  13,580,300   7,531,453          Stockholders’ Equity:        Common stock, $0.01 par value: 50,000,000 shares authorized; issued and outstanding – 10,929,869 shares at March 31, 2026 and 7,714,701 at June 30, 2025  109,298   77,147 Additional paid-in capital  80,493,343   69,152,317 Accumulated deficit  (60,496,734)  (56,970,630)Total stockholders’ equity  20,105,907   12,258,834          TOTAL LIABILITIES AND STOCKHOLDERS’ EQUITY $33,686,207  $19,790,287  


PRECISION OPTICS CORPORATION, INC.
STATEMENTS OF OPERATIONS
FOR THE THREE AND NINE MONTHS ENDED
MARCH 31, 2026 AND 2025
(UNAUDITED)   Three Months
Ended March 31,  Nine Months
Ended March 31,   2026  2025  2026  2025 Revenues $8,708,631  $4,185,968  $22,757,291  $12,909,928                  Cost of Goods Sold  6,652,097   3,767,993   19,549,739   10,304,681 Gross Profit  2,056,534   417,975   3,207,552   2,605,247                  Research and Development Expenses  267,319   211,242   828,733   929,648                  Selling, General and Administrative Expenses  1,853,677   2,245,018   5,780,865   5,870,846                  Total Operating Expenses  2,120,996   2,456,260   6,609,598   6,800,494                  Operating Income  (64,462)  (2,038,285)  (3,402,046)  (4,195,247)                 Interest Expense  (35,116)  (58,476)  (115,353)  (182,442)                 Income before provision for income taxes  (99,578)  (2,096,761)  (3,517,399)  (4,377,689)                 Provision for income taxes  8,705   –   8,705   –                  Net Income $(108,283) $(2,096,761) $(3,526,104) $(4,377,689)                 Loss Per Share:                Basic and Fully Diluted $(0.01) $(0.30) $(0.46) $(0.67)                 Weighted Average Common Shares Outstanding:                Basic and Fully Diluted  7,794,263   6,917,281   7,740,834   6,491,687  


PRECISION OPTICS CORPORATION, INC.
STATEMENTS OF STOCKHOLDERS’ EQUITY
FOR THE THREE AND NINE MONTHS ENDED
MARCH 31, 2026 AND 2025
(UNAUDITED)   Nine Month Period Ended March 31, 2026   Number of
Shares  Common
Stock  Additional
Paid-in
Capital  Accumulated
Deficit  Total
Stockholders’
Equity Balance, July 1, 2025  7,714,701  $77,147  $69,152,317  $(56,970,630) $12,258,834 Stock-based compensation  –   –   301,639   –   301,639 Net loss  –   –   –   (1,637,030)  (1,637,030)Balance, September 30, 2025  7,714,701   77,147   69,453,956   (58,607,660)  10,923,443 Stock-based compensation  –   –   162,082   –   162,082 Issuance of common stock for employee services  5,528   55   24,945   –   25,000 Net loss  –   –   –   (1,780,791)  (1,780,791)Balance, December 31, 2025  7,720,229   77,202   69,640,983   (60,388,451)  9,329,734 Issuance of common stock in public offering  3,194,444   31,944   10,598,734   –   10,630,678 Proceeds from exercise of stock option  13,628   136   (136)  –   – Stock-based compensation  –   –   247,528   –   247,528 Issuance of common stock for employee services  1,568   16   6,234   –   6,250 Net loss  –   –   –   (108,283)  (108,283)Balance, March 31, 2026  10,929,869  $109,298  $80,493,343  $(60,496,734) $20,105,907  


  Nine Month Period Ended March 31, 2025   Number of
Shares  Common
Stock  Additional
Paid-in
Capital  Accumulated
Deficit  Total
Stockholders’
Equity Balance, July 1, 2024  6,073,939  $60,739  $61,197,433  $(51,190,384) $10,067,788 Issuance of common stock in registered direct offering  265,868   2,659   1,201,883   –   1,204,542 Proceeds from exercise of stock option  10,363   104   26,896   –   27,000 Stock-based compensation  –   –   149,364   –   149,364 Net loss  –   –   –   (1,311,247)  (1,311,247)Balance, September 30, 2024  6,350,170   63,502   62,575,576   (52,501,631)  10,137,447 Stock-based compensation  –   –   278,206   –   278,206 Issuance of common stock for consulting services  5,364   53   29,947   –   30,000 Net loss  –   –   –   (969,681)  (969,681)Balance, December 31, 2024  6,355,534   63,555   62,883,729   (53,471,312)  9,475,972 Issuance of common stock in registered direct offering  1,272,500   12,725   5,052,869   –   5,065,594 Proceeds from exercise of stock option  13,162   132   18,118   –   18,250 Stock-based compensation  –   –   592,964   –   592,964 Issuance of common stock for consulting services and employees  25,051   250   121,448   –   121,698 Net loss  –   –   –   (2,096,761)  (2,096,761)Balance, March 31, 2025  7,666,247  $76,662  $68,669,128  $(55,568,073) $13,177,717  


PRECISION OPTICS CORPORATION, INC.
STATEMENTS OF CASH FLOWS
FOR THE NINE MONTHS ENDED
MARCH 31, 2026 AND 2025
(UNAUDITED)   Nine Months
Ended March 31,   2026  2025 Cash Flows from Operating Activities:        Net Loss $(3,526,104) $(4,377,689)Adjustments to reconcile net loss to net cash used in operating activities -        Depreciation and amortization  214,948   159,844 Stock-based compensation expense  742,499   1,020,534 Non-cash interest expense  13,825   8,918 Non-cash operating lease expense  255,965   – Loss on disposal of fixed assets  34,506   – Changes in operating assets and liabilities -        Accounts receivable, net  (2,241,136)  120,438 Inventories, net  (140,349)  (803,301)Prepaid expenses  (60,923)  (27,160)Accounts payable  3,330,350   476,259 Contract liabilities  402,731   493,201 Accrued compensation and other  72,578   (49,209)Net cash used in operating activities  (901,110)  (2,978,165)         Cash Flows from Investing Activities:        Purchases of fixed assets  (349,750)  (180,985)Proceeds from sale of fixed assets  3,000   – Additional/reclassification patent costs  (1,889)  31,148 Net cash used in investing activities  (348,639)  (149,837)         Cash Flows from Financing Activities:        Payments of capital lease obligations  (27,368)  (32,257)Payments of long-term debt  (447,250)  (149,230)Payment of debt modification costs  –   (15,000)Payment on revolving line of credit  –   (1,000,000)Proceeds from registered direct sale of common stock, net  –   6,270,136 Proceeds from public offering of common stock, net  10,630,678   – Stock issued for services  –   151,698 Gross proceeds from the exercise of stock options  –   45,250 Net cash provided by (used in) financing activities  10,156,060   5,270,597          Net increase in cash and cash equivalents  8,906,311   2,142,595 Cash and cash equivalents, beginning of period  1,773,735   405,278          Cash and cash equivalents, end of period $10,680,046  $2,547,873          Supplemental disclosure of cash flow information:        Operating right-of-use assets obtained in exchange for operating lease liabilities $2,632,584  $– Lease improvements financed by landlord $218,750  $– Issuance of common stock for employee services $31,250  $–  


PRECISION OPTICS CORPORATION, INC.RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL MEASURES
ADJUSTED EBITDA            Three Months Ended  Nine Months Ended March 31 March 31   2026
  2025
  2026
  2025
 Net Income (loss) (GAAP) $(108,283)  $(2,096,761)  $(3,526,104)  $(4,377,689)                  Stock based compensation  253,778    714,662    742,499    1,172,232                   Depreciation and amortization  75,602    62,358    214,948    159,844                   Income Taxes  8,705        8,705                       Interest expense  35,116    58,476    115,353    182,442                   Adjusted EBITDA (non-GAAP) $264,918   $(1,261,265)  $(2,444,599)  $(2,863,171)  

Risks

  • Continued net losses and negative adjusted EBITDA for the full year highlight ongoing profitability challenges.
  • Dependence on a few large customers in aerospace and medical device sectors may pose concentration risk.
  • Supply chain disruptions and general economic conditions could adversely affect production volumes and financial results.

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