LightPath Technologies, Inc. reported its financial results for the first quarter of fiscal 2025, ending September 30, 2024, showing a revenue increase of 4% year-over-year, reaching approximately $8.4 million compared to $8.1 million in the same period of the previous fiscal year. The growth was driven by a significant rise in revenue from visible components and engineering services, which offset a decline in infrared components revenue.

Revenue from visible components surged by 23% to approximately $3.3 million, up from $2.7 million in Q1 FY2024. Engineering services revenue saw a remarkable increase of 378%, totaling approximately $1.4 million, primarily due to a contract with Lockheed Martin. Conversely, revenue from infrared components fell by 32% to approximately $2.6 million, down from $3.8 million in the prior year. Revenue from assemblies and modules also decreased by 13%.

Despite the revenue growth, LightPath reported a net loss of approximately $1.6 million for Q1 FY2025, compared to a net loss of $1.3 million in Q1 FY2024. The increase in net loss was attributed to higher selling, general, and administrative (SG&A) expenses, which rose by 23% to approximately $3.3 million. Additionally, interest expenses increased due to a bridge note executed in August 2024.

The company’s acquisition of Visimid Technologies in July 2023 for approximately $2.7 million is a strategic move aimed at enhancing its capabilities in thermal imaging and night vision, which are critical for defense and industrial applications. The acquisition included a combination of cash, restricted stock, and assumed debt, with future stock issuances contingent on performance.

LightPath's total backlog as of September 30, 2024, was approximately $21 million, a slight decrease from $21.3 million a year earlier. The backlog increased by 7% during the first quarter of fiscal 2025, driven by significant contract renewals and new orders in the infrared optics sector.

The company continues to face challenges, including supply chain disruptions due to geopolitical tensions and economic conditions in China, which have affected demand for its products. LightPath is focusing on transitioning from a component manufacturer to a supplier of imaging subsystems, leveraging proprietary technologies to enhance its market position.

As of September 30, 2024, LightPath had approximately $4.3 million in cash and cash equivalents, with less than 50% held by foreign subsidiaries. The company is actively managing its liquidity and may seek additional funding to address potential revenue declines and increased operational costs.

About LIGHTPATH TECHNOLOGIES INC

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