Key Highlights

  • Fiscal 2026 sales reached a record USD 31.5 million, a rise of roughly 65%, while the fourth quarter alone set a quarterly high at USD 8.8 million.
  • The fourth quarter of fiscal 2026 delivered a 25.3% gross margin, versus 17.2% across the year, and trimmed the quarterly net loss to USD 0.1 million.
  • Fiscal 2027 sales are projected in a USD 30 million to USD 33 million band, with the adjusted EBITDA shortfall expected at USD 1.2 million to USD 1.7 million while a satellite customer holds back orders.
  • The conference call is set to follow the market close on November 16, 2026, once results and the Quarterly Report are published.

Results Timing and Fiscal 2026 Baseline for Precision Optics (NASDAQ:POCI)

Precision Optics (NASDAQ:POCI) plans to release first quarter fiscal 2027 figures and file its quarterly report after trading ends on Monday, November 16, 2026. Replay access on the call runs through November 23, 2026. This quarter closed September 30, 2026. Guidance for fiscal 2027 sits at USD 30 million to USD 33 million, a range that brackets the USD 31.5 million reported for fiscal 2026, so the opening quarter will indicate how Demand stacks up against the USD 8.8 million fourth-quarter level. A satellite customer has halted orders for now, and management anticipates a return with a stronger second half.

Fourth-Quarter Margin Gains and the Loss Outlook at Precision Optics (NASDAQ:POCI)

Fourth-quarter Revenue reached USD 8.8 million for the period ending June 30, 2026, climbing roughly 42% year over year, and gross margin was 25.3%. Precision Optics (NASDAQ:POCI) posted a quarterly net loss of USD 0.1 million, or USD 0.01 per share. The net loss for fiscal 2026 totalled USD 3.6 million, equal to USD 0.43 per share, while the adjusted EBITDA loss was USD 2.1 million. For fiscal 2027, management's outlook implies an adjusted EBITDA shortfall of USD 1.2 million to USD 1.7 million; at the midpoint of USD 1.45 million, that is narrower than fiscal 2026, a calculated comparison.

Cash, Debt and Customer Concentration at Precision Optics (NASDAQ:POCI)

Precision Optics (NASDAQ:POCI) had USD 9.8 million in cash and equivalents at June 30, 2026, alongside USD 1.29 million of total debt, USD 0.58 million of it current and USD 0.71 million long term. Outstanding shares totalled 10,972,792, while weighted averages were 8,530,599 for the full fiscal 2026 year and 10,943,843 in the fourth quarter alone. Calculated net cash equals roughly USD 8.5 million. Risks centre on customer concentration, which the satellite pause makes clear, thin full-year margins of 17.2%, the timing of restarted orders and the possibility that fiscal 2027 revenue stays flat.

Where Things Stand

Precision Optics (NASDAQ:POCI) reports its first fiscal 2027 quarter on November 16, 2026, following a record year in which revenue rose about 65% to USD 31.5 million. Fourth-quarter sales of USD 8.8 million and a 25.3% gross margin point to better operating leverage, and the quarterly loss shrank to USD 0.1 million. Management's fiscal 2027 view is USD 30 million to USD 33 million in revenue, plus a loss at the adjusted EBITDA line of USD 1.2 million to USD 1.7 million, and orders from the paused satellite customer expected to come back. USD 9.8 million of cash and USD 1.29 million of debt support the plan, and the conference call should clarify timing.