OPTICAL CABLE CORP — Form 8-K
Filed September 11, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Optical Cable Corporation reported Q3 FY2026 net sales of $24.3M (up 22% YoY from $19.9M) and gross profit of $9.1M (up 43.9% YoY from $6.3M), with gross margin expanding to 37.4% from 31.7%. Year-to-date nine months ended July 31, 2026, net sales reached $62.9M (+18.3% YoY) and net income $2.5M (vs. $1.5M loss prior year). Sales order backlog/forward load stood at $13.5M as of July 31, 2026. Growth driven by enterprise, data center, and specialty markets; company is expanding capacity at Roanoke and Dallas facilities and beginning to realize Lightera partnership product sales.
Why this rating
Strong revenue and margin expansion is material for an $18.7M market-cap company—22% Q3 growth and margin inflection represent meaningful operational improvement. However, company remains small and backlog modest relative to run rate; no transformational event.
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