Precision Optics (POCI) reported a record quarterly revenue of $8.7 million for Q3 2026, reflecting a remarkable 108% year-over-year increase, driven by strong performance in its core production programs. The aerospace segment achieved $3.6 million in revenue, a 44% sequential growth, while the single-use cystoscope program also hit an all-time high at $2.2 million. Gross margins improved significantly to 23.6%, bolstered by operational enhancements and a recent $10 million capital raise, which has strengthened the company’s balance sheet.
This surge in revenue and efficiency not only positions Precision Optics favorably within the medical device and aerospace sectors but also allows management to raise full-year revenue guidance to $29 million–$31 million, indicating a potential growth of 52%-62% over the previous fiscal year. The company also achieved positive adjusted EBITDA for the first time, signaling a pivotal shift towards profitability.
Market professionals should note that while the outlook is optimistic, potential near-term revenue moderation in the aerospace sector due to customer-driven inventory adjustments may impact future performance. Nonetheless, the robust backlog and upcoming product launches suggest sustained growth momentum.
Source: fool.com