OCC

ROANOKE, Va., Sept. 3, 2026 /PRNewswire/ -- Optical Cable Corporation (Nasdaq GM: OCC) ("OCC®") today announced that it will release its third quarter of fiscal year 2026 results on Wednesday, September 9, 2026. The third quarter results are for the three-month and nine-month periods ended July 31, 2026. The Company will also host a conference call on Wednesday, September 9, 2026, at 11:00 a.m. Eastern Time. Individuals wishing to participate in the conference call should call (833) 316-1983 in the U.S. or (785) 838-9310 internationally, Conference ID: OCCQ326. For interested individuals unable to join the call, a replay will be available through Wednesday, September 16, 2026, by dialing (800) 839-6975 or (402) 220-6061. The call will also be broadcast live over the internet and can be accessed by visiting the investor relations section of the Company's website at www.occfiber.com. As in the past, OCC will answer questions from analysts and fund investors during the conference call. OCC also invites individual investors to submit questions in advance of the conference call. Questions should be submitted in writing to [email protected] by 9:00 a.m. Eastern Time on Wednesday, September 9, 2026. Company Information Optical Cable Corporation ("OCC®") is a leading manufacturer of a broad range of fiber optic and copper data communication cabling and connectivity solutions primarily for the enterprise, data center and various harsh environment and specialty markets, offering integrated suites of high-quality products which operate as a system solution or seamlessly integrate with other components. OCC® is internationally recognized for pioneering innovative fiber optic and copper communications technologies, including fiber optic cable designs for the most demanding environments and applications, copper connectivity designs to meet the highest data communication industry standards, as well as a broad product offering built on the evolution of these fundamental technologies. OCC uses its expertise to deliver cabling and connectivity products and integrated solutions that are best suited to the performance requirements of end-user applications. And OCC's product solutions offerings cover a broad range of applications—from commercial, enterprise network, data center, residential, and campus installations to customized products for specialty applications and harsh environments, including military, industrial, mining, petrochemical, renewable energy, broadcast and wireless carrier applications. Founded in 1983, OCC is headquartered in Roanoke, Virginia with offices, manufacturing and warehouse facilities located in Roanoke, Virginia, near Asheville, North Carolina and near Dallas, Texas. OCC's facilities are ISO 9001:2015 registered and its Dallas facility is also MIL-STD-790G certified. Optical Cable Corporation™, OCC®, Procyon®, Superior Modular Products™, SMP Data Communications™, Applied Optical Systems™, and associated logos are trademarks of Optical Cable Corporation. Further information about OCC® is available at www.occfiber.com. View original content to download multimedia:https://www.prnewswire.com/news-releases/optical-cable-corporation-schedules-conference-call-to-discuss-third-quarter-of-fiscal-year-2026-results-302869370.html

Shares of Optical Cable Corporation OCC have gained 70.8% since reporting results for the second quarter of fiscal 2026, significantly outperforming the S&P 500’s 0.2% return. The stock has also delivered strong momentum over the past month, rising 85% against the S&P 500’s 0.6% decline. Optical Cable reported second-quarter fiscal 2026 net sales of $22.2 million, up 26.6% from $17.5 million in the year-ago quarter. Gross profit increased 42.4% year over year to $7.6 million, while the gross margin expanded 380 basis points to 34.2%. The company posted net income of $1.1 million, or 12 cents per diluted share, against a net loss of $698,000, or 9 cents per share, in the second quarter of fiscal 2025. For the first six months of fiscal 2026, net sales rose 16.1% to $38.6 million, and the company reported net income of $657,000, or 7 cents per share, against a net loss of $1.8 million, or 23 cents per share, a year earlier. Optical Cable Corporation price-consensus-eps-surprise-chart | Optical Cable Corporation Quote The company attributed its revenue growth to stronger sales in both its enterprise and specialty markets. Demand remained robust across enterprise, data center and severe-duty market sectors, with management highlighting opportunities in both domestic and international markets. Net sales to U.S. customers increased 21.2% year over year, while sales outside the United States climbed 45.3% during the quarter. Sequentially, fiscal second-quarter net sales increased 35.2% from $16.4 million in the first quarter of fiscal 2026. Another indicator of demand strength was the company’s sales order backlog and forward load, which reached $13.3 million as of April 30, 2026. That represented an increase of more than 27% from $10.4 million as of Jan. 31, 2026, and more than 82% from $7.3 million as of Oct. 31, 2025. Management also noted that backlog remained strong at the end of May. The sharp increase in profitability was driven by higher sales volumes and manufacturing operating leverage. The gross margin expanded to 34.2% from 30.4% a year earlier as increased production volumes helped absorb fixed manufacturing costs. For the first half of fiscal 2026, the gross margin improved to 33.5% from 29.9%. Selling, general and administrative expenses increased to $6.3 million from $5.7 million due to higher employee and contracted sales personnel costs, as well as increased shipping expenses. However, SG&A expenses as a percentage of net sales improved to 28.2% from 32.7%, reflecting operating leverage as revenue growth outpaced expense growth. Management said that gross profit margins also benefited from stronger manufacturing utilization, although margins may continue to fluctuate based on quarterly product mix. The company added that it generally offsets higher raw material costs through pricing adjustments. President and chief executive officer Neil Wilkin said that the company continued to build on its momentum during the quarter, citing year-over-year increases of 26.6% in net sales and 42.4% in gross profit. He said that growth was driven largely by enterprise, data center and severe-duty markets, while manufacturing operating leverage contributed to the stronger profit performance. Management also emphasized growing opportunities in multi-tenant and enterprise data centers, noting that demand associated with large hyperscale data center investments is creating positive spillover effects for the markets OCC primarily serves. Management expressed confidence in growth prospects for the second half of fiscal 2026. Wilkin said that Optical Cable expects to capitalize on ongoing opportunities across targeted markets and believes that revenues will continue to benefit from activity in data center markets during the remainder of the fiscal year. Executives also indicated that current manufacturing and staffing levels provide room for additional revenue growth. The company is evaluating increases in manufacturing personnel and selective equipment additions to support anticipated long-term demand. Despite industry-wide optical fiber shortages and longer lead times, management said that it does not expect supply constraints to prevent revenue growth in the second half of fiscal 2026. The company reported no acquisitions, divestitures or restructuring actions during the quarter. Management did, however, highlight its ongoing partnership with Lightera, a supplier of optical fiber, describing the relationship as complementary and beneficial. Executives said that Optical Cable has not experienced significant problems obtaining fiber or other key raw materials despite broader industry supply constraints. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Optical Cable Corporation (OCC): Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Interested in Optical Cable Corporation? Here are five stocks we like better. Optical Cable Corporation is well-positioned for the AI boom but its target market is Tier 2 and raises risks for investors. Revenue gains and margins will be lumpy, setting the stage for stock price volatility. Beware - Institutions and analysts do not support this market; short-sellers are selling into the rally. For investors watching the price explosion following Optical Cable Corporation’s (NASDAQ: OCC) fiscal Q2 2026 earnings report and wondering if it's too late to get in, the answer is no. This company offers cutting-edge technology that was once ahead of its time—but now, its time has come. Optical Cable Corporation doesn’t make any old cables, or any old cables good for AI, but hardened, ruggedized bundled cables, including blended optical and copper solutions suitable for extreme conditions. → Uranium Energy Corp Melts Down—Nuclear Opportunity at Hand The question is when to get in on OCC, and what kind of position to take. Among the company's clients is the U.S. defense apparatus, which relies on cables and other critical infrastructure for reliable battlefield applications. Other clients include hyperscalers and AI factories, which favor the blended optical and copper wiring solutions hardened against electromagnetic interference. → Cybersecurity Earnings: 1 AI Standout and 2 Stocks Under Pressure End-markets include real-time broadcasters and industries such as mining, which rely on sealed cabling that not only resist vibration and temperature but also prevent chemical abrasion. As AI advances and digital application penetration deepens, OCC’s addressable market has expanded significantly, and years of infrastructure buildout lie ahead. → An Analyst Just Raised Tesla's Price Target by 227%—Here's Why Optical Cable Corporation had a solid quarter, with revenue growing by 26.6%, underpinned by strength in both core operating segments. Enterprise and Specialty both grew at a double-digit rate, with U.S.-based sales up 21% and International sales up 45%. More importantly, the revenue strength carried through to the bottom line, with significant leverage at the gross and operating levels tied to improving sales trends. Gross margin improved by 380 basis points (bps) while SG&A expenses contracted by 450 bps as a percentage of sales. The net result was net income of $1.1 million, nearly 5% of sales, which reverses a loss posted in the prior year’s period, and 12 cents in GAAP earnings. The company did not provide specific guidance for the subsequent quarter or year, but noted growth opportunities and momentum in the earnings release and conference call. These underscore the 27% sequential and 82% year-over-year increase in backlog, a figure suggesting subsequent results will reflect business acceleration and additional operational efficiency. Optical Cable Corporation is well positioned for the current environment, but it must overcome hurdles. Among them is tepid sell-side interest, as reflected in the single analyst covering the company, rating it a Sell. Adding to sell-side interest is low institutional interest, at 13%. Institutions could become more interested; however, the company’s microcap status, $22 million in quarterly income, and balance sheet insufficiencies keep them on the sidelines. The balance sheet isn’t in bad shape, only undercapitalized, leaving the company reliant on credit facilities to sustain operations. Short sellers are also a concern for investors. The short interest was not astronomically high as of late May at about 5%, but short sellers have been selling into the OCC rally and are likely selling into the post-release price pop. The post-release price action suggests they are—OCC spiked ahead of the release, opened with a gap and moved even higher afterward, only to fall back from the weekly high and form a doji candle after the earnings news. The takeaway is that this market hit a top and may not be able to move higher. Resistance at the $22 level may be insurmountable because it dates back to a price implosion following the bursting of the Dotcom Bubble. It represents a significant overhang and is likely a trigger for short selling. In this scenario, the best outcome may be OCC shares moving sideways within a range near $20 before falling back to more realistic levels later this year. Among the warning signs is a divergence in the stochastic that reveals an inherent weakness in the market. This year’s risks include fiber shortages and target markets. While fiber shortages are impacting lead times, delivery, and costs, target markets present their own challenges. Rather than competing for hyperscale business, Optical Cable Corporation is focusing on Tier 2 data center business and government contracts. This can result in spotty revenue gains and irregular margins due to timing and mix. The takeaway for investors is that OCC’s business may be volatile in the coming quarters, and that volatility will be reflected in the stock’s price. Catalysts include ramping demand for AI capacity, improving operational leverage, and next-gen tech. The company is integrating "rollable-ribbon" into its product lines, positioning for the 800G standard. The article "Optical Cable Corporation: Strong Earnings, But Hurdles Remain" was originally published by MarketBeat. View MarketBeat's top stocks for June 2026.

Net Sales Increased 26.6% and Gross Profit Increased 42.4% in the Second Quarter of Fiscal 2026 Compared to Same Period in Prior Year ROANOKE, Va., June 8, 2026 /PRNewswire/ -- Optical Cable Corporation (Nasdaq GM: OCC) ("OCC®" or the "Company") today announced financial results for its second quarter of fiscal year 2026 ended April 30, 2026. Second Quarter 2026 Financial Results Consolidated net sales for the second quarter of fiscal year 2026 increased 26.6% to $22.2 million, compared to $17.5 million for the same period in the prior year. OCC experienced an increase in net sales in both its enterprise and specialty markets during the second quarter of fiscal year 2026, compared to the second quarter of fiscal year 2025. Sequentially, net sales for the second quarter of fiscal year 2026 increased 35.2% compared to $16.4 million for the first quarter of fiscal year 2026. OCC continues to see revenue growth and future growth opportunities in its targeted market sectors, both domestically and internationally – with robust demand from customers and end-users in the Company's enterprise, data center and severe duty market sectors. Net sales to customers in the United States increased 21.2% and net sales to customers outside of the United States increased 45.3% in the second quarter of fiscal year 2026, compared to the same period last year. At the end of the second quarter of fiscal year 2026, the Company's sales order backlog/forward load increased to $13.3 million when compared to $10.4 million as of January 31, 2026 (an increase of more than 27%), and when compared to $7.3 million as of October 31, 2025 (an increase of more than 82%). Gross profit increased 42.4% to $7.6 million in the second quarter of fiscal year 2026, compared to $5.3 million for the same period in fiscal year 2025, due to increased volumes and the resulting positive impact of OCC's manufacturing operating leverage. Gross profit margin, or gross profit as a percentage of net sales, increased to 34.2% in the second quarter of fiscal year 2026, compared to 30.4% in the second quarter of fiscal year 2025. SG&A expenses increased to $6.3 million in the second quarter of fiscal year 2026, compared to $5.7 million for the second quarter of fiscal year 2025, primarily due to increases in employee and contracted sales personnel-related costs and shipping costs. SG&A expenses as a percentage of net sales were 28.2% in the second quarter of fiscal year 2026, compared to 32.7% in the second quarter of fiscal year 2025 – the positive impact of the Company's SG&A operating leverage. For the second quarter of fiscal year 2026, OCC recorded net income of $1.1 million, or $0.12 per basic and diluted share, compared to a net loss of $698,000, or $0.09 per basic and diluted share, for the second quarter of fiscal year 2025. Fiscal Year-to-Date 2026 Financial Results Consolidated net sales for the first half of fiscal year 2026 were $38.6 million, an increase of 16.1% compared to net sales of $33.3 million for the first half of fiscal year 2025, driven by sales increases in both the Company's enterprise and specialty markets. Net sales to customers in the United States increased 11.4% and net sales to customers outside of the United States increased 32.4% in the first half of fiscal year 2026, compared to the same period last year. OCC reported gross profit of $13.0 million in the first half of fiscal year 2026, an increase of 30.1% compared to gross profit of $10.0 million in the first half of fiscal year 2025. Gross profit margin was 33.5% in the first half of fiscal year 2026, compared to 29.9% for the same period in fiscal year 2025. SG&A expenses increased 5.6% to $11.8 million during the first half of fiscal year 2026, compared to $11.2 million for the first half of fiscal year 2025, primarily due to increases in employee and contracted sales personnel-related costs and shipping costs. OCC recorded net income of $657,000, or $0.07 per basic and diluted share, for the first half of fiscal year 2026, compared to a net loss of $1.8 million, or $0.23 per basic and diluted share, for the first half of fiscal year 2025. Management's Comments Neil Wilkin, President and Chief Executive Officer of OCC, said, "Following a solid start to the year, OCC continued to advance its strong growth and momentum – delivering year-over-year increases of 26.6% in net sales and 42.4% in gross profit during the second quarter of fiscal 2026. Our net sales increase was largely driven by strength in OCC's enterprise, data center and severe duty markets, and our manufacturing operating leverage contributed to the disproportionate increase in gross profit during the second quarter. As we look to the second half of the year, we are confident in OCC's ability to capitalize on our momentum and our continuing opportunities for growth. We remain focused, as always, on the disciplined execution of our strategy and delivering value for our shareholders." Conference Call Information As previously announced, OCC will host a conference call today, June 8, 2026, at 11:00 a.m. Eastern Time. Individuals wishing to participate in the conference call should call (833) 316-1983 in the U.S. or (785) 838-9310 internationally, Conference ID: OCCQ226. For interested individuals unable to join the call, a replay will be available through Monday, June 15, 2026, by dialing (800) 753-9134 or (402) 220-2678. The call will also be broadcast live over the internet and can be accessed by visiting the investor relations section of the Company's website at www.occfiber.com. Company Information Optical Cable Corporation ("OCC®") is a leading manufacturer of a broad range of fiber optic and copper data communication cabling and connectivity solutions primarily for the enterprise market and data center markets and various harsh environment and specialty markets (collectively, the non-carrier markets), and also the wireless carrier market, offering integrated suites of high-quality products which operate as a system solution or seamlessly integrate with other components. OCC® is internationally recognized for pioneering innovative fiber optic and copper communications technologies, including fiber optic cable designs for the most demanding environments and applications, copper connectivity designs to meet the highest data communication industry standards, as well as a broad product offering built on the evolution of these fundamental technologies. OCC uses its expertise to deliver cabling and connectivity products and integrated solutions that are best suited to the performance requirements of each end-user's application. And OCC's product solutions offerings cover a broad range of applications—from commercial, enterprise network, data center, residential and campus installations to customized products for specialty applications and harsh environments, including military, industrial, mining, petrochemical, renewable energy and broadcast applications. Founded in 1983, OCC is headquartered in Roanoke, Virginia with offices, manufacturing and warehouse facilities located in Roanoke, Virginia, near Asheville, North Carolina and near Dallas, Texas. OCC's facilities are ISO 9001:2015 registered and its Dallas facility is also MIL-STD-790G certified. Optical Cable Corporation™, OCC®, Procyon®, Superior Modular Products™, SMP Data Communications™, Applied Optical Systems™, and associated logos are trademarks of Optical Cable Corporation. Further information about OCC® is available at www.occfiber.com. FORWARD-LOOKING INFORMATION This news release by Optical Cable Corporation and its subsidiaries (collectively, the "Company" or "OCC") may contain certain forward-looking information within the meaning of the federal securities laws. The forward-looking information may include, among other information, (i) statements concerning our outlook for the future, (ii) statements of belief, anticipation or expectation, (iii) future plans, strategies or anticipated events, and (iv) similar information and statements concerning matters that are not historical facts. Such forward-looking information is subject to known and unknown variables, uncertainties, contingencies and risks that may cause actual events or results to differ materially from our expectations, and such known and unknown variables, uncertainties, contingencies and risks may also adversely affect Optical Cable Corporation and its subsidiaries, the Company's future results of operations and future financial condition, and/or the future equity value of the Company. A partial list of such variables, uncertainties, contingencies and risks that could cause or contribute to such differences from our expectations or that could otherwise adversely affect Optical Cable Corporation and its subsidiaries is set forth in Optical Cable Corporation's quarterly and annual reports filed with the Securities and Exchange Commission ("SEC") under the heading "Forward-Looking Information." OCC's quarterly and annual reports are available to the public on the SEC's website at www.sec.gov. In providing forward-looking information, the Company expressly disclaims any obligation to update this information, whether as a result of new information, future events or otherwise except as required by applicable laws and regulations. (Financial Tables Follow) View original content to download multimedia:https://www.prnewswire.com/news-releases/optical-cable-corporation-reports-second-quarter-of-fiscal-year-2026-financial-results-302793461.html

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Net sales growth of 26.6% was primarily driven by robust demand in enterprise, data center, and severe duty market sectors. Gross profit increased disproportionately at 42.4% due to strong manufacturing operating leverage as volumes increased. The company is specifically targeting multi-tenant and enterprise data centers (Tier 2), benefiting from the broader hyperscale demand cycle. Sales order backlog and forward load reached $13.3 million, representing an 82% increase since the end of fiscal year 2025. Management attributes improved profitability to SG&A operating leverage, with expenses as a percentage of sales falling despite higher shipping and incentive costs. Market improvements are being observed both domestically and internationally across a diverse range of targeted sectors. The company maintains a strategy of diversification across product offerings and customers to mitigate sector-specific volatility. Management expects revenue to be positively impacted by continued data center market strength throughout the second half of fiscal 2026. The company is evaluating increases in manufacturing staff and machine capacity to support anticipated long-term growth. Current manufacturing and staffing levels are believed to have sufficient room to support additional near-term revenue growth. OCC intends to mitigate potential raw material price increases by prospectively adjusting selling prices. Industry-wide optical fiber shortages are causing increased lead times, though management believes they can manage these dynamics without halting growth. Gross profit margins remain heavily dependent on quarterly product mix and can vary significantly based on the specific items manufactured. The sales cycle for data center projects is noted as being longer than the cycles in OCC's other targeted market sectors. Industry-wide optical fiber shortages, driven by high demand, are currently impacting lead times across the sector. Military sales are characterized as difficult to predict, as they are driven by replenishment needs and ally demand rather than just active conflicts. Management believes Tier 1 growth positively impacts multi-tenant and enterprise data centers, which are OCC's primary focus. While the sales cycle for these projects is longer, they contributed significantly to Q2 revenue and are expected to continue doing so in H2. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. OCC is not currently experiencing significant challenges with labor availability or costs during its capacity ramp. The company is utilizing existing excess capacity while simultaneously evaluating personnel and equipment additions for future needs. The partnership with Lightera is viewed as complementary, with Lightera serving as a long-term supplier of optical fiber. Despite industry-wide shortages, OCC has not faced significant problems with fiber supply, though some specific customer impacts have occurred. Management declined to provide a specific revenue figure for full capacity, noting it is highly dependent on product mix and staffing. They confirmed that current levels still allow for growth, but investments in capacity are being considered for the long term. OCC manufactures products suitable for certain power grid applications and expects to benefit from increased grid CapEx. Management clarified that they do not sell actual power cables, focusing instead on related infrastructure products.

This article first appeared on GuruFocus. Net Sales: Increased 26.6% to $22.2 million in Q2 FY2026 compared to $17.5 million in Q2 FY2025. Gross Profit: Increased 42.4% to $7.6 million in Q2 FY2026 from $5.3 million in Q2 FY2025. Gross Profit Margin: Increased to 34.2% in Q2 FY2026 from 30.4% in Q2 FY2025. SG&A Expenses: Increased to $6.3 million in Q2 FY2026 from $5.7 million in Q2 FY2025. SG&A as Percentage of Net Sales: Decreased to 28.2% in Q2 FY2026 from 32.7% in Q2 FY2025. Net Income: $1.1 million or $0.12 per share in Q2 FY2026 compared to a net loss of $698,000 or $0.09 per share in Q2 FY2025. Sales Order Backlog: Increased to $13.3 million at the end of Q2 FY2026 from $10.4 million as of January 31, 2026. Warning! GuruFocus has detected 2 Warning Sign with GHM. Is OCC fairly valued? Test your thesis with our free DCF calculator. Release Date: June 08, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Optical Cable Corp (NASDAQ:OCC) reported a 26.6% year-over-year increase in net sales for the second quarter of fiscal 2026. Gross profit increased by 42.4% in the second quarter, showcasing strong manufacturing and operating leverage. The sales order backlog and forward load increased by more than 27% from January 31, 2026, and over 82% from October 31, 2025. OCC's gross profit margin improved to 34.2% in the second quarter, up from 30.4% in the prior year period. The company is seeing growth opportunities in multi-tenant and enterprise data center market sectors, driven by Tier 1 hyperscale data center demand. SG&A expenses increased to $6.3 million in the second quarter, primarily due to higher shipping costs and employee-related expenses. The company faces challenges with optical fiber shortages, which are causing increased lead times across the industry. OCC does not provide installation or similar services, which limits potential service revenue opportunities. The impact of military spending on OCC's sales growth is unpredictable and may not directly benefit the company. Product mix changes and raw material price increases can negatively impact gross margins, despite efforts to adjust selling prices. Q: With the huge Tier 1 data center demand cycle happening, can you please talk about how Tier 2 is being affected demand-wise in general? A: Neil Wilkin, CEO: Growth in Tier 1 hyperscale data centers positively impacts opportunities in the multi-tenant (Tier 2) and enterprise data center markets. We are seeing significant opportunities in both sectors, which are a focus for OCC. The sales cycle for data center projects tends to be longer, but these markets have positively impacted our revenue in the second quarter and are expected to continue doing so in the second half of fiscal 2026. Q: Can you explain how OCC expects to be impacted by the booming military expenditure by the current administration? A: Neil Wilkin, CEO: The impact of military spending on our sales growth is unpredictable. Increases in U.S. military spending may not directly translate to increased demand for OCC's products. However, we have seen increases in military sales, even without active conflicts, driven by the need to replenish supplies. Our military sales also include sales to allies, which can boost sales. Q: Can you explain how the backlog and data center demand has been evolving into Q3? A: Tracy Smith, CFO: Our sales order backlog and forward load increased to $13.3 million at the end of Q2 2026, up from $10.4 million in January 2026 and $7.3 million in October 2025. At the end of May, our backlog and forward load remain strong. Q: Is fiber and copper pricing increasing significantly positive or negative for OCC gross margins? A: Tracy Smith, CFO: Rising material prices can negatively impact gross margins. However, we saw our gross profit margins increase to 34.2% in Q2. We mitigate rising raw material costs by adjusting selling prices, and product mix also affects gross margins. Q: Is there an opportunity to profit from hyperscaler growth in the data center given the inference build-out? A: Neil Wilkin, CEO: Our products are best suited for multi-tenant and enterprise data centers. Growth in Tier 1 hyperscale data centers can positively impact these markets, which are our focus. Q: Can you try and give a sense of what revenue can be at full capacity? Is full capacity realistic in this demand cycle? A: Tracy Smith, CFO: Product mix, staffing, and raw material availability impact our capacity. We are not providing a revenue level for full capacity but believe we have room for additional revenue growth. We are evaluating increasing manufacturing staff and adding machine capacity for future growth. Q: Are you seeing any new or emerging risks, including project delays? A: Neil Wilkin, CEO: We are not seeing unusual risks with product demand. Project delays occur occasionally but are not unusual. Industry-wide delays are due to high demand and optical fiber shortages, but we are managing these dynamics successfully. Q: Can you comment on lead times and supply issues or constraints? A: Neil Wilkin, CEO: The industry is experiencing optical fiber shortages due to high demand, leading to increased lead times. We are managing these industry dynamics and do not believe they will prevent us from growing revenue in the second half of fiscal 2026. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Interested in Optical Cable Corporation? Here are five stocks we like better. Optical Cable posted a strong fiscal second quarter, with net sales rising 26.6% year over year to $22.2 million and gross profit increasing 42.4% as demand improved in enterprise, data center and severe-duty markets. The company swung to profitability, reporting net income of $1.1 million for the quarter versus a loss a year ago, helped by higher volumes, improved manufacturing leverage and lower SG&A as a percentage of sales. Management said backlog and forward load climbed to $13.3 million, signaling continued demand, especially in multi-tenant and enterprise data centers, while noting the company still has room to grow despite industry fiber shortages. Optical Cable (NASDAQ:OCC) reported sharply higher fiscal second-quarter sales and profit, with management citing strength in enterprise, data center and severe-duty markets, as well as improved manufacturing leverage. On the company’s fiscal 2026 second-quarter earnings call, President and Chief Executive Officer Neil Wilkin said OCC “continued to build on” its growth and momentum after a solid start to the year. He said net sales rose 26.6% year over year, while gross profit increased 42.4%. → Samsara Just Answered The AI Question—Is Wall Street Ready To Listen? “Our net sales increase was largely driven by strength in OCC’s enterprise, data center, and severe duty markets,” Wilkin said. He added that manufacturing operating leverage contributed to the larger increase in gross profit. Executive Vice President and Chief Financial Officer Tracy Smith said consolidated net sales for the second quarter of fiscal 2026 increased to $22.2 million, compared with $17.5 million in the same period last year. Sales also rose 35.2% sequentially from $16.4 million in the fiscal first quarter. → IREN's 800MW Bet Flips the AI Power Switch For the first half of fiscal 2026, consolidated net sales were $38.6 million, up 16.1% from $33.3 million in the prior-year period. Smith said OCC saw higher sales in both enterprise and specialty markets during the second quarter and first half compared with the same periods last year. She pointed to “continued general market improvements, both domestically and internationally,” with particular strength in enterprise, data center and severe-duty markets. → Tesla’s EV Rebound Leaves Rivian and Lucid Facing a Tougher Investor Test Gross profit increased to $7.6 million in the second quarter from $5.3 million a year earlier, and rose 41.4% from $5.4 million in the fiscal first quarter. Gross margin improved to 34.2% from 30.4% in the prior-year quarter. For the first half, gross profit rose to $13 million from $10 million, while gross margin improved to 33.5% from 29.9%. Smith said the margin improvement reflected higher volumes and the positive effect of manufacturing operating leverage. She cautioned that gross margin percentages are “heavily dependent upon product mix on a quarterly basis” and can vary with changes in that mix. OCC reported net income of $1.1 million, or $0.12 per share, for the second quarter of fiscal 2026. That compared with a net loss of $698,000, or $0.09 per share, in the second quarter of fiscal 2025. For the first half of fiscal 2026, the company recorded net income of $657,000, or $0.07 per share, compared with a net loss of $1.8 million, or $0.23 per share, in the prior-year period. SG&A expenses rose 9.2% in the second quarter to $6.3 million from $5.7 million a year earlier. As a percentage of net sales, SG&A declined to 28.2% from 32.7%, which Smith described as the result of SG&A operating leverage. For the first half, SG&A expenses increased 5.6% to $11.8 million from $11.2 million, while SG&A as a percentage of sales decreased to 30.6% from 33.6%. Smith said the increase in expenses was primarily due to higher shipping costs and employee and contracted sales personnel-related costs, including compensation and sales incentives. Management highlighted a significant increase in sales order backlog and forward load. Wilkin said the figure reached $13.3 million at the end of the second quarter, compared with $10.4 million as of Jan. 31, 2026, and $7.3 million as of Oct. 31, 2025. That represented an increase of more than 27% from the end of the fiscal first quarter and more than 82% from the end of fiscal 2025. In response to a shareholder question about data center demand moving into the third quarter, Smith said backlog and forward load “continues to be strong” at the end of May. Asked why bookings have increased backlog rather than being converted into sales, Smith said OCC is seeing increases in both net sales and backlog and forward load, which she said is consistent with periods of increased product demand. Wilkin said OCC continues to see growth opportunities across several targeted markets, including multi-tenant data centers and enterprise data centers. He said the company believes growth in Tier 1 hyperscale data centers is positively affecting opportunities in those markets, which are areas of particular focus for OCC. “So far, we’ve been seeing significant opportunities in both the multi-tenant data center and enterprise data centers,” Wilkin said. He noted that the sales cycle for certain data center projects tends to be longer than in some of OCC’s other target markets. Sales into those markets positively affected second-quarter revenue, and Wilkin said management believes revenue will continue to be positively affected during the second half of fiscal 2026. Asked whether OCC could benefit directly from hyperscaler growth tied to inference build-outs, Wilkin said the company’s product offerings for the data center market are best suited for multi-tenant and enterprise data centers. However, he reiterated that growth in Tier 1 and hyperscale data centers can support those adjacent markets. Management said the broader industry is experiencing optical fiber shortages due to high demand for data centers and certain other applications, resulting in longer lead times. Wilkin said OCC is “successfully managing these industry dynamics” and does not believe they will prevent continued revenue growth in the second half of fiscal 2026. Smith said rising fiber and copper prices can negatively affect gross margins, but the company generally can prospectively mitigate higher raw material costs by adjusting selling prices. She also pointed to OCC’s 34.2% second-quarter gross margin as evidence of margin improvement despite those dynamics. Asked about full-capacity revenue, Smith said product mix, staffing, raw material availability and other factors affect capacity. She said OCC is not providing a revenue level for full capacity, but added that the company believes it still has room to support additional revenue growth at current manufacturing and staffing levels. Smith said OCC is evaluating increases to manufacturing staff and certain machine capacity in anticipation of future long-term growth. Wilkin later said the company is not currently experiencing challenges ramping capacity and does not anticipate such issues at this time. On other end markets, Wilkin said the impact of increased U.S. military spending is difficult to predict because announced spending increases may or may not include products OCC sells. He said the company saw increases in military market sales during the past fiscal year and also sells to allies. Wilkin also said OCC makes products suitable for certain power grid applications and would expect to benefit from increased grid capital expenditures, while clarifying that the company does not sell power cables for the grid. Wilkin said OCC remains confident in the company’s ability to capitalize on its momentum and growth opportunities while maintaining disciplined execution of its strategy. Optical Cable Corporation (NASDAQ: OCC) is a publicly traded designer and manufacturer of optical fiber and copper communications cable solutions. Headquartered in Roanoke, Virginia, the company develops a broad range of standard and custom cable assemblies, connectors, hardware and accessories. Its product portfolio addresses data transmission requirements in demanding environments, including long-haul telecommunications, industrial automation, defense systems and submersible applications. The company's offerings are organized across multiple product lines, encompassing outside-plant fiber optic cable for aerial and underground installations, indoor/outdoor copper connectivity and specialty engineered cable assemblies. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Optical Cable Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for June 2026.

ROANOKE, Va., June 4, 2026 /PRNewswire/ -- Optical Cable Corporation (Nasdaq GM: OCC) ("OCC®") today announced that it will release its second quarter of fiscal year 2026 results on Monday, June 8, 2026. The second quarter results are for the three-month and six-month periods ended April 30, 2026. The Company will also host a conference call on Monday, June 8, 2026, at 11:00 a.m. Eastern Time. Individuals wishing to participate in the conference call should call (833) 316-1983 in the U.S. or (785) 838-9310 internationally, Conference ID: OCCQ226. For interested individuals unable to join the call, a replay will be available through Monday, June 15, 2026, by dialing (800) 753-9134 or (402) 220-2678. The call will also be broadcast live over the internet and can be accessed by visiting the investor relations section of the Company's website at www.occfiber.com. As in the past, OCC will answer questions from analysts and fund investors during the conference call. OCC also invites individual investors to submit questions in advance of the conference call. Questions should be submitted in writing to [email protected] by 9:00 a.m. Eastern Time on Monday, June 8, 2026. Company Information Optical Cable Corporation ("OCC®") is a leading manufacturer of a broad range of fiber optic and copper data communication cabling and connectivity solutions primarily for the enterprise market and data center markets and various harsh environment and specialty markets (collectively, the non-carrier markets), and also the wireless carrier market, offering integrated suites of high-quality products which operate as a system solution or seamlessly integrate with other components. OCC® is internationally recognized for pioneering innovative fiber optic and copper communications technologies, including fiber optic cable designs for the most demanding environments and applications, copper connectivity designs to meet the highest data communication industry standards, as well as a broad product offering built on the evolution of these fundamental technologies. OCC uses its expertise to deliver cabling and connectivity products and integrated solutions that are best suited to the performance requirements of each end-user's application. And OCC's product solutions offerings cover a broad range of applications—from commercial, enterprise network, data center, residential and campus installations to customized products for specialty applications and harsh environments, including military, industrial, mining, petrochemical, renewable energy and broadcast applications. Founded in 1983, OCC is headquartered in Roanoke, Virginia with offices, manufacturing and warehouse facilities located in Roanoke, Virginia, near Asheville, North Carolina and near Dallas, Texas. OCC's facilities are ISO 9001:2015 registered and its Dallas facility is also MIL-STD-790G certified. Optical Cable Corporation™, OCC®, Procyon®, Superior Modular Products™, SMP Data Communications™, Applied Optical Systems™, and associated logos are trademarks of Optical Cable Corporation. Further information about OCC® is available at www.occfiber.com. View original content to download multimedia:https://www.prnewswire.com/news-releases/optical-cable-corporation-schedules-conference-call-to-discuss-second-quarter-of-fiscal-year-2026-results-302791901.html

Orthocell Ltd (ASX:OCC, OTC:ORHHF) has reported a solid March 2026 quarter, highlighted by $3.2 million in revenue, growing US traction for nerve repair product Remplir and a cash position of $48 million as the company advances commercial expansion across multiple markets. Revenue for the quarter was in line with the previous period, but the standout was early momentum in the United States, where Remplir sales reached $300,000. Of that, $170,000 was generated in March alone, suggesting an acceleration in demand as the company builds out its commercial footprint in what it sees as a US$1.6 billion addressable market. Year-to-date revenue for the first 9 months of FY26 reached $9.4 million, up 45% on the prior corresponding period, supported by continued sales growth in established markets and early commercial contribution from the US. Total revenue by quarter (A$M). Orthocell’s balance sheet also strengthened during the quarter, with the company receiving a $3 million research and development tax incentive refund. At 31 March 2026, it held $7.8 million in cash and cash equivalents plus $40.2 million in term deposits, underpinning what management described as a strong position for ongoing commercial execution. In the US, Orthocell continued to expand market access for Remplir. Its distributor network now covers more than 16 states and about 40% of the population. The company completed 6 major medical education events and a series of journal club meetings aimed at increasing surgeon awareness and adoption. Commercial progress was also reflected in hospital access and clinical uptake. Orthocell secured 32 Value Analysis Committee approvals during the quarter, opening access to more than 115 hospitals, while a further 57 applications remain pending. Of the hospitals approved, 55 have now purchased Remplir, while 49 surgeons have used the product. Unit sales for the March quarter totalled 115. “This quarter reflects continued strong progress in the commercialisation of Remplir, particularly in the United States, where we are seeing growing surgeon adoption and increasing revenue contribution. The consistency of our revenue performance and the growth in key commercial metrics, including hospital uptake, surgeon utilisation and distributor expansion, is particularly encouraging. Notably, the acceleration in U.S. revenue in March provides early evidence of a potential inflection point as these commercial efforts begin to scale," Orthocell CEO and MD, Paul Anderson, said. "Subsequent to the end of the quarter, we secured approval for Remplir to be used across the US Department of Defence hospital networks, comprising 221 medical centres, and have already completed the first surgical case in this system. This rapid transition from approval to clinical use highlights both the strength of our commercial strategy and the effectiveness of our surgeon engagement activities. With a very strong cash position and expanding global footprint, Orthocell is well-positioned to continue executing on its commercial strategy and drive further adoption of Remplir across key markets.” Orthocell also pointed to increasing real-world use of Remplir in defence-related settings, with the product used in 23 surgical procedures in Ukraine on soldiers with combat-related nerve injuries. After the end of the quarter, the company secured approval for Remplir to be used across US Department of Defense hospital networks and completed its first surgical case within that system. Outside the US, Orthocell said work continued with distributors and key opinion leaders in Canada, with initial sales expected in the near term. In the UK and Europe, the company appointed LEDA Orthopaedics as exclusive distributor for Remplir in the UK, ahead of anticipated regulatory approval in the second half of calendar 2026. Orthocell also highlighted an emerging opportunity in nerve-sparing prostate cancer surgery, where about 200 procedures have now been completed in Australia using Remplir in a new application. The company believes this could expand its US addressable market from US$1.6 billion to about US$2 billion, with initial clinical performance data expected to be announced in the June quarter

This article first appeared on GuruFocus. Net Sales: Increased 4.4% to $16.4 million compared to $15.7 million in the same period last year. Gross Profit: Increased 16.1% to $5.4 million from $4.6 million in the prior year period. Gross Profit Margin: Increased to 32.7% from 29.4% in the same period last year. Sales Order Backlog: Increased more than 50% to $10.4 million compared to $6.6 million at the end of the first fiscal quarter of 2025. SG&A Expenses: Increased to $5.6 million from $5.5 million in the same period last year. SG&A as a Percentage of Net Sales: Decreased to 33.8% from 34.7% in the first quarter of fiscal 2025. Net Loss: Recorded a net loss of $398,000 or $0.05 per basic and diluted share, compared to a net loss of $1.1 million or $0.14 per share in the prior year period. Warning! GuruFocus has detected 11 Warning Signs with ADLRF. Is OCC fairly valued? Test your thesis with our free DCF calculator. Release Date: March 10, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Net sales increased by 4.4% to $16.4 million compared to the same period last year. Gross profit increased by 16.1% to $5.4 million, with a gross profit margin rising to 32.7%. Sales order backlog and forward load increased more than 50% to $10.4 million. Significant growth in customer requests for quotes in the data center sector, indicating potential future sales growth. Collaboration with LTEra is expected to contribute to revenue growth in fiscal year 2026 and beyond. OCC recorded a net loss of $398,000 or $0.05 per share for the first quarter. SG&A expenses increased to $5.6 million, primarily due to higher employee and shipping costs. Despite backlog growth, revenue growth did not fully translate from the previous fiscal year. The company does not provide specific guidance on revenue for fiscal year 2026. OCC faces seasonality impacts, particularly in the first half of the fiscal year. Q: Can you update us on the data center opportunity in general? How do you feel about it, and if the opportunity has strengthened or not during the quarter, any major changes or updates? A: We continue to be optimistic about the data center opportunities, particularly in the multi-tenant data center and enterprise data center sectors. OCC saw significant and growing activity in customer requests for quotes in the data center sector, particularly in January, and that activity is continuing and growing as we enter the second quarter of fiscal 2026. We believe this momentum will continue and result in increased sales in our targeted sectors of the data center market as fiscal year 2026 progresses. - Neil Wilkin, CEO Q: In terms of outlook into 2026, in general, do you feel more or less optimistic now than in Q4? A: We continue to be very optimistic about potential sales growth this year. Our sales order backlog and forward load has increased more than 50% to $10.4 million as of the end of the first fiscal quarter of 2026 compared to the same period last year. The activity and request for quotes we are seeing in our targeted market sectors, including the data center market sector, have been increasing. We continue to expect sales growth during fiscal year 2026. - Neil Wilkin, CEO Q: Can you please provide an update on progress of the LTEra collaboration? A: OCC has worked with LTEra, formerly known as OFS, for decades. The strategic collaboration with LTEra announced last year was built on that long-standing relationship. The OCC and LTEra teams work well together and complement each other, enabling both companies to benefit from this important relationship. We believe we're seeing the benefit of that as we move into fiscal year 2026. - Neil Wilkin, CEO Q: Can you explain if data center revenue had an impact in Q1 and what to expect for the rest of the year in terms of revenues? A: OCC generally does not provide specifics regarding OCC's individual targeted market sectors. However, during the first quarter, OCC saw increases in quotes and customer orders in the data center market sector, particularly in January. We believe this activity will continue to grow this year and will result in greater data center market sector revenues during the remainder of fiscal year 2026. - Tracy Smith, CFO Q: During the fiscal year 25, the backlog was growing about 20%, but we didn't see that translating into a revenue growth. Why is that? A: The backlog is a measurement of any point in time. Last year, we had increased sales by 9.5% in total, and we saw significant strong sales in the 3rd and 4th quarter of last year. The fact that we have a larger sales order backlog at the end of the first quarter and more activity in quote requests in our markets is a good signal for the rest of fiscal year 2026. - Neil Wilkin, CEO For the complete transcript of the earnings call, please refer to the full earnings call transcript.