OCC

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 a...

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 mi...

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 ne...

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 cycl...

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 ce...

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...

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...

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 potentia...

Orthocell Ltd (ASX:OCC, OTC:ORHHF) will release its quarterly results for the period ended March 31, 2026, on Monday, April 20, and host an investor webinar the same day. The webinar will cover its quarterly results and provide an operational update, including progress on the US rollout of Remplir and its use in prostate cancer surgeries in Australia. Orthocell chair John Van Der Wielen, CEO and managing director Paul Anderson, and CFO Jim Piper will present the briefing. The webinar is scheduled for 9am AWST / 11am AEDST on Monday, 20 April 2026. Register now: https://Orthocell Ltd/Webinar/March Quarter/Register Orthocell is beginning to generate commercial momentum from its expansion into the US market, marking a key step in the company’s long-flagged shift towards broader sales growth. After several years of product development, regulatory approvals and early offshore sales, Orthocell is now establishing a presence for its nerve repair device Remplir in the US, its largest potential market and one of its most competitive. Early signs of adoption across hospitals and surgeons, including repeat use, point to growing traction as the company scales the rollout. The opportunity is drawing attention to a large-volume area of surgery that remains relatively underpenetrated by advanced repair devices, with Orthocell indicating that even modest gains in uptake could support meaningful revenue growth.

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 sect...

Net Sales Increased 4.4% and Gross Profit Increased 16.1% Compared to Same Period in Prior Year ROANOKE, Va., March 10, 2026 /PRNewswire/ -- Optical Cable Corporation (Nasdaq GM: OCC) ("OCC®" or the "Company") today announced financial results for its first quarter of fiscal year 2026 ended January 31, 2026. First Quarter 2026 Financial Results Consolidated net sales for the first quarter of fiscal year 2026 increased 4.4% to $16.4 million, compared to $15.7 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 first quarter of fiscal year 2026, compared to the first quarter of fiscal year 2025. Net sales to customers outside of the United States increased 18.0% and net sales to customers in the United States increased less than one percent in the first quarter of fiscal year 2026, compared to the same period last year. At the end of the first quarter of fiscal year 2026, the Company's sales order backlog/forward load increased to $10.4 million when compared to $7.3 million as of October 31, 2025. Gross profit increased 16.1% to $5.4 million in the first quarter of fiscal year 2026, compared to $4.6 million for the same period in fiscal year 2025, as a result of 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 32.7% in the first quarter of fiscal year 2026, compared to 29.4% in the first quarter of fiscal year 2025. SG&A expenses increased to $5.6 million in the first quarter of fiscal year 2026, compared to $5.5 million for the first quarter of fiscal year 2025, primarily due to increases in employee and contracted sales personnel-related costs and shipping costs. For the first quarter of fiscal year 2026, OCC recorded a net loss of $0.05 per basic and diluted share, or $398,000, an improvement compared to a net loss of $0.14 per basic and diluted share, or $1.1 million, for the first quarter of fiscal year 2025. Management's Comments Neil Wilkin, President and Chief Executive Officer of OCC, said, "OCC is off to a solid start in fiscal year 2026. During the first quarter, we delivered net sales and gross profit growth, largely driven by increased demand across our enterprise and specialty markets, and the positive impact of our operating levera...