LightPath Technologies Soars 20.16% on $18.2M Purchase Order

On September 3, 2025, LightPath Technologies saw a significant pre-market rise of 20.16%, driven by a major purchase order announcement.

LightPath Technologies has secured an $18.2 million purchase order from a leading global technology customer for the supply of advanced infrared camera systems, scheduled for delivery in 2026. This order is part of a broader agreement that could see additional purchase orders totaling up to $22 million for a second tranche of products to be delivered in 2027. This development underscores LightPath's transition from a components manufacturer to a vertically integrated camera solutions provider, leveraging strong geopolitical tailwinds in the defense industry.

The company's Chief Executive Officer, Sam Rubin, highlighted the strategic importance of this order, noting that it reflects the growing demand for secure supply chains and alternatives to Germanium, which is subject to export restrictions imposed by China. LightPath's BlackDiamond™ glass technology is positioned to meet the evolving needs of defense and commercial customers, driven by scaling demand and increasing interest in secure and reliable optical solutions.