Optical Cable 2025 Q3 Earnings Strong Performance with Net Income Surges 119.4%

Optical Cable (OCC) delivered results that exceeded expectations in the 2025 Q3 earnings report, posting its first net profit in over a year. The company’s EPS of $0.04 marked a 120.0% improvement from a loss a year ago, and the net income rose 119.4% year-over-year. While no formal guidance was provided, management expressed confidence in executing its long-term strategy and capturing growth opportunities.

Revenue
Optical Cable’s total revenue climbed 22.8% year-over-year to $19.92 million in Q3 2025, compared to $16.22 million in the same period in 2024, reflecting strong demand and favorable market conditions.

Earnings/Net Income
Optical Cable returned to profitability with EPS of $0.04 in the latest quarter, a dramatic turnaround from a loss of $0.20 per share in Q3 2024. The company’s net income surged to $301,886, compared to a net loss of $1.56 million the prior year, reflecting a 119.4% improvement. This positive swing underscores the company’s successful cost management and operational leverage.

Price Action
Following the earnings release, Optical Cable’s stock experienced a notable upward trend. The stock surged 22.29% on the latest trading day, 33.75% over the most recent full trading week, and 59.40% month-to-date, signaling strong investor optimism.

Post-Earnings Price Action Review
The company’s stock performance following the earnings release highlights the market’s positive reaction to its improved financials and strategic direction. With revenue growth, a return to profitability, and strong collaboration efforts with Lightera, investors appear to be rewarding the company’s disciplined execution and long-term growth potential.

CEO Commentary
Neil Wilkin, Chairman, President, and CEO, attributed the strong Q3 performance to 22.8% net sales growth and a 61.2% increase in gross profit, driven by rising demand and operating leverage. He highlighted the strategic collaboration with Lightera, which combines product portfolios to expand offerings in enterprise and data center markets. Wilkin emphasized OCC’s ability to leverage its market position and the benefits of this partnership, expressing cautious optimism about the company’s future while maintaining a disciplined approach to execution and shareholder value creation.

Guidance
While no specific quantitative guidance was provided for the remainder of fiscal 2025 or into 2026, Wilkin expressed confidence in the company’s ability to execute its long-term strategy, capitalize on growth opportunities, and maintain disciplined financial management. He noted the ongoing strength in enterprise and specialty markets and the benefits of the broader industry recovery.

Additional News
On September 12, 2025, a separate report highlighted Optical Cable’s strong Q3 performance, noting a significant revenue increase and a sharp stock price surge. While no specific earnings metrics were provided in the additional report, it reinforced the market's positive sentiment around the company. The report also underscored the strategic collaboration with Lightera and the growing strength in the enterprise and data center sectors. Optical Cable is currently in a period of strategic focus, leveraging its market position and industry recovery to drive long-term growth and shareholder value.