LightPath Technologies, Inc. (NASDAQ: LPTH) has secured a $9.6 million purchase order from an existing defense customer for its advanced cooled infrared camera systems, the company announced today. The agreement underscores robust demand for the company's high-performance imaging solutions in defense and security applications and leverages expanded domestic manufacturing capabilities. (PR Newswire)

Repeat Order Validates Product Demand

Under the purchase order, deliveries of the cooled infrared cameras are expected to occur throughout calendar year 2026, with production split between LightPath's facilities in Orlando, Florida and Hudson, New Hampshire. This allocation reflects the company's growing U.S. manufacturing footprint and ability to meet large-scale defense production needs.

"This significant repeat order from an existing customer underscores the growing demand for our advanced cooled infrared camera systems and further validates the strategic value of our G5 acquisition," said Sam Rubin, President and CEO of LightPath. "Our ability to secure orders of this magnitude demonstrates the quality and reliability of our products as well as our ability to supply them."

Cooled Infrared Cameras for All-Weather Security

Cooled infrared cameras -- which operate with cooled detectors to reduce thermal noise and enhance image clarity -- play a critical role in all-weather surveillance, long-range detection, and threat identification for defense, border security, and other security missions. Their performance advantages make them essential for environments where precision and reliability are paramount.

LightPath's solutions serve a range of defense programs, with revenue tied to multi-year contracts and programs of record in areas including shipboard long-range surveillance, border security, and counter-UAS (unmanned aerial system) systems, as well as recurring federal, naval and law-enforcement requirements.

Strategic Growth from G5 Integration

The company's ability to secure high-value orders such as this one reflects the strategic benefits of its acquisition of G5 Infrared, completed in early 2025. The G5 acquisition expanded LightPath's portfolio to include cooled infrared camera systems and bolstered its capabilities in mission-critical imaging technologies -- enhancing its competitive position in the defense market.

By integrating G5's expertise with LightPath's proprietary BlackDiamond(TM) chalcogenide glass and vertically integrated manufacturing, the combined organization can offer a broader range of high-performance optical and imaging solutions tailored to stringent defense and security requirements.

Market and Supply Chain Implications

The repeat purchase order highlights ongoing interest in secure, domestically sourced defense technology, especially amid increasing emphasis on resilient supply chains for mission-critical systems. Deliveries through 2026 will help reinforce LightPath's backlog and revenue visibility while aligning with broader defense procurement trends favoring U.S.-based manufacturing partners.

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