Robert Blum

- Precision Optics Corporation (POCI) is experiencing an **inflection point** as two major programs transitioned from product development to manufacturing in fiscal 2025, leading to a substantial increase in manufacturing revenue.  **[867840_2162540_1]** 
- The company provided **fiscal 2026 guidance**, projecting **$25 million in total revenue**, an increase of over **30%** from fiscal 2025's **$19 million**, with expectations for **gross margins to recover to 30%** and a return to **positive adjusted EBITDA**.  **[867840_2162540_2]** **[867840_2162540_7]** 
- POCI holds a **record backlog of nearly $18 million**, offering strong visibility for the next twelve months, and is implementing strategic initiatives including facility upgrades and the new "Unity" platform to accelerate product development and support continued growth.  **[867840_2162540_4]** **[867840_2162540_6]** **[867840_2162540_7]**

Precision Optics Corporation Provides FY26 Guidance and Highlights Growth Drivers

- Precision Optics Corporation achieved **record quarterly revenue of $6.2 million** in Q4 fiscal year 2025, contributing to a total fiscal year 2025 revenue of **$19.1 million**.  **[867840_2161376_1]** **[867840_2161376_5]**  This growth was primarily driven by the transition of two major programs, one with an aerospace company and another with a surgical robotics company, into production.  **[867840_2161376_1]** 
- For fiscal year 2026, the company projects **revenue of approximately $25 million**, an increase of over **30%** from fiscal year 2025, with the systems manufacturing business expected to grow by at least **75%**.  **[867840_2161376_4]** **[867840_2161376_5]** 
- Gross margins were **13%** in Q4 2025 and **18%** for fiscal year 2025, impacted by production challenges with the single-use cystoscope program and tariff costs.  **[867840_2161376_5]** **[867840_2161376_2]** **[867840_2161376_4]**  The company anticipates a significant recovery, guiding for a blended gross margin of **approximately 30%** for fiscal year 2026, with improvements expected to be back-half weighted.  **[867840_2161376_4]** **[867840_2161376_5]** **[867840_2161376_11]** 
- To address operational challenges and support growth, Precision Optics Corporation has renegotiated pricing and secured tariff reimbursements for key programs, invested in new facilities, and appointed **Joe Trout as the new Chief Operating Officer** starting October 1.  **[867840_2161376_3]** **[867840_2161376_4]** **[867840_2161376_1]**

PRECISION OPTICS CORPORATION (POCI)