Optical Cable Q2 Earnings Call Highlights

Key Points

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• Optical Cable posted a beardown fiscal 2nd quarter, with nett income rising 26.6% twelvemonth implicit twelvemonth to $22.2 cardinal and gross nett expanding 42.4% arsenic request improved successful enterprise, information halfway and severe-duty markets.

• The institution swung to profitability, reporting net income of $1.1 million for the 4th versus a nonaccomplishment a twelvemonth ago, helped by higher volumes, improved manufacturing leverage and little SG&A arsenic a percent of sales.

• Management said backlog and guardant load climbed to $13.3 million, signaling continued demand, particularly successful multi-tenant and endeavor information centers, portion noting the institution inactive has country to turn contempt manufacture fibre shortages.

Optical Cable (NASDAQ:OCC) reported sharply higher fiscal second-quarter income and profit, with absorption citing spot successful enterprise, information halfway and severe-duty markets, arsenic good arsenic improved manufacturing leverage.

On the company’s fiscal 2026 second-quarter net call, President and Chief Executive Officer Neil Wilkin said OCC “continued to physique on” its maturation and momentum aft a coagulated commencement to the year. He said nett income roseate 26.6% twelvemonth implicit year, portion gross nett accrued 42.4%.

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“Our nett income summation was mostly driven by spot successful OCC’s enterprise, information center, and terrible work markets,” Wilkin said. He added that manufacturing operating leverage contributed to the larger summation successful gross profit.

Second-quarter gross rises 26.6%

Executive Vice President and Chief Financial Officer Tracy Smith said consolidated nett income for the 2nd 4th of fiscal 2026 accrued to $22.2 million, compared with $17.5 cardinal successful the aforesaid play past year. Sales besides roseate 35.2% sequentially from $16.4 cardinal successful the fiscal archetypal quarter.

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For the archetypal fractional of fiscal 2026, consolidated nett income were $38.6 million, up 16.1% from $33.3 cardinal successful the prior-year period.

Smith said OCC saw higher income successful some endeavor and specialty markets during the 2nd 4th and archetypal fractional compared with the aforesaid periods past year. She pointed to “continued wide marketplace improvements, some domestically and internationally,” with peculiar spot successful enterprise, information halfway and severe-duty markets.

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Gross nett accrued to $7.6 cardinal successful the 2nd 4th from $5.3 cardinal a twelvemonth earlier, and roseate 41.4% from $5.4 cardinal successful the fiscal archetypal quarter. Gross borderline improved to 34.2% from 30.4% successful the prior-year quarter.