Sep 9, 2026 earnings call — Sales growth and gross margin improvement
Net sales increased 22% to $24.3 million in Q3, while gross profit rose 43.9% to $9.1 million.
Revenue $0.0B (est $0.0B) · EPS $0.21 (est $0.20)
Key quotes
"We continue to have a robust backlog and forward load that are increasing."
"Our strong gross profit results during the third quarter and also fiscal year-to-date continue to demonstrate the benefit of OCC's manufacturing operating leverage."
"Currently, the industry continues to experience optical fiber shortages due to excessive product demand for data centers as well as certain other product applications."
Analyst Q&A 1
Why gross margin improved
Q (Sergi Mascaro · Eden Discovery): The analyst asked if the higher gross margin came from higher volumes or from other factors or one-off items.
A: Management said gross margin can change from manufacturing operating leverage, other efficiencies, and product mix. They said gross profit margins have increased over the last couple of quarters and they hope to keep higher margins at current production levels.
"Well, our gross margin can vary based on manufacturing operating leverage, but also -- and other efficiencies, also product mix." — Neil Wilkin (CEO)