Optical Cable Corporation (OCC) Earnings Call Transcripts

Optical Cable Corporation's Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal year 2026, Optical Cable Corporation (OCC) reported a significant increase in net sales and gross profit, with net sales rising 26.6% year-over-year to $22.2 million and gross profit increasing 42.4% to $7.6 million. The company also noted a substantial increase in its sales order backlog, which rose to $13.3 million, up 27% from the previous quarter. Management expressed confidence in continued growth opportunities, particularly in the enterprise and data center markets, signaling a positive outlook for the remainder of the fiscal year.

Reported metrics

Guidance from management

Management expressed confidence in continued growth opportunities, particularly in the data center markets, but did not provide specific revenue guidance for the second half of fiscal 2026.

What management said

Thank you, Tracy. We received a number of questions in advance of the call today that we believe would be of interest to most participants. So we're going to go through those questions first, and then we will address any remaining live questions from analysts and institutional investors. Caroline, if you could please begin reading the questions that will provide in advance of the call at this time, and Tracy and I wi...

The impact of overall military spending on our sales growth can be difficult to predict. Announced increases in U.S. military spending may or may not include increased spending for OCC's products. Also, we can see significant increases in military sales even when there are not active conflicts, when military product demand is driven by the need to replenish supplies outside of active conflicts. Additionally, our mili...

What analysts pressed on

Analysts raised concerns regarding the potential impact of rising raw material costs on margins and the ability to ramp up capacity effectively. There were also questions about the sustainability of demand in the data center market amidst industry-wide delays.

Main topics on the call

• Strong Revenue Growth — OCC's net sales for Q2 2026 increased by 26.6% to $22.2 million compared to $17.5 million in Q2 2025. Management highlighted that this growth was driven by strength in the enterprise, data center, and severe duty markets...
• Improved Gross Profit Margins — Gross profit for the second quarter rose 42.4% to $7.6 million, with gross profit margin increasing to 34.2% from 30.4% in the prior year. Tracy Smith noted that margins were positively impacted by 'higher volumes and th...
• Increased Sales Order Backlog — OCC's sales order backlog increased to $13.3 million, up 27% from $10.4 million at the end of Q1 2026 and 82% from $7.3 million at the end of Q4 2025. This increase reflects strong demand and confidence in future sales, ...
• Rising SG&A Expenses — SG&A expenses increased to $6.3 million in Q2 2026, up from $5.7 million in Q2 2025. However, SG&A as a percentage of net sales decreased to 28.2%, indicating improved operational efficiency. Management attributed the in...

Read the full Optical Cable Corporation transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Optical Cable Corporation earnings call transcripts on record, spanning January 27, 2020 to June 8, 2026. Based on this history, Optical Cable Corporation reports quarterly. The most recent call on file is dated June 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

OCC

Exchange

NasdaqGM

Country

US

Sector

Information Technology

Industry

Communications Equipment

Calls on record

27

First call

January 27, 2020

Most recent

June 8, 2026

Reporting cadence

quarterly