OCC Q2 2026 Earnings Call Transcript

Optical Cable Corporation (OCC) reported strong Q2 2026 results with net sales of $22.2 million (up 26.6% YoY) and net income of $1.1 million ($0.12 per share) versus a prior-year loss. Gross profit margin expanded to 34.2% from 30.4%, driven by higher volumes and manufacturing operating leverage. The company's sales backlog increased 27% sequentially and 82% year-over-year to $13.3 million, with strength in enterprise, data center, and severe duty markets. Management indicated capacity for additional growth and noted no significant supply chain disruptions despite industry-wide optical fiber shortages.