Precision Optics Corporation (POCI) investor relations material

Business model and growth strategy

• Focuses on leveraging proprietary optics technology for next-generation products in medical device and defense aerospace sectors.

• Maintains IP ownership during product development, aiming for long-term manufacturing partnerships.

• Manufacturing revenue is increasing as major programs transition from development to production, with two large programs recently moving into manufacturing.

• Expects significant revenue growth in fiscal 2026, driven by manufacturing, with guidance set at $25 million.

• Plans to sustain growth by continuously adding new programs to the development pipeline and expanding into defense aerospace.

Core technologies and market applications

• Specializes in micro optics, ultra high precision 3D imaging, and digital imaging for medical and defense uses.

• Develops some of the smallest imaging systems globally, enabling minimally invasive procedures in areas like the eye, brain, and cardiac applications.

• Single-use endoscopes are a key growth driver, offering safety and efficiency benefits for hospitals and surgeons.

• Expanding into defense aerospace, where miniaturization (SWAP: size, weight, and power) is critical.

• Acquisitions have enhanced capabilities, allowing full-system digital imaging solutions and vertical integration.

Operational improvements and product development

• Modularized endoscope designs into the Unity platform, accelerating time to market and reducing development costs.

• Vertically integrated operations allow projects to move from conception to mass manufacturing under one roof.

• Multiple programs are in the pipeline, with several expected to enter production in the next 12–24 months.

• Recent large orders in single-use cystoscopy and aerospace are driving current and future revenue growth.

• Facility upgrades in Maine and Massachusetts position the company closer to engineering talent and support manufacturing expansion.