Precision Optics (POCI) Lytham Partners Spring 2026 Investor Conference summary

Business model and technology focus

• Operates as a technology company specializing in proprietary optics technologies for customer products in medical device and defense aerospace sectors.

• Business model centers on developing and owning technology, collaborating with customers through paid product development, and transitioning to manufacturing.

• Revenue growth is driven by moving programs from development to production, with long-term, sticky customer relationships.

Revenue growth and production expansion

• Revenue has steadily increased over the past nine years, with recent acceleration due to major programs moving into production.

• Fiscal year guidance projects revenue as high as $30 million, with the first nine months already surpassing last year's total.

• Investments in manufacturing have enabled higher production rates and improved operational efficiency.

Key technologies and market applications

• Focus areas include micro-optics, ultra-high precision imaging, and digital imaging, enabling some of the smallest optics and advanced endoscopic systems.

• Technologies support next-generation medical devices, including single-use endoscopes, and advanced defense/aerospace applications like drones and inter-satellite communication.

• Single-use endoscopes address industry concerns about cross-contamination and are experiencing significant growth.