OCC · Optical Cable Corp
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q3 FY26 earnings call · Sep 9, 2026TL;DR. OCC reported Q3 FY2026 net sales up 22% to $24.3 million and gross profit up 43.9% to $9.1 million (margin expanding to 37.4% from 31.7%), with management citing strong demand in enterprise, data center, and specialty markets and a $13.5 million backlog; however, optical fiber shortages and longer raw material lead times continue to constrain manufacturing, and guidance was withheld.
- + Net sales rose 22% to $24.3 million driven by enterprise, data center, and specialty markets.
- + Sales order backlog/forward load grew to $13.5 million, up from $7.3 million three quarters earlier, signaling continued demand.
- + Working capital strengthened to $19.2 million from $13.9 million at fiscal year-end 2025, with management saying revolver and cash flow are sufficient.
- − Industry-wide optical fiber shortages and longer raw material lead times are continuing to constrain manufacturing output.
- − SG&A rose to $7.0 million from $5.7 million on higher employee, sales personnel, and shipping costs.
- − Management withheld forward guidance on Q4 deliveries, FY2027 margins, and capital needs, citing uncertainty.
- − Backlog rose only slightly quarter-over-quarter ($13.3M to $13.5M), and management flagged possible Q1 seasonality from holidays.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| sales order backlog/forward load | $13.5M | third quarter of fiscal year 2026 | — |
| Gross profit margin | 37.4% | the third quarter of fiscal year 2026 filing | — |
| SG&A expenses as a percentage of net sales | 28.7% | the third quarter of fiscal year 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Communication Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OCC
this stock
Optical Cable Corp
|
$128.47M | +309.9% | +37.0% | — | 7.6% |
|
CSCO
Cisco Systems, Inc.
|
$427.06B | +45.7% | +2.8% | 32.5 | 1.5% |
|
LITE
Lumentum Holdings Inc.
|
$84.47B | +194.5% | +24.6% | — | 7.3% |
|
HPE
Hewlett Packard Enterprise Co
|
$83.55B | +188.6% | +13.8% | 32.4 | 4.2% |
|
MSI
Motorola Solutions, Inc.
|
$75.61B | +16.7% | +5.7% | 36.0 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OCC | +25.5% | +39.1% | +57.7% | +10.1% | +309.9% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +25.8% | +39.6% | +45.5% | +9.2% | +297.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.