LightPath Technologies Begins Sustained Delivery of Infrared Assemblies to European Defense Customer

Core Insights - LightPath Technologies is expected to generate $1.0-2.0 million in revenue in calendar year 2025 from supplying infrared lens assemblies for FPV drones to a European defense customer [1][6] - The company is well-positioned to capitalize on increased demand for Germanium-alternative optics due to recent restrictions on Germanium exports from China [2][7] - LightPath's manufacturing capabilities are supported by facilities in the U.S. and Europe, ensuring supply chain stability and compliance with defense regulations [2][3] Company Overview - LightPath Technologies, Inc. is a leading provider of optics and imaging systems for defense and commercial applications, utilizing proprietary BlackDiamond™ glass materials [3][6] - The company operates manufacturing facilities in Orlando, Florida, Texas, Latvia, and China, allowing for a vertically integrated approach to production [3][6] - The company has established a strong presence in the defense sector, particularly with the growing use of FPV drones in modern conflict zones [7]