Precision Optics Corporation, Inc. · NASDAQ:POCI
Precision Optics — Investor Presentation (September 2026)
26 slides from Precision Optics's investor presentation, September 2026
Slide 1: Precision Optics for Space, Defense/Aerospace and Medical Device
Precision Optics for Space, Defense/Aerospace and Medical Device NASDAQ: POCI Investor Presentation · September 2026
Slide 2: Forward-Looking Statements & Non-GAAP Measures
IM PORTANT INFORM ATION Forward-Looking Statements & Non-GAAP Measures Forward-Looking Statements Non-GAAP Financial Measures This presentation contains forward-looking statements, including statements that express the In addition to results reported in accordance with generally accepted accounting
Slide 3: Investment Highlights
THE OPPORTUNITY Investment Highlights Record fourth quarter and fiscal year revenue and a second consecutive quarter of positive Adjusted EBITDA Revenue Growth Adjusted EBITDA Gross Margin +65% $0.4M 25.3% FY2026 revenue growth, to a record $31.5 million Q4 FY26 Adjusted EBITDA, a second consecutive
Slide 4: What Precision Optics Does
IN SIMPLE TERMS What Precision Optics Does Very small, very precise optical systems that let customers see, sense and transmit what they otherwise could not Precision Optics is a vertically integrated optics company primarily From concept to mass manufacture focused on leveraging its proprietary mic
Slide 5: The Inflection Point
FISCAL 2026 The Inflection Point A transformative year with four consecutive revenue quarters culminating in two consecutive quarters of positive Adjusted EBITDA Q4 FY26 Revenue Quarterly revenue ($ millions) What changed $10 $8.8M Two large production orders $8.7 $8.8 vs. $8.7M in Q3 FY26 and $6.2M
Slide 6: Capabilities and Markets
Capabilities and Markets 6
Slide 7: Three Differentiated Technology Platforms
CAPABILITY Three Differentiated Technology Platforms The same core competencies serve all three markets Micro-Optics Multi-Channel & Ultra-High Precision Digital Imaging Systems Millimeter-sized and smaller cameras and optical One of only a handful of companies in the world designing Full system des
Slide 8: Vertically Integrated, Design Through Manufacture
OPERATING M ODEL Vertically Integrated, Design Through Manufacture Engineering, machine shop, optics lab and assembly under one roof compresses development time and supports design for manufacturing solutions Micro-assembly Optical fiber assembly Production floor Rapid development of new concepts De
Slide 9: Satellite Communications & LEO/MEO Infrastructure
M ARKET ONE · SPACE Satellite Communications & LEO/MEO Infrastructure Managed as a market in its own right — the source of our largest revenue program and, now, a second customer Why this market, why now Separated from aerospace 1 Historically POC has classified space opportunities inside defense/ae
Slide 10: Defense & Aerospace
M ARKET TWO · DEFENSE/AEROSPACE Defense & Aerospace Optical systems driven relentlessly toward smaller size, weight and power — the SWaP problem we are built for Where we are focused Complex assemblies supporting prime defense contractors 1 More than five year program with large U.S. defense contrac
Slide 11: Medical Device & Single-Use Endoscopy
M ARKET THREE · M EDICAL DEVICE Medical Device & Single-Use Endoscopy The market that built the company with ongoing innovation continuing to drive growth What is driving demand Minimally invasive surgery 1 Procedures keep moving toward smaller access, which requires smaller imaging systems — levera
Slide 12: Our Two Key Production Programs
GROWTH DRIVERS Our Two Key Production Programs KEY PROGRAM ONE · SPACE, SATELLITE COMMUNICATIONS KEY PROGRAM TWO · MEDICAL, UROLOGY Satellite Optical Assembly Single-Use Cystoscope A highly specialized opto-mechanical assembly used to support laser communications in a A single-use cystoscope manufac
Slide 13: The Development-to-Production Engine
BUSINESS MODEL The Development-to-Production Engine Engineering programs are the front end of the funnel; each one that converts becomes recurring production revenue Product development Verification & transfer Volume production Customer-funded engineering programs across Process development, tooling
Slide 14: Expanding Product Development Pipeline
THE PIPELINE Expanding Product Development Pipeline Feasibility Prototype Prototype Verification / Product Study Design Fabrication Validation Production Industry Subsegment Customer Multiple Mature “Legacy” Products Medical Device Multiple Multiple Cystoscope #1 Medical Device Cystoscopy Large Medi
Slide 15: Financials
Financials 15
Slide 16: Revenue Growth and Fiscal 2026 Results
LONG-TERM TRAJECTORY Revenue Growth and Fiscal 2026 Results Revenue by fiscal year ($ millions) FY2026 exceeded guidance $31.5M $35 FY2026 revenue, above recent $29–31M guidance range $31.5M $30 $3.4 $25 $21.0M $19.1M $19.1M $20 $15.7M $6.7 +65% $4.9 $15 $8.5 Growth over FY2025 revenue of $19.1 mill
Slide 17: Quarterly Revenue, Margin and Adjusted EBITDA
FISCAL 2026 BY QUARTER Quarterly Revenue, Margin and Adjusted EBITDA Revenue ($ millions) Gross margin (%) Adjusted EBITDA ($ millions) $10 28% $1 25.3% $8.7 $8.8 23.6% $0.4 $8 $0.3 $7.4 21% $6.7 $0 $6 14.2% 14% $4 ($1) 7% $2 ($1.2) 2.8% ($1.5) $0 0% ($2) Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY26 Q2 F
Slide 18: Balance Sheet Highlights and Market Overview
CAPITAL STRUCTURE Balance Sheet Highlights and Market Overview Balance sheet highlights Market overview AT J U N E 3 0 , 2 0 2 6 N AS D AQ : POCI Cash and cash equivalents $9.8M Recent share price $4.53 Total debt (bank term loans) $1.3M Market capitalization $50M Net cash position $8.6M 52-week ran
Slide 19: Why Precision Optics, Why Now
IN SUM M ARY Why Precision Optics, Why Now 1 Inflection Point Achieved 2 Operating Leverage Is Real 3 Satellite Is A New Engine Record revenue of $31.5 million for fiscal 2026, up 65%, Q4 gross margin reached 25.3% against 13.0% a year Inter-satellite laser communication links are forecast to and a
Slide 20: Appendix
Appendix 20
Slide 21: The Unity Imaging Platform
PRODUCT STRATEGY The Unity Imaging Platform A modular architecture that turns one-customer, one-device engineering into a repeatable product foundation Why customers engage Accelerated Time to Market 1 Customers start from a proven baseline rather than a blank sheet Reduced Development Cost 2 Shared
Slide 22: Leadership Team
GOVERNANCE Leadership Team Deep optical expertise paired with operating and public-company financial leadership Dr. Joseph Forkey Wayne Coll Joseph Traut President & Chief Executive Officer Chief Financial Officer Chief Operating Officer CEO since 2011 and with the Company since 2003, previously as
Slide 23: Board of Directors
GOVERNANCE Board of Directors Five directors, four are independent, with medical device, capital markets and technology operating experience Peter H. Woodward Joseph P. Pellegrino, Jr. Andrew J. Miclot Buell G. Duncan Dr. Joseph N. Forkey Chairman of the Board Chair, Audit Committee Chair, Compensat
Slide 24: Balance Sheet and Capitalization
FINANCIAL DETAIL Balance Sheet and Capitalization 6/30/2020 6/30/2021 6/30/2022 6/30/2023 6/30/2024 6/30/2025 6/30/2026 Cash and cash equivalents $1,134,697 $861,650 $605,749 $2,925,852 $405,278 $1,773,735 $9,841,142 Accounts receivable, net 1,481,437 1,878,755 2,663,872 3,907,407 3,545,491 4,336,73
Slide 25: Income Statement Highlights
FINANCIAL DETAIL Income Statement Highlights (in $) FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 Q1 Q2 Q3 Q4 FY 2026 Revenues 9,923,356 10,674,907 15,678,248 21,044,467 19,104,349 19,091,269 6,680,823 7,367,837 8,708,631 8,774,474 31,531,765 Cost of Goods Sold 6,560,779 7,241,323 10,750,061 13,31
Slide 26: Sources
REFERENCES Sources S AT E L L I T E C O M M U N I C A T I O N S & L E O M E D I C AL D E V I C E & E N D O S C O P Y D E F E N S E / AE R O S P A C E & C O M P AN Y Fortune Business Insights. Satellite Mega-Constellations Research and Markets. Disposable Endoscope. 17.0% CAGR, Grand View Research. M
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