Key Points – Optical Cable posted a strong fiscal second quarter, with net sales rising 26.6% year over year to $22.2 million and gross profit increasing 42.4% as demand improved in enterprise, data center and severe-duty markets. – The company swung to profitability, reporting…
t income of $1.1 million for the quarter versus a loss a year ago, helped by higher volumes, improved manufacturing leverage and lower SG&A as a percentage of sales. – Management said backlog and forward load climbed to $13.3 million, signaling continued demand, especially in multi-tenant and enterprise data centers, while noting the company still has room to grow despite industry fiber shortages. Optical Cable (NASDAQ:OCC) reported sharply higher fiscal second-quarter sales and profit, with management citing strength in enterprise, data center and severe-duty markets, as well as improved manufacturing leverage
On the company’s fiscal 2026 second-quarter earnings call, President and Chief Executive Officer Neil Wilkin said OCC “continued to build on” its growth and momentum after a solid start to the year. He said net sales rose 26.6% year over year, while gross profit increased 42.4%. “Our net sales increase was largely driven by strength in OCC’s enterprise, data center, and severe duty markets,” Wilkin said. He added that manufacturing operating leverage contributed to the larger increase in gross profit.
Second-quarter revenue rises 26.6% Executive Vice President and Chief Financial Officer Tracy Smith said consolidated net sales for the second quarter of fiscal 2026 increased to $22.2 million, compared with $17.5 million in the same period last year. Sales also rose 35.2% sequentially from $16.4 million in the fiscal first quarter. For the first half of fiscal 2026, consolidated net sales were $38.6 million, up 16.1% from $33.3 million in the prior-year period.