Consensus revenue for the fiscal fourth quarter is expected to reach $20.60 million alongside an EPS loss of $0.02, while the current stock price of $9.67 remains well below the average analyst target of $14.10.
Investors are primarily focused on the company’s aggressive pivot toward the U.S. defense market, specifically the execution of its July 2026 agreement to divest its China-based operations.
This strategic transition follows a surge in defense demand, including over $24 million in major follow-on orders for counter-UAS and infrared camera systems announced earlier this summer.
Markets are watching for this report to confirm that record backlog levels are effectively converting into realized revenue and narrowing the company's historical net losses.