OCC posted strong Q2 FY2026 results with gross profit up 42.4% to $7.6 million and returned to profitability with Q2 net income of $1.1 million versus a prior-year loss. Backlog reached $13.3 million, signaling robust future revenue visibility. The company is capitalizing on AI-driven data center expansion and international growth opportunities.
Cyborg Score Rationale
Q2 FY2026 revenue accelerated 26.6% year-over-year and 35.2% sequentially to $22.2 million, with gross margin expanding to 34.2% and the company achieving $1.1M profit after prior-year losses. However, the company remains small-cap and historically unprofitable through much of FY2026, warranting cautious assessment.
Top Insights
Q2 FY2026 revenue surged 26.6% YoY and 35.2% sequentially to $22.2M, demonstrating strong acceleration
International sales grew 18% in Q1 FY2026, and total backlog expanded to $10.4M from $7.3M in October 2025
Q2 FY2026 swung to $1.1M net income with gross margin of 34.2% and backlog of $13.3M, signaling strong future revenue visibility
Robust demand from customers in enterprise, data center, and severe duty market sectors both domestically and internationally
Named Competitors
CommScope — Large-scale provider of fiber optic and copper cabling infrastructure
Corning — Global leader in optical fiber and cable technology
Belden — Industrial connectivity and cabling solutions provider
Recent Developments
(June 2026) Q2 FY2026 results announced: net sales up 26.6% YoY to $22.2M, returned to profitability with $1.1M net income, backlog reached $13.3M
(March 2026) Q1 FY2026 results announced: net sales up 4.4% YoY to $16.4M, gross margin expanded to 32.7%, backlog grew to $10.4M
(March 2026) Significant improvement in profitability trajectory with international sales up 18% in Q1 FY2026
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