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LightPath Technologies Secures $11 Million Defense Order

Orlando-based LightPath Technologies has landed an $11 million follow-on contract to supply infrared cameras for counter-UAS operations to a major global technology partner. The deal reinforces the company's position in the defense sector while marking a strategic shift in the materials used for high-performance optical systems.

LightPath Technologies Secures $11 Million Defense Order

The purchase order serves as a recurring commitment from a key client, signaling sustained demand for LightPath’s imaging systems within public safety and defense markets. Beyond the immediate hardware delivery, the program includes a technical transition: the customer will pivot from traditional Germanium-based optics to the company's proprietary BlackDiamond materials.

CEO Sam Rubin noted that the migration to BlackDiamond offers a domestic supply chain advantage, circumventing tightening export restrictions on Germanium. By integrating these proprietary materials, the company aims to bolster its vertical integration, potentially driving higher revenue and improved gross margins as the rollout progresses.

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