Optical Cable Corporation (OCC), including its subsidiaries, specializes in producing and distributing comprehensive fiber optic and copper solutions for data communication infrastructure. ...
Optical Cable Corporation (OCC), headquartered in Roanoke, Virginia, specializes in designing and manufacturing high-performance fiber optic and copper cabling solutions for data communication infrastructure. Founded in 1983 by Bob Thompson and Robert Kopstein, OCC was among the first to pioneer fiber optic cable technology, working with 'The Father of Fiber ...Optical Cable Corporation (OCC), headquartered in Roanoke, Virginia, specializes in designing and manufacturing high-performance fiber optic and copper cabling solutions for data communication infrastructure. Founded in 1983 by Bob Thompson and Robert Kopstein, OCC was among the first to pioneer fiber optic cable technology, working with 'The Father of Fiber Optics,' Charles Kao. The company's product portfolio includes advanced fiber optic and hybrid cables, copper datacom cables (both shielded and unshielded twisted pair), and a wide range of connectivity components such as enclosures, connectors, splice trays, jumpers, and plug-and-play cassette modules. OCC also provides comprehensive network management systems, including data cabinets, cable management systems, and relay racks, as well as specialized connectors for military and harsh environments. The company sells through distributors, OEMs, value-added resellers, and direct sales. As of the latest data, OCC employs 339 people and has a market cap of approximately $140 million. The company's financials show a revenue per share of $8.84, a net profit margin of 1.3%, and a return on equity of 4.7%. OCC is led by CEO Neil D. Wilkin Jr., who also serves as Chairman. The company is committed to innovation and quality, building its reputation on reliability and performance. With a history spanning over three decades, OCC continues to serve diverse industries including telecommunications, data centers, and enterprise networks, offering tailored solutions for both standard and demanding applications.
EPS estimate unavailable · Fiscal period ending 2026-07-31
D-6
5Y Trend (Revenue, Earnings, FCF)
Metric
Latest
YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.
QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).
$73.0M
+9.5%
+35.2%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.
$-1.5M
+65.4%
+365.3%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.
+30.9%
+13.3%
+4.6%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).
-0.6%
+88.5%
+563.0%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.
-2.0%
+68.5%
+296.3%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.
$1.1M
+191.1%
-358.9%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.
+1.5%
+183.1%
-291.5%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.
53.5%
-13.9%
+28.9%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.
1.82x
-9.7%
+13.5%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.
Operator: Good morning. My name is Madison, and I will be your conference operator today. At this time, I would like to welcome you to Optical Cable Corporation's Second Quarter of Fiscal Year 2026 Earnings Conference Call. [Operator Instructions] Ms. Felix, you may begin your conference.
Caroline Felix: Good morning, and thank you for joining us for Optical Cable Corporation's Second Quarter of Fiscal Year 2026 Conference Call. By this time, everyone should have a copy of the earnings press release issued earlier today. You can also visit www.occfiber.com for a copy. On the call with us today are Neil Wilkin, President and Chief Executive Officer of OCC; and Tracy Smith, Executive Vice President and Chief Financial Officer. Before we begin, I'd like to remind everyone that this call may contain forward-looking statements that involve risks and uncertainties. The actual future results of Optical Cable Corporation may differ materially due to a number of factors and risks, including, but not limited to, those factors referenced in the forward-looking statements section of this morning's press release. These cautionary statements apply to the contents of the Internet webcast on www.occfiber.com as well as today's call. With that, I'll turn the call over to Neil Wilkin. Neil, please begin.
Neil Wilkin: Thank you, Caroline, and good morning, everyone. I will begin the call today with a few opening remarks. Tracy will then review the second quarter results for the 3-month and 6-month periods ended April 30, 2026, in some additional detail. After Tracy's remarks, we will answer as many of your questions as we can. As is our normal practice, we will only take questions from analysts and institutional investors during the Q&A session. However, we also offer other shareholders the opportunity to submit questions in advance of our earnings call. Instructions regarding such submissions are included in our press release announcing the date and time of our call. Following a solid start to the year, we continued to build on OCC's strong growth and momentum in the second quarter, delivering year-over-year increases of 26.6% in net sales and 42.4% in gross profit. Our net sales increase was largely driven by strength in OCC's enterprise, data center and severe duty markets and contributing to the disproportionate increase in gross profit during the second quarter was OCC's manufacturing operating leverage. As we enter the second half of fiscal year 2026, we continue to see growth opportunities in a wide range of our targeted market sectors, including the multi-tenant data center and the enterprise data center market sectors. At the end of the second quarter, our sales order backlog and forward load increased to $13.3 million when compared to $10.4 million as of January 31, 2026, an increase of more than 27%, and when compared to $7.3 million in sales order backlog and forward load as of October 31, 2025, we saw an increase of more than 82%. We are confident in …