NASDAQ$KOPN
Kopin Corp · Q2 2026 earnings
Q2 2026 earnings · · Before market open · Investor relations
Briefing
Kopin Corp reported 51% revenue growth to $12.7 million and achieved net income of $0.9 million in Q2 2026.
Kopin Corporation delivered strong Q2 2026 results with total revenues rising to $12.7 million, driven by grant and collaboration revenues, while achieving net income of $0.9 million compared to a prior-year loss. The company advanced key programs in MicroLED, Sentinel FPV drones, and Neural I/o AI infrastructure, securing new prototype orders and opening a Dallas design center. Management highlighted operational discipline and expects exceeding prior guidance with a path to GAAP profitability in Q4.
- Total revenues increased 51% year-over-year to $12.7 million, led by $5.1 million in non-product revenues from grants and collaborations.
- Achieved net income of $0.9 million ($0.00 per share) versus a $5.2 million loss in Q2 2025, aided by investment gains and tax benefits.
- Secured multiple Sentinel FPV prototype orders tied to U.S. Drone Dominance Program with volume production expected late August 2026.
- Reached major MicroLED milestones including 150,000+ nit full-color brightness and U.S. bonding capability, on track for mid-2027 production.
Headline financials
Revenue & EPS history
Kopin · Revenue · Quarterly
$12.7M
Revenue by segment
Kopin · $50M total across 5 segments · Q4 2024
- Defense$41.2M—82.5%
- R&D$6M—12.0%
- Industrial/Enterprise$2.2M—4.4%
- License and Royalties$442K—0.9%
- Medical$103K—0.2%
Forward guidance
Company expects to exceed prior guidance with a solid second half of 2026 and continued growth into 2027, targeting sustainable GAAP profitability in Q4.
Tailwinds
- Strong order momentum across defense and AI programs for 2026 and 2027
- MicroLED program on track for domestic production mid-2027 with potential SBMC revenue
- Neural I/o platform advancing toward CES 2027 demonstration and 1.6 Tbps transceiver
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 17 quarterly earnings reports
-1.4%
Avg return
Earnings day
-2.8%
Avg return
5 days after
+4.1%
Avg return
30 days after
42%
28 / 66 earnings
Positive
+23.3%
Q3 2020
Best reaction
-26.0%
Q2 2018
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q4 2025 | +1.0% | +2.3% | — | |
| Q1 2026 | +7.2% | +1.4% | +3.2% | |
| Q3 2025 | -0.4% | -14.3% | -9.3% | |
| Q2 2025 | +6.5% | +5.3% | +20.3% | |
| Q1 2025 | -4.6% | -4.5% | +3.2% | |
| Q4 2024 | +8.3% | +9.2% | +12.5% | |
| Q3 2024 | +17.0% | +10.7% | +40.0% | |
| Q2 2024 | +6.7% | +8.7% | +5.0% | |
| Q1 2024 | +8.4% | +7.9% | -2.6% | |
| Q4 2023 | -18.1% | -18.1% | -35.8% | |
| Q3 2023 | +15.0% | +21.3% | +22.8% | |
| Q2 2023 | -8.5% | -10.2% | -26.0% | |
| Q1 2023 | +19.0% | +29.0% | +116.0% | |
| Q4 2022 | -5.7% | -11.3% | -4.7% | |
| Q3 2022 | -5.6% | +0.0% | +49.1% | |
| Q2 2022 | -21.2% | -20.1% | -30.2% | |
| Q1 2022 | +9.2% | -9.2% | -22.7% | |
| Q4 2021 | +8.7% | -9.1% | -13.0% | |
| Q3 2021 | +16.1% | +15.6% | -13.4% | |
| Q2 2021 | -15.2% | -11.8% | -12.4% | |
| Q1 2021 | -3.0% | -0.5% | +2.2% | |
| Q4 2020 | -6.4% | -10.2% | +13.0% | |
| Q3 2020 | +23.3% | +16.7% | +50.8% | |
| Q2 2020 | -19.6% | -15.9% | -35.0% | |
| Q1 2020 | +1.7% | +10.2% | +103.4% | |
| Q4 2019 | -17.2% | -21.9% | +15.6% | |
| Q3 2019 | -6.3% | -9.1% | -9.1% | |
| Q2 2019 | -7.0% | -5.3% | -20.2% | |
| Q1 2019 | -1.6% | -4.0% | -15.1% | |
| Q4 2018 | +0.6% | -32.7% | -18.2% | |
| Q3 2018 | -20.6% | -25.8% | -37.8% | |
| Q2 2018 | -26.0% | -25.0% | -27.6% | |
| Q1 2018 | +2.1% | +0.3% | +5.4% | |
| Q4 2017 | +3.2% | +14.7% | -10.0% | |
| Q3 2017 | -9.9% | -5.1% | -10.5% | |
| Q2 2017 | +18.6% | +7.8% | +21.3% | |
| Q1 2017 | -12.4% | -18.5% | -9.2% | |
| Q4 2016 | +8.4% | +18.3% | +10.8% | |
| Q3 2016 | +0.0% | -1.0% | +31.6% | |
| Q2 2016 | -11.6% | -9.9% | -5.6% | |
| Q1 2016 | -2.4% | — | — | |
| Q4 2015 | -12.6% | — | — | |
| Q3 2015 | +5.9% | — | — | |
| Q2 2015 | +4.3% | — | — | |
| Q1 2015 | +8.9% | — | — | |
| Q4 2014 | -7.4% | — | — | |
| Q3 2014 | -1.6% | — | — | |
| Q2 2014 | +10.0% | — | — | |
| Q1 2014 | -1.9% | — | — | |
| Q4 2013 | -1.5% | — | — | |
| Q3 2013 | -12.3% | — | — | |
| Q2 2013 | -4.4% | — | — | |
| Q1 2013 | -6.7% | — | — | |
| Q4 2012 | +2.7% | — | — | |
| Q3 2012 | -10.9% | — | — | |
| Q2 2012 | -7.3% | — | — | |
| Q1 2011 | -0.6% | — | — | |
| Q1 2012 | -0.5% | — | — | |
| Q4 2009 | +1.5% | — | — | |
| Q4 2011 | +1.5% | — | — | |
| Q3 2010 | +6.3% | — | — | |
| Q3 2011 | +6.3% | — | — | |
| Q4 2010 | -10.0% | — | — | |
| Q2 2010 | -10.0% | — | — | |
| Q2 2011 | -10.0% | — | — | |
| Q1 2010 | +0.0% | — | — |
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