COMPANIES · SPACE INFRA

LightPath Technologies

LightPath Technologies is an Orlando-based maker of optics and imaging systems: infrared and visible lenses, optical assemblies and infrared cameras, including its own BlackDiamond chalcogenide glass made under an exclusive license from the U.S. Naval Research Laboratory.

AI-adjacentSpace infra
What it does

LightPath Technologies is an Orlando-based maker of optics and imaging systems: infrared and visible lenses, optical assemblies and infrared cameras, including its own BlackDiamond chalcogenide glass made under an exclusive license from the U.S. Naval Research Laboratory.

Why it matters

It is on the map as part of a photonics expansion: its infrared optics and cameras go into defense, counter-drone and commercial sensing systems. AI is not a material driver of its business, and its FY2026 results release does not mention data centers or AI.

How it makes money

Sells optical components, assemblies, infrared cameras and engineering services to defense contractors and commercial customers.

Geography

United States (Orlando, Florida)

AI stack position

Space and next-generation infrastructure. Launch providers, satellite builders and operators, ground networks and the first attempts at running computing in orbit. Most of these companies have no AI business today; they are on this map because of what they carry, connect or build for the companies that do. Open the space lens.

Competitors

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Dated or announced (1)

LightPath Technologies received an infrared camera development order from Lockheed Martin
SuppliesDated / announced
LightPath said it received a $4.7 million phase-one order from Lockheed Martin Missiles & Fire Control for development and initial prototypes of an advanced thermal camera system for an Army program.

Source: 2023-12-11 · reviewed 2026-10-02

Evidence: Primary-source statement · Announced; phase-one development order (2023)

Limits: A 2023 development and prototype order; does not establish that later phases or production orders followed, delivery, or the current status of the program.

LightPath Technologies press release (via ACCESS Newswire): LightPath Announces Initial $4.7m Order from Lockheed Martin ↗

Comparisons (1)

LightPath Technologies competes in infrared optical components with Coherent
Competes withComparison only
LightPath sells infrared optical components and assemblies, a product category in which Coherent also sells infrared optics.

Source: 2026-09-10 · reviewed 2026-10-02

Evidence: Analytical comparison · Product/market overlap

Limits: Editorial comparison; the cited LightPath release does not name Coherent, the companies differ greatly in scale, and Coherent's AI-related business (datacom transceivers) does not overlap with LightPath. The cited source describes only LightPath's products; the overlap with Coherent is an editorial comparison not stated in the source.

LightPath Technologies press release (via Yahoo Finance / ACCESS Newswire): Fiscal 2026 Fourth Quarter and Full Year Financial Results ↗

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .