Optical Cable Sees 50% Order Backlog Rise to $10.4M from Data Center Demand
Optical Cable reported a 50% increase in sales order backlog to $10.4 million at the end of Q1 2026 versus last year, driven by growing customer RFQs in data center markets, particularly in January. Management expects this momentum, supported by the LTEra collaboration, to boost fiscal 2026 revenues.
1. Q1 Sales Order Backlog Jumped 50%
As of the end of Q1 2026, Optical Cable’s sales order backlog reached $10.4 million, up over 50% year-over-year. Management cited this surge in forward load as a key indicator of pending revenue recognition in targeted market sectors.
2. Data Center RFQs Surge in January
Customer requests for quotes in multi-tenant and enterprise data centers accelerated notably in January, with activity continuing to expand into Q2. Leadership emphasized that this uptick in RFQs reflects strengthening demand for high-bandwidth optical cabling solutions.
3. LTEra Collaboration Strengthens Offerings
Optical Cable and LTEra, building on decades of partnership, have deepened their strategic collaboration. Executives noted that joint teams are delivering complementary technical expertise, improving product integration and positioning both companies for greater market penetration.
4. Fiscal 2026 Outlook Remains Positive
Management reiterated optimism for full-year fiscal 2026, forecasting continued sales growth driven by a robust backlog and sustained data center engagements. The company expects these factors to translate into higher revenue contributions in the coming quarters.