ISP Optics Corp.

What ISP Optics Corp. does

ISP Optics Corp. is a privately held, for-profit manufacturer of infrared optical products. According to its firmographic description, the company is "a vertically integrated manufacturer offering a full range of the infrared products," with operations organized end-to-end across the manufacturing chain rather than outsourcing key optical fabrication steps. It was founded in 1993 and is headquartered in Irvington, United States, with a reported employee count in the 101-250 band that is consistent with a mid-sized specialty optics operation.

The company's product surface, by its own description, spans "a full range of the infrared products," indicating coverage of multiple infrared optical component categories rather than a narrow niche offering. The vertical integration model — owning raw-material processing through finished assemblies — implies the business model is built around direct hardware sales to OEMs and system integrators using infrared technology, typical of the precision optics industry serving aerospace, defense, and industrial customers. Pricing model and contract structures are not disclosed in the supplied input.

No further evidence is available in the input regarding named customers, segment mix, revenue, backlog, leadership, partnerships, intellectual property, R&D pipeline, or competitive positioning specific to ISP Optics Corp. Substantive company-specific financial, customer, and technology data was not provided in this extract; analytical claims beyond the firmographic facts above would require data not present in the input.

Name

ISP Optics Corp.

Legal name

LightPath Technologies, Inc.

Website

https://ispoptics.com

Company type

Public

Founded year

1985

Operating status

Operating

Headcount range

101–250 employees

Short description

ISP Optics Corp. is a privately held, vertically integrated infrared optics manufacturer founded in 1993 and based in Irvington, USA. It produces a full range of infrared products for OEM and system-integration customers using end-to-end in-house manufacturing.

Ownership category

akta.pro rank

Product category

Infrared Optics and Thermal Imaging

NAICS

Glass and Glass Product Manufacturing (32721)

SIC

Optical Instruments & Lenses (3827)

akta.pro primary industry

Optoelectronics & Photonics (LED/Laser/Optical ICs) (HDAHAAAH)

akta.pro secondary industry

Lenses & Optical Accessories (Lenses, Filters, Adapters, Teleconverters) (CRACAPAF)

Keywords

• Infrared optics
• Thermal imaging
• Optical components
• Lens assemblies
• Chalcogenide glass

Headquarters

HQ city

Irvington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Personnel, Operations, Supply Chain, Technology or R&D, Infrastructure

Revenue model

1. Optical Components and Assemblies: Sale of precision optical components, lens assemblies, and infrared optical components for aerospace, defense, and industrial applications.
2. Camera Systems: Sale of integrated thermal imaging camera systems including G5 infrared cameras and EdgeIR™ AI-powered cameras for defense and industrial applications.
3. Defense Programs: Large defense programs including Navy's SPEAR program and other government/defense contracts contributing to $103M backlog with 85% tied to defense.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

ISP Optics Corp. is a vertically integrated manufacturer offering a full range of infrared products, including precision optical components, lens assemblies, thermal imaging cameras, and proprietary BlackDiamond™ chalcogenide glass materials. The company designs, fabricates, and coats optics in-house, delivering custom optical and thermal imaging solutions to aerospace, defense, and industrial customers across BBIR, LWIR, and MWIR spectrums.

Product overview

LightPath Technologies offers an end-to-end optical and thermal imaging solutions portfolio spanning optical components, assemblies, and fully integrated camera systems. The core portfolio includes: Precision Molded Optics and Infrared Optical Components as foundational elements; the proprietary BlackDiamond™ Chalcogenide Glass material as a key strategic differentiator against germanium; Thermal Imaging Lens Assemblies that integrate optics, coatings, mechanics, and electronics; and the G5 Infrared Camera line featuring EdgeIR™ AI technology for autonomous targeting, surveillance, and industrial monitoring. The company provides solutions across three infrared spectrums—Broadband (BBIR), Long-Wave (LWIR), and Mid-Wave (MWIR)—serving aerospace/defense, industrial, and oil & gas markets. With over 40 years of experience, LightPath has vertically integrated manufacturing capabilities, controlling everything from raw materials to complete camera systems.

Differentiator

Problem solved

Functional benefit

Brands

• BlackDiamond™: Proprietary infrared chalcogenide glass portfolio used in infrared optics and assemblies, competitive substitute for germanium at $6,800/kg.
• EdgeIR™
• G5 Infrared

Products and services

• Thermal Imaging Lens Assemblies Lens assemblies for thermal imaging systems that seamlessly integrate optics, coatings, mechanics, and electronics for mission-critical applications in defense, aerospace, and industrial markets.
• Precision Molded Optics Precision-engineered optics manufactured in-house with 100% quality control, designed to meet exact OEM specifications for reliability and performance across aerospace, defense, and industrial applications.
• G5 Thin Film Products Advanced infrared thin film products (marked as NEW) engineered to replace germanium materials in thermal imaging applications, leveraging proprietary chalcogenide technology.
• Infrared Optical Components Optical components specifically designed for infrared applications, available in various materials and configurations, serving as the foundational building blocks for IR systems.
• BlackDiamond™ Infrared Chalcogenide Glass Proprietary chalcogenide glass material for infrared optics that provides a cost-effective alternative to germanium (priced at $6,800/kg versus prior $1,000/kg levels), sold as a strategic infrared material.
• Broadband Infrared (BBIR) Solutions Thermal imaging products delivering exceptional image clarity, reliability, and performance across the full infrared spectrum, leveraging BlackDiamond™ glass technology for multi-use imaging and system flexibility.
• Long-Wave Infrared (LWIR) Solutions Dependable, high-fidelity thermal imaging systems for continuous monitoring and detection in mission-critical applications, including natural gas leak detection and security/surveillance use cases.
• Mid-Wave Infrared (MWIR) Solutions High-sensitivity, long-range thermal imaging systems for advanced sensing applications, integrating optics, coatings, and camera expertise for precision-driven defense and industrial outcomes.
• G5 Infrared Cameras Advanced infrared camera systems for defense and aerospace applications including autonomous targeting, CUAS, and next-generation surveillance, being redesigned to incorporate BlackDiamond™ glass instead of germanium.

Quantifiable outcome

• $103 million backlog with 85% defense and 70% scheduled to ship in calendar year 2026
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Lockheed MartincoreChannel Partner/ Reseller/ DistributorDefense contractor customer featured in customer logos section of website, indicating established relationship for optical and thermal imaging solutions.
• L3HarriscoreChannel Partner/ Reseller/ DistributorDefense contractor customer featured in customer logos section of website, indicating established relationship for optical and thermal imaging solutions.
• Seek ThermalminorStrategic or Co-development PartnerThermal imaging technology company featured in customer logos, suggesting partnership for thermal imaging technology development or distribution.

Scale indicators5 records

Expansion highlights1 record

Others

• L3Harris Technologies: Major defense prime contractor that is both a customer of ISP Optics and a manufacturer of integrated IR/optronic systems. Included as an ecosystem participant representing the customer base rather than a direct optics-component competitor; relevant for understanding end-market demand and supplier dynamics.

Direct peers

• Excelitas Technologies: Private defense and commercial photonics company specializing in optical components, IR detectors, and thermal imaging systems for aerospace, defense, medical, and industrial markets. Closely comparable to ISP Optics in IR optics, detectors, and integrated imaging solutions serving defense primes.
• LightPath Technologies: Parent company of ISP Optics Corp. (acquired 2017); manufactures infrared optical components, assemblies, and camera systems including the BlackDiamond™ chalcogenide glass portfolio serving aerospace, defense, industrial, and oil & gas markets. Most directly comparable as ISP Optics is the IR division of LightPath.
• OptoSigma: Manufacturer of optical components, lenses, and assemblies including IR optics for industrial, scientific, and defense applications. Comparable product mix in custom optics manufacturing but with broader catalog and different geographic mix.
• Janos Technology (now part of IDEX): Manufacturer of precision infrared optics, assemblies, and coatings for defense, aerospace, and industrial markets. Closely comparable to ISP Optics as a niche IR optics manufacturer serving defense primes with custom lens assemblies and coated optical components.

Broad incumbents

• Thorlabs: Large privately-held photonics company offering an extensive catalog of optical components, lenses, mounts, and infrared optics. Overlaps with ISP Optics in IR optics and lens assemblies but serves a much broader customer base across photonics R&D and OEM markets.
• Edmund Optics: Global manufacturer and supplier of optical components including lenses, filters, mirrors, and IR optics serving industrial, life sciences, semiconductor, and defense markets. Overlapping product portfolio with ISP Optics in IR optical components but at significantly broader scale.
• Coherent Corp (formerly II-VI): Large diversified photonics and materials company with broad capabilities in laser optics, IR materials, and defense electro-optics. Competes with ISP Optics in infrared materials and optics for defense applications as part of a much wider portfolio spanning semiconductors, lasers, and materials.
• Jenoptik: German technology group with a Light & Optics division manufacturing optical components, lens systems, and IR optics for defense, semiconductor, and industrial markets. Directly comparable product portfolio in IR optics and assemblies but at materially larger scale and broader geographic footprint.
• Teledyne FLIR: Subsidiary of Teledyne Technologies and global leader in thermal imaging cameras and IR sensors for defense, industrial, and commercial markets. Overlaps with ISP Optics in thermal imaging cameras (G5/EdgeIR) and IR optics supply, but operates at significantly larger scale as a market-leading incumbent.

Market position

Strengths5 records

Weaknesses5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/isp-optics
• Xx.com/ISPOptics

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ISP Optics Corp.