Earnings summaries and quarterly performance for NLIGHT.
Executive leadership at NLIGHT.
Board of directors at NLIGHT.
Research analysts who have asked questions during NLIGHT earnings calls.
Greg Palm
Craig-Hallum Capital Group LLC
9 questions for LASR
Also covers: ALNT, ATRO, BELFA +17 more
Troy Jensen
Cantor Fitzgerald
9 questions for LASR
Also covers: DDD, DM, IONQ +13 more
Mark Miller
The Benchmark Company LLC
6 questions for LASR
Also covers: ACLS, ACMR, AEIS +11 more
JR
James Ricchiuti
Needham & Company, LLC
5 questions for LASR
Also covers: AEIS, BELFA, BHE +20 more
RR
Ruben Roy
Stifel Financial Corp.
5 questions for LASR
Also covers: CDNS, CEVA, CIEN +14 more
JR
Jim Ricchiuti
Needham & Company
2 questions for LASR
Also covers: AEIS, BHE, CECO +10 more
JS
Jonathan Siegmann
Stifel Financial Corp.
2 questions for LASR
Also covers: AVAV, BAH, CACI +9 more
KH
Keith Housum
Northcoast Research
2 questions for LASR
Also covers: AXON, BRC, CDW +12 more
RM
Rodney McFall
NorthCoast Research Partners, LLC
2 questions for LASR
Also covers: IPGP, MSI, NLIT +1 more
Recent press releases and 8-K filings for LASR.
nLIGHT Reports Strong 2025 Results, Exits Cutting and Welding, and Provides 2026 Outlook
LASR
Earnings
Guidance Update
New Projects/Investments
- nLIGHT reported strong financial results for 2025, with full-year revenue reaching $261 million, a 32% increase year-over-year, driven by a 60% rise in Aerospace & Defense (A&D) revenue to $175 million. The company also achieved approximately 30% gross margins and $23.5 million in Adjusted EBITDA for the full year.
- In Q4 2025, nLIGHT decided to exit the cutting and welding markets, anticipating a $25 million-$30 million full-year revenue headwind in 2026, to focus on accelerating growth in A&D and advanced manufacturing.
- The company raised over $190 million through a follow-on equity offering, which will be used to build out a new 50,000 sq ft manufacturing facility in Longmont, Colorado, and invest in supply chain and staffing to support anticipated growth.
- For Q1 2026, nLIGHT expects revenue to be in the range of $70 million-$76 million and Adjusted EBITDA between $5 million-$10 million, while projecting overall revenue growth for the full year 2026.
1 day ago
nLIGHT Reports Strong Q4 and Full-Year 2025 Results, Exits Cutting and Welding Markets, and Raises Capital for Growth
LASR
Earnings
Guidance Update
New Projects/Investments
- nLIGHT reported strong financial results for Q4 and full-year 2025, with full-year 2025 revenue of $261 million, up 32% year-over-year, primarily driven by Aerospace and Defense (A&D) revenue of $175 million, which grew 60%. Q4 2025 revenue reached a record $81.2 million, increasing 71% compared to Q4 2024.
- The company's profitability significantly improved, with gross margins expanding to approximately 30% in 2025 from 17% in 2024, and Adjusted EBITDA for 2025 reaching a record $23.5 million. Q4 2025 Adjusted EBITDA was $10.7 million.
- nLIGHT made a strategic decision in Q4 2025 to exit the cutting and welding markets, anticipating a $25 million-$30 million full-year revenue headwind in 2026, to reallocate resources towards its A&D and advanced manufacturing segments.
- The company completed a follow-on equity offering, raising over $190 million after expenses, increasing its cash balance to over $250 million. These proceeds will be used to build out a new 50,000 square foot manufacturing facility in Longmont, Colorado, and invest in supply chain and staffing to support anticipated growth.
- For Q1 2026, nLIGHT expects revenue between $70 million and $76 million, with gross margin between 27%-32% and Adjusted EBITDA between $5 million and $10 million. The company anticipates total revenue growth for full-year 2026, with double-digit growth expected in the A&D segment.
1 day ago
nLIGHT Reports Strong Q4 and Full Year 2025 Results, Exits Cutting and Welding Markets
LASR
Earnings
Guidance Update
New Projects/Investments
- nLIGHT reported record total revenue of $81.2 million in Q4 2025, an increase of 71% compared to Q4 2024, and full-year 2025 revenue of $261 million, up 32% year-over-year, primarily driven by 60% growth in Aerospace and Defense (A&D) revenue to $175 million.
- The company made a strategic decision in Q4 2025 to exit the cutting and welding markets due to continued structural weakness, expecting a $25 million-$30 million full-year revenue headwind in 2026, and will reallocate resources to focus on A&D and advanced manufacturing (specifically metal 3D printing).
- Gross margins significantly expanded to approximately 30% for full-year 2025 (up from 17% in 2024) and 30.7% in Q4 2025, leading to a record Adjusted EBITDA of $23.5 million for 2025 and $10.7 million in Q4 2025.
- Following a follow-on equity offering that raised over $190 million after expenses, nLIGHT ended 2025 with more than a quarter billion dollars in cash on its balance sheet, which will be used to build out a new 50,000 square foot manufacturing facility in Longmont, Colorado, and invest in supply chain and staffing.
- For Q1 2026, nLIGHT expects revenue in the range of $70 million-$76 million, overall gross margin between 27%-32%, and Adjusted EBITDA between $5 million-$10 million.
1 day ago
NLIGHT Reports Record Q4 and Full Year 2025 Results Driven by A&D Growth
LASR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- NLIGHT reported record total quarterly revenue of $81.2 million in Q4 2025, a 71% year-over-year increase, primarily driven by record quarterly Aerospace & Defense (A&D) revenue of $56.3 million, up 87% year-over-year. For the full year 2025, total revenue grew 32% year-over-year to $261.3 million, with A&D revenue reaching a record $175.3 million, a 60% year-over-year increase.
- The company achieved significant margin expansion in 2025, with total gross margin improving to 29.8% from 16.6% in 2024, and Adjusted EBITDA reaching $23.5 million for the full year, up from a loss of ($18.8) million in 2024. NLIGHT also maintained a strong balance sheet with $134 million of cash and marketable securities and generated positive operating and free cash flow.
- For Q1 2026, NLIGHT expects revenues to be between $70 million and $76 million and Adjusted EBITDA to range from $5 million to $10 million.
1 day ago
nLIGHT, Inc. Announces Strong Q4 and Full Year 2025 Results
LASR
Earnings
Revenue Acceleration/Inflection
Guidance Update
- nLIGHT, Inc. reported record revenues of $81.2 million for the fourth quarter of 2025, an increase of 71.3% year-over-year, and $261.3 million for the full year 2025, up 31.6% year-over-year.
- The company significantly improved its profitability, with a GAAP net loss of $23.5 million (or $0.47 per diluted share) for the full year 2025, compared to a net loss of $60.8 million in the prior year.
- Adjusted EBITDA for the full year 2025 was $23.466 million, a substantial improvement from a loss of $(18.788) million in 2024.
- For the first quarter of 2026, nLIGHT expects revenues to be in the range of $70 million to $76 million and Adjusted EBITDA between $5 million to $10 million.
1 day ago
nLIGHT, Inc. Announces Record Fourth Quarter and Full Year 2025 Results
LASR
Earnings
Revenue Acceleration/Inflection
Guidance Update
- nLIGHT, Inc. reported record revenues of $81.2 million for the fourth quarter of 2025, a 71% increase year-over-year, and $261.3 million for the full year 2025, up 32% year-over-year.
- For the fourth quarter of 2025, the company reported a GAAP net loss of $(4.9) million (or $(0.10) per diluted share) and non-GAAP net income of $7.8 million (or $0.14 per diluted share), with Adjusted EBITDA reaching $10.691 million.
- For the full year 2025, nLIGHT reported a GAAP net loss of $(23.5) million (or $(0.47) per diluted share) and non-GAAP net income of $13.1 million (or $0.24 per diluted share), with Adjusted EBITDA of $23.466 million.
- The company provides an outlook for the first quarter of 2026, expecting revenues between $70 million and $76 million, overall gross margin from 27% to 32%, and Adjusted EBITDA in the range of $5 million to $10 million.
1 day ago
nLIGHT Discusses Strategic Growth and Capital Raise
LASR
New Projects/Investments
M&A
- nLIGHT, a founder-led defense laser technology company, is vertically integrated and focuses on high-power lasers for defense and industrial applications, with defense currently driving core growth.
- The company's key market areas include directed energy (e.g., 300 kW lasers scaling to 1 MW), sensing (e.g., LiDAR for ISR and missile deployment), and advanced manufacturing (laser 3D printing for hypersonics and rocket engines).
- nLIGHT recently raised $175 million (total $200 million with greenshoe), increasing its balance sheet to over $250 million.
- The capital raise is strategically aimed at investing ahead of defense programs of record, funding CapEx for business expansion (including a new facility in Longmont), and providing flexibility for future M&A opportunities.
Feb 11, 2026, 2:15 PM
nLIGHT Discusses Strategic Growth Drivers and Capital Raise
LASR
New Projects/Investments
M&A
Revenue Acceleration/Inflection
- nLIGHT, a vertically integrated defense laser technology company, is experiencing growth driven by its focus on directed energy, sensing, and advanced manufacturing applications for the Department of War.
- The company recently completed a $200 million capital raise (including greenshoe) to strengthen its balance sheet to over $250 million.
- Proceeds from the capital raise will be used to invest ahead of programs of record, fund CapEx (including kitting out a new facility in Longmont for concurrent system builds), and pursue M&A opportunities.
- nLIGHT highlights its proprietary technology, including the world's highest power laser at over 300 kW and coherent beam combining, as key differentiators enabling rapid technology evolution and superior performance in defense applications.
Feb 11, 2026, 2:15 PM
nLIGHT Discusses Strategic Growth and Capital Raise at TD Cowen Conference
LASR
New Projects/Investments
M&A
Revenue Acceleration/Inflection
- nLIGHT (LASR) is a vertically integrated defense laser technology company, specializing in high-power lasers for dual-use applications, with defense currently driving significant growth.
- The company's core applications include directed energy, sensing, and advanced manufacturing (laser additive manufacturing), utilizing its technology to produce the world's highest power laser at over 300 kW.
- nLIGHT recently completed a capital raise of $175 million (totaling $200 million with greenshoe), increasing its balance sheet to over $250 million, to fund investments ahead of programs of record, CapEx (including a new facility in Longmont), and potential M&A.
- The company is strategically investing in its technology stack, including coherent beam combining, to address critical defense needs and capitalize on large market opportunities in sensing and directed energy.
Feb 11, 2026, 2:15 PM
nLIGHT Announces Pricing of Public Offering of Common Stock
LASR
- nLIGHT, Inc. priced an underwritten public offering of 3,977,273 shares of common stock at $44.00 per share.
- The offering is expected to generate approximately $175 million in aggregate gross proceeds before deductions.
- The company has granted underwriters a 30-day option to purchase up to an additional 596,590 shares of common stock.
- nLIGHT intends to use the net proceeds for working capital, capital expenditures, and other general corporate purposes.
- The offering is expected to close on February 5, 2026.
Feb 4, 2026, 4:42 AM
Quarterly earnings call transcripts for NLIGHT.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more