earnings
confidence high
sentiment positive
materiality 0.80
nLIGHT Q2 2026 revenue $82.6M (+34% YoY); record Products rev $59.4M; Q3 guidance $63-73M
NLIGHT, INC.
- Record Q2 rev $82.6M (+34% YoY); Products rev $59.4M (+45%); GAAP net loss $1.3M ($0.02/sh) vs $3.6M loss.
- Non-GAAP net income $9.6M ($0.17/sh) vs loss $2.9M ($0.06); Adj EBITDA $10.7M vs $5.6M.
- Q3 2026 guidance: rev $63-73M (mid $70M); excludes ~$17M product rev due to supply chain, expected in future quarters.
- Gross margin guidance 24-30%; Products GM 34-40%; Adv Dev ~8%; Adj EBITDA $1-7M.
- CEO cites expanding directed energy pipeline, including DoW's Joint Laser Weapon Systems contract.