Inferra AI / Company / LASR

Nlight, Inc..

LASR · Information Technology

Last earnings Aug 6, 2026

Key results

Revenuequarter

$61.7 million

* Not meaningful Revenues of $61.7 million for the second quarter of 2025 were up 22.2% compared to $50.5 million for the second quarter of 2024.

SEC original ↗Nlight, Inc.. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Gross marginquarter

29.9%

Gross margin was 29.9% for the second quarter of 2025 compared to 23.5% for the second quarter of 2024.

SEC original ↗Nlight, Inc.. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Non-GAAP net incomequarter

$2.9 million

Non-GAAP net income for the second quarter of 2025 was $2.9 million, or $0.06 per diluted share, compared to non-GAAP net loss of $4.6 million, or $0.10 per diluted share, for the second quarter of 2024.

SEC original ↗Nlight, Inc.. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Products revenuequarter

$64.5 million

The midpoint of $64.5 million includes Products revenue of approximately $45 million and Advanced Development revenue of approximately $19 million.

SEC original ↗Nlight, Inc.. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Advanced Development revenuequarter

$19 million

The midpoint of $64.5 million includes Products revenue of approximately $45 million and Advanced Development revenue of approximately $19 million.

SEC original ↗Nlight, Inc.. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

AI analysis

Q2 2025 · reported Aug 7, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q2 2025
$61.7M
+22.2% +$11M vs year ago computed from stated figures
EX-99 · Aug 7, 2025
Gross margin · Q2 2025
29.9%
+6.4 pts vs year ago computed from stated figures
EX-99 · Aug 7, 2025
Diluted EPS · non-GAAP · Q2 2025
$0.06
EX-99 · Aug 7, 2025
Non-GAAP net income · Q2 2025
$2.9M
EX-99 · Aug 7, 2025

The quarter in charts

Revenue — quarterly

As stated

0255075$50.5MSame quarter last year$61.7MQ2 2025

EX-99 · Aug 7, 2025 Statement values as stated in the release.

GAAP gross margin

Percent of revenue, as stated

0%20%40%23.5%Same quarter last year29.9%Q2 2025

EX-99 · Aug 7, 2025 Margin values as stated in the release.

Segment mix

Business-unit revenue, as stated

0255075$64.5MProducts$19MAdvanced Development

Segment revenue figures as stated in the event record.

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$61.7 million—$50.5 million
Gross margin29.9%—23.5%
Non-GAAP net income$2.9 million——
Products revenue$64.5 million——
Advanced Development revenue$19 million——

EX-99 · Aug 7, 2025

Guidance · company-stated

Direction: Raised

Company outlook

“Increased demand for our portfolio of directed energy products and laser sensing solutions is providing us with better visibility into the second half of the year, and we are increasing our aerospace and defense outlook for 2025 to growth of at least 40% year-over-year, up from our prior outlook calling for growth of at least 25%.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin29.9%
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Announces Second Quarter 2025 Results Record Aerospace Defense revenue drives second quarter upside CAMAS , Wash

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Company outlook: “Increased demand for our portfolio of directed energy products and laser sensing solutions is providing us with better visibility into the second half of the year, and we are increasing our aerospace and defense outlook for 2025 to growth of at least 40% year-over-year, up from our prior outlook calling for growth of at least 25%.”

Company outlook — Raised (“Increased”)
“Increased demand for our portfolio of directed energy products and laser sensing solutions is providing us with better visibility into the second half of the year, and we are increasing our aerospace and defense outlook for 2025 to growth of at least 40% year-over-year, up from our prior outlook calling for growth of at least 25%.”

Classified from the release's primary full-year outlook statement.

Strategy & priorities

We use Adjusted EBITDA to help us evaluate our business, measure our performance, identify trends affecting our business, formulate business plans and make strategic decisions.

SEC original ↗Nlight, Inc.. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Examples of forward-looking statements include, but are not limited to, statements regarding expected revenues, gross margin, and Adjusted EBITDA, and our business strategy and ability to profitably grow our business, as well as any other statement that does not directly relate to any historical or current fact.

SEC original ↗Nlight, Inc.. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Risks & headwinds

These statements are not guarantees and are subject to risks, uncertainties and changes in circumstances that are difficult to predict.

SEC original ↗Nlight, Inc.. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Additional information concerning these and other factors can be found in nLIGHT's filings with the Securities and Exchange Commission (the SEC ), including other risks, relevant factors and uncertainties identified in the Risk Factors section of nLIGHT's most recent Annual Report on Form 10-K or subsequent filings with the SEC.

SEC original ↗Nlight, Inc.. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

32 documents

Earnings releases

11 documents

Presentations

0 documents

No presentations for Nlight, Inc.. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Nlight, Inc.. are held in this edition of the library.

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