nLight Inc (NAS:LASR)

Q1 2025 nLIGHT Inc Earnings Call Transcript

May 8, 2025 / 09:00 PM GMT

Release Date Price: $8.61 (+5.13%)

Transcript 10-Q8-K

Key Points

Positve

nLight Inc (LASR) reported a strong start to 2025 with revenue, gross margin, and adjusted EBITDA all above the high end of their guidance range.
Defense revenue reached a record high, representing more than 63% of total sales, driven by a 150% year-over-year growth in defense product sales.
The company is well-positioned in the aerospace and defense (A&D) market with its high-power laser technology, aligning with critical Department of Defense priorities.
nLight Inc (LASR) has a growing pipeline of opportunities in both domestic and international markets, including the Israeli Iron Beam program.
The company expects to grow its A&D revenue by at least 25% in 2025, supported by strong performance in directed energy and laser sensing markets.

Negative

Commercial markets, including industrial and microfabrication, remain challenging with weak demand expected to persist through the year.
There is potential margin variability in defense products due to tariffs on important materials, although the long-term impact is expected to be minimal.
The company faces uncertainty in the global trade market, which could lead to further margin pressure if current tariffs remain in place.
Revenue from commercial markets decreased by 16.8% year over year, despite a sequential improvement.
The company reported a GAAP net loss of $8.1 million for the first quarter, although this was an improvement from the previous year's loss.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LASR.OQ - nLIGHT Inc
Q1 2025 nLIGHT Inc Earnings Call
May 08, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good evening, ladies and gentlemen, and welcome to the N-line Incorporation first quarter 2025 earnings conference call. At this time, all lines are in listen-only mode. Following the presentation, we will conduct a question and answer session. If at any time during this call you require immediate assistance, please press 0 for the operator.

This call is being recorded on Thursday, May 8, 2025. I would now like to turn the conference over to John Marchetti, VP of corporate development and head of investor relations.

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Unidentified_2 [2]
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Thank you and good afternoon

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