nLight Inc (NAS:LASR)

Q2 2025 nLIGHT Inc Earnings Call Transcript

Aug 7, 2025 / 09:00 PM GMT

Release Date Price: $20.47 (+4.07%)

Transcript 10-Q8-K

Key Points

Positve

nLight Inc (LASR) reported better-than-expected revenue, gross margin, and adjusted EBITDA for Q2 2025.
Aerospace and defense (A&D) revenue represented 66% of total sales, up from 54% a year ago, driven by record defense product revenue.
The company is making solid progress on the Healy-2 program, a $171 million DOD initiative, which significantly contributed to defense product revenue.
nLight Inc (LASR) has successfully transitioned its low size, weight, and power amplifier products into advanced production, optimizing for higher volumes.
The company has a growing pipeline of international opportunities in directed energy, with new shipments to international customers.

Negative

Despite improvements, nLight Inc (LASR) does not expect a sustained improvement in overall demand for its commercial markets, particularly industrial applications.
The company continues to face risks in transitioning its amplifier production line, which is critical for optimizing production.
Gross margin improvements in Q2 may not be sustained in Q3, with expected product gross margins to decrease.
The company reported a GAAP net loss of $3.6 million for Q2 2025, although this was an improvement from previous quarters.
nLight Inc (LASR) is rationalizing investments in commercial markets, indicating potential pullbacks in certain areas due to less attractive growth opportunities.

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

LASR.OQ - nLIGHT Inc
Q2 2025 nLIGHT Inc Earnings Call
Aug 07, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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21.

Good afternoon, ladies and gentlemen, and welcome to the Eight Inc 2nd quarter 2025 earnings call 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, August 7, 2025.

I would now like to turn the conference over to John Marchetti.

Vice President of Corporate Development and Investor Relations, please go ahead.

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Unidentified_2 [2]
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