nLight Inc (NAS:LASR)

Q3 2025 nLIGHT Inc Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Release Date Price: $29.79 (-5.43%)

Transcript 10-Q8-K

Key Points

Positve

nLight Inc (LASR) reported a 19% year-over-year revenue growth, reaching $67 million, driven by record aerospace and defense revenue.
The company's gross margin expanded to a record 41%, up from 29% in the same quarter last year.
Adjusted EBITDA exceeded expectations, reaching over $7 million, demonstrating leverage in the operating model.
nLight Inc (LASR) secured a new $50 million contract for a long-running missile program, indicating strong demand for its laser sensing products.
The company is well-positioned in the directed energy market with vertically integrated high-powered laser technology, contributing to its comprehensive supplier status for the US government and allies.

Negative

Commercial revenue decreased by 18% year over year, indicating challenges in the industrial and microfabrication markets.
GAAP operating expenses increased to $28.1 million, partly due to higher stock-based compensation and restructuring charges.
The company reported a GAAP net loss of $6.9 million, although this was an improvement from the previous year.
Development gross margin decreased sequentially due to the completion of smaller, higher-margin programs in the prior quarter.
The company continues to face risks in transitioning its amplifier production line for higher volumes, which is critical for future growth.

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

LASR.OQ - nLIGHT Inc
Q3 2025 nLIGHT Inc Earnings Call
Nov 06, 2025 / 10:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, thank you for joining us and welcome to the N Light Inc. 3rd quarter 2025 earnings call. After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please raise your hand.

If you have dialed in to today's call, please press 9 to raise your hand and 6 to unmute.

I will now hand the conference over to John Marchetti, VP Corporate Development and Investor Relations. John, please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good afternoon, everyone.

Thank you for joining us today to

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.