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nLIGHT (LASR) investor relations material
nLIGHT Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue, gross margin, and adjusted EBITDA all exceeded expectations, driven by record Aerospace & Defense (A&D) performance and strong demand for directed energy and laser sensing products.
A&D revenue comprised 66% of total sales, up from 54% year-over-year, with continued momentum and a raised full-year growth outlook to at least 40%.
Commercial and microfabrication segments saw sequential growth, though long-term commercial demand remains uncertain.
Net loss narrowed significantly year-over-year, with non-GAAP net income turning positive.
Balance sheet remains strong with cash and investments exceeding $78 million at quarter end.
Financial highlights
Q2 2025 revenue was $61.7M, up 22% year-over-year and 19% sequentially; A&D revenue reached $40.7M, up 49% year-over-year.
Gross margin improved to 29.9% from 23.5% prior year; product gross margin was 38.5%, development gross margin 13.1%.
GAAP net loss was $3.6M ($0.07/share), improved from $11.7M loss prior year; non-GAAP net income was $2.9M ($0.06/share).
Adjusted EBITDA was $5.6M, up from a loss of $1.6M year-over-year.
Cash, cash equivalents, and investments totaled $78.8M–$114M at quarter end.
Outlook and guidance
Q3 2025 revenue expected between $62M and $67M, with A&D revenue to increase sequentially and year-over-year.
Product gross margin expected at 32–36%, development/advanced margin at ~8%, total gross margin 24–30%.
Adjusted EBITDA guidance for Q3 is $2M–$6M.
Full-year 2025 A&D revenue growth outlook raised to at least 40%.
Management expects continued investment in R&D and manufacturing to support growth.
Detail HELSI-2's contribution to growth.
Discuss the amplifier transition's significance.
Rationalize commercial market investment pullback.
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Q3 20256 Nov, 2025
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Frequently asked questions
nLIGHT Inc designs and manufactures high-power semiconductor and fiber lasers for industrial, aerospace, and defense applications. The company’s products are used in metal cutting, welding, directed energy, and 3D printing systems. It serves global OEMs and system integrators. The company is headquartered in Camas, Washington, and its shares are listed on the NASDAQ.
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