The earnings call reflects a strong performance in the defense segment, contributing to overall revenue growth and improved gross margins. However, there are ongoing challenges in the commercial markets and uncertainties related to tariffs that could impact future performance.

Company Guidance -

Q2 2025

In the first quarter of 2025, nLIGHT, Inc. reported robust financial results, surpassing the high end of its guidance for revenue, gross margin, and adjusted EBITDA. The company achieved total revenue of $51.7 million, marking a 16% increase from the previous year. Aerospace and defense (A&D) revenue reached $32.7 million, reflecting a 50.4% year-over-year growth, driven by record defense product revenue, which surged more than 150%. This growth was primarily due to increased deliveries for the HEL-TD direct energy laser program. For the second quarter, nLIGHT projects revenue between $53 million and $59 million, with A&D revenue expected to rise sequentially and year over year. The total gross margin for the first quarter was 26.7%, benefiting from a $1.9 million duty reclaim, which without this would have been approximately 23%. Operating expenses were $23.4 million, and the company ended the quarter with $117 million in cash and investments, drawing $20 million from its line of credit to bolster its balance sheet amid tariff uncertainties. Looking forward, nLIGHT anticipates at least a 25% revenue increase in the A&D sector for the full year, despite ongoing challenges in the industrial and microfabrication markets.

Record Defense Revenue

Defense revenue represented more than 63% of total sales in the quarter, up from 49% in the same quarter a year ago, with defense product sales growing over 50% year over year.

Significant Growth in A&D Segment

Aerospace and defense revenue was $32.7 million in the quarter, up 50.4% year over year and 8.6% sequentially.

Improved Gross Margin

Total gross margin in the first quarter was 26.7%, compared to 16.8% in the first quarter of 2024. The improvement was due to higher product volumes, favorable mix, and duty reclaim.

Positive Adjusted EBITDA

Adjusted EBITDA for the first quarter was $116,000 compared to a loss of $4.9 million in the first quarter of 2024.

Strong Financial Position

Ended the first quarter with total cash, cash equivalents, restricted cash, and investments of $117 million.

nLIGHT (LASR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LASR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 07, 2025	2025 (Q2)	-0.09 / -	-0.1	―	―	―
May 08, 2025	2025 (Q1)	-0.19 / -0.04	-0.17	76.47% (+0.13)
Feb 27, 2025	2024 (Q4)	-0.20 / -0.30	-0.13	-130.77% (-0.17)
Nov 07, 2024	2024 (Q3)	-0.08 / -0.08	-0.109	26.61% (+0.03)
Aug 01, 2024	2024 (Q2)	-0.13 / -0.10	-0.02	-400.00% (-0.08)
May 02, 2024	2024 (Q1)	-0.19 / -0.17	-0.04	-325.00% (-0.13)
Feb 22, 2024	2023 (Q4)	-0.14 / -0.13	-0.27	51.85% (+0.14)
Nov 02, 2023	2023 (Q3)	-0.08 / -0.11	-0.115	5.22% (<+0.01)
Aug 03, 2023	2023 (Q2)	-0.08 / -0.02	-0.07	71.43% (+0.05)
May 04, 2023	2023 (Q1)	-0.16 / -0.04	-0.04	0.00% (0.00)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LASR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	$8.61	$11.67	+35.54%
Feb 27, 2025	$9.08	$9.17	+0.99%
Nov 07, 2024	$14.68	$11.23	-23.50%
Aug 01, 2024	$11.22	$10.89	-2.94%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does nLIGHT Inc (LASR) report earnings?

nLIGHT Inc (LASR) is schdueled to report earning on Aug 07, 2025, After Close (Confirmed).

What is nLIGHT Inc (LASR) earnings time?

nLIGHT Inc (LASR) earnings time is at Aug 07, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LASR EPS forecast?

LASR EPS forecast for the fiscal quarter 2025 (Q2) is -0.09.

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