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Dec 31, 2025
nLIGHT Q4 2025 Earnings Report
nLIGHT reported record fourth quarter 2025 revenue with significantly improved margins and reduced net loss year-over-year.
Key Takeaways
nLIGHT delivered record Q4 2025 revenue driven by strong Aerospace and Defense demand, with substantial gross margin expansion and a sharply reduced net loss, while generating positive Adjusted EBITDA.
Revenue increased 71.3% year-over-year to 81185000.
Gross margin expanded to 30.7% from 2.4% in the prior year.
Net loss narrowed to 4909000 from 24962000 year-over-year.
Adjusted EBITDA improved to 10691000 from negative 11301000.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For Q1 2026, the company expects revenue between 70000000 and 76000000 with Adjusted EBITDA between 5000000 and 10000000.
Positive Outlook
- Q1 2026 revenue guidance midpoint of 73000000.
- Expected positive Adjusted EBITDA in Q1 2026.
- Laser Products gross margin expected between 34% and 39%.
- Overall gross margin guidance between 27% and 32%.
- Continued strength anticipated in core markets.
Challenges Ahead
- Advanced Development gross margin expected at approximately 8%.
- Revenue guidance implies sequential decline from Q4 2025.
- Adjusted EBITDA guidance lower than Q4 2025 level.
- Exposure to market and program timing risks.
- Ongoing restructuring and operating cost pressures.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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