Brief: nLIGHT Q2 Revenue USD 61.735 Million Vs. IBES Estimate USD 55.2 Million

nLIGHT

07/08/2025 21:22

Overview

nLIGHT Q2 revenue rises 22.2% yr/yr, beating analyst expectations, per LSEG data

Adjusted EBITDA for Q2 beats estimates

Co raises 2025 aerospace and defense growth outlook to at least 40%

Outlook

nLIGHT expects Q3 2025 revenue between $62 mln and $67 mln

Company anticipates Q3 2025 gross margin of 24% to 30%

nLIGHT projects Q3 2025 Adjusted EBITDA between $2.0 mln and $6.0 mln

Company raises 2025 aerospace and defense growth outlook to at least 40%

Result Drivers

AEROSPACE & DEFENSE - Record revenue in aerospace and defense sector drove Q2 upside

DIRECTED ENERGY DEMAND - Increased demand for directed energy products boosted revenue, per CEO Scott Keeney

LASER SENSING SOLUTIONS - Strong demand for laser sensing solutions contributed to better visibility for H2 2025

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$61.74 mln
$55.20 mln (7 Analysts)
Q2 Net Income
-$3.59 mln
Q2 Adjusted EBITDA
Beat
$5.55 mln
-$1.52 mln (4 Analysts)
Q2 Gross Margin
29.9%
Q2 Gross Profit
$18.46 mln
Q2 Operating Margin
-6.8%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy"

Wall Street's median 12-month price target for nLIGHT Inc is $16.50, about 19.2% below its August 6 closing price of $19.67

Press Release: ID:nBw1ylbcKa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)