nLIGHT beats Q4 revenue estimates on strength in aerospace and defense markets

nLIGHT

26/02/2026 21:36

Overview

Laser provider's Q4 revenue rose 71% yr/yr, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company's growth driven by strength in aerospace and defense markets

Outlook

nLIGHT expects Q1 2026 revenue between $70 mln and $76 mln

Company projects Q1 2026 gross margin between 27% and 32%

nLIGHT anticipates Q1 2026 Adjusted EBITDA between $5 mln and $10 mln

Result Drivers

AEROSPACE AND DEFENSE - Revenue growth driven by strength in aerospace and defense markets, as per CEO Scott Keeney

GROSS MARGIN IMPROVEMENT - Significant improvement in gross margins due to accelerated revenue growth and business model leverage

Company press release: ID:nBw5GbDfga

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$81.19 mln
$76.71 mln (7 Analysts)
Q4 Adjusted EPS
Beat
$0.14
$0.11 (7 Analysts)
Q4 EPS
-$0.10
Q4 Net Income
-$4.91 mln
Q4 Adjusted EBITDA
Beat
$10.69 mln
$8.25 mln (5 Analysts)
Q4 Gross Margin
30.70%
Q4 Operating Margin
-6.70%


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 $50.00, about 17.5% below its February 25 closing price of $60.60

The stock recently traded at 183 times the next 12-month earnings vs. a P/E of 404 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)