nLIGHT 2025 Q3 Earnings Narrowed Losses and Strong Revenue Growth Signal Turnaround

nLIGHT (LASR) reported Q3 2025 earnings that exceeded revenue expectations while narrowing losses, driven by robust aerospace and defense demand. The company provided upbeat guidance for Q4, . Analysts had projected $63.89 million in revenue for the quarter, and the $66.74 million result marked a 18.9% year-over-year increase.

Revenue

, driven by robust performance in its core product segment, . , reflecting ongoing investment in innovation. This 18.9% year-over-year growth underscores the company's ability to capitalize on demand in high-margin aerospace and defense applications.

Earnings/Net Income

, . , representing a 33.3% improvement. The reduction in losses highlights progress in cost management and operational efficiency.

Post-Earnings Price Action Review

Following the earnings report, nLIGHT's stock experienced mixed short-term volatility. While the stock edged down 1.74% during the latest trading day, it rebounded with a 3.48% gain over the past week and a 11.74% rise month-to-date. , citing strong performance in defense markets. Despite the 5.6% post-earnings decline, , reflecting investor optimism about long-term growth prospects.

CEO Commentary

, nLIGHT’s CEO, emphasized the record revenue from aerospace and defense markets, . He highlighted the company’s ability to secure large government contracts and scale amplifier production, driving margin expansion and operational leverage.

Guidance

, , . , driven by sustained demand for directed energy systems and laser sensing technologies.

Additional News

Recent developments include Cantor Fitzgerald’s upgraded price target to $40, reflecting confidence in defense-driven growth. . government initiatives, including the . Additionally, nLIGHT is restructuring operations in China and scaling back industrial cutting/welding activities to focus on high-priority defense and advanced manufacturing segments. These strategic shifts aim to align resources with markets offering stronger growth potential.