nLIGHT, Inc. reported strong financial results for the second quarter of 2025 on August 7, 2025, with GAAP revenue of $61.7 million, marking a 22.2% increase from the same period in 2024 and surpassing consensus estimates of $55.2 million. The company achieved non-GAAP earnings per share of $0.06, reversing a year-ago non-GAAP loss of $(0.10) per share.
The Aerospace & Defense segment was the primary growth driver, contributing $40.7 million in GAAP revenue, up 48.6% year-over-year, and representing over 63% of nLIGHT’s total revenue. Management raised its full-year 2025 growth guidance for Aerospace & Defense to at least 40% year-over-year, up from the prior outlook of at least 25%.
GAAP gross margin improved to 29.9%, an increase of 6.4 percentage points from the prior year, and GAAP net losses decreased significantly to $3.6 million from $11.7 million a year ago. For Q3 2025, nLIGHT forecasts GAAP revenue between $62 million and $67 million, with Adjusted EBITDA projected between $2.0 million and $6.0 million.
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