nLIGHT, Inc. Announces Third Quarter 2026 Results
nLIGHT delivered Q3 2026 revenue of $73.8 million, up 10.5% YoY and above the high end of its guidance, driven by defense demand with record product gross margins. Adjusted EBITDA surged 55% YoY to $11.1 million and non-GAAP diluted EPS doubled to $0.16, though GAAP results showed a $7.2 million net loss that included $7.5 million of restructuring charges.
Key figures
- Revenue
- 73763000
- Guidance
- Q4 2026 revenue $84M-$90M (midpoint $87M); gross margin 30%-36%; Products gross margin 40%-46%; Adjusted EBITDA $12M-$18M
- Revenue Yoy
- 10.5%
- Gross profit
- 24431000
- Non gaap eps
- 0.16
- Adjusted ebitda
- 11050000
- Operating margin
- (12.5)%
- Products revenue
- 48047000
- Gaap gross margin
- 33.1%
- Adjusted ebitda yoy
- 55.4%
- Development revenue
- 25716000
- Non gaap net income
- 10201000
- Cash and equivalents
- 279371000
- Defense space revenue
- 52460000
- Restructuring charges
- 7462000
- Revenue deferred to 2027
- $15 million
- Advanced manufacturing revenue
- 21303000
AI analysis
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