NLIGHT, INC. (LASR) Form 8-K — Nov 5, 2026
nLIGHT reported Q3 2026 revenue of $73.8 million, up 10.5% year over year and above the high end of guidance, with record product gross margins of 48.8% non-GAAP. GAAP net loss was $7.2 million ($0.12 per share), but non-GAAP net income was $10.2 million ($0.16 per diluted share) versus $0.08 a year ago, and Adjusted EBITDA jumped 55.4% to $11.1 million. Defense & Space drove the quarter with $52.5 million in revenue, and management said defense programs are transitioning from development toward fielding and production. The company holds a strong balance sheet with $279.4 million in cash after a ~$192 million public offering earlier in the year.
Key figures
- Revenue
- 73763000
- Guidance
- Q4 2026 revenue of $84M-$90M (midpoint $87M), gross margin 30-36%, Adjusted EBITDA $12M-$18M
- Revenue Yoy
- 10.5%
- Cash Position
- 279371000
- Gross margin
- 33.1%
- Non gaap eps
- 0.16
- Adjusted ebitda
- 11050000
- Nine month revenue
- 236535000
- Non gaap net income
- 10201000
- Adjusted ebitda growth
- 55.4%
- Defense space revenue q3
- 52460000
- Restructuring charges q3
- 7462000
- Q4 revenue deferred to 2027
- 15000000
- Advanced manufacturing revenue q3
- 21303000
- Public offering proceeds nine month
- 192194000
AI analysis
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