Overview
nLIGHT Q3 2025 revenue grows 18.9% yr/yr, beating analyst expectations
Adjusted EBITDA for Q3 2025 beats consensus, reflecting operational leverage
Company expects continued A&D revenue growth in Q4 2025
Outlook
nLIGHT expects Q4 2025 revenue between $72 mln and $78 mln
Company anticipates full-year 2025 A&D revenue growth to exceed 40%
nLIGHT forecasts Q4 2025 gross margin between 27% and 32%
Result Drivers
A&D REVENUE - Record revenue from Aerospace & Defense markets drove Q3 results
GROSS MARGIN EXPANSION - Gross margin increased to 31.1% from 22.4% in prior year, indicating improved efficiency
SEQUENTIAL A&D GROWTH - Company expects continued sequential A&D revenue growth in Q4 2025
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $66.74 mln | $63.89 mln (7 Analysts) |
Q3 Net Income | -$6.87 mln | ||
Q3 Adjusted EBITDA | Beat | $7.11 mln | $3.29 mln (4 Analysts) |
Q3 Gross Margin | 31.10% | ||
Q3 Gross Profit | $20.75 mln | ||
Q3 Operating Margin | -10.90% |
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 $29.00, about 8.6% below its November 5 closing price of $31.50
Press Release: ID:nBw4L25L1a
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(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.)