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Get filing alertsnLIGHT reports record Q2 revenue of $82.6M, up 34% YoY; Q3 guidance soft on supply delays
Filed August 6, 2026 · Period ending August 6, 2026 · ~1 min read
Key Changes
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Q2 2026 revenue hit record $82.6M, up 33.8% YoY, with Products segment up 45% to $59.4M; gross margin improved to 31.1% from 29.9%; GAAP net loss narrowed to $1.3M ($0.02/share) from $3.6M ($0.07/share) in Q2 2025.
Exhibit 99.1 view on EDGAR → -
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Adjusted EBITDA nearly doubled to $10.7M from $5.6M in Q2 2025, indicating positive cash earnings despite small GAAP loss.
Exhibit 99.1 view on EDGAR → -
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Q3 2026 revenue guided to $63-73M (midpoint $70M), below Q2 run rate; supply-chain challenges defer ~$17M of product revenue into later quarters.
Exhibit 99.1 view on EDGAR → -
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Cash and equivalents rose to $295.8M at June 30, 2026, from $98.7M at year-end 2025, reflecting $192.2M net proceeds from a public offering in H1 2026.
Exhibit 99.1 view on EDGAR →
Summary
nLIGHT delivered a strong second quarter with record revenue of $82.6 million, up 34% year-over-year, driven by 45% growth in its higher-margin Products segment (high-power lasers for defense, optical sensing, and advanced manufacturing). Gross margin expanded 120 basis points to 31.1%, and the GAAP net loss narrowed to $1.3 million from $3.6 million in the prior-year quarter.
Adjusted EBITDA nearly doubled to $10.7 million, signaling improving operating leverage and positive cash earnings. The company guided third-quarter revenue to $63-73 million, a sequential step-down from Q2's $82.6 million, citing supply-chain challenges that are pushing approximately $17 million of product revenue into future quarters.
Management expects Products gross margin of 34-40% and adjusted EBITDA of $1-7 million for Q3. The balance sheet remains strong with $295.8 million in cash following a $192 million equity raise in the first half of 2026. Investors should watch whether the deferred $17 million materializes in Q4 and whether supply-chain headwinds persist beyond the current quarter.
Section-by-Section Diff
Event · Item 2.02 — Results of Operations and Financial Condition
nLIGHT announced Q2 2026 financial results via press release; detailed figures not disclosed in the 8-K body.
Added in current filing · verify on EDGAR →
On August 6, 2026, nLIGHT, Inc. (the "Company") announced its financial results for the three and six months ended June 30, 2026.
The company disclosed its second quarter 2026 financial results. The 8-K body does not contain specific revenue, earnings, or guidance figures; those details are in the attached press release (Exhibit 99.1).
Event · Exhibit 99.1
nLIGHT reported Q2 2026 record revenue of $82.6M (up 34% YoY), positive adjusted EBITDA, and Q3 guidance of $63-73M with supply-chain delays.
Added in current filing · view on EDGAR →
For the third quarter of 2026, nLIGHT expects revenues to be in the range of $63 million to $73 million. The midpoint of $70 million includes Products revenue of approximately $43 million and Advanced Development revenue of approximately $25 million. Due to supply chain challenges, nLIGHT’s third quarter revenue guidance excludes approximately $17 million of product revenue that nLIGHT would have expected to ship in the third quarter but is now expected to be delivered in future quarters.
nLIGHT guided Q3 2026 revenue to $63-73 million (midpoint $70 million), below the Q2 run rate, due to supply-chain challenges that are deferring approximately $17 million of product revenue into later quarters. The company expects Products gross margin of 34-40% and Adjusted EBITDA of $1-7 million for Q3.
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Figures/quotes linked to EDGAR · Narrative written by AI · Aug 8, 2026 · How we verify