nLIGHT reports record Q2 revenue of $82.6M, up 34% YoY; Q3 guidance cut by ~$17M on supply delays

Filed August 6, 2026 · Period ending August 6, 2026 · ~1 min read

Key Changes

• high

  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.

  Item 2.02 verify on EDGAR →
• high

  Supply-chain challenges are deferring ~$17M of expected Q3 product revenue into future quarters; Q3 guidance of $63-73M (midpoint $70M) reflects this near-term headwind, with Products at ~$43M and Advanced Development at ~$25M.

  Item 2.02 verify on EDGAR →
• medium

  Adjusted EBITDA nearly doubled to $10.7M in Q2 2026 from $5.6M in Q2 2025; Q3 Adjusted EBITDA guided to $1-7M, reflecting the sequential revenue step-down from supply delays.

  Item 2.02 verify on EDGAR →