nLIGHT Q2 2026: Revenue +33.8% to $82.6M, loss narrows 62.7% to -$1.3M; China customs delays threaten supply chain

Filed August 7, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 8, 2025 · ~1 min read

Key Changes

• high

  Net loss narrowed 62.7% to $1.3M (-$0.02 per share) on 33.8% revenue growth to $82.6M, driven by Aerospace & Defense product sales and R&D contract progress. Operating loss improved 16% to $3.6M.

  MD&A: Financial Results verify on EDGAR →
• high

  China implemented enhanced export declaration requirements in June 2026 for machine tools and UAV components, holding key supplier components and customer shipments in customs. Management expects material negative impact on revenue and profitability if disruptions cannot be mitigated.

  MD&A: Trade Policy & Risk Factors verify on EDGAR →
• medium

  Six-month gross margin expanded to 32.1% from 28.4%, with Laser Products margin improving to 42.4% from 37.7% on favorable mix and higher production volumes. Development margin declined to 5.3% from 12.4% due to shift toward cost-plus contracts.

  MD&A: Gross Margin verify on EDGAR →