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nLight posts strong Q1 with 55% revenue growth and margin gains, driven by defense sector demand

Company Fundamentals
15 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

nLight (LASR) reported a robust Q1 with adjusted EPS of $0.20, beating estimates by $0.12, and a 55% year-over-year revenue increase, largely fueled by nearly doubling sales in aerospace and defense. The company achieved a gross margin of 33.1%, with product gross margin hitting a record 44.6%, reflecting strong operating leverage from high-value defense contracts. The recent launch of the HADES high-energy laser and capacity expansion position nLight for continued growth, though investors should consider valuation and execution risks. This performance highlights nLight's growing role in high-power laser technology for defense and industrial markets.

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