nLIGHT (NASDAQ:LASR) Delivers Strong Q3 Numbers, Stock Jumps 15.9%

Laser institution nLIGHT (NASDAQ:LASR) reported Q3 CY2025 results beating Wall Street’s gross expectations , with income up 18.9% twelvemonth connected twelvemonth to $66.74 million. On apical of that, adjacent quarter’s gross guidance ($75 cardinal astatine the midpoint) was amazingly bully and 22.8% supra what analysts were expecting. Its non-GAAP nett of $0.08 per stock was importantly supra analysts’ statement estimates.

Is present the clip to bargain nLIGHT? Find retired successful our afloat probe report.

• Revenue: $66.74 cardinal vs expert estimates of $63.33 cardinal (18.9% year-on-year growth, 5.4% beat)

• Adjusted EPS: $0.08 vs expert estimates of $0.02 (significant beat)

• Adjusted EBITDA: $7.11 cardinal vs expert estimates of $3.30 cardinal (10.7% margin, important beat)

• Revenue Guidance for Q4 CY2025 is $75 cardinal astatine the midpoint, supra expert estimates of $61.07 million

• EBITDA guidance for Q4 CY2025 is $8.5 cardinal astatine the midpoint, supra expert estimates of $1.87 million

• Operating Margin: -10.9%, up from -21% successful the aforesaid 4th past year

• Free Cash Flow Margin: 3.7%, down from 29.6% successful the aforesaid 4th past year

• Market Capitalization: $1.57 billion

“3Q 2025 represented different coagulated 4th of execution for nLIGHT with grounds gross from our A&D markets driving our results,” commented Scott Keeney, nLIGHT’s President and Chief Executive Officer.

Founded by a erstwhile CEO and Harvard-educated entrepreneur Scott Keeneyn, nLIGHT (NASDAQ:LASR) offers semiconductor and fibre lasers to the industrial, aerospace & defense, and aesculapian sectors.

Examining a company’s semipermanent show tin supply clues astir its quality. Any concern tin enactment up a bully 4th oregon two, but galore enduring ones turn for years. Regrettably, nLIGHT’s income grew astatine a sluggish 2.6% compounded yearly maturation complaint implicit the past 5 years. This was beneath our standards and is simply a unsmooth starting constituent for our analysis.

We astatine StockStory spot the astir accent connected semipermanent growth, but wrong industrials, a half-decade humanities presumption whitethorn miss cycles, manufacture trends, oregon a institution capitalizing connected catalysts specified arsenic a caller declaration triumph oregon a palmy merchandise line. nLIGHT’s annualized gross maturation of 2.9% implicit the past 2 years aligns with its five-year trend, suggesting its request was consistently weak.

We tin amended recognize the company’s gross dynamics by analyzing its astir important segments, Laser Products and Advanced Developments, which are 71.3% and 28.7% of revenue. Over the past 2 years, nLIGHT’s Laser Products gross (lasers, amplifiers, and directed vigor products) averaged 4.1% year-on-year declines. On the different hand, its Advanced Developments gross (R&D contracts) averaged 19.1% growth.