A maker of high-power semiconductor and fiber lasers, nLIGHT builds the powerful beams used in defense systems like directed-energy weapons and range finding, plus industrial lasers that cut metal, weld EV batteries, and power 3D-printed parts. Founded in 2000 during the telecom boom in Vancouver, Washington, it started as nLight Photonics before shortening its name to nLIGHT in 2016. Its name plays on "light" — the company's entire business is shaping and aiming it.
nLIGHT stockholders reject executive compensation at 2026 annual meeting
nLIGHT, Inc. held its 2026 annual meeting of stockholders on June 5, 2026, with 49,845,553 shares (88.36% of eligible shares) voted.
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Geoffrey Moore was elected as a Class II director to serve until the 2029 annual meeting, with 22,884,069 votes for and 18,307,711 withheld.
The appointment of KPMG LLP as independent auditor for fiscal year 2026 was ratified with 48,294,544 votes for, 1,466,757 against, and 84,252 abstentions.
The advisory non-binding vote on named executive officer compensation was not approved, with 15,842,169 for, 24,647,654 against, and 701,957 abstentions.
The report was filed under Item 5.07 to disclose the results of these stockholder votes.
5.07 Submission of Matters to a Vote of Security Holders
nLIGHT reports Q1 2026 revenue of $80.2M, up 55% year-over-year, with record A&D product revenue.
First quarter 2026 revenue was $80.2 million, a 55.2% increase from $51.7 million in Q1 2025.
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Record A&D product revenue of $33.1 million increased 98% year-over-year.
GAAP net income was $0.6 million, or $0.01 per diluted share, compared to a net loss of $8.1 million, or $0.16 per diluted share, in Q1 2025.
Gross margin improved to 33.1% from 26.7% in the prior-year quarter.
For Q2 2026, the company expects revenue between $75 million and $81 million, gross margin of 29% to 33%, and Adjusted EBITDA of $8 million to $12 million.
2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits
nLIGHT reports record Q4 and FY2025 revenue, up 71% and 32% year-over-year.
Full year 2025 revenue was $261.3 million, up 31.6% from $198.5 million in 2024.
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Q4 2025 revenue was a record $81.2 million, up 71.3% from $47.4 million in Q4 2024.
Full year 2025 GAAP gross margin was 29.8%, up from 16.6% in 2024; Q4 2025 GAAP gross margin was 30.7%, up from 2.4% in Q4 2024.
Full year 2025 GAAP net loss was $23.5 million ($0.47 per diluted share), compared to a net loss of $60.8 million ($1.27 per diluted share) in 2024.
For Q1 2026, nLIGHT expects revenue between $70 million and $76 million, gross margin between 27% and 32%, and Adjusted EBITDA between $5 million and $10 million.
2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits
nLIGHT, Inc. announces underwritten public offering of 3,977,273 shares at $44.00 per share.
On February 3, 2026, nLIGHT, Inc. entered into an underwriting agreement with Stifel, Nicolaus & Company, Incorporated, Robert W. Baird & Co. Incorporated, William Blair & Company, LLC, and Raymond James & Associates, Inc. as representatives of the underwriters.
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The offering consists of 3,977,273 shares of common stock at a public price of $44.00 per share, with underwriters purchasing at $42.02 per share.
Expected net proceeds are approximately $166.5 million, or about $191.5 million if the underwriters' 30-day option to purchase an additional 596,590 shares is exercised in full.
The company intends to use net proceeds for working capital, capital expenditures, and other general corporate purposes.
The offering is expected to close on or about February 5, 2026, subject to customary closing conditions, and includes a 60-day lock-up period for company executives and directors.
8.01 Other Events · 9.01 Financial Statements and Exhibits
nLIGHT expects Q4 2025 revenue of $78M-$80M, above prior guidance
nLIGHT issued a press release on January 13, 2026, with preliminary results for Q4 2025.
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Q4 2025 revenue is expected to be $78 million to $80 million, above the prior guidance range of $72 million to $78 million.
Laser Products revenue is expected to be $54 million to $55 million; Advanced Development revenue is expected to be approximately $24 million to $25 million.
The revenue upside is primarily due to continued strength in the Aerospace & Defense market.
Results are preliminary and subject to finalization; actual results could differ materially.
2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits
nLIGHT appoints Gerald M. Haines II as Class I director and Audit Committee member
On January 5, 2026, nLIGHT's board appointed Gerald M. Haines II as a Class I director with a term expiring at the 2028 annual meeting.
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Haines was also appointed to the board's Audit Committee.
Haines most recently served as CFO of Metabolon and previously held senior roles at Impulse Dynamics and Mercury Systems.
He will be compensated under the company's standard outside director compensation policy and will enter into a standard indemnification agreement.
A press release announcing the appointment was issued on January 6, 2026.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits
nLIGHT reports Q3 2025 revenue of $66.7M, up 18.9% YoY, with record Aerospace & Defense revenue.
Third quarter 2025 revenue was $66.7 million, up 18.9% from $56.1 million in the same period last year.
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Gross margin improved to 31.1% in Q3 2025 from 22.4% in Q3 2024.
GAAP net loss narrowed to $6.9 million ($0.14 per diluted share) from $10.3 million ($0.21 per diluted share) a year ago.
Adjusted EBITDA was $7.1 million in Q3 2025, compared to a loss of $0.99 million in Q3 2024.
For Q4 2025, the company expects revenue between $72 million and $78 million, with gross margin of 27% to 32% and Adjusted EBITDA of $6 million to $11 million.
2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits