LASR

nLIGHT, Inc. ( LASR ) Q3 2026 Earnings Call November 5, 2026 5:00 PM EST Company Participants John Marchetti - Vice President of Corporate Development & Investor Relations Scott Keeney - Co-Founder, Chairman, President & CEO Joseph Corso - Chief Financial Officer Conference Call Participants Jonathan Siegmann - Stifel, Nicolaus & Company, Incorporated, Research Division Jan-Frans Engelbrecht - Robert W. Baird & Co. Incorporated, Research Division Jackson Schroeder - Craig-Hallum Capital Group LLC, Research Division Noah Levitz - William Blair & Company L.L.C.

nLight NASDAQ: LASR reported an 11% increase in third-quarter revenue and forecast further growth in the fourth quarter, even as supply constraints delayed approximately $15 million in product shipments until 2027.

CAMAS, Wash.--(BUSINESS WIRE)--nLIGHT, Inc. (Nasdaq: LASR), a leading provider of high-power lasers for mission critical directed energy, optical sensing, and advanced manufacturing applications, today reported financial results for the third quarter of 2026. "Solid execution during the third quarter enabled us to deliver revenue above the high end of our guidance range, record product gross margins and strong Adjusted EBITDA despite ongoing supply constraints,” commented Scott Keeney, nLIGHT's.

During Q3 2026, the Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -12.5% (net of fees) compared to the -10.4% return of the Russell 2500 Growth Index. The top contributors to the Portfolio's relative performance in the quarter were Twist Bioscience, Twilio, and Embraer. The most significant detractors from the Portfolio's relative performance in the quarter were nLight, Terawulf, and BWX Technologies.

The director disposed of 4,452 shares for a total transaction value of ~$171,179 on September 15, 2026. The traded shares were equal to 5% of the equity stake held before the filing, leaving the director with a 0.15% ownership interest.

The executive disposed of ~215,000 shares at a weighted-average execution price of $41.17 per share. The transaction size was equivalent to 10% of the equity held before the filing.

The transaction involved the disposal of ~363,500 shares with an estimated value of ~$16.5 million. The traded shares equaled 17% of the equity holdings held before the filing.

Today's action is a study in contrast for small and mid-cap photonics and AI hardware names.

nLIGHT's Q2 2026 earnings and revenues beat estimates as record aerospace and defense demand fueles strong product sales and margin gains.

nLIGHT's Q2 results highlight record defense revenues and rising laser demand, while China-linked supply delays cloud Q3 shipments.