nLIGHT (NASDAQ:LASR) Surprises With Strong Q1, Stock Jumps 16.3%

Petr Huřťák

Thu, May 8, 2025, 3:18 PM 6 min read

Laser institution nLIGHT (NASDAQ:LASR) reported Q1 CY2025 results exceeding the market’s gross expectations , with income up 16% twelvemonth connected twelvemonth to $51.67 million. On apical of that, adjacent quarter’s gross guidance ($56 cardinal astatine the midpoint) was amazingly bully and 11.7% supra what analysts were expecting. Its non-GAAP nonaccomplishment of $0.04 per stock was 78.7% supra analysts’ statement estimates.

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

• Revenue: $51.67 cardinal vs expert estimates of $47.34 cardinal (16% year-on-year growth, 9.1% beat)

• Adjusted EPS: -$0.04 vs expert estimates of -$0.19 (78.7% beat)

• Adjusted EBITDA: $116,000 vs expert estimates of -$5.14 cardinal (0.2% margin, important beat)

• Revenue Guidance for Q2 CY2025 is $56 cardinal astatine the midpoint, supra expert estimates of $50.15 million

• EBITDA guidance for the afloat year is -$1.5 cardinal astatine the midpoint, supra expert estimates of -$11.98 million

• Operating Margin: -18.6%, up from -33.1% successful the aforesaid 4th past year

• Free Cash Flow was -$2.30 million, down from $9.82 cardinal successful the aforesaid 4th past year

• Market Capitalization: $425.7 million

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.

A company’s semipermanent show is an indicator of its wide quality. Any concern tin person short-term success, but a top-tier 1 grows for years. Unfortunately, nLIGHT’s 2.9% annualized gross maturation implicit the past 5 years was sluggish. This fell abbreviated of our benchmarks and is simply a unsmooth starting constituent for our analysis.

Long-term maturation is the astir important, but wrong industrials, a half-decade humanities presumption whitethorn miss caller manufacture trends oregon request cycles. nLIGHT’s show shows it grew successful the past but relinquished its gains implicit the past 2 years, arsenic its gross fell by 5.8% annually. nLIGHT isn’t unsocial successful its struggles arsenic the Electronic Components manufacture experienced a cyclical downturn, with galore akin businesses observing little income astatine this time.

We tin amended recognize the company’s gross dynamics by analyzing its astir important segments, Laser Products and Advanced Developments, which are 69.1% and 30.9% of revenue. Over the past 2 years, nLIGHT’s Laser Products gross (lasers, amplifiers, and directed vigor products) averaged 10.4% year-on-year declines. On the different hand, its Advanced Developments gross (R&D contracts) averaged 13.4% growth.