nLIGHT IncStrong aerospace and defense demand, particularly in directed energy and laser sensing programs, expected to boost Q2 results.

nLIGHT is scheduled to report second-quarter 2026 earnings after market close on August 6. The company expects revenues between $75 million and $81 million, while the Zacks Consensus Estimate stands at $78.5 million, a 27.2% increase from the year-ago quarter. The consensus earnings estimate is 14 cents per share, reflecting year-over-year growth of 133.3%. Results are likely to benefit from strong aerospace and defense demand, particularly in directed energy and laser sensing programs, though the exit from the cutting and welding business is expected to pressure margins, with product gross margins forecast at 37% to 41%.
nLIGHT IncStrong aerospace and defense demand, particularly in directed energy and laser sensing programs, expected to boost Q2 results.
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