nLIGHT Q3 revenue rises 10.5% to $73.8 million; GAAP net loss widens
nLIGHT reported third quarter 2026 revenue of $73.8 million, up 10.5% from a year earlier, with gross margin of 33.1% versus 31.1%, while its GAAP net loss widened to $7.2 million from $6.9 million. For the fourth quarter, it guided to revenue of $84 million to $90 million, but that range excludes about $15 million of product revenue now expected to ship in the first half of 2027 because of supply chain constraints.
Key points
- Q3 2026 revenue was $73.8 million versus $66.7 million in Q3 2025, and Adjusted EBITDA was $11.05 million versus $7.1 million.
- GAAP net loss was $7.2 million, or $0.12 per diluted share, compared with $6.9 million, or $0.14 per share, in Q3 2025.
- Fourth quarter 2026 revenue guidance is $84 million to $90 million, with Adjusted EBITDA guided to $12 million to $18 million.
- About $15 million of product revenue expected in Q4 2026 is now expected to be delivered in the first half of 2027.
The filing
Written by AI on Nov 9, 2026, 8:36 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 05, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.