Q1 25 EPS
$-0.04
BEAT +78.67%
Est. $-0.19
Q1 25 Revenue
$51.7M
BEAT +9.21%
Est. $47.3M
vs S&P Since Q1 25
+530.2%
BEATING MARKET
LASR +562.3% vs S&P +32.1%
Market Reaction
Did LASR Beat Earnings? Q1 2025 Results
nLIGHT posted a notably strong first quarter for 2025, with revenue of $51.67 million clearing the top of its own guidance range as record aerospace and defense results powered 16% year-over-year growth. The non-GAAP loss narrowed to just $0.04 per d… Read more nLIGHT posted a notably strong first quarter for 2025, with revenue of $51.67 million clearing the top of its own guidance range as record aerospace and defense results powered 16% year-over-year growth. The non-GAAP loss narrowed to just $0.04 per diluted share, a sharp improvement from a $0.29 GAAP loss per share a year earlier, while gross margin expanded to 26.7% from 16.8%, reflecting a more favorable revenue mix and growing operating leverage. The engine behind the beat was booming demand tied to U.S. Department of Defense programs, including megawatt-scale directed energy weapons, which lifted Products revenue to $35.68 million from $29.37 million. Adjusted EBITDA turned positive for the first time in recent memory, reaching $116,000 versus negative $4.89 million in Q1 2024, signaling a meaningful inflection toward profitability. Looking ahead, nLIGHT guided Q2 2025 revenue of $53 million to $59 million while projecting at least 25% full-year growth in aerospace and defense, though sequential margin compression is anticipated as mix shifts in the coming quarter.
Key Takeaways
- • Record aerospace and defense revenue driving Q1 upside above guidance range
- • Gross margin expansion to 26.7% from 16.8% year-over-year
- • Products revenue growth of 21.5% year-over-year
- • Adjusted EBITDA turned positive at $116K versus negative $4.9M a year ago
LASR YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
LASR Revenue by Segment
With YoY comparisons, source: SEC Filings
“I am pleased with the strong start to the year. Total revenue of $51.7 million was above the high-end of the guidance range, driven by record results in our aerospace and defense markets.”
— Scott Keeney, Q1 2025 Earnings Press Release
LASR Earnings Trends
LASR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
LASR EPS Trend
Earnings per share: estimate vs actual
LASR Revenue Trend
Quarterly revenue: estimate vs actual
LASR Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.08 | $0.22 | +160.66% | $80.2M | +11.15% |
| Q4 25 BEAT FY | $0.11 | $0.14 | +27.27% | $81.2M | +5.83% |
| FY Full Year | $0.21 | $0.24 | +13.53% | $261.3M | +1.77% |
| Q3 25 BEAT | $0.02 | $0.08 | +409.55% | $66.7M | +4.46% |
| Q2 25 BEAT | $-0.09 | $0.06 | +166.67% | $61.7M | +11.75% |
| Q1 25 BEAT | $-0.19 | $-0.04 | +78.67% | $51.7M | +9.21% |