Jun 2026 (Q2 FY26) — Aug 6, 2026
nLIGHT Q2 FY26 — Record Revenue and Strong Defense Demand Amidst Supply Chain Headwinds
Read the full callnLIGHT earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 82.6 | +33.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -4.3 | +2.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -1.3 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $30.1 on 17 Oct 2025 → $34.79. High $84.95 (11 May 2026), low $28.6 (18 Nov 2025).
Overview
Call summaries
nLIGHT Q2 FY26 — Record Revenue and Strong Defense Demand Amidst Supply Chain Headwinds
Read the full callnLIGHT Q1 FY26 — Record Revenue, Gross Margin, and Adjusted EBITDA Driven by Aerospace & Defense
Read the full callnLIGHT Q4 FY25 — Record A&D Revenue and Strategic Exit from Cutting & Welding
Read the full callEvery analysed call
Financials
Net profit, year on year: +63% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 56 | 47 | 52 | 62 | 67 | 81 | 80 | 83 |
| Operating profit | -12 | -26 | -10 | -4 | -7 | -5 | -1 | -4 |
| Operating margin | −21.0% | −55.8% | −18.6% | −6.9% | −10.9% | −6.7% | −0.9% | −4.3% |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before tax | -10 | -26 | -8 | -4 | -7 | -5 | 1 | -1 |
| Tax rate | −2.6% | 2.4% | −1.7% | −0.5% | −4.1% | −5.9% | 7.6% | −5.9% |
| Net profit | -10 | -25 | -8 | -4 | -7 | -5 | 1 | -1 |
| EPS ($ per share) | -0.21 | — | -0.16 | -0.07 | -0.14 | — | 0.01 | -0.02 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -105 | -117 | -138 | -168 | -223 | -264 | -325 | -349 |
| Total liabilities | 32 | 33 | 64 | 71 | 58 | 52 | 54 | 88 |
| Fixed assets | 21 | 28 | 44 | 56 | 61 | 52 | 47 | 42 |
| Total assets | 250 | 250 | 284 | 374 | 329 | 307 | 270 | 315 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 3 | -4 | 13 | -7 | -15 | 10 | -2 | 21 |
| Cash from investing | -12 | -30 | -25 | -22 | -72 | -14 | 17 | -9 |
| Cash from financing | 121 | 2 | -4 | 74 | -1 | -1 | -1 | 20 |
| Net cash flow | 113 | -32 | -15 | 44 | -89 | -5 | 13 | 33 |
| Capital expenditure | -11 | -12 | -23 | -19 | -21 | -5 | -8 | -9 |
| Free cash flow | -7 | -17 | -10 | -27 | -36 | 5 | -10 | 12 |
118 filings between Nov 11, 2025 and Sep 15, 2026.
Purchases
None
No insider bought shares.
Sales
$71.61M
94 sales by 6 insiders
85% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 2 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Keeney Scott H | — | $56.23M | Sep 9, 2026 |
| Corso Joseph John | — | $11.64M | Sep 4, 2026 |
| LINK RAYMOND A | — | $2.06M | Mar 13, 2026 |
| Nias James | — | $850.5K | Sep 3, 2026 |
| Gossman William | — | $665.4K | Aug 28, 2026 |
| MOORE GEOFFREY | — | $171.2K | Sep 15, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | MOORE GEOFFREY Director | Sale 10b5-1 plan | 4,452 | $171.2K |
| Sep 9, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 100,000 | $4.10M |
| Sep 8, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 1,080 | $45.6K |
| Sep 8, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 67,651 | $2.82M |
| Sep 8, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 46,521 | $1.90M |
| Sep 4, 2026 | Corso Joseph John Chief Financial Officer | Sale 10b5-1 plan | 3,524 | $146.2K |
| Sep 3, 2026 | Corso Joseph John Chief Financial Officer | Sale 10b5-1 plan | 4,191 | $170.5K |
| Sep 3, 2026 | Nias James Chief Accounting Officer | Sale | 1,025 | $41.7K |
| Sep 3, 2026 | Keeney Scott H President and CEO | Sale | 9,753 | $396.8K |
| Aug 28, 2026 | Gossman William Director | Option exercise 10b5-1 plan | 15,000 | $16.5K |
| Aug 28, 2026 | Gossman William Director | Sale 10b5-1 plan | 15,000 | $665.4K |
| Aug 24, 2026 | Keeney Scott H President and CEO | Option exercise 10b5-1 plan | 181,750 | $263.5K |
| Aug 24, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 1,703 | $78.2K |
| Aug 24, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 25,039 | $1.12M |
| Aug 24, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 155,008 | $6.83M |
| Aug 21, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 64,729 | $3.00M |
| Aug 21, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 2,092 | $102.4K |
| Aug 21, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 2,459 | $117.8K |
| Aug 21, 2026 | Keeney Scott H President and CEO | Option exercise 10b5-1 plan | 82,044 | $119.0K |
| Aug 21, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 112,470 | $5.30M |
| Aug 21, 2026 | Keeney Scott H President and CEO | Option exercise 10b5-1 plan | 99,706 | $144.6K |
| Jun 5, 2026 | Hartman Mark D Director | Award | 2,429 | $0 |
| Jun 5, 2026 | Locke Gary Director | Award | 2,429 | $0 |
| Jun 5, 2026 | Gossman William Director | Award | 2,429 | $0 |
| Jun 5, 2026 | MOORE GEOFFREY Director | Award | 2,429 | $0 |
| Jun 5, 2026 | HAINES GERALD M II Director | Award | 2,429 | $0 |
| Jun 5, 2026 | Nichols Camille Director | Award | 2,429 | $0 |
| Jun 4, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 625 | $47.9K |
| Jun 4, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 5,282 | $401.1K |
| Jun 4, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 4,813 | $360.7K |
| Jun 4, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 1,424 | $105.0K |
| Jun 4, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 3,055 | $221.8K |
| Jun 4, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 890 | $63.8K |
| Jun 4, 2026 | Corso Joseph John Chief Financial Officer | Sale 10b5-1 plan | 3,817 | $278.3K |
| Jun 3, 2026 | Corso Joseph John Chief Financial Officer | Sale 10b5-1 plan | 3,840 | $299.5K |
| Jun 3, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 8,901 | $694.2K |
| Jun 3, 2026 | Nias James Chief Accounting Officer | Sale | 940 | $73.3K |
| May 29, 2026 | Keeney Scott H President and CEO | Gift 10b5-1 plan | 3,973 | $0 |
| May 29, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 799 | $60.9K |
| May 29, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 712 | $55.1K |
| May 29, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 21,332 | $1.56M |
| May 29, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 1,278 | $96.0K |
| May 29, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 10,070 | $744.8K |
| May 29, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 7,180 | $519.6K |
| May 28, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 1,429 | $115.8K |
| May 28, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 3,363 | $270.2K |
| May 28, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 9,861 | $780.4K |
| May 28, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 21,326 | $1.67M |
| May 28, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 5,394 | $417.7K |
| May 21, 2026 | Keeney Scott H President and CEO | Sale 10b5-1 plan | 3,267 | $249.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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