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nLIGHT, Inc.: Business Overview, Financials & Competitive Analysis

nLIGHT designs, develops, manufactures, and sells semiconductor and fiber lasers for industrial, microfabrication, and aerospace and defense applications. The company reported a significant 60% increase in aerospace a...

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What's in This Report
nLIGHT, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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7/ 10Strong

Cyborg Score thesis

Swift shift towards becoming a major player in directed energy laser technology with over 20% revenue growth forecast in...

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Industry Semiconductor & Fiber Lasers - Aerospace, Defense, Industrial Manufacturing
2 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: June 22, 2026
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nLIGHT, Inc. Overview

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nLIGHT designs, develops, manufactures, and sells semiconductor and fiber lasers for industrial, microfabrication, and aerospace and defense applications. The company reported a significant 60% increase in aerospace and defense revenue for Q4 2025, achieving record fourth-quarter A&D revenue of $175 million.

Strategic Profile

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Defense segment momentum and deep technology integration are driving outsized growth, margin improvement, while expanding industrial automation and next-generation laser adoption position nLIGHT for commercial rebound and market share gains. The company raised over $190 million through a follow-on equity offering to support future growth, with gross margins improving to 30% in 2025 from 17% in 2024.

Competitive Landscape

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nLIGHT operates in the technology sector exposed to rapid technological changes and competitive pressures. Key competitors include laser technology providers focused on defense and industrial markets. The company's strength lies in its growing aerospace and defense backlog and proprietary directed energy laser technology.

Industry Context

nLIGHT, Inc. operates in Semiconductor & Fiber Lasers - Aerospace, Defense, Industrial Manufacturing.

Key facts

Founded: 2000 · Headquarters: Camas, Washington, United States · Revenue: $198.55M (2024) · Market cap: $3.48B

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The top findings that survived the multi-agent debate for nLIGHT, Inc..

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

High-power fiber lasersCompeting in aerospace and defense laser systemsIndustrial laser systemsCompeting in advanced manufacturing applications

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Industry context

nLIGHT, Inc. operates in Semiconductor & Fiber Lasers - Aerospace, Defense, Industrial Manufacturing. See how the rest of the sector scores on the Cyborg framework.

Browse Semiconductor & Fiber Lasers - Aerospace, Defense, Industrial Manufacturing research →
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Frequently asked questions

What does nLIGHT, Inc. do?+
nLIGHT designs, develops, manufactures, and sells semiconductor and fiber lasers for industrial, microfabrication, and aerospace and defense applications. The company reported a significant 60% increase in aerospace a...
What is nLIGHT, Inc.'s Cyborg Score?+
nLIGHT, Inc. has a Cyborg Score of 7/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are nLIGHT, Inc.'s main competitors?+
Named competitors include High-power fiber lasers, Industrial laser systems. The full competitive landscape is in the AskCyborg report.
How can I get the full nLIGHT, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the nLIGHT, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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