The laser manufacturer cites $17M in delayed shipments due to China-related supply chain disruptions impacting quarterly revenue.
nLIGHT projected Q3 2026 revenue between $63M and $73M, reflecting a $17M shift in product shipments tied to China-related supply delays. The company reported record Q2 2026 revenue of $83 million, exceeding expectations across revenue, gross margin, and adjusted EBITDA.
Management highlighted strong execution in Q2, with record products revenue driving performance. The guidance adjustment follows supply chain bottlenecks, though prior quarters demonstrated resilience amid broader market challenges.
No immediate market reaction was disclosed in the earnings call summary.