LASR Stock: Defense Backlog vs. Margin Risk in 2026 Outlook

2026-04-08 09:11:42

nLIGHT (LASR) is entering 2026 with strong defense-led growth, with aerospace and defense revenues rising 60% in 2025. However, revenue timing, product mix, and factory utilization could lead to uneven quarterly earnings, despite a significant funded backlog. The company is also exiting cutting and welding, creating near-term revenue headwinds, and faces margin sensitivity due to mix and utilization.

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