nLIGHT projects Q1 revenue between $70M and $76M as it strategically exits its cutting and welding business to concentrate resources on aerospace and defense growth.

nLIGHT projects Q1 revenue between $70M and $76M as it strategically exits its cutting and welding business to concentrate resources on aerospace and defense growth. The company reported record performance in its A&D segment during Q4 2025, demonstrating strong market demand for its directed energy solutions. This strategic pivot reflects management's confidence in high-margin aerospace and defense opportunities while divesting lower-margin operations. The guidance suggests continued momentum heading into 2026, with margin expansion expected as the portfolio shift takes effect. Investors should monitor execution on this transition and whether the company can sustain A&D growth rates while successfully managing the exit from legacy segments.