Industry Revenues:

• Industrial Applications: approx. 50%
• Semiconductor Industry: approx. 30%
• Aerospace and Defense: approx. 20%

TOP 3 Markets:

1. USA: approx. 40%
2. China: approx. 25%
3. Europe: approx. 20%

nLIGHT, Inc. generates the majority of its revenues from industrial applications, followed by the semiconductor industry and aerospace and defense. The US market is the largest single market, attributed to the strong presence and demand in the domestic industry. China and Europe follow as important markets, with demand for advanced laser systems in manufacturing and technology development playing a significant role.

Production sites of nLIGHT, Inc.:

nLIGHT, Inc. mainly produces its products in the United States, particularly in Vancouver, Washington. Additionally, the company has production facilities in Hillsboro, Oregon.

These locations are strategically chosen to ensure proximity to key markets and efficient logistics. The production facilities specialize in manufacturing high-performance lasers and laser components used in various industries.

Revenue Growth: Estimated 10-12% annually (2026, based on current trends)

Focus Areas: Diversification, Technological Innovation, Market Expansion

nLIGHT, Inc. pursues a growth strategy that heavily emphasizes technological innovation and diversification. The company continuously invests in researching and developing new laser technologies to expand its product range and strengthen its competitiveness.

Another focus is on market expansion, particularly in high-growth regions and sectors such as the automotive and aerospace industries. Through strategic partnerships and acquisitions, nLIGHT seeks to increase its market share and explore new business fields.

Additionally, the company places importance on optimizing its production processes to increase efficiency and reduce costs, aiming to improve profit margins in the long term.

Main raw materials: Semiconductor materials, special glass fibers, rare earths

Countries of origin: China, Germany, Japan, USA

nLIGHT, Inc. is a company specializing in the production of high-performance laser technologies. The production of these technologies requires specific raw materials and materials, including semiconductor materials and special glass fibers.

A large portion of the rare earths needed for laser production is imported from China, as the country is one of the largest producers of these materials. Germany and Japan are important suppliers of highly specialized glass fibers and semiconductor technologies. The USA also supplies some of the required materials, especially in the semiconductor sector.

These international supply chains are crucial for production and innovation at nLIGHT, Inc., as the availability and quality of raw materials directly impact the performance of laser technologies.

Market Share: Estimated at 10-15% in the high-power laser market (2026)

R&D Expenses: 12% of revenue (2025)

nLIGHT, Inc. has established a solid competitive advantage in the high-power laser technology sector. The company consistently invests in research and development, accounting for approximately 12% of its revenue. These investments enable nLIGHT to develop innovative products and differentiate itself technologically from competitors.

nLIGHT's market share is estimated at around 10-15%, indicating a strong market position. This position is supported by the company's ability to offer specialized solutions for various industries, such as the automotive and aerospace sectors.

Additionally, nLIGHT benefits from a diversified customer base and a global presence, making the company more resilient to market fluctuations. The continuous focus on technological innovation and quality assurance further strengthens its competitive advantage.

Institutional Investor Share: approximately 75% (2026, estimated)

Insider Purchases/Sales: No significant transactions in the last quarter (2026, estimated)

The institutional investor share in nLIGHT, Inc. is estimated to be around 75%, indicating a strong interest from investment funds and other institutional investors. This high participation can be an indicator of confidence in the company's long-term performance.

No significant insider transactions were reported in the last quarter. This could suggest that the management and other insiders currently do not expect any significant changes in their assessment of the company's value.

Market share of nLIGHT, Inc.: Estimated around 5-7% (2026)

Top competitors and their market shares:

1. IPG Photonics Corporation: around 25%
2. Coherent, Inc.: around 20%
3. Lumentum Holdings Inc.: around 15%
4. Trumpf GmbH + Co. KG: around 10%
5. nLIGHT, Inc.: around 5-7%
6. Rofin-Sinar Technologies Inc.: around 5%
7. GSI Group Inc.: around 3-4%
8. Jenoptik AG: around 3%

The market for high-performance lasers is highly competitive, with IPG Photonics and Coherent holding the largest market shares. These companies have built significant moats through their long-standing experience, extensive product portfolios, and strong R&D investments.

nLIGHT, Inc. has secured a place in the market through specialized applications and innovative technologies. However, their moat is less pronounced compared to the leading companies. Competitors often have larger production capacities and a broader network, giving them a competitive edge.

nLIGHT could enhance its position through targeted innovations and strategic partnerships. Focusing on niche markets and specialized applications could also help strengthen the moat.

Revenue Growth: 8.5% (2025) R&D Expenses: 12% of revenue (2025) Market Share in the Laser Market: 5% (2025)

nLIGHT, Inc. recorded a revenue growth of 8.5% in 2025, indicating solid demand for their laser technologies. The company is heavily investing in research and development, with 12% of revenue allocated to this area. This suggests a strong innovative capacity, which is crucial in the technology sector.

nLIGHT's market share in the global laser market is approximately 5%, indicating an established but still expandable position. Given the increasing applications of laser technologies in various industries, nLIGHT could benefit from a growing market.

Overall, nLIGHT shows potential for growth and innovation, making it an interesting investment opportunity, especially for investors interested in long-term technological advancements.

Dividend payment: None (as of 2026)

nLIGHT, Inc. (NasdaqGS:LASR) currently does not pay a dividend. The company has historically focused on reinvesting its profits into the growth and expansion of its business rather than distributing dividends to shareholders.

This strategy is typical for companies in growth industries, especially in the high-performance laser technology sector where nLIGHT operates. Therefore, investors should focus more on capital gains and the potential for future growth rather than regular dividend payouts.