nLIGHT and Laser Weapons: The Next Capacity Cycle to Aid Prospects

Key Takeaways nLIGHT is advancing directed energy with 70kW, 30kW, and 10kW systems, signaling a higher-power roadmap. LASR saw A&D revenue jump 60% in 2025, driven by HELSI-2 and DE M-SHORAD program deliveries. nLIGHT's sensing business is moving into production, adding steadier revenue alongside milestone-driven work. nLIGHT (LASR) is pushing deeper into directed energy as defense budgets and priorities favor higher-power, fieldable laser solutions. The company’s latest product and program milestones sugg ...