Nlight, Inc.

Semiconductors • Technology • Camas, WA, United States • LASR (NMS)

360 566 4460 4637 NW 18th Avenue, Camas, WA 98607, United States

Quarter: Q2 2025 Reported: June 13, 2025 Sentiment: Positive

nLIGHT, Inc. designs, develops, manufactures, and sells semiconductor and fiber lasers for industrial, microfabrication, and aerospace and defense applications. The company operates through two segments, Laser Products and Advanced Development. It offers semiconductor lasers with various ranges of power levels, wavelengths, and output fiber sizes; and programmable and serviceable fiber lasers for use in industrial, aerospace, and defense applications. The company also provides fiber amplifiers, beam combination, and control systems for use in high-energy laser systems in directed energy applications. It sells its products through direct sales force in the United States, China, South Korea, and European countries, as well as through independent sales representatives and distributors in Asia, Australia, Europe, the Middle East, and South America. The company was formerly known as nLight Photonics Corporation and changed its name to nLIGHT, Inc. in January 2016. nLIGHT, Inc. was incorporated in 2000 and is headquartered in Camas, Washington.

Analysis Summary

The nLIGHT, Inc. 2025 Annual Meeting of Stockholders, held on June 10, 2025, successfully concluded with all three proposals receiving overwhelming stockholder approval. A high participation rate of approximately 87.79% of the 49,438,728 shares entitled to vote underscored strong shareholder engagement. Proposal One saw the re-election of Class I Directors Scott Keeney (with 29,450,705 votes For) and Camille Nichols (with 27,905,992 votes For) to serve until the 2028 annual meeting, ensuring continuity in board leadership. Proposal Two, the ratification of KPMG LLP as the independent registered public accounting firm for fiscal year 2025, passed with substantial support (43,057,369 votes For), affirming confidence in the company's financial oversight. Finally, Proposal Three, an advisory non-binding vote on named executive officer compensation, was approved with 33,643,926 votes For, indicating shareholder satisfaction with the current executive compensation strategy. This 8-K filing primarily details corporate governance outcomes and does not include financial performance metrics such as revenue, earnings, EPS, or guidance for Q2 2025, nor does it discuss strategic initiatives, competitive positioning, market trends, or operational risk factors. The unanimous approval of all management-backed proposals suggests a stable governance environment and positive shareholder relations.

Key Highlights

• All three proposals at the 2025 Annual Meeting were approved by stockholders.
• Class I Directors Scott Keeney and Camille Nichols were re-elected to serve until 2028.
• KPMG LLP was ratified as the independent registered public accounting firm for fiscal year 2025.
• Named executive officer compensation received advisory approval from stockholders.
• High stockholder participation, with approximately 87.79% of eligible shares voted.
• This 8-K filing reports annual meeting results and does not contain Q2 2025 earnings or financial performance data.

Financial Metrics

eps

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revenue

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guidance

net income

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Stock Performance (90 Days)

Data through Dec 29, 2025

Positive Signals

• Overwhelming approval of all stockholder proposals.
• High stockholder participation rate (87.79%).
• Re-election of Class I Directors, indicating board stability and continuity.
• Strong ratification of the independent auditor, ensuring financial oversight.
• Advisory approval of executive compensation, signaling shareholder satisfaction with management incentives.

Risks & Concerns

— No specific business or financial risk factors were discussed in this corporate governance filing.
— Information regarding operational or financial risk factors is not included in this annual meeting 8-K filing.