you know, more information about where we're engaged. It gets complex due to the nature of those programs. But Keith, yes, the short answer to your question is sensing and other applications are important in space also. All right. I will stay in due for more. Appreciate it. Thank you.

Your next question comes from the line of Kieran McCabe with Cantor Fitzgerald. Kieran, your line is open. Please go ahead.

Great. Thank you for taking my question for Troy Jensen. I guess maybe my first question, and I apologize when I'm kind of maybe looking at too close here, splitting hairs, but the 3Q guidance is a little bit of wider range than normal. Is that kind of driven by the supply chain issue or timing of projects or just kind of more conservatism in your forecast and maybe how that relate to 4Q and going into 2027.

Yeah, the slightly wider range this quarter is related exclusively to supply chain, Karen.

Great, thanks. And if my second question is on, you mentioned strong demand and additive manufacturing. I know in our survey work, we're seeing a lot of strong demand for metal printing, and also in the A&D sector, and also I believe one of the companies that reported this just this week talked about strength and demand in rocketry and stuff. I know you kind of answered partially in the prior question, but any kind of call you can provide maybe on what you're seeing in the additive manufacturing space and kind of the trends and demands that you're seeing there?

Yeah, Kieran, we're seeing strong demand across really all the segments of our business, including additive, and you highlighted two of the key drivers there. Certainly rocket engines is one, but a broader range of aerospace and defense components, we're seeing significant demand increases there.

Great. Great. Thank you for taking my questions.

As a reminder, if you would like to ask a question, please press star one to raise your hand. Your next question comes from the line of Jan Engelbrecht with Baird. Jan, your line is open. Please go ahead.

Good afternoon, Scott, Jan and John. Congrats on another nice set of results. I think I'll stay with JLWS and just wanted to see that contract structure, should we assume that sort of healthy 2 rolls into that, or are they two separate things, if there's additional work that the government wants to do on Health 2? And then just a quick cleanup on that sort of announcement. I noticed that the ceiling value for NLITE was listed as $607 million, and then I think the Department of War put out a ceiling value for the second vendor and yourself of $847.

Should we sort of read into that that you're sort of getting three basically about 75 percent of that contract if the ceiling values are reached or is that would you caution us against that thank you no second question first your math is right on that yon so the 627 is the ceiling for the contract that we were awarded and then to your first part of your question healthy two and jlws are two separate contracts. JLWS has a particular scope of work that was defined in our release and in the Department of War's release, and HELSI-2 remains on track for us to deliver the one megawatt laser late in 2026.

Perfect. Thanks, Jaren. If I may, with a quick follow-up, there was some recent announcement on the Infantry Squad Vehicle Heavy Program. I think they want to procure just three prototypes initially, but there's plans for for 600 vehicles over the lifetime. And I think the whole idea that the government wants to do there is to sort of have a hybrid onboard power, sort of a generator and then a battery. And I think that directly would benefit Enlight, just as we think about sort of mobile platforms that can actually have enough power to house these laser weapon systems. Is that how you guys are seeing it? And are you seeing enough work being done and sort of maybe call it VC funding or just investments in general that are going to actually solving the power bottleneck? Because it does seem like beam quality and lethality is not really the issue here for laser weapon systems. It's power constraints. So I just wanted to get your thoughts on that. Thank you.

Yeah, Jan, I think that that program is one example of improvements in the broader set of technology that is important here and and you're exactly right that having uh power supplies um continue to improve is important but it's it's one of many programs that are going on uh that are addressing those issues ground naval airborne other platforms uh important work going on there uh and we're seeing progress there perfect thanks god appreciate it thanks for taking my question Thanks, Jan.

Your next question comes from the line of Greg Palm with Craig Hollum. Greg, your line is open. Please go ahead.

Yeah, thanks for taking the follow-up. Just given this $17 million impact, I'm just curious how that is impacting your assumptions by segment. And so I guess my question is, can you give us a little bit better sense of how you're thinking about revenue? I'm like, was there no change to defense relative to what you were thinking a couple weeks ago? And this is like 100% coming out of industrial and microfab. And of the two, is there one where it's more impacted versus the other? Yeah.

So first, Greg, the demand, when we talk about a strong demand environment, as you've seen in the first two quarters of the year, it really has been broad based. And then when we look at the expected unfulfilled demand in the third quarter at the midpoint of our guide, certainly much more of it is coming from the commercial end markets than the defense end markets. But as you know, there's some commercial items that that we sell that are reported as A&D. So it's not 100 percent of it, but it's largely commercial oriented in terms of the shortfall.

I guess what I'm getting at, I mean, should we assume that commercial revenues are down significantly year over year because of this or not necessarily?

No, I mean, Greg, we don't we don't we don't guide with that level of of specificity. I think what we talked about at the end of 2025 was that there was going to be a headwind from the cutting and welding business. We've done a little bit better than we thought there. The additive manufacturing business has had better demand and better performance than we had anticipated, as has the microfabrication market. We've talked about a kind of through cycle range of $8 to $12 million a quarter. We've been performing this year on the upper end of that range, and we would have expected that to continue in the second half of the year, if not for some of these supply chain challenges. So the demand is still there. Timing of execution, that's where we're a little bit less certain around Q4 at this point.

Yeah. Okay. I think you're clear. Thanks. Thank you.

We have reached the end of the Q&A session. I will now turn the call back to John Marchetti for closing remarks.

Thank you, everyone, for joining us this afternoon and for your continued interest in Enlight. We will be participating in several investor conferences over the next several weeks, and we look forward to speaking with you during those events and throughout the quarter. Have a great day.

This concludes today's call. Thank you for attending. You may now disconnect.