EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-05-07
Management highlights
- Focus on manufacturing including drone transition, sustainment, and maritime catching up. - Stratasys Direct ships over 100,000 production parts annually with strong government demand. - Dental market in Europe using PolyJet technology for personalized restorative solutions, first mover advantage. - Progressing according to growth plan, H2 defense-driven.
Segment performance
Defense: Stratasys Direct ships over 100,000 production parts annually, with strong demand in government contracts, drone transition, sustainment, and maritime. Dental: European dental market projected to be $2.45 billion by 2028, leveraging PolyJet technology for personalized restorative solutions like dentures and night guards, with first mover advantage.
Guidance
- Q1 is usually softer and H1 softer than H2, but H2 defense-driven. - Maintaining guidance, on plan for first year of growth in three years. - Q2 expected to have similar revenue to Q2 2025 levels.
Risks
- No specific risks discussed in the provided transcript.
Q&A highlights
- Q: Stick with A&D, square opportunity with largest customers on production vs prototyping.
A: Focus on manufacturing in drone transition, sustainment, maritime, Stratasys Direct ships over 100k production parts annually, working through different routes to market. - Q: European dental market, certification, share.
A: Dental market adopts additive for personalization, PolyJet technology, first mover advantage in Europe, expanding to new applications. - Q: Certification sooner, likelihood of more, expansion.
A: $2.45B is European market projection, improving solution, first mover in U.S. and Europe. - Q: Update on large tech company with F3300.
A: Cannot share, but progressing on growth plan. - Q: Customer engagement, capital discipline, organic growth.
A: FDM parts business shows quick growth, Q2 expected similar revenue to 2025 Q2, strong balance sheet for inorganic opportunities. - Q: Inorganic opportunities.
A: Aiming to leverage balance sheet for inorganic opportunities in high requirement use cases.
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $-0.01 | $-0.02 | +50.0% | $0.04 |
| Revenue | $132.7M | $131.6M | +0.8% | $136.0M |
Transcript
May 7, 2026Full transcript unavailable for redistribution
The structured summary above covers the available call sections. Full transcript text is not included on this page.
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Prior quarters
This page presents the stored structured earnings-call summary and deterministic earnings calendar values. How this is generated. For informational purposes only; not investment advice.