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    Trevor Sahr

    Senior Equity Research Associate at William Blair

    Trevor Sahr is a Senior Equity Research Associate at William Blair & Company, specializing in coverage of the industrials sector with a particular focus on markets such as aerospace, defense, and AI infrastructure. He contributes analysis on a range of key companies within these industries as part of a team supporting over 650 growth-oriented firms, though specific performance metrics and detailed rankings are not publicly available. Sahr began his finance career after earning an undergraduate degree from Miami University and joined William Blair, where he has built expertise in industrial research. He is registered with FINRA, evidencing his professional credentials, and participates in William Blair’s award-winning research platform.

    Trevor Sahr's questions to 3D SYSTEMS (DDD) leadership

    Trevor Sahr's questions to 3D SYSTEMS (DDD) leadership • Q2 2025

    Question

    Trevor Sahr from William Blair asked for an outlook on key industrial markets like aerospace & defense and AI infrastructure, and for clarification on the company's plan to reduce R&D spending to more sustainable levels.

    Answer

    President and CEO Jeffrey Graves identified aerospace & defense as a sticky, growing market now exceeding $30 million annually, and highlighted AI infrastructure as a key opportunity, particularly in thermal management. He confirmed that after a multi-year period of elevated investment (~20% of sales) to refresh the product portfolio, R&D spending will now normalize to the mid-teens. He also cited the curtailment of the Systemic Bio project as an example of disciplined R&D investment based on ROI.

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