Earnings summaries and quarterly performance for 3D SYSTEMS.
Executive leadership at 3D SYSTEMS.
Jeffrey A. Graves
Detailed
President and Chief Executive Officer
CEO
JZ
Joseph Zuiker
Detailed
Executive Vice President, Engineering and Operations
PN
Phyllis Nordstrom
Detailed
Executive Vice President, Chief People Officer and Chief Administrative Officer; Interim Chief Financial Officer
RP
Reji Puthenveetil
Detailed
Executive Vice President, Additive Solutions and Chief Commercial Officer
Board of directors at 3D SYSTEMS.
Research analysts who have asked questions during 3D SYSTEMS earnings calls.
Troy Jensen
Cantor Fitzgerald
4 questions for DDD
Also covers: DM, IONQ, KRNT +13 more
Greg Palm
Craig-Hallum Capital Group LLC
3 questions for DDD
Also covers: ALNT, BELFA, BV +16 more
JR
James Ricchiuti
Needham & Company, LLC
3 questions for DDD
Also covers: AEIS, BELFA, BHE +20 more
Alek Valero
Loop Capital Markets
2 questions for DDD
Also covers: CRUS, HPQ, LITE +4 more
AB
Ananda Baruah
Loop Capital Markets LLC
1 question for DDD
Also covers: BURU, CRUS, DELL +15 more
Brian Drab
William Blair & Company
1 question for DDD
Also covers: DCI, ENS, GNRC +11 more
Danny Eggerichs
Craig-Hallum Capital Group LLC
1 question for DDD
Also covers: CVCO, MKFG, NLIT +2 more
Jacob Stephan
Lake Street Capital Markets, LLC
1 question for DDD
Also covers: ALKT, ARLO, CDLX +15 more
Trevor Sahr
William Blair
1 question for DDD
TH
Tyler Hutin
William Blair & Company, L.L.C.
1 question for DDD
Also covers: LNN, MKFG, SSYS
Recent press releases and 8-K filings for DDD.
3D Systems Discusses Strategic Refocus, New Market Opportunities, and Financial Outlook
DDD
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- 3D Systems has undergone a significant strategic refocus, divesting non-core businesses and doubling down on core 3D printing technologies, materials, and software.
- The company is experiencing "green shoots" in demand after a period of CapEx budget pressure and tariffs, with its healthcare business (orthopedics and dental) and aerospace and defense (A&D) industrial segment showing growth.
- A significant new opportunity is the $400 million addressable denture market in the United States, where 3D Systems has FDA-approved technology and expects it to become one of its largest revenue streams within a few years.
- Key new products and applications include the SLA 825 for large polymer castings in defense, advanced metal printing for reactive materials like zirconium for nuclear power, and continued development in regenerative medicine with United Therapeutics for 3D printed organs.
- The company has achieved $50 million in annualized savings and has minimal current debt, with the majority due in 2030, positioning it for improved profitability in the second half of 2026 due to new product launches.
Jan 13, 2026, 5:45 PM
3D Systems Discusses Strategic Refocus, Growth Drivers, and Financial Health
DDD
New Projects/Investments
Product Launch
Demand Weakening
- 3D Systems has undergone a significant strategic makeover over the past five years, divesting non-core businesses and doubling down on core technologies like printer design, materials, and intelligent software.
- The company is targeting a new $400 million revenue stream from 3D printed dentures, having secured FDA approval in the U.S. and shipping initial printers in September 2025, with European approval expected in summer 2026.
- The Aerospace and Defense (A&D) business grew 15% in 2025 and is projected to become the largest industrial business by 2026, leveraging metal printing and polymer printing for castings.
- 3D Systems is implementing cost reduction activities, targeting $50 million in annualized savings by the end of 2026, and has strengthened its balance sheet by pushing most debt maturities to 2030.
Jan 13, 2026, 5:45 PM
3D Systems Discusses Strategic Refocus, Growth Drivers, and Financial Outlook
DDD
New Projects/Investments
Demand Weakening
Guidance Update
- 3D Systems has undergone a strategic refocus over the last five years, divesting non-core businesses to concentrate on core 3D printing technologies, materials, and software.
- The company sees significant growth opportunities in healthcare, particularly with its MedTech (orthopedics) business growing at double-digit rates, and a new $400 million total revenue stream target from 3D-printed dentures in the US market.
- Despite overall industrial segment challenges, the aerospace and defense business grew 15% last year and is expected to be the largest industrial segment by 2026, leveraging metal and polymer printing technologies.
- 3D Systems is targeting $50 million in annualized cost savings by the end of the current year and has extended the majority of its debt maturity to 2030, with expectations for improved profitability in the second half of 2026 due to new product launches.
Jan 13, 2026, 5:45 PM
3D Systems Projects Strong Growth and Strategic Expansion in Aerospace & Defense Business
DDD
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- 3D Systems' Aerospace & Defense (A&D) business is projected to grow over 15% in 2025 and more than 20% in 2026, with revenue from production printing systems and custom metal parts expected to exceed $35 million in 2026.
- The A&D segment is anticipated to become 3D Systems' largest and fastest-growing industrial business in 2026, driven by increasing demand in defense and space applications.
- The company is undertaking a strategic capacity expansion, adding up to 80,000 square feet to its Littleton, Colorado facility to enhance its A&D Application Center of Excellence and strengthen domestic supply chain resilience.
- By 2027, 3D Systems expects to be the only U.S. provider of a complete, onshore metal additive manufacturing ecosystem for large-frame systems, supported by an $18.5 million U.S. Air Force-sponsored program.
- Recent provisions in the National Defense Authorization Act (NDAA) for Fiscal Year 2026 are expected to provide additional tailwinds by restricting foreign-sourced 3D printing systems for Department of Defense programs.
Jan 5, 2026, 12:30 PM
3D Systems Amends 2030 Convertible Notes Indenture
DDD
Debt Issuance
- On December 22, 2025, 3D Systems Corporation entered into a Second Supplemental Indenture to its 2030 Notes Indenture.
- This amendment reduces the minimum Qualified Cash requirement from $40,000,000 to $20,000,000 as of the last day of each fiscal quarter, commencing with the fiscal quarter ending December 31, 2025.
- The amendment also deletes the Restricted Cash Account section of the 2030 Notes Indenture and releases the related lien.
- The company made cash payments of approximately $1.8 million to noteholders in exchange for their consent to these amendments.
Dec 22, 2025, 9:05 PM
3D Systems Receives FDA Clearance for VSP Orthopedics to Include Adolescents
DDD
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- 3D Systems (DDD) announced on December 15, 2025, that its VSP® Orthopedics platform received FDA 510(k) clearance to include skeletally mature adolescents.
- This clearance eliminates prior approval requirements for adolescent patients, converting off-label usage into standard, reimbursable procedures and streamlining workflows.
- The expansion targets an underserved market segment, including over 1,200 new annual U.S. cases of osteosarcoma and Ewing sarcoma in patients under 20, and an additional 2,600 primary bone cancer cases in young adults (20-39).
- This is anticipated to drive double-digit annual growth rates and highly accretive gross margins for 3D Systems' Med Tech business, strengthening its competitive moat as the sole provider of FDA-cleared VSP solutions across multiple applications.
Dec 15, 2025, 12:30 PM
3D Systems Announces Equitization Transaction and Debt Indenture Amendments
DDD
- 3D Systems Corporation announced an equitization transaction to exchange $30,773,000 in aggregate principal amount of its 0% Convertible Senior Notes due 2026 for 16,625,243 shares of its common stock.
- The company will not receive any cash proceeds from this exchange, which is expected to close on or about December 16, 2025.
- Following the exchange, approximately $3.9 million in aggregate principal amount of the 2026 Notes will remain outstanding.
- Additionally, holders of the company's 5.875% Convertible Senior Secured Notes due 2030 agreed to amendments to their indenture for approximately $1.8 million in cash payments. These amendments will reduce the minimum Qualified Cash requirement from $40,000,000 to $20,000,000 per fiscal quarter, effective December 31, 2025.
Dec 9, 2025, 1:15 PM
3D Systems Reports Q3 2025 Results with Revenue of $91.2 Million
DDD
Earnings
Product Launch
Demand Weakening
- DDD reported Q3 2025 revenue of $91.2 million, reflecting continued weakness in customer capital expenditure spending, though partially offset by over 50% year-over-year growth in Aerospace & Defense.
- The company's Non-GAAP EPS was ($0.08) and Adjusted EBITDA was ($10.8 million) for Q3 2025, with profitability showing improvement due to cost reduction initiatives.
- Cost reduction programs are on track to deliver over $50 million in annualized savings by year-end, with operating expense reductions realized in Q3 and expected to continue through the first half of 2026.
- Key product advancements include the NextDent 300 for dentures, which received FDA 510(k) clearance in late 2024 and completed beta testing in Q3 2025, moving to full production in Q4, alongside continued MedTech growth in new markets and materials like PEEK polymer printing.
- DDD ended Q3 2025 with $114 million in cash, cash equivalents, and restricted cash, and total outstanding debt of $122.6 million.
Nov 5, 2025, 1:30 PM
3D Systems Reports Q3 2025 Revenue Decline Amidst Cost Reductions and New Product Launches
DDD
Earnings
Demand Weakening
Product Launch
- 3D Systems reported Q3 2025 revenue of $91.2 million, a 13.8% year-over-year decrease, primarily driven by customers' muted Capex spending and tariff uncertainty. Excluding the Geomagic business, revenue was down 14% year-over-year.
- The company reported a GAAP net loss of $18 million and a non-GAAP loss per share of $0.08 for Q3 2025, an improvement compared to the prior year.
- Non-GAAP gross margin was 33% in Q3 2025, down from 34% (adjusted to exclude Geomagic) in the prior year, mainly due to lower sales volume and the absence of a regenerative medicine milestone recognized in the prior quarter.
- Non-GAAP operating expenses decreased to $44.7 million, down 24% year-over-year (adjusted to exclude Geomagic), reflecting ongoing cost reduction initiatives. The company is on track to deliver over $50 million in annualized savings by year-end.
- Strategic initiatives include the sale of non-core assets like Octane and 3Dexter, and the launch of new products such as the MJP 300W+ printer for jewelry and the NextDent Jetted Denture Solution for the US market.
Nov 5, 2025, 1:30 PM
3D Systems Reports Q3 2025 Financial Results
DDD
Earnings
Guidance Update
Demand Weakening
- 3D Systems Corporation reported Q3 2025 revenue of $91.2 million, marking a 19% decrease compared to the prior year period.
- For Q3 2025, the company recorded a net loss of $(18.1) million and a diluted loss per share of $(0.14), while Adjusted EBITDA improved by $3.5 million to a loss of $(10.8) million.
- The company anticipates sequential revenue growth of 8% to 10% for Q4 2025.
- As of September 30, 2025, 3D Systems had $114.2 million in total cash and $122.6 million in total debt.
Nov 4, 2025, 9:35 PM
Quarterly earnings call transcripts for 3D SYSTEMS.
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