STRATASYS (SSYS) Company Report

Analyst Coverage

Research analysts who have asked questions during STRATASYS earnings calls.

Troy Jensen

Cantor Fitzgerald

6 questions for SSYS

Also covers: DDD, DM, IONQ +13 more

Brian Drab

William Blair & Company

5 questions for SSYS

Also covers: DCI, DDD, ENS +11 more

Alek Valero

Loop Capital Markets

4 questions for SSYS

Also covers: DDD, HPQ, LITE +3 more

Greg Palm

Craig-Hallum Capital Group LLC

4 questions for SSYS

Also covers: ALNT, BELFA, BV +16 more

James Ricchiuti

Needham & Company, LLC

3 questions for SSYS

Also covers: AEIS, BELFA, BHE +20 more

Ananda Baruah

Loop Capital Markets LLC

2 questions for SSYS

Also covers: BURU, CRUS, DDD +15 more

Danny Eggerichs

Craig-Hallum Capital Group LLC

1 question for SSYS

Also covers: CVCO, DDD, MKFG +2 more

Gregory Palm

Craig Hallum Capital Group

1 question for SSYS

Also covers: SYM

Jacob Stephan

Lake Street Capital Markets, LLC

1 question for SSYS

Also covers: ALKT, ARLO, CDLX +15 more

Tyler Hutin

William Blair & Company, L.L.C.

1 question for SSYS

Also covers: DDD, LNN, MKFG

Latest news

Recent press releases and 8-K filings for SSYS.

Stratasys Announces Subaru's Success with New T25 High Speed Head

SSYS

Product Launch

New Projects/Investments

Stratasys announced that Subaru of America, Inc. has utilized the new T25 High Speed Head for the Stratasys F770 3D printer to cut tooling development time by over 50 percent and reduce overall prototyping and tooling costs by 70%.
The T25 High Speed Head, which is now available, delivers up to 2.3 times faster print speeds on large-format parts, enabling manufacturers to improve operational efficiency and reduce reliance on outsourced manufacturing.

9 hours ago

Press Release

Stratasys Powers Airbus's Large-Scale 3D-Printed Parts Production

SSYS

New Projects/Investments

Airbus is producing more than 25,000 flight-ready 3D-printed parts annually using Stratasys technology.
Over 200,000 certified Stratasys polymer parts are currently in active service across Airbus's global fleet, including A320, A350, and A400M models.
The implementation of Stratasys’ 3D printed parts in the Airbus A350 has resulted in a 43 percent weight reduction and an 85 percent reduction in lead time.
This collaboration enables distributed manufacturing, helping to reduce aircraft downtime, minimize inventory storage, and avoid supply chain delays.

Dec 10, 2025, 1:15 PM

Press Release

Stratasys Expands into Metal and Ceramic 3D Printing with Tritone Investment

SSYS

New Projects/Investments

M&A

Stratasys is expanding into metal and ceramic additive manufacturing through a strategic investment and collaboration with Tritone Technologies.
The partnership grants Stratasys a minority equity stake in Tritone, with options to increase ownership, and includes a phased commercial agreement to leverage both companies' sales and reseller networks.
Tritone's MoldJet technology is a powder-free process designed for high-throughput serial production of metal and ceramic parts, complementing Stratasys' existing polymer offerings and addressing demand in sectors such as aerospace, defense, and government.
Stratasys CEO Yoav Zeif emphasized that this move significantly expands their total addressable market.

Nov 17, 2025, 9:10 AM

Morningstar

Stratasys Reports Q3 2025 Financial Results and Details PIPE Transaction

SSYS

Earnings

New Projects/Investments

Demand Weakening

Stratasys Ltd. reported a net loss of $(55.6) million on $137.0 million in total revenues for the three months ended September 30, 2025, representing a 2.2% decrease in revenue compared to the prior year period.
For the nine months ended September 30, 2025, the company's net loss was $(85.4) million, primarily impacted by a $33.9 million impairment charge related to its investment in Ultimaker.
In April 2025, Stratasys completed a $120 million private investment in public equity (PIPE) transaction with FF6-SSYS, Limited Partnership, enhancing its capital for potential inorganic opportunities.
As of September 30, 2025, the company held $255.8 million in cash, cash equivalents, short-term deposits, and restricted cash, and believes it has adequate liquidity for the next twelve months.

Nov 13, 2025, 4:53 PM

6-K

Stratasys Reports Q3 2025 Results and Reaffirms Full-Year Guidance

SSYS

Earnings

Guidance Update

New Projects/Investments

For Q3 2025, Stratasys reported consolidated revenue of $137 million, a 2.1% decrease year-over-year, with non-GAAP net income of $1.5 million or $0.02 per diluted share. The GAAP net loss was $55.6 million, or $0.65 per diluted share, which included a $33.9 million non-cash impairment charge related to an investment in Ultimaker.
The company reaffirmed its full-year 2025 non-GAAP guidance, expecting revenue between $550 million and $560 million, non-GAAP gross margin ranging from 46.7% to 47%, and adjusted earnings per share of $0.13 to $0.16.
Non-GAAP gross margin for Q3 2025 was 45.3%, impacted by increased tariffs, lower revenues, and a change in mix, though price increases were implemented in Q3 with full impact expected in Q4 to improve margins. Non-GAAP operating expenses improved to $62 million, or 45.3% of revenue, due to cost-saving initiatives.
Stratasys highlighted strategic customer wins, including a U.S.-based technology company investing in four FDM F3300 systems for prototyping and future production, and the adoption of the H-350 platform by a global top-three pharmaceutical company. The company also saw strong hardware sales in aerospace and defense.

Nov 13, 2025, 1:30 PM

Transcript

Stratasys Reports Q3 2025 Financial Results and Reaffirms Full-Year Guidance

SSYS

Earnings

Guidance Update

Demand Weakening

Stratasys reported Q3 2025 consolidated revenue of $137 million, a 2.1% decrease compared to the same period in 2024, with non-GAAP net income of $1.5 million, or $0.02 per diluted share.
The non-GAAP gross margin for the quarter was 45.3%, impacted by increased tariffs, but the company expects improvement in Q4 2025 and into 2026 due to implemented price increases and cost management. Non-GAAP operating expenses improved to $62 million, down from $69.6 million in Q3 2024, reflecting cost-saving initiatives.
The company generated $6.9 million in cash from operating activities and ended the quarter with $255 million in cash, cash equivalents, and short-term deposits, with no remaining debt.
Stratasys reaffirmed its full-year 2025 non-GAAP guidance, projecting revenue between $550 million and $560 million and adjusted earnings per share between $0.13 and $0.16.
Strategic focus remains on high-value manufacturing verticals, highlighted by the sale of four FDM F3300 systems to a major social media/AI company and the adoption of the H-350 platform by a global top-three pharmaceutical company.

Nov 13, 2025, 1:30 PM

Transcript

Stratasys Announces Q3 2025 Results and Full-Year Outlook

SSYS

Earnings

Guidance Update

New Projects/Investments

Stratasys reported Q3 2025 revenue of $137.0 million, representing a 2.1% decrease year-over-year.
The company posted a GAAP net loss of ($55.6 million) for Q3 2025, which included a $33.9 million non-cash impairment charge related to an Ultimaker investment; however, Non-GAAP net income improved to $1.5 million with diluted EPS of $0.02.
Operating cash flow turned positive at $6.9 million in Q3 2025, attributed to disciplined cost management that reduced Non-GAAP operating expenses to $62.0 million.
Stratasys provided its 2025 full-year outlook, projecting revenues between $550 million and $560 million and Adjusted EBITDA between $30 million and $32 million, alongside an expectation for positive operating cash flow.
The company highlighted customer successes and strategic focus in key verticals, including wins with Boeing, Embraer, Honeywell, and an extended partnership with Andretti Global.

Nov 13, 2025, 1:30 PM

Presentation

Stratasys Reports Q3 2025 Results and Reaffirms Full-Year Guidance

SSYS

Earnings

Guidance Update

New Projects/Investments

Stratasys reported Q3 2025 consolidated revenue of $137 million, a 2.1% decrease year-over-year, with non-GAAP net income of $1.5 million or $0.02 per diluted share. The company generated $6.9 million in cash from operating activities and ended the quarter with $255 million in cash and no debt.
Non-GAAP gross margin for Q3 2025 was 45.3%, impacted by increased tariffs, but management anticipates improvement in Q4 2025 and into 2026 due to price increases and continued cost-saving initiatives. Non-GAAP operating expenses improved to $62 million, or 45.3% of revenue, down from $69.6 million (49.7% of revenue) in the prior year.
The company reaffirmed its full-year 2025 non-GAAP guidance, projecting revenue between $550 million and $560 million and adjusted EPS of $0.13 to $0.16.
Key business wins included significant hardware sales in aerospace and defense, with new customer purchases from industry leaders like Boeing and Embraer, and a large U.S.-based technology company investing in four FDM F3300 systems for prototyping and future production.

Nov 13, 2025, 1:30 PM

Transcript

Stratasys Announces Third Quarter 2025 Financial Results

SSYS

Earnings

Guidance Update

Demand Weakening

Stratasys reported Q3 2025 revenue of $137.0 million, a decrease from $140.0 million in the prior year period.
The company posted a GAAP net loss of $55.6 million, or $0.65 per diluted share, which includes a $33.9 million non-cash impairment related to its Ultimaker investment. Non-GAAP net income was $1.5 million, or $0.02 per diluted share.
Adjusted EBITDA was $5.0 million in Q3 2025, and the company generated $6.9 million in operational cash flow.
As of September 30, 2025, Stratasys held $255.0 million in cash, equivalents, and short-term deposits with no debt.
For the full year 2025, Stratasys reiterated its non-GAAP outlook, projecting revenue between $550 million and $560 million, non-GAAP EPS between $0.13 and $0.16, and Adjusted EBITDA between $30 million and $32 million.

Nov 13, 2025, 12:54 PM

6-K

Stratasys Reports Q3 2025 Earnings and Reaffirms Full-Year Guidance

SSYS

Earnings

Guidance Update

Demand Weakening

Stratasys reported Q3 2025 revenue of $137 million, a 2.1-2.2% year-over-year decline, but surpassed analyst expectations with adjusted earnings per share of $0.02.
The company reaffirmed its full-year 2025 guidance, expecting revenue between $550 million and $560 million and adjusted EBITDA up to $32 million.
Despite a one-time $33.9 million impairment charge resulting in a net loss, Stratasys demonstrated operational strength with a 45.3% gross margin and $5 million adjusted EBITDA.
Stratasys improved its cash flow, generating $6.9 million in cash from operating activities in Q3 2025, and reduced non-GAAP operating expenses by 440 basis points year-over-year.