The earnings call highlighted sequential growth and significant cost reductions, with strong performance in MedTech and Aerospace and Defense segments. However, challenges persist with a year-over-year revenue decline, Dental segment issues, and tariff-related uncertainties impacting customer decisions.

Company Guidance

During the 3D Systems Second Quarter 2025 Earnings Conference Call, the management provided guidance reflecting a challenging macro environment, particularly due to a 16% year-over-year revenue decline driven by reduced customer CapEx spending amid tariff uncertainties. Despite this, sequential quarterly results showed stabilization, with an 8% sequential growth in continuing operations when excluding a $7 million impact from a software divestiture. The company is targeting $85 million in annualized savings by mid-2026 through restructuring initiatives, aiming to improve gross margins and reduce OpEx. This includes streamlining operations, consolidating facilities, and reducing R&D spending from 20% of revenue to sustainable mid-teens levels. The focus remains on achieving positive cash flow by 2026, with a significant reduction in non-GAAP operating expenses, which saw a 27% year-over-year decrease in Q2, targeting further reductions by year-end. The guidance emphasizes aligning costs with current market realities while maintaining long-term growth prospects through strategic investments in MedTech, Aerospace, and other critical markets.

Sequential Revenue Growth

Despite a 16% year-over-year revenue decline, the company achieved 8% sequential revenue growth when excluding the impact of the software divestiture.

MedTech Segment Growth

The MedTech business grew by 13% year-over-year and 16% sequentially, reaching over $80 million in annual revenue.

Aerospace and Defense Momentum

Aerospace and Defense revenues nearly doubled year-over-year and grew over 50% sequentially, contributing significantly to the Industrial Solutions segment.

Significant Cost Reductions

Operating expenses were reduced by 27% year-over-year and 24% sequentially, with a plan to achieve over $85 million in annualized savings by mid-2026.

Positive Financial Adjustments

Adjusted EBITDA improved by $8 million year-over-year and $19 million sequentially, with a reported GAAP net income of $104 million for the quarter.

3D Systems (DDD) Earnings, Revenues Date & History

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DDD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	-0.09 / -	-0.12	―	―	―
Aug 11, 2025	2025 (Q2)	-0.15 / -0.07	-0.14	50.00% (+0.07)
May 12, 2025	2025 (Q1)	-0.14 / -0.21	-0.17	-23.53% (-0.04)
Mar 26, 2025	2024 (Q4)	-0.11 / -0.19	-0.11	-72.73% (-0.08)
Nov 26, 2024	2024 (Q3)	-0.10 / -0.12	0.01	-1300.00% (-0.13)
Aug 29, 2024	2024 (Q2)	- / -	-0.07	―
Aug 20, 2024	2024 (Q1)	-0.07 / -0.14	-0.07	-100.00% (-0.07)	―	―
Feb 27, 2024	2023 (Q4)	-0.01 / -0.11	-0.06	-83.33% (-0.05)
Nov 07, 2023	2023 (Q3)	-0.08 / 0.01	-0.05	120.00% (+0.06)
Aug 09, 2023	2023 (Q2)	-0.06 / -0.07	-0.07	0.00% (0.00)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DDD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 11, 2025	$1.76	$2.28	+29.55%
May 12, 2025	$2.55	$1.87	-26.67%
Mar 26, 2025	$2.72	$2.15	-20.96%
Nov 26, 2024	$3.41	$2.95	-13.49%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.