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Stratasys (SSYS)
NASDAQ:SSYS
US Market

Stratasys (SSYS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 20, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
-0.02
Last Year’s EPS
0.04
Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Mar 05, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a mixed but resilient picture: clear operational discipline, meaningful strategic wins (notably in aerospace/defense and automotive), expanding manufacturing mix, improved full-year adjusted EBITDA and cash generation, and a conservative but growth-oriented 2026 outlook. Offsetting these positives were continued year-over-year revenue declines, notable margin compression primarily driven by tariffs, FX and mix, ongoing GAAP losses, and sensitivity to government and capital-spend cycles. Management emphasized cost controls, a strong balance sheet and pathway to sequential growth in 2026, but also included conservative adjustments for FX/tariffs in guidance.
Company Guidance
Stratasys guided 2026 revenue of $565–575 million with sequential quarterly growth and higher revenue in the second half (Q1 expected to be the weakest for revenue and margins), and said consumables revenue should increase versus 2025; it expects non‑GAAP gross margin of 46.7%–47.1% (second half stronger), operating expenses of $260–262 million (including roughly $10 million of adverse FX impact at current rates), and operating income of 0.7%–1.5% of revenue (H2 stronger). The company forecasts a GAAP net loss of $67–83 million, or $0.76–$0.95 per diluted share, versus non‑GAAP net income of $8–12.5 million, or $0.09–$0.14 per diluted share; adjusted EBITDA is expected at 4.5%–5% of revenue ($25–30 million), a range that includes about $17 million of combined FX and tariff headwinds. Capital expenditures are forecast at $20–25 million and Stratasys expects to deliver positive operating cash flow for the full year, subject to FX and tariff uncertainty.
Manufacturing Mix Expansion
Manufacturing accounted for 37.5% of revenues in 2025, up from 36% in 2024 and from just over 25% in 2020 — demonstrating multi-year progress toward higher-value, higher-utilization production applications.
Strategic Aerospace & Defense Wins and Scale Production
Transformational partnership with Airbus (25,000 flight-ready parts produced last year; >200,000 certified Stratasys parts in active service) and multiple wins with Boeing and other OEMs, demonstrating production-scale additive manufacturing with claims of up to 43% weight reduction and 85% lead time reduction.
Notable Automotive and High-Utilization Deployments
Major customer deployments: Subaru adoption of the T25 head yielding >50% tooling development time reduction, 70% prototyping/tooling cost reduction and ~2x print speed; Rivian deployed 28 systems with F900 >90% utilization and F3300s processing ~6,000 requests annually.
Partnerships and Ecosystem Expansion
New partnerships and integrations announced with nTop (validated FDM workflow integration), PostProcess (automated post-processing distribution) and Oak Ridge Systems (expanded channel for PolyJet, SLA, P3), strengthening end-to-end workflow offerings.
Positive Adjusted EBITDA and EPS (Non-GAAP)
Q4 adjusted EBITDA of $9.2M (6.6% margin) and adjusted EPS of $0.07; full-year 2025 adjusted EBITDA of $28.5M (5.2% of revenue), up from $26.0M (4.5%) in 2024, and non-GAAP net income of $12.7M ($0.15 per share) vs $4.2M ($0.06) in 2024.
Cost Discipline and Operating Expense Improvement
Non-GAAP operating expenses decreased in absolute terms (Q4 $60.8M vs $65.2M prior year) and were down ~ $26.7M year-over-year for 2025; full-year non-GAAP OpEx as % of revenue improved to 45.4% from 48.4% in 2024, reflecting restructuring and cost-saving initiatives.
Improved Annual Cash Generation and Strong Balance Sheet
Generated $15.1M of cash from operations in 2025 (vs $7.8M in 2024). Ended year with $244.5M in cash, equivalents and short-term deposits and no debt, providing financial flexibility for organic investment and M&A.

Stratasys (SSYS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

SSYS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 20, 2026
2026 (Q1)
-0.02 / -
0.04
Mar 05, 2026
2025 (Q4)
0.06 / 0.07
0.12-41.67% (-0.05)
Nov 13, 2025
2025 (Q3)
<0.01 / 0.02
0.01100.00% (+0.01)
Aug 13, 2025
2025 (Q2)
0.03 / 0.03
-0.04175.00% (+0.07)
May 08, 2025
2025 (Q1)
0.01 / 0.04
-0.02300.00% (+0.06)
Mar 05, 2025
2024 (Q4)
0.11 / 0.12
0.02500.00% (+0.10)
Nov 13, 2024
2024 (Q3)
-0.04 / 0.01
0.04-75.00% (-0.03)
Aug 29, 2024
2024 (Q2)
-0.05 / -0.04
0.04-200.00% (-0.08)
May 29, 2024
2024 (Q1)
-0.07 / -0.02
0.02-200.00% (-0.04)
Mar 07, 2024
2023 (Q4)
0.02 / 0.02
0.07-71.43% (-0.05)
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

SSYS Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 05, 2026
$9.80$9.10-7.14%
Nov 13, 2025
$9.54$9.33-2.20%
Aug 13, 2025
$11.37$10.01-11.96%
May 08, 2025
$9.72$11.13+14.51%
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.

FAQ

When does Stratasys (SSYS) report earnings?
Stratasys (SSYS) is schdueled to report earning on May 20, 2026, Before Open (Confirmed).
    What is Stratasys (SSYS) earnings time?
    Stratasys (SSYS) earnings time is at May 20, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is SSYS EPS forecast?
          SSYS EPS forecast for the fiscal quarter 2026 (Q1) is -0.02.

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