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Proto Labs Inc (PRLB)
NYSE:PRLB
Earnings Data
Report Date
May 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.4Last Year’s EPS
0.33Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call conveyed a broadly positive outlook driven by record quarterly and annual revenue, strong CNC and factory margin performance, improved revenue per customer, solid cash generation, and concrete strategic moves (ISO 13485, India GCC, product and e‑commerce initiatives). However, the company faces notable near-term challenges — a material decline in Europe, pressure on network margins (tariffs/inefficiencies), declines in injection molding and 3D printing prototyping demand, and short-term operating and transformation costs. Management framed 2026 as a year of transformation intended to drive sustained, higher growth and margin expansion, and provided modest 6–8% revenue guidance while investing to scale long-term initiatives.Company Guidance
Record Quarterly and Annual Revenue
Fourth quarter revenue was a company record of $136.5M, up 11% year over year in constant currencies; full year 2025 revenue was $533.1M, up 5.7% year over year in constant currencies.
Improved Revenue per Customer / Contact
Revenues per customer grew 13% in 2025, and management noted revenue per contact accelerated ~23% in Q4, demonstrating success in increasing share of wallet from existing customers.
Strong CNC and Sheet Metal Demand
CNC machining saw robust growth: overall CNC revenue grew 16.7% year over year and U.S. CNC revenue grew 25% in 2025 (U.S. CNC +35% in Q4). Sheet metal revenue grew 12% year over year. Management cited strong demand from drones, satellites, rockets, robotics and other aerospace/defense end markets.
High and Improving Factory Margins
Fourth quarter non-GAAP gross margin was 44.8%, up 140 basis points year over year. Full year factory non-GAAP gross margin was 49%, up 70 basis points year over year, driven by volume growth and factory productivity improvements.
Network and Factory Revenue Mix Strength
Proto Labs network revenue grew 13.8% for the year while factory revenue also grew; fourth quarter revenue fulfilled to network was $30.5M, up 11.2% in constant currencies, showing balance between factory and network channels.
Cash Generation and Balance Sheet Strength
Generated $74.5M in cash from operations in 2025, returned $43M to shareholders via repurchases, and ended the year with $142.4M in cash and investments and zero debt.
Certifications and Production Capability Expansion
Achieved ISO 13485 certification for U.S. factory injection molding (medical device production requirement) and initiated pilots with two medical device customers for high-precision production volumes — a key enabler for expanding production revenue.
2026 Growth Guidance and Strategic Plan
Management expects 2026 GAAP revenue growth of 6–8% and provided Q1 revenue guidance of $130M–$138M (midpoint implies ~6% growth). Company outlined four strategic pillars (customer experience, innovation, production expansion, operational efficiency) and reiterated a long-term path toward $1B revenue and margin expansion.
PRLB Earnings History
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
PRLB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 06, 2026 | $52.48 | $67.17 | +27.99% |
Oct 31, 2025 | $53.03 | $49.76 | -6.17% |
Jul 31, 2025 | $39.23 | $43.12 | +9.92% |
May 02, 2025 | $35.80 | $38.35 | +7.12% |
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 Proto Labs Inc (PRLB) report earnings?
Proto Labs Inc (PRLB) is schdueled to report earning on May 01, 2026, Before Open (Confirmed).
What is Proto Labs Inc (PRLB) earnings time?
Proto Labs Inc (PRLB) earnings time is at May 01, 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 PRLB EPS forecast?
PRLB EPS forecast for the fiscal quarter 2026 (Q1) is 0.4.