Stratasys (SSYS)
NASDAQ:SSYS
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
<0.01Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: strong strategic and market progress (notably in defense, aerospace, Stratasys Direct production growth, product/material innovations, and a key dental regulatory win) and solid liquidity (debt-free balance sheet and positive operating cash flow). Offsetting these positives were near-term financial headwinds including a modest revenue decline (-2.4% YoY), margin compression (~200–260 bps), widened GAAP losses, FX/tariff impacts (~$5.3M), and softness in system sales due to customer capital discipline. Management reiterated full-year guidance and emphasized H2 defense-driven recovery, leaving the near-term outlook mixed but with clear potential catalysts for improvement.Company Guidance
Stratasys Direct Production Growth
Stratasys Direct delivered >10% sequential growth and 23% organic year-over-year growth (after divestments) versus Q1 2025, shipping over 100,000 production parts annually and showing strong production-part demand across industries (top 3 parts customers were U.S. drone-related firms).
Defense & Aerospace Momentum
Selected for the U.S. Department of War JAMA IV pilot parts program (multimillion-dollar initiative), cited as program of record for USAF and NAVAIR, deployed thousands of systems across aerospace/defense, parts (e.g., C-17 microvanes) estimated to save $14M annually in fuel, and hundreds of components with Stratasys materials flew on Artemis II; U.S. defense additive budget cited as having surged 83% for FY2026.
Regulatory Win in Dental (TrueDent)
TrueDent Resin received CE Class IIa certification (first polychromatic monolithic 3D printed denture solution), expanding indications to long-term intraoral removables and crowns/bridges in Europe—addressing a segment projected at $2.45B in Europe by 2028 (U.S. removables opportunity cited ~ $5B).
Product, Materials and Software Enhancements
New materials and platform updates: ULTEM 1010 filament available for F3300 (aerospace-grade, low CTE), TUF1 material expanded to J3/J5 series, and measurement-based warped adaptive modeling integrated into GrabCAD Print Pro (reducing iteration and improving production accuracy on DLP platforms).
Financial Stability & Liquidity
Maintained adjusted EBITDA profitability ($2.0M) and generated positive operating cash flow ($2.4M) in Q1; ended quarter with $237.8M in cash, cash equivalents and short-term deposits and a debt-free balance sheet, providing flexibility for organic and inorganic investments.
Recurring Revenue Resilience
Recurring streams (consumables and customer support/services) provided stability: service revenue (including Stratasys Direct) was $43.9M (up vs $42.2M prior year) and consumables remained a meaningful base ($60.0M), with consumables and services both growing slightly on a sequential basis.
Full-Year Guidance Reiterated
Company reiterated 2026 revenue guidance of $565M–$575M and expects consumables revenue to increase versus 2025, with management expecting sequential revenue growth through the year and H2 momentum (defense-driven) supporting the plan.
SSYS 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
SSYS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $9.25 | $8.20 | -11.35% |
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% |
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 Jul 30, 2026, After Close (Confirmed).
What is Stratasys (SSYS) earnings time?
Stratasys (SSYS) earnings time is at Jul 30, 2026, After Close (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 (Q2) is <0.01.
