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Edge23 Jan 2026
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3D Systems
3D Systems (DDD) investor relations material
3D Systems 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Strategic transformation and business focus
Refocused on core 3D printing technologies, divesting non-core and software assets to streamline operations.
Doubled down on printer design, materials, and intelligent software for factory environments.
Evolved the balance sheet to support long-term growth and targeted high-potential applications.
Industry trends and market environment
Industry experienced volatility post-pandemic, with strong years followed by CapEx pullbacks due to economic uncertainty and tariffs.
Regionalized production mitigated tariff impacts, but customer uncertainty slowed capital investment.
Aerospace, defense, and healthcare remain resilient, with healthcare driven by patient needs.
Healthcare segment developments
Healthcare represents 40-46% of revenues, split between stable, double-digit growth in orthopedics (MedTech) and more volatile but growing dental business.
Strong, long-term relationship with the leading dental aligner customer; business mirrors their performance.
Recent U.S. approval for dental repair materials opens new market opportunities; European approval expected by summer.
FDA-approved 3D printed dentures present a major growth opportunity, with a $400M addressable market and rapid production capabilities.
Denture business began production in late 2023, gaining traction with large labs and expected to become a top revenue stream within a few years.
Dentures: What's the ramp expectation
Regenerative medicine: What's 3DS's role
A&D: Explain the part manufacturing bridge
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Next 3D Systems earnings date
Q4 202527 Feb, 2026
3D Systems
Next 3D Systems earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
3D Systems Corporation provides 3D printing and digital manufacturing solutions to accelerate the adoption of 3D printing across a variety of industries. The company offers additive manufacturing systems, including 3D printers and virtual workflows that expand product capabilities to allow production-grade materials; software tools to manage print jobs in planning, executing, and monitoring stages; and materials.
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