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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
Stratasys
Stratasys (SSYS) investor relations material
Stratasys Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Mar, 2026
Executive summary
Delivered solid cash flow and protected margins in 2025 despite macro spending constraints, with 37.5% of revenues from manufacturing, up from 36% in 2024, and a strong balance sheet with $244.5 million in cash and no debt supporting organic and inorganic growth.
Focused on high-value use cases in aerospace, defense, automotive tooling, dental, and medical, which grew year-over-year, supported by strategic partnerships with Airbus, Boeing, Subaru, Rivian, and others.
Operational discipline and cost control drove improved profitability and positive operating cash flow in 2025.
Expanded workflow and software solutions through partnerships with nTopology, PostProcess Technologies, Novineer, and Oak Ridge Systems.
Established a new medical advisory board and continued investment in R&D and inorganic growth opportunities.
Financial highlights
Q4 2025 revenue was $140 million, down 6.9% year-over-year; full-year revenue was $551.1 million, down from $572.5 million in 2024.
Q4 adjusted EBITDA was $9.2 million (6.6% margin); full-year adjusted EBITDA was $28.5 million (5.2% margin), up from $26 million in 2024.
Q4 non-GAAP net income was $6.2 million ($0.07/share); full-year non-GAAP net income was $12.7 million ($0.15/share), up from $4.2 million in 2024.
Q4 GAAP net loss was $18.9 million; full-year GAAP net loss was $104.3 million, improved from $120.3 million in 2024.
Generated $15.1 million in operating cash flow for 2025, up from $7.8 million in 2024; year-end cash and equivalents were $244.5 million with no debt.
Outlook and guidance
2026 revenue expected at $565–$575 million, with sequential quarterly growth and stronger H2.
Consumables revenue projected to increase in 2026; Q1 expected to be the lowest for revenue and margins.
Non-GAAP gross margin forecasted at 46.7%–47.1%; operating expenses expected at $260–$262 million, with $10 million adverse FX impact.
2026 non-GAAP net income expected at $8–$12.5 million; adjusted EBITDA at $25–$30 million (4.5%–5% margin); GAAP net loss expected between $83 million and $67 million.
Capital expenditures for 2026 projected at $20–$25 million; positive operating cash flow expected.
Growth drivers for manufacturing applications
Breakdown of the $17M tariff and FX impact
Strategy for utilizing the $244.5M cash
Quantify 2026 FX and tariff EBITDA impact
Drone suppliers' role in FDM parts revenue
Recent trends in average sales cycle duration
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Next Stratasys earnings date
Q1 20267 May, 2026
Stratasys
Next Stratasys earnings date
Q1 20267 May, 2026
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Frequently asked questions
Stratasys Ltd. is a global leader in additive manufacturing, specializing in 3D printing systems, materials, and services. The company serves a wide range of industries, including aerospace, automotive, healthcare, and consumer goods, offering solutions that enable rapid prototyping, tooling, and production of end-use parts. Stratasys provides advanced 3D printers, software, and a portfolio of materials such as polymers, resins, and composites. The company is headquartered in Rehovot, Israel, and Eden Prairie, Minnesota, and its shares are listed on the NASDAQ Stock Exchange.
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