Stratasys (NASDAQ:SSYS) Releases Earnings Results, Beats Expectations By $0.02 EPS

Key Points

• Stratasys reported quarterly EPS of $0.04, beating the $0.02 consensus, while revenue of $142.6 million exceeded estimates and rose 4.1% year over year.
• The company cut its 2026 revenue outlook to $556 million–$561 million from $565 million–$575 million, citing large deals pushed out by longer sales cycles.
• Stratasys forecast 2026 EPS of $0.10–$0.12; aerospace and defense revenue grew more than 35% year over year, supported by production demand and follow-on orders.

Stratasys (NASDAQ:SSYS - Get Free Report) issued its quarterly earnings results on Thursday. The technology company reported $0.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.02 by $0.02, FiscalAI reports. Stratasys had a negative net margin of 21.05% and a negative return on equity of 1.77%. The company had revenue of $142.64 million during the quarter, compared to analyst estimates of $141.91 million. During the same period last year, the business earned $0.02 EPS. Stratasys's quarterly revenue was up 4.1% compared to the same quarter last year. Stratasys updated its FY 2026 guidance to 0.100-0.120 EPS.

Here are the key takeaways from Stratasys' conference call:

• Third-quarter revenue rose 4.1% year over year to $142.6 million, with non-GAAP operating income of $2.7 million and $3.5 million in positive operating cash flow. The company ended the quarter with $210.7 million in cash and no debt; reported gross margin included a tariff credit and other one-time items, with underlying gross margin estimated at 45%–46%.
• Aerospace and defense revenue grew more than 35% year over year, led by production-related demand and follow-on orders. Stratasys said demand spans multiple defense and aerospace applications, though larger production deals typically have longer and less predictable sales cycles.
• Stratasys lowered its 2026 revenue outlook to $556 million–$561 million from $565 million–$575 million, citing several large deals pushed out further than expected. Management said demand remains strong, but the timing shift reflects longer sales cycles as the business moves toward larger production orders.
• Automotive examples supported the company’s manufacturing strategy: GM used Stratasys systems for more than 5,000 factory-floor applications this year and reports about $10 million in annual cost savings. Toyota and Rivian are evaluating the new F870 platform for manufacturing applications.
• Stratasys and Nano Dimension mutually terminated the planned Markforged acquisition because regulatory approval was expected to take longer and cost more than anticipated. Management said there are no financial repercussions and described the technology as complementary, but not transformative.

Stratasys Stock Performance

Shares of SSYS traded down $0.36 during trading hours on Thursday, hitting $6.18. The company had a trading volume of 931,920 shares, compared to its average volume of 871,686. The stock has a market capitalization of $544.33 million, a price-to-earnings ratio of -4.61 and a beta of 1.83. The firm has a fifty day moving average price of $7.51 and a 200-day moving average price of $8.53. Stratasys has a 52-week low of $6.05 and a 52-week high of $12.24.

Wall Street Analyst Weigh In

SSYS has been the subject of several recent research reports. Zacks Research lowered shares of Stratasys from a "strong-buy" rating to a "hold" rating in a report on Tuesday, August 25th. Weiss Ratings reissued a "sell (d-)" rating on shares of Stratasys in a research report on Tuesday, August 18th. Four analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Stratasys currently has an average rating of "Moderate Buy" and an average price target of $12.33.

Recent Stratasys Headlines

These are some of the SSYS headlines that stood out recently:

• Positive Sentiment: Q3 adjusted earnings were $0.04 per share, double the $0.02 consensus estimate, while revenue of $142.64 million topped forecasts of $141.91 million and rose 4.1% year over year. An earnings report also highlighted defense demand and an end to a two-quarter loss streak. Zacks Q3 earnings article Defense demand article
• Positive Sentiment: Full-year 2026 EPS guidance is $0.10–$0.12, above the $0.05 consensus estimate, suggesting better expected profitability than analysts had projected. Stratasys Q3 results
• Negative Sentiment: Full-year revenue guidance of $556 million–$561 million is below the $565.2 million consensus. That shortfall, alongside commentary that progress is not yet sufficient, could reinforce concerns about the pace of recovery. Q3 review

Stratasys Company Profile

Stratasys is a global provider of polymer 3D printing and additive manufacturing solutions. Its offerings include 3D printers, printing materials, software and related services for designing and producing prototypes, tools and end-use parts. The company serves customers across industries such as aerospace, automotive, healthcare, consumer products and education. Its technologies include Fused Deposition Modeling (FDM), PolyJet and stereolithography, supporting a range of applications from product development to manufacturing.

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