Stratasys Ltd (NASDAQ:SSYS) Reports Mixed Q3 2025 Results, Beats on Profitability

Stratasys Ltd (NASDAQ:SSYS) has announced its financial results for the third quarter of 2025, delivering a performance that largely aligned with Wall Street's expectations on profitability while experiencing a slight dip in revenue. The market's initial reaction appears cautiously optimistic, with pre-market trading showing an uptick.

Earnings and Revenue Versus Estimates

The company's third-quarter results present a nuanced picture, meeting adjusted profit expectations even as sales saw a modest decline.

• Non-GAAP Earnings Per Share (EPS): Reported at $0.02, surpassing the analyst consensus estimate of $0.00.
• Revenue: Came in at $137.0 million, a 2.2% decrease compared to the $140.0 million reported in the same quarter last year. This figure was slightly below the analyst estimate of $139.3 million.

The ability to deliver positive adjusted earnings in a softer revenue environment points to disciplined cost management. This was underscored by the company generating $6.9 million in cash from operating activities, a significant improvement from the $4.5 million used in operations during the prior-year period.

Market Reaction and Price Action

Following the earnings release, the stock has shown positive momentum in pre-market trading. This suggests that investors are responding favorably to the company's profitability beat and its solid cash flow generation. This near-term reaction provides a contrast to the stock's performance over the past month, which has seen a decline. The immediate positive response indicates that the results may have alleviated some investor concerns, particularly regarding the company's ability to maintain profitability amid macroeconomic headwinds.

Financial Outlook and Strategic Positioning

Looking ahead, Stratasys has reiterated its financial guidance for the full year 2025. The company's outlook appears to be in close alignment with market expectations, providing a degree of certainty to investors.

• Full-Year Revenue Guidance: $550 million to $560 million, with a midpoint of $555 million.
• Full-Year Non-GAAP EPS Guidance: $0.13 to $0.16, with a midpoint of $0.145.

CEO Dr. Yoav Zeif emphasized the company's strategic focus on high-value verticals such as aerospace, defense, automotive, and healthcare. He highlighted the company's "industry-leading balance sheet," which holds $255 million in cash and short-term deposits with no debt, as a key enabler for strategic investments aimed at capturing long-term growth in additive manufacturing.

Press Release Highlights

Beyond the headline earnings figures, the quarterly report contained several critical data points.

• The GAAP net loss of $55.6 million was significantly impacted by a non-cash impairment charge of $33.9 million related to an investment in Ultimaker.
• On an operational basis, the non-GAAP figures tell a more stable story, with the company reporting a net income of $1.5 million and an adjusted EBITDA of $5.0 million.
• Gross margins saw pressure, with GAAP gross margin at 41.0%, down from 44.8% in the prior year.

For a detailed breakdown of future earnings estimates and historical performance, you can review more information on the earnings estimates page for SSYS.

Disclaimer: This article is for informational purposes only and does not constitute investment advice, nor does it recommend buying or selling any security. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.