NASDAQ$SSYS

Stratasys Ltd · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Stratasys Q3 revenue $137M flat as GAAP loss widens on Ultimaker impairment

Stratasys reported Q3 2025 revenue of $137.0 million, down 2.2% year over year, with products revenue essentially flat at $94.1 million and services revenue declining 6.5% to $42.9 million. GAAP net loss widened to $55.6 million, or $0.65 per diluted share, including a $35.1 million share of losses from associated companies tied to a non-cash Ultimaker impairment, compared with a $26.6 million loss a year ago. Non-GAAP net income was $1.5 million, or $0.02 per share, and Adjusted EBITDA was $5.0 million. Gross margin compressed to 41.0% from 44.8% on unfavorable product mix and U.S. tariff charges. The company generated $6.9 million in operating cash flow and held $255 million in cash and short-term deposits with no debt.

  • Revenue $137.0M (-2.2% YoY); products flat at $94.1M and services $42.9M (-6.5%).
  • GAAP net loss $55.6M ($0.65/share) vs $26.6M loss prior year; non-GAAP net income $1.5M ($0.02).
  • Gross margin 41.0% vs 44.8%; operating loss $22.7M; Adjusted EBITDA $5.0M.
  • Share of losses from associated companies $35.1M driven by Ultimaker impairment charge.
  • Reiterated FY25 revenue outlook $550M–$560M and non-GAAP operating margin 1.5%–2.0%.

Headline financials

Total Revenue

$137M

No prior period
EPS (adj)

$0.02

No prior period
Adjusted EBITDA

$5M

No prior period
Net Income

-$55.6M

No prior period
Operating Income

-$22.7M

No prior period
Gross Profit

$56.1M

No prior period
Cash & Equivalents

$255M

No prior period

Revenue & EPS history

Stratasys · Revenue · Quarterly

$137M

Q3 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Stratasys · $137M total across 2 segments · Q3 2025

  • Products (systems and consumables)
    $94.1M
  • Services
    $42.9M

Forward guidance

Stratasys reiterated full-year 2025 revenue guidance of $550 million to $560 million and non-GAAP gross margins of 46.7% to 47.0%, with non-GAAP operating margins of 1.5% to 2.0%.

Tailwinds

  • FY25 revenue range $550M–$560M maintained
  • Non-GAAP operating margin target 1.5%–2.0%

Headwinds

  • GAAP net loss outlook $(110)M to $(99)M for full year
  • Macro uncertainty and tariffs continue to pressure product margins

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.2%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-1.4%

Avg return

30 days after

45%

28 / 62 earnings

Positive

+32.3%

Q4 2015

Best reaction

-17.0%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-7.1%-15.4%-18.7%
Q3 2025-2.2%-10.9%-1.7%
Q2 2025-12.2%-18.0%-13.7%
Q1 2025+14.5%+13.3%+7.5%
Q4 2024-2.5%-10.4%-15.0%
Q2 2024-10.5%-9.2%+6.0%
Q1 2024-1.3%-5.1%-8.2%
Q4 2023+7.2%+7.8%-6.8%
Q3 2023+0.6%+0.5%+17.3%
Q2 2023-9.8%-10.2%-19.0%
Q1 2023+11.0%+6.8%+20.6%
Q4 2022+8.1%+7.7%+25.3%
Q3 2022+6.9%+9.2%-3.7%
Q2 2022-8.7%-7.4%-20.0%
Q1 2022+8.2%+4.7%+2.5%
Q4 2021-1.5%+1.7%-0.2%
Q3 2021+8.0%+12.7%-24.5%
Q2 2021+8.2%+18.4%+16.6%
Q1 2021-6.3%-10.7%+9.8%
Q4 2020-6.4%-31.3%-24.9%
Q3 2020-6.6%-6.9%+22.7%
Q2 2020-1.5%-2.9%-11.3%
Q1 2020-1.0%+4.3%+2.1%
Q4 2019-17.0%-12.0%-14.5%
Q3 2019-7.4%-8.5%-1.5%
Q2 2019-9.4%-14.2%-16.1%
Q1 2019+11.9%+8.4%-4.5%
Q4 2018-12.8%-10.7%-5.4%
Q3 2018+26.5%+24.7%+12.2%
Q2 2018+14.6%+15.8%+28.5%
Q1 2018-12.6%-6.2%-5.3%
Q4 2017-14.2%-0.0%-7.5%
Q3 2017+1.2%+4.3%+7.8%
Q2 2017-0.6%+2.2%+1.4%
Q1 2017-7.1%-6.5%-11.8%
Q4 2016-6.7%-3.5%+2.0%
Q3 2016-12.3%-9.1%-7.2%
Q2 2016-1.2%+1.7%+7.5%
Q1 2016+3.0%
Q4 2015+32.3%
Q3 2015+0.4%
Q2 2015-15.8%
Q1 2015-1.3%
Q4 2014-0.5%
Q3 2014-12.3%
Q1 2014-5.2%
Q4 2013-3.2%
Q3 2013+4.1%
Q2 2013+10.3%
Q1 2013+8.3%
Q1 2012+8.3%
Q4 2011+4.4%
Q4 2010+4.4%
Q4 2012+6.1%
Q3 2012-8.0%
Q2 2012+0.7%
Q3 2011-11.7%
Q2 2011+5.6%
Q1 2011+7.7%
Q3 2010+4.0%
Q2 2010+1.4%
Q1 2010-3.6%

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