Stratasys generated $137.0 million in revenue for the third quarter of 2025, a 2.1 % decline from the $140.0 million reported in the same period a year earlier. The drop was largely driven by a modest contraction in systems sales, which were offset by growth in consumables and services revenue, reflecting the company’s continued focus on recurring revenue streams.
The company posted a non‑GAAP earnings per share of $0.02, beating the consensus estimate of $0.00 by $0.02. The beat was driven by disciplined cost management, which lowered operating expenses by 440 basis points year‑over‑year, and by a strong operating cash flow of $6.9 million. No one‑time charges were recorded in the quarter, allowing the earnings figure to reflect core operating performance.
Gross margins contracted in the quarter: GAAP gross margin fell to 41.0 % from 44.8 % a year earlier, while non‑GAAP gross margin slipped to 45.3 % from 49.6 %. The compression was largely attributable to higher raw‑material costs, tariff impacts on key components, and a shift in product mix toward lower‑margin consumables.
Management reiterated full‑year 2025 guidance, projecting revenue of $550 million to $560 million, adjusted EPS of $0.13 to $0.16, and adjusted EBITDA of $30 million to $32 million. The guidance reflects confidence in the company’s high‑value application strategy and its ability to maintain profitability through cost discipline.
CEO Dr. Yoav Zeif highlighted the resilience of Stratasys’s business model, noting that disciplined cost management and operational excellence enabled the company to deliver solid operating cash flow and positive adjusted earnings. CFO Eitan Zamir added that the team’s focus on lower operating expenses—down 440 basis points year‑over‑year—was a key factor in the quarter’s profitability.
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