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3D Systems
3D Systems (DDD) investor relations material
3D Systems 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Strategic transformation and business focus
Refocused on core 3D printing technologies, divesting non-core and software assets to streamline operations.
Doubled down on printer design, materials, and intelligent software for factory environments.
Evolved the balance sheet to support long-term growth and targeted high-potential applications.
Industry trends and market environment
Industry experienced volatility post-pandemic, with strong years followed by CapEx pullbacks due to economic uncertainty and tariffs.
Regionalized production mitigated tariff impacts, but customer uncertainty slowed capital investment.
Aerospace, defense, and healthcare remain resilient, with healthcare driven by patient needs.
Healthcare segment developments
Healthcare represents 40-46% of revenues, split between stable, double-digit growth in orthopedics (MedTech) and more volatile but growing dental business.
Strong, long-term relationship with the leading dental aligner customer; business mirrors their performance.
Recent U.S. approval for dental repair materials opens new market opportunities; European approval expected by summer.
FDA-approved 3D printed dentures present a major growth opportunity, with a $400M addressable market and rapid production capabilities.
Denture business began production in late 2023, gaining traction with large labs and expected to become a top revenue stream within a few years.
Dentures: What's the ramp expectation
Regenerative medicine: What's 3DS's role
A&D: Explain the part manufacturing bridge
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Q3FY26 revenue rose 20% YoY, PAT up 48%, with margin gains and robust global growth. - 500870
Record revenue and 8% volume growth in FY25, with robust margins and strong dividend payout. - SOI
Q3 revenue €160m, up 18% sequentially, Edge & Cloud AI up 27%, Q4 set for 20% growth. - IFX
Q1 2026 revenue rose 7% year-over-year, driven by AI demand and increased investments. - ELS
2025 revenue soared 11x to $23M, with strong cash, major contracts, and a robust 2026 outlook. - V2RETAIL
Q3 FY26 saw 57% revenue and 99% PAT growth, with robust expansion and capital infusion. - UBSG
Net profit surged 53% in FY25, with integration and cost savings driving strong results. - 524348
Q3 FY26 revenue up 8% and PAT up 58%, with margin recovery and new projects ramping up. - BOTX
Record gold output and profit, with investments driving strong growth outlook for 2026. - BAJAJFINSV
Q3 FY26 profit was flat at ₹2,229 crore as strong growth was offset by one-time charges.
Next 3D Systems earnings date
Q4 202527 Feb, 2026
3D Systems
Next 3D Systems earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
3D Systems Corporation provides 3D printing and digital manufacturing solutions to accelerate the adoption of 3D printing across a variety of industries. The company offers additive manufacturing systems, including 3D printers and virtual workflows that expand product capabilities to allow production-grade materials; software tools to manage print jobs in planning, executing, and monitoring stages; and materials.
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