Skip to main content

3D Systems’s Q1 Earnings Call: Our Top 5 Analyst Questions

ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.

DDD Cover Image

3D Systems delivered a first quarter that outpaced Wall Street’s expectations, with revenue growth driven by the company’s strategic investments in research and development and a revitalized product portfolio. Management emphasized that double-digit growth across printer and material sales, as well as robust demand in healthcare and aerospace, were key to the quarter’s improvement. CEO Jeffrey Graves credited the company’s “completely refreshed portfolio of new products, spanning from direct metal printing systems to the five major polymer printing platforms,” as the foundation for renewed momentum. The team also highlighted strong contributions from medical parts manufacturing and the successful U.S. and EU launches of its NextDent 300 denture printing system.

Is now the time to buy DDD? Find out in our full research report (it’s free for active Edge members).

3D Systems (DDD) Q1 CY2026 Highlights:

  • Revenue: $95.54 million vs analyst estimates of $92.2 million (1.1% year-on-year growth, 3.6% beat)
  • Adjusted EPS: -$0.01 vs analyst estimates of -$0.08 (87.9% beat)
  • Adjusted EBITDA: $2.93 million (3.1% margin, 113% year-on-year growth)
  • Adjusted EBITDA Margin: 3.1%
  • Market Capitalization: $443.8 million

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From 3D Systems’s Q1 Earnings Call

  • Greg Palm (Craig-Hallum): asked which market is most important for accelerating growth. CEO Jeffrey Graves responded that both healthcare and aerospace are driving broad-based demand, with dental and Med Tech expanding rapidly and defense customers increasingly adopting 3D printing.

  • Greg Palm (Craig-Hallum): questioned if Q1 results benefited from any demand pulled forward. Graves clarified there were no pull-forwards, attributing the revenue beat to a genuine uptick in demand, and noted that Q2 may see typical seasonality, especially in healthcare.

  • Greg Palm (Craig-Hallum): inquired about sustainable operating expenses and EBITDA profitability. CFO Phyllis Nordstrom explained that favorable expense timing and product mix aided Q1, but OpEx should stabilize and EBITDA breakeven remains the target for the full year.

  • Troy Jensen (Cantor Fitzgerald): asked whether healthcare growth was driven more by personalized Med Tech or dental. Graves said both were strong, highlighting advances in trauma and oncology applications in Med Tech and new material approvals in Dental.

  • Troy Jensen (Cantor Fitzgerald): sought details on metal additive manufacturing expansion. Graves described the 80,000-square-foot addition in Colorado focused on aerospace, with new capacity dedicated to printing high-performance metal parts for propulsion and defense.

Catalysts in Upcoming Quarters

In the coming quarters, the StockStory team will be monitoring (1) the ramp-up and order backlog for the NextDent 300 denture systems in both U.S. and EU markets, (2) the operational launch and output of the expanded Littleton, Colorado manufacturing facility dedicated to aerospace and defense, and (3) the stabilization of operating expenses and non-GAAP margin improvement as new product platforms scale. Execution against these milestones will be critical to sustaining momentum.

3D Systems currently trades at $2.98, up from $2.51 just before the earnings. At this price, is it a buy or sell? Find out in our full research report (it’s free).

The Best Stocks for High-Quality Investors

ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively.

Find out which 5 stocks it's flagging for this month - FREE. Get Our Top 5 Growth Stocks for Free HERE.

Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.

Report this content

If you believe this article contains misleading, harmful, or spam content, please let us know.

Report this article

Recent Quotes

View More
Symbol Price Change (%)
AMZN  264.17
+4.83 (1.86%)
AAPL  299.28
+0.31 (0.10%)
AMD  443.95
+29.90 (7.22%)
BAC  51.30
+0.60 (1.19%)
GOOG  382.36
-2.54 (-0.66%)
META  604.75
+2.13 (0.35%)
MSFT  415.86
-1.56 (-0.37%)
NVDA  224.65
+4.04 (1.83%)
ORCL  184.02
+2.56 (1.41%)
TSLA  411.36
+7.25 (1.79%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.