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Stratasys Q4 Earnings Beat Estimates, Revenues Slip Y/Y, Shares Fall
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Key Takeaways
Stratasys reported Q4 non-GAAP EPS of 7 cents, beating estimates by 40%, though profit fell 41.7% y/y.
SSYS generated $140M in revenues, down 7% y/y, with declines in product, services and consumables sales.
Stratasys expects 2026 revenues of $565-$575M and non-GAAP EPS of 9-14 cents, with the gross margin near 47%.
Stratasys (SSYS - Free Report) reported fourth-quarter 2025 non-GAAP earnings of 7 cents per share, which beat the Zacks Consensus Estimate by 40%. However, the figure plunged 41.7% year over year.
Revenues fell 7% year over year to $140 million. However, the figure beat the consensus mark by 0.61%.
SSYS shares fell more than 4.8% at the time of writing this article. The stock has declined 7.4% in the trailing 12 months compared with the Zacks Industrial Products sector’s return of 23.9%.
Segment-wise, product revenues dropped 7.1% year over year at $97.6 million. System revenues fell 7.1% year over year to $3.6 million. Consumables revenues decreased 0.6% year over year to $64.2 million.
Services revenues declined 6.5% year over year to $42.9 million.
Stratasys’ non-GAAP gross margin contracted 330 basis points (bps) on a year-over-year basis to 46%.
Stratasys’ non-GAAP operating expenses in the fourth quarter of 2025 were $60.8 million, representing 43.4% of revenues. This was a decrease from $65.2 million (43.4% of revenues) in the year-ago quarter.
The adjusted EBITDA margin contracted 310 bps on a year-over-year basis to 6.6%. The non-GAAP operating profit was $4.1 million, down 56.4% year over year.
Stratasys’ Balance Sheet & Cash Flow Details
As of Dec. 31, 2025, Stratasys had cash and short-term deposits of $244.5 million compared with $255 million as of Sept. 30.
In the fourth quarter of 2025, the company reported an operating cash flow of $15.1 million.
Stratasys’ Offers Positive 2026 Outlook
For 2026, Stratasys expects revenues between $565 million and $575 million, suggesting sequential growth throughout the year. Non-GAAP earnings are expected to be 9-14 cents per share.
The company anticipates the gross margin between 46.7% and 47.1%. The non-GAAP operating margin is expected to be 0.7-1.5%.
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Stratasys Q4 Earnings Beat Estimates, Revenues Slip Y/Y, Shares Fall
Key Takeaways
Stratasys (SSYS - Free Report) reported fourth-quarter 2025 non-GAAP earnings of 7 cents per share, which beat the Zacks Consensus Estimate by 40%. However, the figure plunged 41.7% year over year.
Revenues fell 7% year over year to $140 million. However, the figure beat the consensus mark by 0.61%.
SSYS shares fell more than 4.8% at the time of writing this article. The stock has declined 7.4% in the trailing 12 months compared with the Zacks Industrial Products sector’s return of 23.9%.
Stratasys, Ltd. Price, Consensus and EPS Surprise
Stratasys, Ltd. price-consensus-eps-surprise-chart | Stratasys, Ltd. Quote
Stratasys’ Q4 Release in Detail
Segment-wise, product revenues dropped 7.1% year over year at $97.6 million. System revenues fell 7.1% year over year to $3.6 million. Consumables revenues decreased 0.6% year over year to $64.2 million.
Services revenues declined 6.5% year over year to $42.9 million.
Stratasys’ non-GAAP gross margin contracted 330 basis points (bps) on a year-over-year basis to 46%.
Stratasys’ non-GAAP operating expenses in the fourth quarter of 2025 were $60.8 million, representing 43.4% of revenues. This was a decrease from $65.2 million (43.4% of revenues) in the year-ago quarter.
The adjusted EBITDA margin contracted 310 bps on a year-over-year basis to 6.6%. The non-GAAP operating profit was $4.1 million, down 56.4% year over year.
Stratasys’ Balance Sheet & Cash Flow Details
As of Dec. 31, 2025, Stratasys had cash and short-term deposits of $244.5 million compared with $255 million as of Sept. 30.
In the fourth quarter of 2025, the company reported an operating cash flow of $15.1 million.
Stratasys’ Offers Positive 2026 Outlook
For 2026, Stratasys expects revenues between $565 million and $575 million, suggesting sequential growth throughout the year. Non-GAAP earnings are expected to be 9-14 cents per share.
The company anticipates the gross margin between 46.7% and 47.1%. The non-GAAP operating margin is expected to be 0.7-1.5%.
Zacks Rank & Stocks to Consider
Currently, SSYS has a Zacks Rank #3 (Hold).
Alarm.com (ALRM - Free Report) , Trimble (TRMB - Free Report) and Flowserve (FLS - Free Report) are some better-ranked stocks in the broader Zacks Industrial Products sector.
Alarm.com sports a Zacks Rank #1 (Strong Buy), and Trimble and Flowserve have a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Long-term earnings growth rates for Alarm.com, Trimble and Flowserve are currently pegged at 12.75%, 10% and 10.98%, respectively.