Aug 13, 2026 earnings call — Shift to manufacturing, A&D strength, MarkForged deal
Consumable revenue reached a quarterly record $66.3 million.
Revenue $0.1B (est $0.1B) · EPS $0.03 (est $0.01)
Key quotes
"Our second quarter results reflect a record-setting level of consumables sales as we continue to effectively drive recurring revenue from materials that are specifically used for manufacturing end-use parts."
"A&D is our largest business by far and a strong ongoing example of our success in manufacturing, growing 17% relative to the second quarter last year."
"This will be a $42.5 million cash purchase once the usual regulatory steps are clear."
Analyst Q&A 2
carbon fiber fit in aerospace and dental
Q (Jackson Schroeder · Craig-Hallum): They asked how the new continuous carbon fiber capability fits strategically and whether it can replace metal, and asked about the $70 million revenue profile and any plans for that business. They also asked for the outlook on dental.
A: Management gave five reasons for the MarkForged deal: the unique continuous carbon fiber technology, aligned aerospace and tooling use cases, go-to-market partner synergies, complementary software with GrabCAD, and talented engineers joining Stratasys. They said continuous carbon fiber can replace metal — it is lighter, less expensive and needs less post processing — and they have already received 4 requests from large corporates to help adopt it. Management described dental as a major opportunity with early approvals and work with large U.S. dental labs; they did not provide a specific answer about the $70 million revenue profile.
"Number one is the unique continuous carbon fiber technology that they developed over the year." — Yoav Zeif (CEO)
timing of system sales recovery
Q (Brian Drab · William Blair): He wanted to know when system sales will inflect, noting system sales were down sequentially and versus prior years despite improving manufacturing momentum.
A: Management said they are on track and are keeping guidance of sequential quarter-over-quarter growth. They explained the business is shifting toward large manufacturing deals that are not evenly spread through a quarter, noting a robust pipeline and two large deals this quarter. They said to expect a notable uptick in system sales in the second half of the year.
"When you look at the second half of the year, you will see a notable uptick in system sales." — Yoav Zeif (CEO)