Stratasys Ltd (SSYS) News & EventsSSYSStratasys Ltd

Stratasys Q2 Revenue at $137.6M, Below Consensus

Reports Q2 revenue $137.6M, consensus $138.48M. "Consumables reached a record level this quarter, driven by manufacturing materials, underscoring the continued strength of our strategy to grow the manufacturing portion of our business," said Dr. Yoav Zeif, CEO of Stratasys. "Aerospace and defense (A&D) revenue grew 17% year-over-year, reinforcing the increasing level of adoption in our largest and highest-value vertical. We are also excited by our pending acquisition of MarkForged, which will meaningfully enhance our industrial offering through its continuous carbon fiber technology, materials, and software platform. Our pipeline of new A&D orders continues to build as expected, positioning us to achieve sequential growth. With a debt-free balance sheet, we are poised to keep investing in our strategy from a position of financial strength."

Company Adjusts 2026 Cash Flow Outlook, Revenue Target $565M to $575M

The company said, "Based on the strength of its pipeline of opportunities, the Company is reaffirming its outlook for full year 2026, while modifying its expectations regarding operating cash flow for the year. Due to increased cash usage in the first half of 2026, operating cash flow will not be positive for the full year, although operating cash flow is expected to be positive for the second half of the year. This updated outlook is based on current market conditions and assumes that the impacts of global inflationary pressures, relatively high interest rates, tariffs, exchange rates and other supply chain costs do not further impede economic activity. The specific metrics include: Full year revenue growing to a range of $565M to $575M, improving sequentially through the year. Based on current logistics and materials costs, full year non-GAAP gross margins of 46.7% to 47.1%, including approximately $7M of adverse impact from tariffs and foreign exchange rates relative to 2025. Full year non-GAAP operating expenses ranging from $260M to $262M, including approximately $10M of adverse impact from changes in foreign exchange rates. Full year non-GAAP operating margins in a range of 0.7% to 1.5%. GAAP net loss of $83M to $67M, or ($0.95) to ($0.76) per diluted share. Non-GAAP net income of $8M to $12.5M, or $0.09 to $0.14 per diluted share. Adjusted EBITDA of $25M to $30M, with Adjusted EBITDA margin of 4.5% to 5.0%. Capital expenditures of $20M to $25M." Revenue consensus $567.73M.

Trump Signs Vaccine Executive Order Impacting Multiple Companies

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.VACCINE EO:President Donald Trump signed an executive order proposing to split the MMR vaccine into separate shots, require separate vaccination visits, and overhaul national childhood immunization recommendations into three categories, Bloomberg's Rachel Cohrs Zhang, Jessica Nix, and Josh Wingrove. "There's a reason for such epidemic rates of autism, and we're going to bring it back to much closer to where it was," the president said. "While we do not know exactly what the cause is with respect to autism, it is essential to our research efforts that we have the very best vaccine recommendations in the entire world." Scientific evidence has shown no link between autism and childhood vaccines, and decades of research have failed to identify a singular cause of autism, Bloomberg notes. Publicly traded companies that make vaccines include Johnson & Johnson, Pfizer, BioNTech, Moderna, Novavax, GSK, AstraZeneca, and Emergent BioSolutions.OPENAI, WHITE HOUSE RELATIONSHIP:OpenAI executive Dean Ball's public clash with Trump administration officials over AI regulation has strained the company's relationship with the White House, with officials warning that his hiring could further damage ties, The New York Post's Thomas Barrabi.JONES ACT WAIVER:President Donald Trump has extended a waiver of the Jones Act and narrowed the scope, allowing foreign ships to transport oil and other commodities around the U.S. for 90 more days with new limits, according to Bloomberg, citing a White House official.FUNDING AWARD:Stratasyshas been awarded $7.8M of funding through The 2026 America Makes and the Department of War Organic Industrial Base Modernization Challenge that focuses on advancing additive manufacturing and related technologies to support defense manufacturing modernization. The 24-month award will support development of on-site quality assurance capabilities for Stratasys' F3300 and F900 industrial FDM platforms. This will enable manufacturers to generate the real-time process data needed to scale additive manufacturing production, expand capacity and reduce reliance on costly post-build inspection and qualification.