3D Systems Corporation · NYSE:DDD
3D Systems — Q3 2026 Earnings Presentation
33 slides from 3D Systems's earnings presentation, Nov 5, 2026
Slide 1: Q3 2026 Financial Results
Q3 2026 Financial Results ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 2: Welcome and Participants
Welcome and Participants Dr. Jeffrey Graves President & Chief Executive Officer Phyllis Nordstrom Chief Financial Officer Monica Gould Investor Relations To participate via phone, please dial: 1-201-689-8345
Slide 3: Forward-Looking Statements
Forward-Looking Statements Certain statements made in this presentation that are not statements of historical or current facts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 including statements regarding fourth quarter 2026 revenue and Adju
Slide 4: Dr. Jeffrey Graves, President & Chief Executive Officer
Dr. Jeffrey Graves President & Chief Executive Officer
Slide 5: Q3 2026 Highlights & Strategic Market Updates
Q3 2026 Highlights & Strategic Market Updates Breadth of product portfolio supported meaningful growth in our strategic markets in the quarter.. Med Tech Dental Aerospace & Defense Data Center Infrastructure Driven by orthopedic parts and Higher Dental material sales Growth led by printer sales Stro
Slide 6: Two Key Drivers of Growth: Direct Metal Printing & Investment Casting
Two Key Drivers of Growth: Direct Metal Printing & Investment Casting DIRECT METAL PRINTING & PRINTED METAL PARTS INVESTMENT CASTING • Growing adoption of large-frame metal printers for • Increasing demand for polymer printing solutions production of high-value, metal parts supporting investment cas
Slide 7: The Value of Investment Casting
The Value of Investment Casting The Traditional Method Additively Manufactured Injection Molding of Wax Patterns QuickCast SLA MJP 300W Key Benefits of Investment Casting Speed Slow (5 – 26 weeks) From weeks to a day Flexibility Low Design, iterate, launch anytime Complexity Low Create intricate geo
Slide 8: Applications for Castings
Applications for Castings SLA 825 Dual MJP 300W Plus Carbon Fiber Wind Concept Orthodontics Jewelry Eggshell Tooling Tunnel Modeling Investment Rapid Investment Casting Prototyping Casting Dental 8 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 9: SLA 825 Dual: World-Class Productivity for Investment Casting
SLA 825 Dual: World-Class Productivity for Investment Casting Large one-piece patterns, faster builds, cleaner burnout, one integrated workflow. SLA 825 Dual Scale and speed multiply output Casting-ready quality • 830 × 830 × 550 mm build volume • Accuracy, surface finish and repeatability support l
Slide 10: MJP 300W Plus: World-Class Precision for Industrial Investment Casting
MJP 300W Plus: World-Class Precision for Industrial Investment Casting 100% wax patterns with fine detail, foundry-ready performance, and a streamlined digital workflow. MJP 300W Plus High-resolution casting patterns Foundry-ready 100% wax • 2400 × 1800 × 1800 DPI in QHD mode • VisiJet wax materials
Slide 11: Advancements in Direct Metal Additive Manufacturing
Advancements in Direct Metal Additive Manufacturing The industry is moving from prototyping to production for high-value, high-performance parts. Unlocking complex designs Improving production economics Accelerating production at scale Powering high-performance applications ©2026 3D Systems, Inc. |
Slide 12: 3D Systems' Unique Metals Capabilities
3D Systems' Unique Metals Capabilities Long-term strategic Application expertise (AIG), 1 metals investments 4 not just equipment Breadth and strength Key government 2 5 partnerships of our portfolio Advanced materials 3 expertise 12 ©2026 3D Systems, Inc. | All Rights Reserved. ©2026 3D Systems, In
Slide 13: DMP 350 Triple and DMP 500
DMP 350 Triple and DMP 500 DMP 350 DMP 500 Key Benefits of Direct Metal Printing • Part consolidation • Built for high-reliability markets • Multiple paths to metal parts • Optimization for structural efficiency • Complex internal structures • Specialized alloys for niche uses • Triple-laser product
Slide 14: New Industrial Technology Center | Littleton, Colorado
New Industrial Technology Center | Littleton, Colorado Grand opening of new facility adds ~50,000 sq. ft. of production and office space. 14 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 15: Phyllis Nordstrom, Chief Financial Officer
Phyllis Nordstrom Chief Financial Officer
Slide 16: Non-GAAP Presentation
Non-GAAP Presentation Comparability of Financial Results Non-GAAP Presentation Excluding Software Divestitures As a reminder, the Company divested its legacy software businesses in 2025, including Geomagic, 3DXpert, and Oqton. Accordingly, the financial information presented in the following slides
Slide 17: Q3 2026 Consolidated Non-GAAP Revenue
Q3 2026 Consolidated Non-GAAP Revenue Q3 Consolidated Non-GAAP Revenue Year Over Year ($ in millions) $99.3 $89.5 +10.9% Q3 2025 Q3 2026 17 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 18: Q3 2026 Non-GAAP Revenue by Segment
Q3 2026 Non-GAAP Revenue by Segment ($ in millions) Consolidated Non-GAAP Revenue Non-GAAP Revenue by Segment Year Over Year Year Over Year $99.3 Healthcare Solutions Industrial Solutions $89.5 $49.0 $50.3 $46.7 $42.8 Q3 2025 Q3 2026 Q3 2025 Q3 2026 Q3 2025 Q3 2026 18 ©2026 3D Systems, Inc. | All Ri
Slide 19: Q3 2026 Non-GAAP Gross Profit Margin
Q3 2026 Non-GAAP Gross Profit Margin Non-GAAP Gross Profit Margin Year Over Year 35.5% 31.3% Q3 2025 Q3 2026 19 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 20: Non-GAAP Operating Expenses
Non-GAAP Operating Expenses ($ in millions) Non-GAAP Operating Expenses Non-GAAP Operating Expenses Year Over Year Quarterly Overview $42.3 $42.3 $40.9 $39.5 -14.7% $36.6 $36.1 $36.1 Q3 2025 Q3 2026 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 20 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 21: Q3 2026 Earnings Summary
Q3 2026 Earnings Summary ($ in millions, except per share amounts) Adjusted EBITDA GAAP EPS Non-GAAP EPS (Adj for divestitures) (As reported) (Adj for divestitures) Q3 2026 $3.1 Q3 2026 $(0.21) Q3 2026 $(0.06) Q3 2025 $(10.0) Q3 2025 $(0.14) Q3 2025 $(0.08) 21 ©2026 3D Systems, Inc. | All Rights Res
Slide 22: Q3 2026 Balance Sheet Highlights
Q3 2026 Balance Sheet Highlights Strengthening our balance sheet and financial capacity to support the business and invest in profitable growth. Cash Q3 Ending Debt • Total cash and investments of $120.5 million • Total outstanding debt of $96 million • $91.8 million of cash, cash equivalents, 2026
Slide 23: Q4 2026 Outlook
Q4 2026 Outlook Revenue Adjusted EBITDA $100M - $103M ($2M) – $0M Building on Q4 strategic market momentum to deliver full-year growth. 23 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 24: Q&A Session
Q&A SESSION 1-201-689-8345 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 25: Thank You
Thank You F IN D OU T MOR E AT : W W W . 3 D SYST EMS. COM ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 26: Appendix
Appendix 26 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 27: Presentation of Information
Presentation of Information 3D Systems reports its financial results in accordance with GAAP. Management also reviews and reports certain non-GAAP measures, including: non-GAAP revenue, non-GAAP gross profit, non-GAAP gross profit margin, non-GAAP diluted income (loss) per share, non-GAAP operating
Slide 28: Presentation of Information (continued)
Presentation of Information (continued) The matters discussed above are tax effected, as applicable, in calculating non-GAAP diluted income (loss) per share. Q3 2026 Outlook Adjusted EBITDA, defined as net (loss) income, plus income tax (provision) benefit, interest and other income (expense), net,
Slide 29: ©2026 3D Systems, Inc. | All Rights Reserved.
©2026 3D Systems, Inc. | All Rights Reserved.
Slide 30: ©2026 3D Systems, Inc. | All Rights Reserved.
©2026 3D Systems, Inc. | All Rights Reserved.
Slide 31: ©2026 3D Systems, Inc. | All Rights Reserved.
©2026 3D Systems, Inc. | All Rights Reserved.
Slide 32: ©2026 3D Systems, Inc. | All Rights Reserved.
©2026 3D Systems, Inc. | All Rights Reserved.
Slide 33: ©2026 3D Systems, Inc. | All Rights Reserved.
©2026 3D Systems, Inc. | All Rights Reserved.