Jalles Machado revises 2025/26 guidance

Jalles Machado revises 2025/26 guidance

Jalles Machado, the CEO of Stratasys Ltd., has revised the company's financial guidance for the fiscal year 2025/26, reflecting the ongoing macroeconomic uncertainty and the impact of global tariff policies. The revised guidance comes amidst a challenging economic environment characterized by high interest rates, inflation, and supply chain disruptions.

Stratasys reported its second-quarter 2025 financial results, with revenue of $138.1 million, a slight increase from the same period last year. Despite the revenue growth, the company reported a GAAP net loss of $16.7 million, or $0.20 per diluted share, and a non-GAAP net income of $2.2 million, or $0.03 per diluted share [2]. The company's adjusted EBITDA for the quarter was $6.1 million, a significant improvement from the prior year's $2.3 million.

In light of these financial results, Machado revised the company's outlook for the full year 2025, projecting revenues between $550 million and $560 million. The company expects its non-GAAP gross margins to range from 46.7% to 47.0% and its operating expenses to range from $248 million to $251 million. The revised outlook also projects non-GAAP operating margins between 1.5% and 2.0% and adjusted EBITDA ranging from $30 million to $32 million [2].

The revised guidance reflects the company's strategy to navigate the challenging economic environment. Stratasys has a strong balance sheet with $254.6 million in cash, equivalents, and short-term deposits, and no debt at June 30, 2025. The company plans to use its financial flexibility to invest in innovation, pursue growth opportunities, and enhance operational efficiency.

The revised guidance also takes into account the potential impact of tariff policies on the company's operations. Stratasys has been proactive in addressing these challenges by bolstering its balance sheet and focusing on key use cases with major customers that are likely to drive future growth.

In conclusion, Jalles Machado's revised 2025/26 guidance reflects the company's commitment to navigating the challenging economic environment and positioning itself for long-term success. The revised outlook is based on a comprehensive assessment of the company's financial performance and the broader economic conditions [2].

References:
[1] https://www.usnews.com/news/top-news/articles/2025-08-13/brazil-unveils-aid-package-for-exporters-hit-by-u-s-tariffs
[2] https://www.nasdaq.com/press-release/stratasys-releases-second-quarter-2025-financial-results-2025-08-13