Stratasys 2025 Q3 Earnings Net Loss Widens 109% Despite Revenue Beat

Stratasys (SSYS) reported fiscal 2025 Q3 earnings on November 14, 2025, with revenue of $136.97 million, slightly above estimates. The company reaffirmed full-year revenue guidance of $550–$560 million but faced a 109% year-over-year increase in net losses.

Revenue

Stratasys’s total revenue decreased by 2.2% to $136.97 million in 2025 Q3, compared to $140.01 million in 2024 Q3. Products revenue totaled $94.06 million, while services revenue reached $42.91 million, reflecting a shift in demand toward industrial applications. The decline in year-over-year revenue was attributed to macroeconomic caution in capital equipment spending, though management emphasized progress in high-margin verticals like aerospace and defense.

Earnings/Net Income

The company’s net loss widened to $55.63 million in 2025 Q3, a 109.0% increase from $26.61 million in 2024 Q3, with an EPS loss of $0.65 versus $0.37. The widening net loss reflects a 109% increase in the deficit, signaling significant financial strain.

Post-Earnings Price Action Review

Stratasys’s stock price showed mixed reactions post-earnings, rising 0.45% on the day but declining 5.79% during the subsequent trading week. Month-to-date, shares plummeted 22.44%, underscoring investor skepticism about near-term profitability. The sharp decline contrasts with the company’s reaffirmed revenue guidance, highlighting market concerns over margin pressures and operational challenges.

CEO Commentary

Dr. Yoav Zeif, CEO, emphasized strategic focus on high-value verticals like aerospace, defense, and dental, where additive manufacturing addresses supply chain and customization needs. He noted progress in securing long-term partnerships with industry leaders and highlighted cost discipline as a buffer against macroeconomic headwinds. The leadership outlook remains cautiously optimistic, with a focus on operational efficiency and innovation to drive long-term value.

Guidance

Stratasys reaffirmed full-year 2025 revenue guidance of $550–$560 million and adjusted EPS of $0.13–$0.16. Non-GAAP gross margins are projected at 46.7%–47.0%, with adjusted EBITDA guidance of $30–$32 million. The company expects sequential gross margin improvement in Q4, driven by price increases and cost optimization.

Additional News

Recent developments include Stratasys’s participation in the U.S. Navy’s Trident Warrior 25 exercise, demonstrating distributed manufacturing capabilities for mission-critical parts. The company also appointed Chris Cabot as VP and Global Head of Dental, aiming to accelerate growth in digital dentistry. Additionally, Stratasys launched the SoftRelax post-processing solution to reduce manual labor in dental operations and removed TPO from dental resins to enhance patient safety. These moves underscore the company’s commitment to innovation and market expansion in high-growth sectors.