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Dec 31, 2025
Stratasys Q4 2025 Earnings Report
Stratasys Q4 2025 Earnings Report
Key Takeaways
Stratasys reported a decline in Q4 revenue to $140 million, down from $150.4 million in the prior year, while maintaining positive operating cash flow and a strong debt-free balance sheet. Despite a GAAP net loss, the company achieved non-GAAP profitability and highlighted significant growth in manufacturing applications, which now account for 37.5% of total revenue.
Q4 revenue decreased by 6.9% year-over-year to $140 million amid a challenging macroeconomic environment.
Manufacturing applications grew to 37.5% of total revenue, up from 25% in 2020, showing a shift toward high-value use cases.
Maintained a strong liquidity position with $244.5 million in cash and equivalents and zero debt.
Achieved positive operating cash flow of $4.8 million for the quarter and $15.1 million for the full year.
Revenue by Segment
Forward Guidance
For 2026, Stratasys expects revenue growth and continued non-GAAP profitability despite $17 million in headwinds from exchange rates and tariffs.
Positive Outlook
- Full year revenue expected to grow to between $565 million and $575 million.
- Sequential revenue improvement expected throughout the year.
- Non-GAAP gross margins projected to improve to 46.7%-47.1%.
- Expectation of generating positive operating cash flow.
- Non-GAAP net income projected between $8 million and $12.5 million.
Challenges Ahead
- Anticipated $17 million combined adverse impact from exchange rates and tariffs.
- GAAP net loss projected to remain significant between $83 million and $67 million.
- Non-GAAP operating expenses impacted by $10 million due to foreign exchange.
- Relatively high interest rates and global inflationary pressures persist.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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