Stratasys (SSYS) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Thu, March 5, 2026 astatine 10:23 AM CST 37 min read

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Thursday, March 5, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Dr. Yoav Zeif

• Chief Financial Officer — Eitan Zamir

• Vice President of Investor Relations — Yonah Lloyd

Yonah Lloyd: Good morning, everyone. And convey you for joining america to sermon our 2025 4th fourth and afloat twelvemonth fiscal results. On the telephone with america contiguous are our CEO, Dr. Yoav Zeif, and our CFO, Eitan Zamir. I would similar to punctual you that entree to today's call, including the descent presentation, is disposable online astatine the web code provided successful our property release. In addition, a replay of today's telephone and entree to the descent presumption volition beryllium disposable and tin beryllium accessed done the Investor Relations conception of our website.

Please enactment that immoderate of the accusation you volition perceive during our treatment contiguous volition dwell of forward-looking statements, including without limitation, those regarding our expectations arsenic to our aboriginal revenue, gross margin, operating expenses, taxes, and different aboriginal fiscal performance, and our expectations for our concern outlook. All statements that talk to aboriginal performance, events, expectations, oregon results are forward-looking statements. Actual results oregon trends could disagree materially from our forecast.

For risks that could origin existent results to beryllium materially antithetic from those acceptable distant successful forward-looking, delight notation to the hazard factors discussed oregon referenced successful Stratasys Ltd.'s yearly reports connected Form 20-F for the 2024 twelvemonth and for the 2025 year, the second of which volition beryllium filed with the SEC connected oregon astir today. Please besides notation to our Operating and Financial Review and Prospects for 2024 and 2025, which are included arsenic Item 5 of our yearly reports connected Form 20-F for 2024 and 2025.

Please besides spot the property merchandise that announces our net for 2025, which is attached arsenic Exhibit 99.1 to a study connected Form 6-K that we are furnishing to the SEC today. Stratasys Ltd. assumes nary work to update immoderate forward-looking statements oregon information, which talk arsenic of their respective dates. As successful erstwhile quarters, today's telephone volition see GAAP and non-GAAP fiscal measures. The non-GAAP fiscal measures should beryllium work successful operation with our GAAP metrics to measure our performance. Non-GAAP to GAAP reconciliations are provided successful tables successful our descent presumption and today's property release. I volition present crook the telephone implicit to our Chief Executive Officer, Dr. Yoav Zeif. Yoav,

Yoav Zeif: Thank you, Yonah. Good morning, everyone, and convey you for joining us. Our 4th fourth show caps a twelvemonth successful which we successfully maintained our operational discipline, delivered coagulated currency travel generation, and protected our borderline profile. We demonstrated erstwhile again the resilience that distinguishes Stratasys Ltd. Importantly, adjacent successful a marketplace situation marked by macro spending constraints, we continued to amended our presumption successful our focused people areas, arsenic we drove affirmative currency travel and profitability, mounting america isolated from our manufacture peers. To that end, arsenic we stock each year, successful 2025, we generated 37.5% of our revenues from manufacturing, up from 36% successful 2024 and from conscionable implicit 25% erstwhile we started tracking successful 2020.