$SSYS: Sales Were Flat; The Cash-Flow Outlook Got Cut

The three-cent profit matched last year. Revenue missed. Management no longer promises full-year operating cash flow will be positive.

Industrial hardware on a bench — materials through installed printers carried the quarter. New machines did not.

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Key Points

Revenue $137.6 million, missed estimates, slipped from a year ago
Non-GAAP EPS $0.03, unchanged from a year ago
Record consumables $66.3 million; aerospace and defense +17%
Full-year operating cash-flow outlook cut; sales range held

What To Watch

Sequential sales in the third quarter versus the $565–$575 million year
Whether aerospace orders convert into shipments
Second-half operating cash flow turning positive
Markforged close terms and dilution

Market Analysis

How the tape may move from the last update’s mark — not from the open, and not the session % already printed.

The tape sold the sales miss and the cash-flow walk-back, not the three-cent EPS. From here the name needs a sequential revenue uptick or the cut keeps a lid on it.

Expected Move From Here -3.0% to +2.0% From last update, not from the open

Certainty 64%

Why

The print is official. Consumables and aerospace are real. The product line is not growing. That mix usually chops a small-cap printer name until the next quarter.

Related Sources

Stratasys Releases Second Quarter 2026 Financial Results — Stratasys