3D Systems Restores Revenue Growth After a Flat Second Quarter

The Tip Desk · November 11, 2026 · 3 min read

Third-quarter sales reached $99.3 million, up 8.8% from a year earlier, and Adjusted EBITDA was $3.1 million.

3D Systems Corporation (DDD) reported third-quarter revenue of $99.3 million, up 8.8% from a year earlier, reversing a 0.3% year-over-year decline in the second quarter. Excluding software divestitures completed in 2025, including 3DXpert and Oqton, the additive-manufacturing company said revenue rose 10.9%.

Adjusted EBITDA was $3.1 million, after a $0.8 million loss in the second quarter. The company said the improvement reflected prior cost-reduction initiatives, higher sales volumes and improved operating leverage.

Healthcare Solutions was the larger of the two reportable segments, with revenue of $49.0 million, up 14.4% from a year earlier after 6.8% growth in the second quarter. The company said the increase was driven by higher dental material sales and increased parts-manufacturing volumes, with more than 20% growth in both healthcare parts manufacturing and dental materials.

Industrial Solutions revenue was $50.3 million, up 3.9% year-over-year, or 7.7% excluding software divestitures, after a 6.7% year-over-year decline in the second quarter. The company said the rebound was driven by strong growth in Data Center Infrastructure and more than 50% growth in Aerospace & Defense, partially offset by declines in consumer-facing markets.

Gross profit margin was 35.0%. Non-GAAP gross profit margin was 35.5%, which the company said benefited from higher sales volumes in printers and parts manufacturing, product-margin expansion, and the non-recurrence of certain prior-year costs tied to a non-core site closure and a Reg Med accounting adjustment.

Net loss attributable to 3D Systems widened to $33.5 million, or $0.21 a share, from an $18.1 million loss, or $0.14 a share, a year earlier. The company said the increase was primarily the result of litigation expense, an asset impairment charge, an unfavorable foreign-exchange impact, and an unfavorable year-over-year change in income taxes. Operating expense was $59.3 million.

Cash and investments totaled $120.5 million at September 30, 2026, including cash, cash equivalents and restricted cash of $91.8 million. Principal of $3.9 million of debt is scheduled to mature in the fourth quarter of 2026, with the remaining $92.0 million maturing in 2030.

For the fourth quarter, 3D Systems expects revenue of $100 million to $103 million and Adjusted EBITDA of ($2) million to $0 million. The company said the outlook reflects continued momentum across Med Tech, Dental, Aerospace & Defense and Data Center Infrastructure, along with normal variability in customer program and investment cycles. At the midpoint of that range, it expects full-year 2026 revenue growth approaching mid-single digits.

President and Chief Executive Officer Dr. Jeffrey Graves said the four strategic markets delivered strong double-digit growth through the first three quarters of 2026 and that capital investment in those markets is now strengthening. Chief Financial Officer Phyllis Nordstrom said year-to-date performance gives the company confidence the strategy is gaining traction.