Stratasys Beats Q1 Revenue Estimates as Defense, Dental Pipeline Supports 2026 Outlook

Stratasys Ltd. (NASDAQ: SSYS) reported first-quarter 2026 revenue above analyst expectations, though sales fell 2.5% from a year earlier to $132.7 million as customers delayed capital spending on 3D printers. The company posted a non-GAAP loss of $0.01 per share, $0.01 better than consensus estimates. Full-year revenue guidance of $570 million at the midpoint was 1% above Wall Street expectations. Management cited recurring revenue from consumables and customer support as a stabilizing factor, while higher tariff costs and foreign exchange headwinds pressured margins. Stratasys said growth in 2026 is expected to be supported by aerospace and defense demand, dental market expansion and new materials and software offerings. The company highlighted a defense pipeline and CE Class IIa certification for TrueDent Resin in Europe as key drivers. Shares traded at $8.46 after earnings, down from $9.25 before the report.