Slide 1: Q2 2026 Financial Results
Q2 2026 Financial Results ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 2: Welcome and Participants
Welcome and Participants Dr. Jeffrey Graves President & Chief Executive Officer Phyllis Nordstrom Chief Financial Officer Monica Gould Investor Relations To participate via phone, please dial: 1-201-689-8345
Slide 3: Forward-Looking Statements
Forward-Looking Statements Certain statements made in this presentation that are not statements of historical or current facts are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 including statements regarding third quarter 2026 revenue and Adjus
Slide 4: Dr. Jeffrey Graves, President & Chief Executive Officer
Dr. Jeffrey Graves President & Chief Executive Officer
Slide 5: Q2 2026 Highlights
Q2 2026 Highlights STRONG GROWTH IN PRINTER SALES HEALTHCARE HIGHLIGHTS INDUSTRIAL HIGHLIGHTS Printer Sales Med Tech Aerospace & Defense • Strong printer growth across • Meaningful double-digit • Growth within Space and Healthcare & Industrial growth in printer sales Defense applications segments •
Slide 6: Drivers of 1H Performance | New Technologies and Areas Gaining Traction
Drivers of 1H Performance | New Technologies and Areas Gaining Traction Printers Strong printer sales driven by advanced printer technology directly addressing the most exciting growth markets • DMP 350 Triple – laser metal printer for precision parts • SLA 825 – dual-laser printer used for aerospac
Slide 7: Continued Focus on Four Key High-Investment Markets
Continued Focus on Four Key High-Investment Markets BUILT FOR HIGH IMPACT INDUSTRIES Most comprehensive metal & polymer printer portfolio targeted at highest potential growth markets Med Tech • Med Tech: New orthopedic indications enabled by medical- grade PEEK polymer printing technology. • Dental:
Slide 8: Aerospace & Defense | Rocketry and Aviation
Aerospace & Defense | Rocketry and Aviation SLA 825 Dual ROCKET MOTOR • Launched Q4 ’25 • Q2 ‘26: Record industrial polymer printer order since 2014. QuickCast Impeller QuickCast Model Part ©2026 3D Systems, Inc. | All Rights Reserved. 8 Slide contains certain AI generated images and are intended fo
Slide 9: Denture Printing Gaining Traction in Approved Markets
Denture Printing Gaining Traction in Approved Markets Cumulative Shipped Units Planned U.S. Market 2 160 • 30 million+ denture patients in the U.S. 140 • 3.8 million full denture sets purchased each year in U.S. 120 • $150+ million opportunity both within the U.S. & Europe 100 EU MDR 80 Approval 60
Slide 10: Data Center Infrastructure | Three Key Growth Areas
Data Center Infrastructure | Three Key Growth Areas AI: Powering the Future 3D PRINTING PARTS FOR CHIP MAKING COOLING FOR DATA CENTERS POWERING THE DATA CENTER Nuclear Fission Nuclear Fusion Technology Technology 3D Printing Parts for Chip Making Operation Electricity Generation • Chip Making: stere
Slide 11: Key Government Partnership Announcement
Key Government Partnership Announcement Savannah River National Laboratory (SRNL) World-class applied research institution known for expertise in nuclear materials processing, tritium science, environmental stewardship, national security, advanced energy and manufacturing technologies. Partnership D
Slide 12: Direct Printing of Extreme Performance Materials
Direct Printing of Extreme Performance Materials 3D Systems’ direct metal printing systems ideally suited to manufacture of parts for extreme environment applications. TITANIUM REFRACTORY METALS Human body and light-weight A&D applications (Tungsten, Molybdenum, Tantalum, Niobium, Rhenium) Very high
Slide 13: Parts Manufacturing Capabilities
Parts Manufacturing Capabilities TOTAL SQUARE FOOTAGE OF METALS AND PARTS PRODUCTION SPACE UPON COMPLETED EXPANSION ~270,000 sq ft SQUARE FOOTAGE OF LITTLETON EXPANSION ~50,000 sq ft Littleton & Leuven: Parts Manufacturing Centers of Excellence METAL PRINTERS CURRENTLY IN PRODUCTION 77 POLYMER PRINT
Slide 14: Dr. Jeffrey Graves, President & Chief Executive Officer
Dr. Jeffrey Graves President & Chief Executive Officer
Slide 15: Phyllis Nordstrom, Chief Financial Officer
Phyllis Nordstrom Chief Financial Officer
Slide 16: Non-GAAP Presentation
Non-GAAP Presentation Comparability of Financial Results Non-GAAP Presentation Excluding Software Divestitures As a reminder, the Company divested its legacy software businesses in 2025, including Geomagic, 3DXpert, and Oqton. Accordingly, the financial information presented in the following slides
Slide 17: Q2 2026 Consolidated Non-GAAP Revenue
Q2 2026 Consolidated Non-GAAP Revenue Q2 Consolidated Non-GAAP Revenue Year Over Year ($ in millions) $94.6 $93.3 $92.0 +1.4% Q2 2025 Q2 2026 17 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 18: Q2 2026 Non-GAAP Revenue by Segment
Q2 2026 Non-GAAP Revenue by Segment ($ in millions) Consolidated Non-GAAP Revenue Non-GAAP Revenue by Segment Year Over Year Year Over Year $94.6 $93.3 Healthcare Solutions Industrial Solutions $48.1 $48.3 $45.0 $46.5 Q2 2025 Q2 2026 Q2 2025 Q2 2026 Q2 2025 Q2 2026 18 ©2026 3D Systems, Inc. | All Ri
Slide 19: Q2 2026 Non-GAAP Gross Profit Margin
Q2 2026 Non-GAAP Gross Profit Margin Non-GAAP Gross Profit Margin Year Over Year 38.2% 36.7% Q2 2025 Q2 2026 19 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 20: Non-GAAP Operating Expenses
Non-GAAP Operating Expenses ($ in millions) Non-GAAP Operating Expenses Non-GAAP Operating Expenses Year Over Year Quarterly Overview $44.6 $44.6 $42.3 $40.9 $39.5 $39.5 $36.6 -11% Q2 2025 Q2 2026 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 20 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 21: Q2 2026 Earnings Summary
Q2 2026 Earnings Summary ($ in millions, except per share amounts) METRIC Q2 2026 Q2 2025 Adjusted EBITDA ($0.8) ($4.7) (Adj for divestitures) GAAP EPS ($0.09) $0.57 (As reported) Non-GAAP EPS ($0.04) ($0.06) (Adj for divestitures) 21 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 22: Q2 2026 Balance Sheet Highlights
Q2 2026 Balance Sheet Highlights Completed an equity offering with net proceeds of $53.2 million, strengthening our financial position to execute our operating plan and investments in strategic markets. Ended the quarter with $129 million of cash, cash equivalents, and restricted cash. Total outstan
Slide 23: 1H 2026 Highlights (Non-GAAP)
1H 2026 Highlights (Non-GAAP) Positive Adjusted EBITDA of $1.3M in 1H 2026 Non-GAAP Revenue Gross Margin Operating Expenses Adjusted EBITDA +6% YoY +2.1 pts YoY ($25.1M) YoY +$32.1M YoY $190.1M 36.4% $76.1M $1.3M vs. $179.3M in 1H25 vs. 34.3% in 1H25 vs. $101.2M in 1H25 vs. ($30.8M) in 1H25 Revenue
Slide 24: Q3 2026 Outlook
Q3 2026 Outlook Q3 2026 Outlook Revenue Adjusted EBITDA $96M - $99M ($3M) – ($1M) Continued momentum across strategic markets and recent product launches. 24 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 25: Q&A Session
Q&A SESSION 1-201-689-8345 25 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 26: Thank You
Thank You F IND O U T MO R E AT : W W W. 3 D SY S T EM S . C OM ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 27: Appendix
Appendix 27 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 28: Presentation of Information
Presentation of Information 3D Systems reports its financial results in accordance with GAAP. Management also reviews and reports certain non-GAAP measures, including: non-GAAP revenue, non-GAAP gross profit, non-GAAP gross profit margin, non-GAAP diluted income (loss) per share, non-GAAP operating
Slide 29: Presentation of Information (continued)
Presentation of Information (continued) The matters discussed above are tax effected, as applicable, in calculating non-GAAP diluted income (loss) per share. Q3 2026 Outlook Adjusted EBITDA, defined as net (loss) income, plus income tax (provision) benefit, interest and other income (expense), net,
Slide 30: ©2026 3D Systems, Inc. | All Rights Reserved.
©2026 3D Systems, Inc. | All Rights Reserved.
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©2026 3D Systems, Inc. | All Rights Reserved.
Slide 32: ©2026 3D Systems, Inc. | All Rights Reserved.
©2026 3D Systems, Inc. | All Rights Reserved.
Slide 33: ©2026 3D Systems, Inc. | All Rights Reserved.
©2026 3D Systems, Inc. | All Rights Reserved.
Slide 34: ©2026 3D Systems, Inc. | All Rights Reserved.
©2026 3D Systems, Inc. | All Rights Reserved.
Slide 35: ©2026 3D Systems, Inc. | All Rights Reserved.
©2026 3D Systems, Inc. | All Rights Reserved.