Slide 1: Fourth Quarter and Full Year 2025 Financial Results
Fourth Quarter and Full Year 2025 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 Interim 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. Forward-looking statements involve known and unknown risks, uncert
Slide 4: Dr. Jeffrey Graves, President & Chief Executive Officer
Dr. Jeffrey Graves President & Chief Executive Officer
Slide 5: Fourth Quarter and Full Year 2025 Highlights
Fourth Quarter and Full Year 2025 Highlights Success drivers in 2025 and focus areas for 2026 Investing in R&D for Capitalizing on Product Innovation Markets Rapidly Adopting 3D Printing Driving Operational Strengthening the Discipline Balance Sheet 5 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 6: Q4 2025 Highlights
Q4 2025 Highlights Q4 Highlights • 16% sequential growth • Strengthening printer and material sales o Industrial ▪ Automotive, Jewelry o Healthcare ▪ Dental Materials • Continued momentum in key growth markets o Aerospace & Defense o Personalized Health Services o Dental 6 ©2026 3D Systems, Inc. | A
Slide 7: Aerospace & Defense Key Applications
Aerospace & Defense Key Applications Satellites Naval & Marine Key Growth Drivers • Design freedom Structural Bracket Pipe Flange Copper Nickle Alloy Titanium Alloy • Simplification of part design • Enablement of novel materials Illustrative Illustrative • Heat transfer breakthroughs Aircraft & Rock
Slide 8: Aerospace & Defense: Naval & Marine Applications
Aerospace & Defense: Naval & Marine Applications Naval and Marine Applications enable improved performance and reduced lead time 96% lead time reduction with Direct Metal Printing from 52 weeks to 2 weeks Why Print in Copper Nickel (CuNi30)? • Exceptional resistance to salt water and biological corr
Slide 9: Aerospace & Defense: Future Growth
Aerospace & Defense: Future Growth • Global growth o Anticipated demand shift to domestic suppliers in U.S. o Investments in Europe expected to rise • 20% growth target in 2026 • Key drivers o Expansion of qualified applications into production; driving parts and printer sales o Material pull throug
Slide 10: Healthcare: Personalized Health Services (PHS)
Healthcare: Personalized Health Services (PHS) PHS at a Glance: Cranio-Maxillofacial Long history and solid infrastructure in PHS Point of Care (CMF) Cranial Implant (Peek) 400,000+ personalized planning cases (18,000+ in 2025) Shoulder Spinal Implant Glenoid 3,000,000+ implants manufactured for pat
Slide 11: Dental: Denture Market Opportunity
Dental: Denture Market Opportunity Denture Market 180M Global Denture Wearers 32M U.S. Denture Wear ers NextDent 300 13.7M MultiJet Printer Denture sets produced each year 11 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 12: Key Sustainable Growth Markets for 2026
Key Sustainable Growth Markets for 2026 Aerospace & Defense Personalized Health Services (PHS) Dental 12 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 13: Chuck Hull: Inventor of 3D Printing & Founder of 3D Systems
Chuck Hull: Inventor of 3D Printing & Founder of 3D Systems National Medal of Technology Lake Nona Impact Forum Chuck Hull & Dr. Martine Rothblatt Developing 3D Printed Lungs Forbes: 250 America’s Greatest Innovators 13 National Academy ©2026 3D Systems, ofReserved. Inc. | All Rights Engineering
Slide 14: Phyllis Nordstrom, Interim Chief Financial Officer
Phyllis Nordstrom Interim Chief Financial Officer
Slide 15: Q4 2025 Consolidated Revenue
Q4 2025 Consolidated Revenue ($ in millions) Q4 Consolidated Revenue Year Over Year $111.0 $106.3 $103.3 Q4 2024 Q4 2024 Adj * Q4 2025 15 ©2026 3D Systems, Inc. | All Rights Reserved. * Adjusted to reflect the divestiture of Geomagic
Slide 16: Q4 2025 Revenue Summary
Q4 2025 Revenue Summary ($ in millions) Consolidated Sequential Sequential Growth $106.3 Industrial Solutions Healthcare Solutions $55.8 $91.2 $48.5 $50.5 $42.8 Q3 2025 Q4 2025 Q3 2025 Q4 2025 Q3 2025 Q4 2025 16 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 17: Full Year 2025 Revenue
Full Year 2025 Revenue ($ in millions) Consolidated Revenue Full Year Revenue Mix Year over Year $418.0 $386.9 $440.1 36% 42% $418.0 $386.9 64% 58% FY 2024 FY 2024 Adj * FY 2025 FY 2024 Adj* FY 2025 * Adjusted to reflect the divestiture of Geomagic Services Products 17 ©2026 3D Systems, Inc. | All R
Slide 18: Gross Profit Margin (Non-GAAP)
Gross Profit Margin (Non-GAAP) Q4 2025 2025 Year Over Year Year Over Year 37.4% 35.0% 34.3% 31.3% 31.0% 27.7% Q4 2024 Q4 2024 Adj* Q4 2025 FY 2024 FY 2024 Adj* FY 2025 *Adjusted to reflect the divestiture of Geomagic Note: Q4 2024 margin negatively impacted by Reg Med accounting adjustment 18 ©2026
Slide 19: Operating Expenses (Non-GAAP)
Operating Expenses (Non-GAAP) ($ in millions) Q4 Year over Year 2025 Quarterly Overview $61.6 • Non-GAAP operating $55.6 expenses declined by 23% on an adjusted basis, when $46.8 excluding Geomagic. $44.7 $42.5 $42.5 • We expect continued reductions in expenses through the first half of 2026. Q4 202
Slide 20: Cost Reductions & Profitability Improvement Initiatives
Cost Reductions & Profitability Improvement Initiatives Cost reduction initiatives delivered $55 million in annualized savings in 2025 Cost Saving Initiatives Organizational Capacity Business & Legal Entity COGS Optimization Site Consolidation Simplication Cost reduction initiatives will continue th
Slide 21: Earnings (Non-GAAP)
Earnings (Non-GAAP) ($ in millions, except per share amounts) Q4 2024 Q4 2025 Adjusted EBITDA ($19.1) ($5.3) Adjusted EBITDA (adjusting for Geomagic) ($22.4) ($5.3) Non-GAAP EPS ($0.19) ($0.13) FY 2024 FY 2025 Adjusted EBITDA ($66.4) ($45.4) Adjusted EBITDA (adjusting for Geomagic) ($76.2) ($45.4) N
Slide 22: Balance Sheet
Balance Sheet ($ in millions) Cash* Debt* $136 $134 $114 $97 ($90) ($123) ($123) ($212) Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2025 Q2 2025 Q3 2025 Q4 2025 *Cash includes cash, cash equivalents, and restricted cash; Debt includes total debt, net of deferred financing costs 22 ©2026 3D Systems, Inc. | Al
Slide 23: Q1 2026 Outlook
Q1 2026 Outlook Q1 2026 Outlook Revenue $91 million - $94 million Adjusted EBITDA ($5) million – ($3) million Continued momentum in top-line growth and bottom-line performance 23 ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 24: Q&A Session
Q&A Session 1-201-689-8345 24 24 ©2026 3D ©2026 Systems, 3D Systems, Inc. | AllInc. Rights | All Reserved. Rights Reserved.
Slide 25: Thank You
Thank You F IND O UT MORE A T: WWW.3DSY STE MS .COM ©2026 3D Systems, Inc. | All Rights Reserved.
Slide 26: Appendix
Appendix 26 26 ©2026 3D ©2026 Systems, 3D Systems, Inc. | AllInc. Rights | All Reserved. Rights Reserved.
Slide 27: 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 gross profit, non-GAAP gross profit margin, non-GAAP diluted income (loss) per share, non-GAAP operating expense and Adjust
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31 ©2026 3D Systems, Inc. | All Rights Reserved.