Slide 1: Third Quarter 2025 Financial Results
November 5, 2025 Third Quarter 2025 Financial Results
Slide 2: Welcome and Participants
Welcome and Participants Dr. Jeffrey Graves President & Chief Executive Officer Phyllis Nordstrom Executive Vice President & Interim Chief Financial Officer Monica Gould Investor Relations 2
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
Dr. Jeffrey Graves President & Chief Executive Officer 4
Slide 5: Q3 Highlights
Q3 Highlights • Q3 2025 revenue of $91.2 million driven by continued weakness in customer capex spending. • Tarriff impact two-fold: customer capex spending impacting sales and cost of key componentry. • Cost reduction programs on track, as seen in decreasing OpEx. • Spinoff of non-core assets, incl
Slide 6: New Product Focus: 'Jetting' Print Technology for Jewelry Market - MJP 300W Plus
New Product Focus: 'Jetting' Print Technology for Jewelry Market - MJP 300W Plus • Greatly enhanced surface finish: reduced finishing times and gold loss in polishing. • 30% faster print times. • Lower operating costs and reducing gold, silver or platinum waste by 20%. 6 6
Slide 7: New Product Focus: 'Jetting' Print Technology for Denture Market - NextDent 300
New Product Focus: 'Jetting' Print Technology for Denture Market - NextDent 300 • FDA-approved 510(k) clearance in late 2024 for a commercially available denture solution. • Multi-material capability thru jetting NextDent® Jet 'Teeth' and NextDent® Jet 'Base' gum material in a single operation. • Be
Slide 8: MedTech Momentum Continues
MedTech Momentum Continues • Growth drivers: New markets, new indications, new materials. • Markets: Lower cost and faster cycle times opening 'trauma' market. • Indications: Moving from leadership in CMF to indications 'below the neck' (major joints, pelvis). • Materials: Leader in titanium implant
Slide 9: Growth in New Markets: Saudi Arabia Initiative
Growth in New Markets: Saudi Arabia Initiative • National Additive Manufacturing Innovation Company (NAMI) JV established in 2022 to support creation of strong local industrial economy in Saudi Arabia. • Approach: World class 3D Systems metals and polymer technologies combined with localized process
Slide 10: Growth in High Reliability Industrial Markets: AI Infrastructure and Aerospace & Defense
Growth in High Reliability Industrial Markets: AI Infrastructure and Aerospace & Defense AI Infrastructure Aerospace & Defense 10
Slide 11: Phyllis Nordstrom
Phyllis Nordstrom Interim Chief Financial Officer 11
Slide 12: Q3 Revenue Summary
Q3 Revenue Summary ($ in millions) Revenue Summary Q3’24 Q2’25 Q3’25 As Reported: • Industrial softness in consumer facing markets, partially offset by over 50% YoY growth in Industrial Solutions $58 $50 $48 Aerospace & Defense (A&D). Industrial Printers' Healthcare Solutions $55 $45 $43 QoQ growth
Slide 13: Gross Profit Margin
Gross Profit Margin (Non-GAAP) 39.2% Gross Profit Margin Drivers 37.6% • Adjusted YoY decrease primarily driven by lower materials sales volume in dental, 34.2% partially offset by cost improvements in 32.5% Hardware Services. • Sequential decrease driven by the absence of the Q2 Regenerative Medici
Slide 14: Operating Expense
Operating Expense ($ in millions, Non-GAAP) Third Quarter Drivers • Year-over-year improvement is primarily $61 attributable to cost reduction initiatives $59 completed across the Company, while largely maintaining investments in R&D. • Operating expense reductions were realized $47 in Q3, and we ex
Slide 15: Cost Reduction & Profitability Improvement Initiatives
Cost Reduction & Profitability Improvement Initiatives Cost reduction initiatives on track to deliver >$50mm in annualized savings by year-end. Cost Saving Initiatives Organizational Capacity Business & Legal Entity COGS Optimization Site Consolidation Simplication Cost reduction initiatives will co
Slide 16: Earnings
Earnings ($ in millions, except per share amounts) Q3 Profitability Drivers Q3’24 Q3’25 • Net Income improved primarily from the Net Income ($178.6) ($18.1) absence of impairment charges from Q3 last GAAP EPS ($1.35) ($0.14) year. Non-GAAP EPS ($0.12) ($0.08) • Adjusted EBITDA and Non-GAAP EPS were
Slide 17: Balance Sheet Highlights
Balance Sheet Highlights • Ended the quarter with $114 million of cash, cash equivalents, and restricted cash. • Total outstanding debt of $122.6 million, with $34.7 million coming due in the fourth quarter of 2026. • Continued improvements in operating cash usage over the last two quarters. 17
Slide 18: Closing Remarks Q&A Session
Closing Remarks + Q&A Session 1-201-689-8345 18
Slide 19: Thank You
Thank You Find out more at: www.3dsystems.com 19
Slide 20: Appendix
Appendix ©2025 3D Systems, Inc. | All Rights Reserved.
Slide 21: 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 excluding divestitures and on a constant currency basis (sometimes referred to as excluding divestitures and FX eff
Slide 22: Appendix
Appendix 3D Systems Corporation Unaudited Reconciliations of GAAP to Non-GAAP Measures Non-GAAP Gross Profit and Gross Profit Margin (unaudited) ‘Three Months Ended (in millions) September 30, 2025 September 30, 2024 Gross profit (GAAP) $ 29.4 32.3% §$ 417 36.9% Amortization expense 0.2 0.2% 03 03%
Slide 23: Appendix
Appendix 3D Systems Corporation Unaudited Reconciliations of GAAP to Non-GAAP Measures ‘Net Income (Loss) At ‘to 3D Sy: Corporation to Adjt EBITDA (1 lit 0 ee sm. om (iamiiony ss su ae mae ‘et (loss) income attributable to 3D Systems Corporation (GAAP) sash sane s 4 sans Interest income (loss), net