Stratasys Q4 Earnings Beat Estimates, Revenues Slip Y/Y, Shares Fall

Stratasys SSYS reported fourth-quarter 2025 non-GAAP earnings of 7 cents per share, which beat the Zacks Consensus Estimate by 40%. However, the figure plunged 41.7% year over year.Revenues fell 7% year over year to $140 million. However, the figure beat the consensus mark by 0.61%.SSYS shares fell more than 4.8% at the time of writing this article. The stock has declined 7.4% in the trailing 12 months compared with the Zacks Industrial Products sector’s return of 23.9%. Stratasys, Ltd. Price, Consensus and EPS Surprise  Stratasys, Ltd. price-consensus-eps-surprise-chart | Stratasys, Ltd. Quote Stratasys’ Q4 Release in DetailSegment-wise, product revenues dropped 7.1% year over year at $97.6 million. System revenues fell 7.1% year over year to $3.6 million. Consumables revenues decreased 0.6% year over year to $64.2 million. Services revenues declined 6.5% year over year to $42.9 million.Stratasys’ non-GAAP gross margin contracted 330 basis points (bps) on a year-over-year basis to 46%.Stratasys’ non-GAAP operating expenses in the fourth quarter of 2025 were $60.8 million, representing 43.4% of revenues. This was a decrease from $65.2 million (43.4% of revenues) in the year-ago quarter.The adjusted EBITDA margin contracted 310 bps on a year-over-year basis to 6.6%. The non-GAAP operating profit was $4.1 million, down 56.4% year over year.Stratasys’ Balance Sheet & Cash Flow DetailsAs of Dec. 31, 2025, Stratasys had cash and short-term deposits of $244.5 million compared with $255 million as of Sept. 30.In the fourth quarter of 2025, the company reported an operating cash flow of $15.1 million.Stratasys’ Offers Positive 2026 OutlookFor 2026, Stratasys expects revenues between $565 million and $575 million, suggesting sequential growth throughout the year. Non-GAAP earnings are expected to be 9-14 cents per share.The company anticipates the gross margin between 46.7% and 47.1%. The non-GAAP operating margin is expected to be 0.7-1.5%.Zacks Rank & Stocks to ConsiderCurrently, SSYS has a Zacks Rank #3 (Hold).Alarm.com ALRM, Trimble TRMB and Flowserve FLS are some better-ranked stocks in the broader Zacks Industrial Products sector. Alarm.com sports a Zacks Rank #1 (Strong Buy), and Trimble and Flowserve have a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.Long-term earnings growth rates for Alarm.com, Trimble and Flowserve are currently pegged at 12.75%, 10% and 10.98%, respectively.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Flowserve Corporation (FLS): Free Stock Analysis Report Stratasys, Ltd. (SSYS): Free Stock Analysis Report Trimble Inc. (TRMB): Free Stock Analysis Report Alarm.com Holdings, Inc. (ALRM): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks