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Dec 31, 2024

Stratasys Q4 2024 Earnings Report

Stratasys reported a decline in revenue and a higher GAAP net loss in Q4 2024.

Key Takeaways

Stratasys reported Q4 2024 revenue of $150.4 million, a decrease from the prior year. The GAAP net loss widened to $41.9 million due to a $30.1 million non-cash impairment. However, the company achieved positive non-GAAP net income and improved adjusted EBITDA.

Q4 2024 revenue declined to $150.4 million from $156.3 million in Q4 2023.

GAAP net loss widened to $41.9 million, driven by a $30.1 million non-cash impairment.

Non-GAAP net income increased to $8.5 million, compared to $1.6 million in Q4 2023.

Adjusted EBITDA improved to $14.5 million, reflecting better operational efficiency.

Total Revenue
$150M
Previous year: $156M
-3.8%
EPS
$0.12
Previous year: $0.02
+500.0%
Gross Margin
46.3%
Non-GAAP Gross Margin
49.6%
Adjusted EBITDA
$14.5M
Gross Profit
$69.7M
Previous year: $75.4M
-7.6%
Cash and Equivalents
$70.2M
Previous year: $163M
-56.8%
Total Assets
$1.03B
Previous year: $1.13B
-9.2%

Stratasys

Stratasys

Forward Guidance

Stratasys expects revenue for 2025 to range between $570 million and $585 million, with improving margins and stronger cash flow. The company anticipates non-GAAP net income of $20 million to $26 million and adjusted EBITDA of $44 million to $50 million.

Positive Outlook

  • Company expects revenue to improve sequentially throughout 2025.
  • Non-GAAP gross margins projected at 48.8%-49.2%.
  • Expected adjusted EBITDA of $44 million to $50 million.
  • Secured a $120 million investment from Fortissimo Capital.
  • Stronger free cash flow expected compared to 2024.

Challenges Ahead

  • GAAP net loss for 2025 projected between $68 million and $53 million.
  • Operating expenses projected between $254 million and $257 million.
  • Macroeconomic challenges such as inflation and high interest rates remain risks.
  • Supply chain constraints could impact profitability.
  • Competition in the 3D printing sector continues to intensify.