Slides
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3D SYSTEMS Q2 2026 Financial Results © 2026 3D Systems , Inc. | All Rights Reserved .
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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
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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 Adjusted EBITDA guidance, the timing of product launches, regulatory approvals, market opportunities, expected revenue impact, and shareholder value. Forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of the company to be materially different from historical results or from any future results or projections expressed or implied by such forward-looking statements. In many cases, forward-looking statements can be identified by terms such as "believes, " "belief, " "expects, " "may, " "will, " "estimates, " "intends, " "anticipates" or "plans" or the negative of these terms or other comparable terminology. Forward-looking statements are based upon management’s beliefs, assumptions, and current expectations and may include comments as to the company’s beliefs and expectations as to future events and trends affecting its business and are necessarily subject to uncertainties, many of which are outside the control of the company. The factors described under the headings "Forward-Looking Statements" and "Risk Factors" in the company’s periodic filings with the Securities and Exchange Commission, as well as other factors, could cause actual results to differ materially from those reflected or predicted in forward-looking statements. Although management believes that the expectations reflected in the forward-looking statements are reasonable, forward- looking statements are not, and should not be relied upon as a guarantee of future performance or results, nor will they necessarily prove to be accurate indications of the times at or by which any such performance or results will be achieved. The forward-looking statements included are made only as of the date of the statement. 3D Systems undertakes no obligation to update or review any forward- looking statements made by management or on its behalf, whether as a result of future developments, subsequent events or circumstances or otherwise. Certain images included in this presentation were generated using artificial intelligence and are provided for illustrative purposes only. Unless otherwise noted, they are not intended to depict actual products, facilities, customers, employees, or events. Use of AI Images
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Dr . Jeffrey Graves President & Chief Executive Officer
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Q2 2026 Highlights 5 Med Tech • Meaningful double-digit growth in printer sales • Continued growth in personalized healthcare services (PHS) Dental • Performance driven by dental materials sales and rising denture printer sales HEALTHCARE HIGHLIGHTS Printer Sales • Strong printer growth across Healthcare & Industrial segments • Printer systems proving distinctive value: o DMP 350 o SLA 825 o MJP platforms STRONG GROWTH IN PRINTER SALES Aerospace & Defense • Growth within Space and Defense applications Data Center Infrastructure • Double-digit growth driven by semiconductor parts manufacturing INDUSTRIAL HIGHLIGHTS ©2026 3D Systems, Inc. | All Rights Reserved.
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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 aerospace & defense and aviation • NextDent 300 – jetting printer for denture manufacturers Metals Metal applications increasingly driving growth in printers and parts production • Direct printing of metal parts (laser powder -bed fusion) • Casting of metal parts using 3D printed polymer patterns (SLA technology) 6 ©2026 3D Systems, Inc. | All Rights Reserved.
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Continued Focus on Four Key High-Investment Markets BUILT FOR HIGH IMPACT INDUSTRIES Med Tech Dental Data Center Infrastructure Aerospace & Defense • Med Tech: New orthopedic indications enabled by medical- grade PEEK polymer printing technology . • Dental: Aligner market maturing, momentum now shifting to denture printing technology . • A&D: Space and defense applications continue strong growth. A&D on track to deliver 20% growth in 2026. • Data Center Infrastructure: Energy production and equipment used to manufacture some of the most advanced AI semiconductor chips. Most comprehensive metal & polymer printer portfolio targeted at highest potential growth markets 7 ©2026 3D Systems, Inc. | All Rights Reserved.
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Aerospace & Defense | Rocketry and Aviation SLA 825 Dual • Launched Q4 ’25 • Q2 ‘26: Record industrial polymer printer order since 2014. QuickCast Impeller QuickCast Model Part ROCKET MOTOR 8 ©2026 3D Systems, Inc. | All Rights Reserved. Slide contains certain AI generated images and are intended for illustrative purposes only..
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Denture Printing Gaining Traction in Approved Markets 1 IBIS Research, 2 American College of Prosthodontists, Cleveland Clinic, 3DS Analysis3 , US Bureau of Labor Statistics, 3DS Analysis 0 20 40 60 80 100 120 140 160 Q3-25 Q4-25 Q1-26 Q2-26 Q3-26 Q4-26 FDA Approval EU MDR Approval Go To Market Approach • Fragmented Market: 8,000+ labs, largest players hold single-digit share1 • Revenue Concentrated: among the top 300–400 labs • Growing Adoption: NextDent 300 adoption by 100+ labs expected by year-end, increasing multi-unit deployments occurring • Recurring Revenue: Year-end printer shipments are expected to generate $2M+ annually in material revenue once installations complete U.S. Market 2 • 30 million+ denture patients in the U.S. • 3.8 million full denture sets purchased each year in U.S. • $150+ million opportunity both within the U.S. & Europe Cumulative Shipped Units Planned Largest Dental Labs in U.S. Market 3 9 ©2026 3D Systems, Inc. | All Rights Reserved. Slide contains certain AI generated images and are intended for illustrative purposes only.. 1 IBIS Research, 2 American College of Prosthodontists, Cleveland Clinic, 3DS Analysis3 US Bureau of Labor Statistics, 3DS Analysis
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AI: Powering the Future 3D Printing Parts for Chip Making • Chip Making: stereolithography, etching and annealing • 3D printed metal parts for companies manufacturing semiconductor chips Operation • Cooling GPUs to enhance performance and life 3D PRINTING PARTS FOR CHIP MAKING COOLING FOR DATA CENTERS POWERING THE DATA CENTER Nuclear Fission Technology Nuclear Fusion Technology Electricity Generation • Polymer printers for metal castings • Direct metal printed parts (for turbines) • Nuclear power and Fusion power Data Center Infrastructure | Three Key Growth Areas 10 ©2026 3D Systems, Inc. | All Rights Reserved. Slide contains certain AI generated images and are intended for illustrative purposes only..
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Key Government Partnership Announcement SRNL Advanced Manufacturing Collaborative Partnership Details • CRADA drives joint development of advanced materials, AI/ML process optimization, equipment enhancements, and scalable production solutions. • Will accelerate development of next generation AM materials and technologies in nuclear, energy, power generation, and U.S. national security applications. • Creates pathway from collaborative research to technology transfer and commercial-scale industrial applications. 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. 11 ©2026 3D Systems, Inc. | All Rights Reserved.
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REFRACTORY METALS Direct Printing of Extreme Performance Materials 3D Systems’ direct metal printing systems ideally suited to manufacture of parts for extreme environment applications. TITANIUM Human body and light-weight A&D applications COBALT CHROME Exceptional strength, corrosion resistance and biocompatibility REFRACTORY METALS (Tungsten, Molybdenum, Tantalum, Niobium, Rhenium) Very high temperature, extreme environment applications such as propulsion systems, energy systems, fusion reactors DMP FLEX 350 TRIPLE-LASER SYSTEM Fully dense refractory metal part with lattice structure for performance and heat dissipation Tungsten >99.9wt% high purity Tungsten Cobalt Chrome Press Fit Femur Cobalt Chrome Ankle Implant Titanium spinal cage TITANIUM & COBALT CHROME 12 ©2026 3D Systems, Inc. | All Rights Reserved. Slide contains certain AI generated images and are intended for illustrative purposes only..
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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 METAL PRINTERS CURRENTLY IN PRODUCTION 77 POLYMER PRINTERS CURRENTLY IN PRODUCTION 42 CERTIFICATIONS QMS Certified ISO 9001, ISO 13485, AS 9100 Parts Manufacturing Capabilities Littleton & Leuven: Parts Manufacturing Centers of Excellence 13 ©2026 3D Systems, Inc. | All Rights Reserved.
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Dr . Jeffrey Graves President & Chief Executive Officer
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Phyllis Nordstrom Chief Financial Officer
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Non-GAAP Presentation 16 ©2026 3D Systems, Inc. | All Rights Reserved. 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 includes Non-GAAP measures, including Non- GAAP Revenue, Non-GAAP Gross Margin, Non-GAAP Operating Expenses, and Adjusted EBITDA that also exclude the impact of software divestitures to provide meaningful comparability of operating performance across periods. See the Appendix for additional information regarding these non-GAAP financial measures, the impact of excluded software divestitures, and related reconciliations. ©2026 3D Systems, Inc. | All Rights Reserved. 16
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($ in millions) Q2 Consolidated Non-GAAP Revenue Y ear Over Y ear $92.0 $94.6 Q2 2025 Q2 2026 +1.4% Q2 2026 Consolidated Non-GAAP Revenue $93.3 17 ©2026 3D Systems, Inc. | All Rights Reserved.
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$45.0 $48.1 Q2 2025 Q2 2026 ($ in millions) $48.3 $46.5 Q2 2025 Q2 2026 Industrial SolutionsHealthcare Solutions$93.3 $94.6 Q2 2025 Q2 2026 Consolidated Non -GAAP Revenue Year Over Year Non-GAAP Revenue by Segment Year Over Year Q2 2026 Non-GAAP Revenue by Segment 18 ©2026 3D Systems, Inc. | All Rights Reserved.
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Non-GAAP Gross Profit Margin Year Over Year 38.2% 36.7% Q2 2025 Q2 2026 Q2 2026 Non-GAAP Gross Profit Margin 19 ©2026 3D Systems, Inc. | All Rights Reserved.
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$44.6 $42.3 $40.9 $36.6 $39.5 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 $44.6 $39.5 Q2 2025 Q2 2026 Non-GAAP Operating Expenses Year Over Year Non-GAAP Operating Expenses Quarterly Overview -11% ($ in millions) Non-GAAP Operating Expenses 20 ©2026 3D Systems, Inc. | All Rights Reserved.
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METRIC Q2 2026 Q2 2025 Adjusted EBITDA (Adj for divestitures) ($0.8) ($4.7) GAAP EPS (As reported) ($0.09) $0.57 Non-GAAP EPS (Adj for divestitures) ($0.04) ($0.06) ($ in millions, except per share amounts) Q2 2026 Earnings Summary 21 ©2026 3D Systems, Inc. | All Rights Reserved.
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Total outstanding debt of $96 million, with $3.9 million coming due in the fourth quarter of 2026. Ended the quarter with $129 million of cash, cash equivalents, and restricted cash. 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. Q2 2026 Balance Sheet Highlights ©2026 3D Systems, Inc. | All Rights Reserved. 22
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Positive Adjusted EBITDA of $1.3M in 1H 2026 Revenue +6% YoY $190.1M vs. $179.3M in 1H25 Gross Margin +2.1 pts YoY 36.4% vs. 34.3% in 1H25 Operating Expenses ($25.1M) YoY $76.1M vs. $101.2M in 1H25 Adjusted EBITDA +$32.1M YoY $1.3M vs. ($30.8M) in 1H25 Revenue growth + Margin stability + Cost discipline Positive Adjusted EBITDA 1H 2026 Highlights (Non-GAAP) 23 ©2026 3D Systems, Inc. | All Rights Reserved. Non-GAAP
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Q3 2026 Outlook Revenue $96M - $99M Adjusted EBITDA ($3M) – ($1M) Q3 2026 Outlook Continued momentum across strategic markets and recent product launches. 24 ©2026 3D Systems, Inc. | All Rights Reserved.
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©2026 3D Systems, Inc. | All Rights Reserved.25 1-201-689-8345 Q&A SESSION
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©2026 3D Systems, Inc. | All Rights Reserved. Thank You F IND O U T MO R E AT : W W W. 3 D SY S T EM S . C OM
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©2026 3D Systems, Inc. | All Rights Reserved.27 Appendix
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Q3 2026 Outlook 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 expense and Adjusted EBITDA. These non-GAAP measures exclude certain items that management does not view as part of 3D Systems’ core results as they may be highly variable, may be unusual or infrequent, are difficult to predict and can distort underlying business trends and results. Management believes that the non-GAAP measures provide useful additional insight into underlying business trends and results and provide meaningful information regarding the comparison of period-over-period results. Additionally , management uses the non-GAAP measures for planning, forecasting and evaluating business and financial performance, including allocating resources and evaluating results relative to employee compensation targets. 3D Systems’ non-GAAP measures are not calculated in accordance with or as required by GAAP and may not be calculated in the same manner as similarly titled measures used by other companies. These non-GAAP measures should thus be considered as supplemental in nature and not considered in isolation or as a substitute for the related financial information prepared in accordance with GAAP. To calculate the non-GAAP measures, 3D Systems excludes the impact of the following items: 1. amortization of intangible assets, a non-cash expense, as 3D Systems’ intangible assets were primarily acquired in connection with business combinations; 2. costs incurred in connection with acquisitions and divestitures, such as legal, consulting and advisory fees; 3. stock-based compensation expenses, a non-cash expense; 4. charges related to restructuring and cost optimization plans, impairment charges, including goodwill, and divestiture gains or losses; 5. the impact of software divestitures, which were previously included in our Industrial Solutions segment, for pre-divestiture periods in 2025; and 6. costs, including legal fees, related to significant or unusual litigation matters. Amortization of intangibles and acquisition and divestiture-related costs are excluded from non-GAAP measures as the timing and magnitude of business combination transactions are not predictable, can vary significantly from period to period and the purchase price allocated to amortizable intangible assets and the related amortization period are unique to each acquisition. Amortization of intangible assets will recur in future periods until such intangible assets have been fully amortized. While intangible assets contribute to the Company’s revenue generation, the amortization of intangible assets does not directly relate to the sale of the Company’s products or services. Additionally, intangible assets amortization expense typically fluctuates based on the size and timing of the Company’s acquisition activity. Accordingly, the Company believes excluding the amortization of intangible assets enhances the Company’s and investors’ ability to compare the Company’s past financial performance with its current performance and to analyze underlying business performance and trends. Although stock-based compensation is a key incentive offered to certain of our employees, the expense is non-cash in nature, and we continue to evaluate our business performance excluding stock-based compensation; therefore, it is excluded from non-GAAP measures. Stock-based compensation expenses will recur in future periods. Charges related to restructuring and cost optimization plans, impairment charges, including goodwill, divestiture gains or losses, and the costs, including legal fees, related to significant or unusual litigation matters are excluded from non-GAAP measures as the frequency and magnitude of these activities may vary widely from period to period. Additionally, impairment charges, including goodwill, are non-cash. Furthermore, the Company believes the costs, including legal fees, related to significant or unusual litigation matters are not indicative of our core business' operations. 28 ©2026 3D Systems, Inc. | All Rights Reserved.
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Q3 2026 Outlook Presentation of Information (continued) The matters discussed above are tax effected, as applicable, in calculating non-GAAP diluted income (loss) per share. Adjusted EBITDA, defined as net (loss) income, plus income tax (provision) benefit, interest and other income (expense), net, stock-based compensation expense, amortization of intangible assets, depreciation expense, and other non-GAAP adjustments, all as described above, is used by management to evaluate performance and helps measure financial performance period- over-period. Furthermore, in this press release, 3D Systems reports certain non-GAAP financial measures further adjusted to remove the operating activity related to (i) Geomagic, which the Company divested on April 1, 2025, for $119.4 million in cash, and (ii) 3DXpert and Oqton, which the Company divested on October 31, 2025, for $3.3 million in cash plus a revenue-based royalty of up to $12.9 million (together with Geomagic, the "Software Divestitures"), for periods non-comparable on a year over year basis. The Company believes excluding non-comparable periods allows it to include the operating activity related to Software Divestitures only to the extent that results are comparable year over year. A reconciliation of GAAP to Non-GAAP financial measures is provided in the accompanying schedules in the Appendix. 3D Systems does not provide forward-looking guidance for certain measures on a GAAP basis. The Company is unable to provide a quantitative reconciliation of forward-looking Adjusted EBITDA to the most directly comparable forward-looking GAAP measures without unreasonable effort because certain items, including legal, acquisition expenses, stock-compensation expense, intangible amortization expense, restructuring expenses, and goodwill impairment, are difficult to predict and estimate. These items are inherently uncertain and depend on various factors, many of which are beyond the company’s control, and as such, any associated estimate and its impact on GAAP performance could vary materially. 29 ©2026 3D Systems, Inc. | All Rights Reserved.
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©2026 3D Systems, Inc. | All Rights Reserved.
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©2026 3D Systems, Inc. | All Rights Reserved.
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©2026 3D Systems, Inc. | All Rights Reserved.