Slides
Page 1
©2026 3D Systems, Inc. | All Rights Reserved. Q3 2026 Financial Results
Page 2
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
Page 3
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 fourth 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
Page 4
Dr. Jeffrey Graves President & Chief Executive Officer
Page 5
Q3 2026 Highlights & Strategic Market Updates 5 ©2026 3D Systems, Inc. | All Rights Reserved. Med Tech Dental Higher Dental material sales supported Q3 results Aerospace & Defense Growth led by printer sales particularly for space and defense applications Data Center Infrastructure Strong momentum led by semiconductor manufacturing equipment Healthcare Healthcare Industrial Industrial Driven by orthopedic parts and Personalized Health Solutions (PHS) Breadth of product portfolio supported meaningful growth in our strategic markets in the quarter..
Page 6
Two Key Drivers of Growth: Direct Metal Printing & Investment Casting 6 ©2026 3D Systems, Inc. | All Rights Reserved. INVESTMENT CASTING • Increasing demand for polymer printing solutions supporting investment casting applications • Growing opportunity to modernize traditional casting workflows through greater design freedom, faster production cycles, and improved economics DIRECT METAL PRINTING & PRINTED METAL PARTS • Growing adoption of large-frame metal printers for production of high-value, metal parts • Expanding production of direct metal parts across three core markets: Aerospace & Defense, Med Tech, and Data Center Infrastructure
Page 7
The Value of Investment Casting 7 ©2026 3D Systems, Inc. | All Rights Reserved. QuickCast SLA MJP 300W The Traditional Method Injection Molding of Wax Patterns Speed Slow (5 – 26 weeks) From weeks to a day Flexibility Low Design, iterate, launch anytime Complexity Low Create intricate geometries with ease Efficiency Low Streamlined digital workflow. Less parts, less time, lower cost Massive Lightweight Patterns Challenging Easily produce large, lightweight, hollow patterns Range of Addressable Materials Wide Cast whatever you need – same material freedom across all methods Casting Compatibility High Reliable investment casting results across a wide range of alloys Additively Manufactured Key Benefits of Investment Casting
Page 8
Applications for Castings 8 ©2026 3D Systems, Inc. | All Rights Reserved. SLA 825 Dual Carbon Fiber Tooling Wind Tunnel Orthodontics Investment Casting Rapid Prototyping Jewelry Concept Modeling Eggshell Investment Casting Dental MJP 300W Plus
Page 9
SLA 825 Dual: World-Class Productivity for Investment Casting 9 ©2026 3D Systems, Inc. | All Rights Reserved. SLA 825 Dual BUILT FOR TH E DIGITA L FOUNDR Y From CAD to a pour-ready pattern Scale + speed + casting expertise Scale and speed multiply output • 830 × 830 × 550 mm build volume • 22% more build capacity · up to 25% faster builds Casting-ready quality QuickCast efficiency • QuickCast Diamond: lightweight, stable patterns • QuickCast Air: up to 50% less resin · up to 20% faster Complete workflow control • 3D Sprint + CastPro / SbF + QuickCast + application- based clean, cure and finishing HIGH -VALUE APPLICATIONS AEROSPACE TURBOMACHINERY DEFENSE The SLA 825 Dual compresses lead time and lowers pattern risk by combining large-format productivity with a proven investment casting workflow. • Accuracy, surface finish and repeatability support large patterns with fewer splits, bonds and finishing steps SPACE Large one-piece patterns, faster builds, cleaner burnout, one integrated workflow. Large structural castings Turbine blades & components Housings & complex ducting Rocket & propulsion hardware
Page 10
MJP 300W Plus: World-Class Precision for Industrial Investment Casting 10 ©2026 3D Systems, Inc. | All Rights Reserved. MJP 300W Plus BUILT FOR TH E DIGITA L FOUNDR Y From CAD to foundry-ready wax patterns Precision + repeatability + process fit • 2400 × 1800 × 1800 DPI in QHD mode supports fine features, smooth surfaces and true-to-CAD detail • Up to 30% faster printing, with streamlined support removal and lower material and solvent usage • 3D Sprint build preparation, dissolvable or breakaway supports and controlled post-processing simplify file-to-pattern production HIGH -VALUE INDUSTRIAL & AEROSPACE APPLICATIONS TURBOMACHINERY PROPULSION DEFENSE The MJP 300W Plus brings jewelry-grade finish and detail to industrial casting, enabling complex industrial, aerospace and defense wax patterns without tooling. • VisiJet wax materials melt and burn out like standard casting wax for direct use in established lost-wax processes INDUSTRIAL 100% wax patterns with fine detail, foundry-ready performance, and a streamlined digital workflow. High-resolution casting patterns Foundry-ready 100% wax Productivity without quality tradeoffs Integrated and repeatable workflow Blades, vanes & impellers Small complex engine hardware Precision housings & components Bridge production & custom castings
Page 11
Advancements in Direct Metal Additive Manufacturing 11 ©2026 3D Systems, Inc. | All Rights Reserved. .. The industry is moving from prototyping to production for high-value, high-performance parts. Unlocking complex designs Improving production economics Accelerating production at scale Powering high-performance applications
Page 12
3D Systems' Unique Metals Capabilities 12 ©2026 3D Systems, Inc. | All Rights Reserved. Long-term strategic metals investments Breadth and strength of our portfolio Application expertise (AIG), not just equipment Advanced materials expertise 1 2 3 4 5 ©2026 3D Systems, Inc. | All Rights Reserved. 12 Key government partnerships
Page 13
DMP 350 Triple and DMP 500 13 ©2026 3D Systems, Inc. | All Rights Reserved. • Triple-laser production throughput • Flexible production capacity • Low-oxygen process control • Advanced metals capability • Part consolidation • Built for high-reliability markets • Multiple paths to metal parts • Optimization for structural efficiency • Complex internal structures • Specialized alloys for niche uses DMP 350 • Large-scale, seamless metal parts • High-productivity multi-laser printing • Repeatable, high-quality production • Modular and scalable for production DMP 500 Key Benefits of Direct Metal Printing
Page 14
New Industrial Technology Center | Littleton, Colorado 14 ©2026 3D Systems, Inc. | All Rights Reserved. Grand opening of new facility adds ~50,000 sq. ft. of production and office space.
Page 15
Phyllis Nordstrom Chief Financial Officer
Page 16
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
Page 17
($ in millions) Q3 Consolidated Non-GAAP Revenue Year Over Year $89.5 $99.3 Q3 2025 Q3 2026 +10.9% Q3 2026 Consolidated Non-GAAP Revenue 17 ©2026 3D Systems, Inc. | All Rights Reserved.
Page 18
$42.8 $49.0 Q3 2025 Q3 2026 ($ in millions) $46.7 $50.3 Q3 2025 Q3 2026 Industrial SolutionsHealthcare Solutions $89.5 $99.3 Q3 2025 Q3 2026 Consolidated Non-GAAP Revenue Year Over Year Non-GAAP Revenue by Segment Year Over Year Q3 2026 Non-GAAP Revenue by Segment 18 ©2026 3D Systems, Inc. | All Rights Reserved.
Page 19
Non-GAAP Gross Profit Margin Year Over Year 31.3% 35.5% Q3 2025 Q3 2026 Q3 2026 Non-GAAP Gross Profit Margin 19 ©2026 3D Systems, Inc. | All Rights Reserved.
Page 20
$42.3 $40.9 $36.6 $39.5 $36.1 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 $42.3 $36.1 Q3 2025 Q3 2026 Non-GAAP Operating Expenses Year Over Year Non-GAAP Operating Expenses Quarterly Overview -14.7% ($ in millions) Non-GAAP Operating Expenses 20 ©2026 3D Systems, Inc. | All Rights Reserved.
Page 21
($ in millions, except per share amounts) Q3 2026 Earnings Summary 21 ©2026 3D Systems, Inc. | All Rights Reserved. Adjusted EBITDA (Adj for divestitures) GAAP EPS (As reported) Non-GAAP EPS (Adj for divestitures) Q3 2026 Q3 2025 $3.1 $(10.0) Q3 2026 Q3 2025 $(0.21) $(0.14) Q3 2026 Q3 2025 $(0.06) $(0.08)
Page 22
Q3 2026 Balance Sheet Highlights 22 ©2026 3D Systems, Inc. | All Rights Reserved. Q3 Ending Debt • Total outstanding debt of $96 million 2026 Notes • $3.9 million due in Q4 2026; fully retired following Q4 payment 2030 Secured Notes • Intend to exchange $92 million of 2030 Secured Notes for new 2031 Unsecured Notes 2031 Unsecured Notes • $85 million of new senior unsecured convertible notes due April 2031; down $7 million from 2030 notes • 3.30% coupon, reduced from 5.875%; ~$2.6 million reduction in annual cash interest Cash • Total cash and investments of $120.5 million • $91.8 million of cash, cash equivalents, and restricted cash • $27.1 million of short-term investments; $1.6 million of long-term investments • Launched $42.5 million ATM program to support the business and future program- driven strategic investments Strengthening our balance sheet and financial capacity to support the business and invest in profitable growth.
Page 23
Revenue $100M - $103M Adjusted EBITDA ($2M) – $0M Q4 2026 Outlook Building on Q4 strategic market momentum to deliver full-year growth. 23 ©2026 3D Systems, Inc. | All Rights Reserved.
Page 24
©2026 3D Systems, Inc. | All Rights Reserved. 1-201-689-8345 Q&A SESSION
Page 25
©2026 3D Systems, Inc. | All Rights Reserved. Thank You F I N D O U T M O R E AT : W W W . 3 D S Y S T E M S . COM
Page 26
©2026 3D Systems, Inc. | All Rights Reserved.26 Appendix
Page 27
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. 27 ©2026 3D Systems, Inc. | All Rights Reserved.
Page 28
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. 28 ©2026 3D Systems, Inc. | All Rights Reserved.
Page 29
©2026 3D Systems, Inc. | All Rights Reserved.
Page 30
©2026 3D Systems, Inc. | All Rights Reserved.
Page 31
©2026 3D Systems, Inc. | All Rights Reserved.
Page 32
©2026 3D Systems, Inc. | All Rights Reserved.
Page 33
©2026 3D Systems, Inc. | All Rights Reserved.