3D Systems returned to healthcare growth, Prodways posted its first quarterly revenue increase this year, and Align Technology set a new record despite softer scanner sales.
3D Systems Turns a Corner in Healthcare
3D Systems (NYSE: DDD) reported second-quarter revenue of $94.6 million, essentially flat compared to a year earlier. The headline number does not tell the whole story. The company's healthcare business grew 6.8% during the quarter, driven by demand for medical technology and dental applications. That is a meaningful shift from the pattern of recent years.
Industrial revenue declined, but aerospace and defense, along with data center infrastructure, both grew more than 20%. Metal and polymer printer sales also grew double digits. The company has been cutting costs for several quarters, and those efforts showed up in adjusted EBITDA, which improved to a loss of $0.8 million from a loss of $4.7 million a year earlier. For the third quarter, 3D Systems expects revenue between $96 million and $99 million.
The results arrived a day before the company disclosed that CEO Jeffrey Graves plans to step down. Even with that transition pending, the numbers suggest the business is stabilizing in its chosen focus areas.
Prodways Returns to Growth After Restructuring
Prodways (EPA: ALPWG) generated EUR 10.5 million in second-quarter revenue, up 5% from the same period last year on a comparable basis. That is the French company's first quarterly growth after a difficult 2025, and it comes after Prodways sold its software business earlier this year to simplify operations. The company also announced a EUR 20 million share buyback program.
The Systems division grew 9%, with stronger ceramic 3D printer sales in the United States providing a lift. The Products division also expanded, helped by growing digital manufacturing activity in France and signs that Prodways is picking up market share while some competitors struggle. Prodways continues to expect stable to slightly higher revenue for the full year while improving profitability.
Align Technology Hits Record Revenue
Align Technology (Nasdaq: ALGN) is not a 3D printing company in the conventional sense, but it remains the world's largest user of additive manufacturing through its Invisalign clear aligner platform. The company reported record second-quarter revenue of just over $1.05 billion, up 4.3% from a year earlier. Clear aligner revenue increased 8.2%, and shipments reached a new high at nearly 692,000 cases.
The Imaging Systems and CAD/CAM Services segment fell 10.8% year over year. Customers continue adopting scanners, but more are choosing lower-priced models or leasing equipment rather than buying outright. That reduces revenue per unit but can expand the installed base over time. Align kept its full-year guidance of 3% to 4% revenue growth for 2026.
The Healthcare Thread Runs Through All Three
These three companies operate in very different corners of the additive manufacturing market, but healthcare is the common thread. 3D Systems and Align both reported solid medical business growth. Prodways saw steady demand across parts of its healthcare portfolio as well. Aerospace and defense also showed strength at 3D Systems, while industrial manufacturing recovery remains uneven across the rest of the sector.
The latest earnings do not signal a boom across all of 3D printing, but they do suggest that the markets these companies target are moving in the right direction.
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