Q2 2026 3D Printing Earnings: Stratasys, 3D Systems, and Velo3D in Focus

The latest episode of the Printing Money podcast breaks down Q2 2026 earnings for the public 3D printing companies that matter most. Troy Jensen from Cantor joined Danny Piper to walk through the balance sheets of Stratasys, 3D Systems, Velo3D, Materialise, Xometry, and Protolabs.

Stratasys delivered a solid quarter. Defense revenue climbed while consumables sales hit record levels. The company is expanding its General Motors partnership to more than 20 plants across North and South America, and that factory-floor presence is starting to show up on the income statement.

3D Systems posted positive momentum but is also searching for a new CEO. Jeff Graves is stepping down, and the board is evaluating successors. That leadership change adds uncertainty at a time when the company is trying to build on recent product wins.

Velo3D saw revenue climb 52 percent in the quarter and raised its full-year guidance. SpaceX remains an indirect but powerful driver of Velo's business. As the space industry scales, so does demand for the qualified metal parts Velo's platform produces.

Materialise benefited from aerospace and defense orders. Xometry and Protolabs both posted strong quarters as manufacturing demand stayed resilient. The broader theme: the 3D printing market is growing, but public-market investors need to look past the headline numbers to find the companies actually capturing that growth.

The episode was recorded on September 11, 2026, right before IMTS kicked off in Chicago. The ISM PMI and AMT machine tool data all pointed to manufacturing expansion, which should support additive demand through the rest of the year.