3D printer manufacturerStratasys(SSYS) has announced that its revenue rose 13.3% during Q2 2022 amid continuing high demand for its machines.
As revealed in its latest financials, Stratasys brought in Q2 2022 revenue of $166.6 million, nearly $20 million more than the $147 million it generated in Q2 2021, and a 2.1% increase on the $163.2 million it reported in the pre-COVID Q2 2019.
The firm’s highest Q2 revenue in four years was driven largely by systems sales, which grew 29.2% year-on-year, thanks in part to the income provided by its newly-launchedH350 3D printerand acquired原点一个offering.
However, despite its strong revenue performance, Stratasys has now reduced its outlook for the 2022 financial year by $10 million, to $675 million to $685 million. In the hours after announcing the decision, which the company sees as necessary due to “unexpected and adverse currency exchange rates,” its shares fell 6%.
Stratasys首席执行官Yoav Zeif博士说：“我们正在通过执行战略计划，并将我们的影响力稳步扩展到全球财富500强制造设施，从而提高我们的领导地位。”“我们继续通过我们的创新和不断增长的聚合物添加剂制造系统的生态系统，扩展各种材料，端到端的软件和最优质的服务，提供一流的全尺度3D打印解决方案。”雷电竞充值
“凭借我们强大的资产负债表和领先的上市策略，我们有充分的位置，可以解决挑战性的供应问题和全球通货膨胀。”
Stratasys’ Q2 2022 financials
就像上个季度一样Stratasys’ Q1 2022 revenue grew 22%, its rising income during Q2 2022 was driven largely by strong machine demand. Given that system sales are reported under the firm’s Products within its financials, the division remained its highest earner over the quarter, bringing in $115.7 million, a year-on-year rise of 15.4%.
On Stratasys’ earnings call, Zeif explained how demand for its machines was particularly strong in the automotive, medical and dental sectors. During Q2 2022, the company not only announced it was supplyingNASCAR的第一个3D印刷生产零件, but was namedToyota Racing Development’s 3D printing partnerfor an upcoming single-make racing series.
除了将这些项目称为“最终有助于导致主流生产的良好的验证基础”之外，Zeif称赞Stratasys在医疗和牙科中获得的动力。据首席执行官说，他的公司继续看到对J5 Dentajet 3D printerwith twice the throughput it released last year, and it now aims to make fresh medical gains with its new放射性质材料。
Stratasys’ continued system sales rise has also seen its base grow significantly, in a way that facilitated a 3.9% increase in its consumables revenue in Q2 2022. The same effect is expected to be seen in the firm’s Services segment as well, which generated $50.9 million over the quarter. This figure is 9% higher than the division’s Q2 2021 earnings, reflecting a 9.1% growth in Stratasys’ customer service revenue, but 3.6% less than its Q2 2019 result, thus it remains below pre-COVID levels.
| Revenue ($) | Q2 2021 | Q2 2022 | Difference (%) | Q2 2019 | Q2 2022 | Difference (%) |
| Products | 100.3m | 115.7m | +15.4 | 110.3m | 115.7m | +4.9 |
| 服务 | 46.7m | 50.9m | +9 | 52.8m | 50.9m | -3.6 |
| Total | 147m | 166.6m | +13.3 | 163.2m | 166.6m | +2.1 |
Chasing ‘new business opportunities’
During its earnings call, Zeif described Q2 2022 as a quarter in which Stratasys’ growing portfolio provided it with access to “new business opportunities.” This claim is supported by the sheer breadth of applications announced for the firm’s machines in Q2 2022, which were deployed within industries ranging from automotive and electronics to the world of fashion.
2022年4月，据透露英国电信公司Sepura现在PolyJet 3D打印无线电设备原型using Stratasys’ technology. Two months later, it was also announced thatIl Pennaio是3D打印豪华笔using PolyJet, in a way that facilitates the development of new products with previously-unattainable designs, while theSSYS 2Y22反射收集debuted in June at Milan Design Week.
In addition to deploying its technologies in new areas, Stratasys continued expanding its portfolio during Q2 2022. Following the launch of the textile-focusedJ850 TechStyle 3D printer2022年5月，该公司引入了F190CR和F370CR工业FDM 3D打印机雷电竞app下载and 16 new materials across its FDM, P3 and SAF technologies. Thanks to this wider offering, Zeif explained that Stratasys is now “uniquely positioned to help customers” address their supply chain concerns.
“我们现在关注的是建立一个学科l portfolio that will go with our three technologies, supporting them with application engineers and a unique service offering,” added Zeif. “When you put everything together: the speed, yield and quality we will be able to provide to our customers, plus the disruptive solutions that you will see in the future, we will become a leading player.”
Headwinds anticipated in H2 2022
进入H2 2022，Stratasys预计其收入增长将比H1 2022高6％-7％，其第四季度的收入将以比第三季度更快的速度增长。但是，根据当前的物流和材料成本，该公司预计汇率波动将同样影响其第三和第四季度的结果。
In an update on theMakerBot-Ultimaker merger齐夫（Zeif）在2022年5月宣布，该交易将不会实质性地影响其收入。但是，在公司的收入电话中，首席执行官没有机会对Stratasys的毒药归档in July, a move that followedNano Dimension’s investment in Stratasys，传统上是为了阻止敌对的接管尝试。
Moving forwards, on the logistical front, Stratasys is expecting further challenges in Q3 2022, which will see its gross margins come in relatively flat against Q3 2021。Zeif将当前的供应链状况描述为“战争”，宣布该公司已在额外的库存上花费了超过2000万美元，以确保它能够满足未来的需求。
“在下半年，谁确切知道会发生什么？”摆在Zeif。“我们所知道的是，我们拥有五种技术，这是行业中最大的安装基础，我们对客户变得更加至关重要。因此，当我们查看我们建立的库存，他们的需求以及他们消耗更多材料的事实时，我们很乐观，我们对任何市场条件都足够弹性。”
“这是一场供应链中的战争。由于我们愿意利用资产负债表以按时为客户提供价值，因此我们正在增加库存。”
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Featured image shows an engineer using the Stratasys F190CR 3D printer. Photo via Stratasys.
