3D打印

3D Systems购买DP Polar以推动扩展,收入下降了“具有挑战性” Q2

美国3D打印机制造商3D Systems(DDD)宣布其收入在2022年第2季度下降了13.9%。

正如其第二季度的2022年财务报道所揭示的那样,3D系统带来了1.4亿美元的收入,比第2季度2021年第2季度的收入少2260万美元,2019年第2季度的1.573亿美元下降了11%。季度收入不仅受到季度收入的影响。company’s divestitures over the last two years, but it was also affected by ongoing supply issues, exchange rate volatility and the firm’s exit from the Russian market.

On 3D Systems’ earnings call, however, its CEO Dr. Jeffrey Graves, chose to focus on its recent progress, including its acquisition ofDP极性。格雷夫斯同意购买高速3D印刷专家后说,该公司将很快能够解决新的“生产规模应用程序”,该领域“兴趣正在迅速上升”。

“We are extremely excited to join forces with dp polar at this pivotal time for additive manufacturing,” explained Graves. “We believe that integrating this platform with our existing industry-leading solution set will drive its rapid adoption into a wide range of high-speed automated production environments.”

“Despite near-term headwinds that are challenging our results this year, we remain confident in our long-term outlook.”

3D Systems' headquarters in Rock Hill, South Carolina. Photo via CBRE Group.
3D Systems’ headquarters in Rock Hill, South Carolina. Photo via the CBRE Group.

3D Systems’ Q2 2022 financials

3D Systems reports its financials under main two divisions: Products and Services. However, the latter has contributed less revenue in recent periods, since3D系统出售QuickParts,其按需3D印刷业务,在2021年9月以8200万美元的价格。鉴于此,该公司的服务收入毫不奇怪地从据报道的2390万美元下降到第二季度2022年第2季度2022年的3630万美元,下降了32.7%。

The company’s Products revenue also dipped 4.4% in Q2 2022, falling from the $108.6 million it generated in Q2 2021, to $103.8 million. Overall, across these two divisions, 3D Systems’ revenue actually rose 7.8% on a constant currency basis and with divestitures taken out of the equation, something it says is reflective of “solid demand” in both its core Healthcare and Industrial verticals.

特别是,该公司的首席财务官韦恩·彭斯基(Wayne Pensky)在公司的收入电话会议上解释说,其工业收入绩效是由强大的航空航天和精确的微型施工需求以及出售给其广泛安装基础的材料所驱动的。这些增长领域被欧洲销售薄弱以及中国业务的表现所抵消,中国业务受到供应和锁定引起的破坏的打击。

While Pensky said Healthcare growth was “fairly consistent across all markets,” he added that softer discretionary spending “likely limited growth in end-markets such as dental and elective surgeries,” with a “challenging background of supply chain macroeconomic and geopolitical pressures” also limiting its earnings potential.

收入($) Q2 2021 Q2 2022 差异($) 区别 (%) Q2 2019 Q2 2022 差异($) 区别 (%)
Products 108.6m 1038m -4.8m -4.4 93.8m 1038m -10m -10.7
服务 53.9m 36.3m -17.6m -32.7 63.5m 36.3m -17.2m -42.8
Total 162.6m 140m -22.6m -13.9 157.3m 140m -17.3m -11

正在进行的3D打印扩展

在过去的两年中,3D系统的战略重点已经看到了它的变化课程,专注于其工业和医疗保健垂直行业,并剥离了与新目标不符的业务部分。除了剥离QuickParts,该策略还看到了3D系统卖Simbionixfor $305 million, and将Cimatron出售给电池企业6500万美元。

使用这些交易中筹集的资本,3D系统购买了Allevi和添加剂作品in May 2021. This deal was followed by3D Systems’ acquisitions of Oqton and Volumetric Biotechnologies, and its most recent agreements tobuy Kumovis and Titan Robotics在2022年第1季度,Pellet和Medical 3D打印的专家。

在公司的收益电话中,格雷夫斯透露与联合治疗学,该公司使用其扩展的3D生物打印功能来帮助开发完整的人类肺脚手架。根据联合Therapeutics的首席执行官Martine Rothblatt博士的说法,这些组织可以为个性化的3D印刷肺提供基础,她的目标是在五年内清除人类试验。在整合了其生物打印采集之后,3D系统还转向开发自己的血管化和非器官组织,该组织旨在用于临床药物测试。

通过其收购DP Polar的协议,3D Systems现在一直延续了一年前开始的扩展,其最新购买应提高其高通量产品。实际上,通过整合DP Polar的单通行技术Graves凭借其材料和软件投资组合,认为3D系统将能够更好地与医疗,航空航天和汽车等领域的客户更好地解决。

Graves说:“此次收购是执行我们的投资策略的下一步,以为客户提供行业领先的增材制造解决方案投资组合。”雷电竞充值“通过将我们著名的聚合物材料组合与这一第一到市场的高速生产技术相结合,我相信我们将影响高价值应用程序生产工作流程的巨大变化。”

The AMpolar i1 3D printer, complete with Xaar 1003 printheads
Ampolar I1 3D打印机(如图)配备XAAR 1003打印机。图片通过Xaar。

Forecasting a less lucrative H2 2022

In response to what Pensky described on 3D Systems’ earnings call as a “lower than expected performance” in Q2, it has reduced its guidance for 2022. Citing inflation, exchange rates and the softer discretionary spending of clients in certain markets, the firm now anticipates generating FY revenue of $530 million to $570 million.

然而,尽管如此,格雷夫斯说,他对3D Systems的长期增长驱动因素“非常自信”,因为它最近的重组已经看到它“与客户合作以创建增值应用程序”。首席执行官还重申,该公司将2022年视为“投资年度”,它始终计划扩展,他仍然有信心,到2027年,它可以达到10亿美元的收入。

Graves补充说:“尽管有影响许多公司的近期外部压力,但我对我们业务和增材制造业的长期增长动力仍然非常有信心。”雷电竞充值“在生产环境中采用添加剂解决方案继续前进,而3D系统正处于这一不断增长的趋势的最前沿。”

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特色图片显示3D Systems在南卡罗来纳州洛克山的总部。通过CBRE组的照片。

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