金属和碳纤维3D打印机制造商标记(MKFG) has announced that its revenue rose by 9% during Q1 2022.
正如其最新财务中揭示的那样，Markforged在第1季度的2022年产生了2190万美元，比其在第1季度2021年期间带来的2010万美元高出9％。在该公司的收益电话中，其首席执行官Shai Terem告诉分析师，分析师已经运送了许多新的新的。FX20 3D printersto channel partners and customers, machines he expects to broaden its addressable market, especially among automotive and aerospace manufacturers.
TEREM说：“我们在第一季度运送了几个FX20系统，我们预计货物的步伐将在下半年加速。”“ FX20将我们的可寻址市场提高到更大的零件尺寸，耐高速的材料和强大的生产，我们希望它对我们的未来产生重大影响，尤其是在航空航天和汽车应用中。”
Markforged的第1季度2022财务
In its third published financials since it在纽约证券交易所公开, Markforged has revealed that it continues to grow at a consistent pace with the9.5% revenue rise seen in Q4 2021。In keeping with the reporting structure the firm established in Q3 and Q4 2021, it hasn’t divided its revenue into divisions, as many in 3D printing do, instead choosing to report on key top-line profit and loss metrics.
TEREM在其收益呼吁中表示，尽管Markforged的收入四分之一季度下降了17.7％，但由于FX20的需求，它的收入呼吁每年都能实现9％的增长。根据TEREM的说法，该机器能够“更快，更大，更高的TEMP”生产，并且在H2货物中，“预计会加速”，但不包括FX20，该公司的单位销售额与第一季度2021年第1季度下降。
Markforged首席执行官解释说,这是由于它s support for theAutomation Alleyinitiative in Q1 2021, which generated a significant one-off system sale, thus when excluded from its unit sales figures, they rose by 16% over the same period.
However, while the firm continued to see positive trends in its revenue and unit sales numbers, its operating expenses also rose 54.7% between Q1 2021 and Q1 2022. Described by Markforged’s CFO Mark Schwartz as a “planned increase,” this jump was caused by higher spending related to its “accelerated innovation efforts and go-to-market activities” as well as “public company infrastructure costs.”
Like many other 3D printer manufacturers, the company’s gross profit was also affected by ongoing supply chain issues in Q1 2022, which saw it fall from the $12.2 million reported in Q1 2021 to $11.6 million. Representing a gross profit margin of 54%, this figure was driven by increases in freight and logistics costs, in addition to expenditure associated with ramping the FX20 into commercial production.
| Financials ($) | Q1 2021 | Q1 2022 | Difference (%) | Q4 2021 | Q1 2022 | Difference (%) |
| Revenue | 20.1m | 219m | +9 | 26.6m | 219m | -17.7 |
| Cost of Revenue | 7.9m | 10.3m | +30.4 | 11.6m | 10.3m | -11.2 |
| Gross Profit | 12.2m | 11.6m | -4.9 | 15m | 11.6m | -22.7 |
| 营业费用 | 21.2m | 328m | +54.7 | 34m | 328m | -3.5 |
| Operating Loss | 9m | 21.2m | +135.6 | 18.9m | 21.2m | +12.2 |
A continued portfolio expansion
Markforged的大部分收益电话可能都集中在FX20的潜力上，但它在2022年第1季度的其他业务方面也取得了进展，这可能有助于推动来年的收入增长。该公司推出了精确的PLArange during the period, a low-cost filament designed for rapidly creating prototypes, with results that can then be realized in end-useOnyx-3D printed parts.
标记also acquired Teton Simulationdays after the end of Q1 2022, in a move that’s set to expand its software portfolio, and seeSmartSlice集成为艾格。当交易宣布时，马克·弗里德（Markforged）表示，旨在自动验证零件的计划增加了SmartSlice，将使Eiger用户能够快速优化“甚至最苛刻的应用程序”的构建。
Elsewhere, in terms of application highlights, robotics specialistLabman Automationrevealed in February 2022 that adopting标记3D printing had reduced its costs by 75%。By replacing its previously-installed FDM system with a Markforged one, the firm says it has been able to begin prototyping and producing end-use parts on the same unit, while reducing its outsourcing-related expenditure.
The菲利普斯公司also became最早投资Markforged FX20的人之一机器于2022年4月，并邀请制造商在北卡罗来纳州科尔法克斯的一家陈列室中看到它的作用。当时，该公司的添加剂约翰·哈里森（John Harrison）的全球总监将3D打印机标记为“改变游戏规则”，然后声称它将“解锁大型零件中的新潜力”，向前迈进。
Guiding revenue growth for FY 2022
In his closing remarks, Terem acknowledged the obstacles posed by the ongoing war in Ukraine, COVID-19 and supply chain disruption, but he claimed that Markforged’s unique model has allowed it to “overcome these challenges,” and its team “continues to work creatively” to secure the supplies it needs.
Terem also pointed out that the company has a strong balance sheet, with cash and equivalents of $269.1 million, and a “track record of execution” that bodes well for the FX20, with its US debut set forRapid+TCT。Based on these trends, Markforged has therefore set its FY 2022 revenue guidance at $114-123 million, constituting growth of up to 35%, and forecast that its gross margin will be 55-57%.
“Thanks to our robust balance sheet and very strong talent base, we are able to accelerate our organic product innovation,” added Terem. “This model results in a growing install base with strong unit economics and leading gross margins, and with rigorous financial discipline, it should create operational leverage over time. As such, in spite of many global challenges, we remain confident that our strategy and execution capabilities will continue to support our growth in 2022 and beyond.”
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Featured image shows traders looking up at a Markforged sign outside the NYSE. Photo via Markforged.
