Industrial 3D printer manufacturerStratasys(SSYS) has reported its strongest quarter financials in six years with its Q1 2022 report, posting a 22% revenue rise.
在2022年第一季度，Stratasys产生了1.634亿美元，比$134.2 million it reported in Q1 2021，以及耗资800万美元的1.553亿美元pre-Covid Q1 2019。On the firm’s earnings call, the firm’s CEO Yoav Zeif attributed the firm’s success during the quarter to growth across all of its technologies and key businesses.
“We are particularly excited by the early momentum from our new Origin P3, H350 SAF and NEO systems, designed specifically for high volume production of end-use parts,” he said.
“我们对执行的关注是产生结果，这表明了我们在聚合物3D打印中提高领导地位的战略如何起作用。”
Stratasys’ Q1 2022 results
Following on from a successful Q4 2022 in which it报告了18％的收入增长, Stratasys’ growth momentum continued during Q1 2022, seeing a particular strength in its Systems revenue which grew 37% during the quarter.
The majority of the firm’s Q1 2022 revenue came from its Products business, which rose to $113 million during the quarter, a 25% increase from the $90.3 million generated in Q1 2021. According to Stratasys’ Chief Financial Officer Eitan Zamir, System sales were primarily strengthened by the launch of the Origin One in mid-February and the first full quarter of H350 sales.
该公司的服务收入从2021年至2020年第1季度的4400万美元上升到5000万美元，这是由于其进一步扩展到航空航天，汽车和时尚部门的应用程序。
“Our strong start to the year, with our highest first quarter revenue total in six years, was anchored by 22% revenue growth that included improved contributions from all our technologies,” said Zeif. “Importantly, systems was the main driver, up 36.7% for its strongest first quarter in five years, and 16.4% higher than the same period in pre-Covid 2019. We also achieved exceptional results in both consumables and services, driven by strength in our growing install base.”
Elsewhere, Stratasys’ financials reveal that its operating expenses rose from $73.9 million in Q1 2021 to $89.3 million in Q1 2022, which Zamir said was mainly a result of the firm’s acquisitions ofXAAR,起源, andRPS去年。
| Stratasys financials ($) | Q1 2021 | Q1 2022 | 不同之处 （％） | 2019年第1季度 | Q1 2022 | 不同之处 （％） |
| 产品 | 90m | 113m | 25 | 105m | 113m | 8 |
| Services | 44m | 50公尺 | 15 | 50.2m | 50.3m | 0.2 |
| 总收入 | 134m | 163m | 22 | 155m | 163m | 5 |
Hitting key milestones in Q1 2022
Stratasys had a busy start to the year, with its strongest Q1 in six years driven by the achievement of several key milestones during the quarter.
For instance, the firm expanded its industry-tailored applications with thequalification a high-performance tailored materialfor aerospace end-use parts in partnership withLockheed Martin， 尽管拉德福德汽车is the second auto OEM using all five of the company’s 3D printing technologies for design, prototyping, tooling, and车辆生产的最终用途零件。Stratasys还正式推出了其全彩Polyjet 3D打印机the J850 TechStyle，专门用于直接印刷纺织品材料。
Zeif在收入电话期间突出的另一个关键里程碑是最近的合并Makerbot和Ultimaker形成一个新的桌面3D打印实体。据他介绍，该交易将使Stratasys进一步将其集中精力集中在其核心业务上，同时还提供对入门级印刷用户的访问权限。
“We believe that the desktop sector is growing at a healthy pace, and that the new company will be a leading force in that industry and we view our investment as having the potential to realize incremental long-term value for our shareholders,” he said.
Stratasys 2022年收入的另一个未来驱动力将是该公司的recent mass launchof two new industrial FDM composite 3D printers, 16 new 3D printing materials, and GrabCAD Print software for its Origin One and Origin One Dental systems. Zeif believes the new product updates will strengthen the value its products can bring to customers and strengthen its offerings to numerous markets.
“We have advanced a number of strategic initiatives thus far in 2022, including the announced MakerBot business combination with Ultimaker, the publishing of our inaugural ESG Sustainability Report, and our annual flagship manufacturing event where we showcased new offerings in materials, upgrades to existing printing platforms, and an expansion of our software capabilities,” he explained.
“With our combination of best-in-class talent, systems offerings, Go-to-Market and support infrastructure, combined with a robust balance sheet, Stratasys is positioned to build on our first quarter growth across the balance of 2022 and beyond.”
预测进一步的增长
下一个成功的2022年一季度,Stratasys公司哈s tightened its revenue guidance for FY 2022 to between $685 million and $695 million. The firm also predicts improvements to gross margin and operating margins throughout the year, although Zamir pointed out that the guidance continues to include full-year contribution from MakerBot as the merger has not yet closed, with the firm planning to update its outlook later this year in response.
“尽管我们与客户的互动水平感到鼓舞，并对我们的增长潜力充满信心，但我们也在监视可能产生影响的全球问题，例如中国一部分的关闭，货币波动以及继续其他供应链的限制，扎米尔补充说。“我们继续预期，全年的收入将依次增长，下半年的收入比上半年强大。预计第二季度的收入增长将在2021年第二季度低至中期。
“From a gross margin perspective, we continue to expect full year 2022 to be flat to slightly higher as compared to 2021, with the second half stronger than the first half, based primarily on higher revenue.”
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Featured image showsStratasys F190CR 3D打印机。通过Stratasys的照片。
