What were the Q3 numbers?
3D Systems reported a non-GAAP loss of about 6 cents per share, worse than the previous quarter but better than the 8 cents lost in Q3 2025. Revenue rose around 9 percent year on year, from $91 million to just under $100 million. Excluding the effect of the software divestitures, growth was 11 percent.
Where does growth come from?
In aerospace and defence, revenue grew by more than 50 percent excluding the Air Force development programme, driven by printer sales for space launch systems and other defence uses. Management warns that exposure to defence programme timing may make single quarters lumpier, but expects a clear upward trend over a rolling 12 months. Rocket propulsion is named as the most compelling near-term opportunity.
Revenue from data centre infrastructure, semiconductor and high-performance computing also grew significantly. Metal printing is already producing components for chip manufacturing equipment, and some customers added printer capacity in the quarter.
What investments and platforms are planned?
The company opened an additional 50,000 square feet in Littleton, Colorado, for metal printers and post-print processing aimed at industrial markets. This is meant to free capacity for medical implants, where demand is also rising. Graves said further printer platforms are well past the concept phase, with sizes depending on the target parts, for example missile components over a metre in diameter. Customer discussions are under way, and the company wants a sound balance sheet because these platforms require investment.
The CEO search continues after Graves announced in August that he plans to retire.