I previously suggested that Proto Labs (NYSE: PRLB ) offered limited upside. The stock is up around 16% since then, due to a combination of improved cash flows and growth. CapEx is unsustainably low at the moment, though, and Proto Labs' revenue mix continues toRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by ...

o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commission File Number: 001-35435 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ___________________________ FORM 10-Q (Mark One) þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or (763) 479-3680 (Registrant's telephone number, inclu ...

Proto Labs (PRLB) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Speaker0Ladies and gentlemen, good morning, and welcome to the Proto Labs Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Jason Franklin, VP and Corporate Controller.Please go ahead, sir.Speaker1Thank you, R ...

Earnings Presentation Q2 2025 July 31, 2025 Forward-looking Statements and Non-GAAP Measures 2 • These slides may contain forward-looking statements. These statements relate to future events or to future financial performance and involve known and unknown risks, uncertainties, and other factors that may cause our actual results, levels of activity, performance, or achievements to be materially different from any future results, levels of activity, performance, or achievements expressed or implied by these f ...

Proto Labs (PRLB) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +24.24%. A quarter ago, it was expected that this custom parts manufacturer would post earnings of $0.28 per share when it actually produced earnings of $0.33, delivering a surprise of +17.86%.Over the last four quarter ...

Exhibit 99.1 MINNEAPOLIS – July 31, 2025 – Proto Labs, Inc. ("Protolabs" or the "Company") (NYSE: PRLB), the world's leading provider of digital manufacturing services, today announced financial results for the second quarter ended June 30, 2025. Second Quarter 2025 Financial Highlights: "Protolabs generated record quarterly revenue in the second quarter, demonstrating the value we provide to customers and reinforcing our ability to execute in a dynamic and uncertain environment," commented President and Ch ...

Industry Overview - 3D Printing, or additive manufacturing, is a transformative technology that creates physical objects from digital designs by layering materials with high precision, significantly impacting manufacturing processes since the 1980s [2] - The technology offers advantages over traditional manufacturing, including cost efficiency, customization, precision, and sustainability [2][4] Market Growth - The global 3D Printing market is projected to grow from $24.61 billion in 2024 to $29.29 billion in 2025, and is expected to reach $134.6 billion by 2034, with a CAGR of 18.52% [7] - The healthcare 3D Printing market is anticipated to grow from $1.66 billion in 2024 to $1.96 billion in 2025, potentially exceeding $8.71 billion by 2034, reflecting a CAGR of 18% [6] Regional Insights - North America currently leads the 3D Printing market with over 35% share, followed closely by Asia Pacific at 30% [8] - The U.S. 3D printing market is expected to grow at a CAGR of 19.18% from 2025 to 2034 [8] Key Players - Leading companies in the 3D Printing space include Xometry, Proto Labs Inc., and Stratasys, which are embracing the technology for rapid prototyping and on-demand production [3] - Carpenter Technology, ATI Inc., GE Aerospace, and L3Harris Technologies are highlighted as promising stocks in the 3D Printing sector, each with unique capabilities and market positions [9][11][14][17][20] Sector Applications - 3D Printing is gaining traction in various sectors, including healthcare, aerospace, automotive, and consumer goods, enabling the production of lightweight components, personalized medical tools, and complex designs [5][4] - In aerospace, 3D Printing is used for manufacturing durable aircraft components, while in automotive, it aids in producing prototypes and customized parts [5] Technological Advancements - The technology allows for the use of lighter and stronger materials, minimizes waste, and enables faster production cycles, which traditional methods cannot achieve [4] - Companies like GE Aerospace have integrated 3D Printing into their production processes, resulting in significant improvements in fuel efficiency for jet engines [18][19]

Financial Performance & Growth - Protolabs achieved $504 million in revenue in 2023[6] - The company's Non-GAAP gross margin was 45% in 2023[6] - Adjusted EBITDA reached $83 million in 2023[6] - Protolabs Network revenue experienced a 69% year-over-year growth in constant currencies in 2023[60] - The company's revenue increased by 5% year-over-year, excluding Japan, in 2023[56] Customer Base & Manufacturing - Protolabs has served over 53,000 customer contacts[6,36] - The company has manufactured over 450 million parts to date[6] - Over 85% of Fortune 500 companies in target industries are served by Protolabs[36] - More than 90% of revenue comes from returning customers[44] Market & Outlook - Protolabs operates in a $100 billion+ market[8,14,18] - The company anticipates Q1 2024 revenue between $120 million and $128 million, representing a growth range of -5% to 2% year-over-year[73] - Non-GAAP EPS for Q1 2024 is projected to be between $0.26 and $0.34, indicating a year-over-year growth range of -12% to 15%[73]

May 2, 2025 Q1 2025 Earnings Presentation Forward-looking Statements and Non-GAAP Measures 2 • These slides may contain forward-looking statements. These statements relate to future events or to future financial performance and involve known and unknown risks, uncertainties, and other factors that may cause our actual results, levels of activity, performance, or achievements to be materially different from any future results, levels of activity, performance, or achievements expressed or implied by these for ...

Industry Overview - 3D Printing, or additive manufacturing, transforms digital designs into physical objects with high precision, revolutionizing manufacturing across various sectors [2] - The technology offers advantages in cost, customization, precision, and sustainability compared to traditional manufacturing methods [2][4] - 3D Printing is gaining traction in healthcare, aerospace, automotive, and consumer goods, enabling the production of complex shapes and reducing supply chain costs [5][6] Market Growth - The global 3D Printing market is projected to grow from $24.61 billion in 2024 to $29.29 billion in 2025, and reach $134.6 billion by 2034, with a CAGR of 18.52% [7] - The healthcare 3D Printing market is expected to grow from $1.66 billion in 2024 to $1.96 billion in 2025, with a projected CAGR of 18% from 2024 to 2034 [6] Key Players - Xometry, Proto Labs Inc., and Stratasys, Ltd. are leading companies in the 3D Printing space [3] - Carpenter Technology (CRS) has developed its additive capabilities through acquisitions and operates an Emerging Technology Center for metal powder production [10][12] - ATI Additive Manufacturing focuses on aerospace and defense, enhancing production capacity for advanced metallic powders [13][15] - GE Aerospace has a long history in additive manufacturing, producing components that improve fuel efficiency in jet engines [16][18] - Stratasys offers advanced 3D printing solutions across multiple industries and recently showcased new technologies at a major industry event [19][20] - Materialise provides software solutions and services for various industries, enhancing build preparation time and pushing boundaries in medical applications [22][23][24] Investment Opportunities - The 3D Printing sector presents compelling growth opportunities for investors, with stocks like Carpenter Technology, ATI Inc., GE Aerospace, Stratasys, and Materialise NV identified as high-potential investments [8]