In response to an analyst question about the unusual sequential increase in Q4 and the implied decline into Q1 at the midpoint of guidance, management said order volumes remained strong through November and December, while January started more “normalized” and softer due to post-holiday seasonality, with order rates improving from that point.CFO Dan Schumacher reported fourth-quarter revenue of $136.5 million, a company record, up 11% year-over-year in constant currencies. He added it was the first time sin ...

Core Insights - Proto Labs, Inc. reported strong momentum in Q4 2025, achieving accelerated growth, record revenue, and solid earnings [1] Financial Performance - The company closed 2025 with record revenue and solid earnings in the fourth quarter [1] - The financial results indicate a positive trajectory for the company as it heads into 2026 [1] Future Outlook - 2026 is highlighted as a pivotal year for transformation and acceleration for the company [1]

WALTHAM, Mass., Feb. 02, 2026 (GLOBE NEWSWIRE) -- Nano Dimension Ltd. (Nasdaq: NNDM) (“Nano Dimension” or the “Company”), a leader in digital manufacturing solutions, today announced that its Board of Directors (the “Board”) has adopted a limited duration shareholder rights agreement (the “Rights Agreement”). The adoption of the Rights Agreement is intended to protect the long-term interests of Nano Dimension and all Nano Dimension’s holders of American Depository Shares (“ADSs”) and enable them to realize ...

Core Insights - Nano Dimension Ltd. reported preliminary fourth quarter 2025 revenue expectations between $35.0 million and $35.5 million, surpassing previous guidance of $31.5 million to $33.5 million, indicating strong demand for advanced digital manufacturing solutions [2][6] Revenue Performance - The company's revenue outperformance is attributed to positive momentum in key industry segments such as defense, aerospace, next-generation networking, automotive, and food and beverage, alongside improved execution [2][3] - Strong performance in the Markforged and Essemtec product lines contributed to the company's success, supported by enhanced customer relationships and ongoing product innovation [3] Strategic Initiatives - The Board of Directors is conducting a strategic alternatives review process with financial advisors to evaluate options for maximizing shareholder value, with updates expected in the upcoming earnings call [4] - The company is transitioning from a foreign private issuer to a U.S. domestic issuer, which began on January 1, 2026, and aims to complete this process in the first half of 2026, enhancing transparency and aligning with U.S. market standards [5] Leadership Commentary - The CEO highlighted the company's progress in revenue performance and operational focus, emphasizing the importance of targeted growth and improved cost management [6]

Core Insights - Xometry is a leading digital manufacturing marketplace that connects buyers with a vetted network of suppliers, enhancing sourcing and production efficiency for custom parts globally [1][2] - The company reported record third-quarter revenue of $180.7 million, reflecting a 28% year-over-year increase, driven by a 31% growth in marketplace revenue [7] - Xometry's gross margin expanded to 35.7%, and adjusted EBITDA improved by $6.8 million year-over-year to $6.1 million, indicating stronger operating leverage [7] Company Performance - Xometry ended the quarter with $225 million in cash and marketable securities, raising full-year guidance, which signals confidence in sustained growth and margin expansion [7] - The stock has outperformed the broader market, rising significantly above the S&P 500's approximately 18% gain over the past year, attributed to accelerating marketplace scale and improving profitability [6] Insider Activity - Sanjeev Sahni, President of Xometry, executed a direct sale of 26,190 shares for $1.71 million, which accounted for 29.32% of his Class A direct holdings at the time [4][6] - This sale was part of a planned liquidity event under a Rule 10b5-1 plan, linked to tax withholding obligations from RSU vesting, and Sahni retains a meaningful equity stake valued at approximately $4 million [6][8]

Core Insights - All proposals presented at Nano Dimension's Annual General Meeting were approved, indicating strong shareholder support for the company's leadership and strategic direction [1][2] Leadership and Governance - Shareholders expressed confidence in the company's leadership by approving all proposals, ensuring continuity of governance during a critical period [2] - The appointment of Phillip Borenstein to the Board is expected to enhance governance and long-term strategy [2] Strategic Initiatives - The company has focused on increasing transparency, strengthening operational discipline, and advancing strategic initiatives since the new CEO, Dave, took office [2] - Key initiatives include meaningful cost reductions, significant share repurchases, and the provision of financial guidance for the first time to enhance transparency [7] Operational Focus - The company is committed to sustainable growth through improved visibility, streamlined operations, and disciplined processes [2][7] - A structured review of strategic alternatives is underway, supported by Guggenheim Securities and Houlihan Lokey, aimed at maximizing shareholder value [7] Industry Context - Nano Dimension operates in the digital manufacturing sector, catering to industries such as defense, aerospace, automotive, electronics, and medical devices, driven by trends in onshoring and product customization [5]

Core Insights - Digital manufacturing company Nano Dimension Ltd. (NNDM) is showing signs of improvement with the involvement of an activist investor, new management, and a revised strategy focused on profitability [1] Group 1: Company Developments - The company is moving past its previous failures and is now concentrating on achieving profitability [1] - The new management team is implementing strategies aimed at enhancing operational efficiency and financial performance [1] Group 2: Investor Engagement - The presence of an activist investor is influencing the company's direction and strategic decisions [1]

Core Insights - Nano Dimension Ltd. reported significant financial results for Q3 2025, highlighting an 81% year-over-year revenue increase to $26.9 million, driven by the acquisition of Markforged [7][12] - The company is actively pursuing cost reduction initiatives, expecting total savings of approximately 10% to 15% based on adjusted operating expenses [6][8] - For the first time, the company provided financial guidance for Q4 2025, projecting revenue between $31.5 million and $33.5 million, with non-GAAP gross margins of 47% to 48.5% [10][11] Financial Performance - Q3 2025 revenue reached $26.9 million, up from $14.9 million in Q3 2024, with a gross margin of 30.3%, down from 48.0% year-over-year [7][12] - Year-to-date revenue for 2025 was $67.1 million, a 55.4% increase from $43.2 million in the same period of 2024 [7][12] - The net loss from continuing operations for Q3 2025 was $29.5 million, compared to a loss of $9.9 million in Q3 2024 [14][25] Cost Management and Share Repurchase - The company has repurchased approximately 10.1 million shares year-to-date for about $17.1 million, indicating confidence in its stock valuation [11][12] - Operating expenses for Q3 2025 totaled $41.3 million, with significant contributions from the acquisition of Markforged [12][25] Strategic Initiatives - A strategic alternative review is ongoing, led by Guggenheim Securities and Houlihan Lokey, aimed at maximizing shareholder value [11][12] - The company is focused on enhancing customer relationships and expanding its customer base, which is expected to contribute to revenue growth [5][11] Leadership Changes - John Brenton was appointed as Chief Financial Officer effective November 1, 2025, expected to play a key role in executing cost reduction initiatives [11]

Financial Data and Key Metrics Changes - Revenue for the third quarter of 2025 reached a record $135.4 million, representing a year-over-year growth of 7.8% [5][12] - Non-GAAP earnings per share increased to $0.47, up $0.06 sequentially, primarily driven by gross margin expansion [15] - Third quarter consolidated non-GAAP gross margin improved to 45.9%, up 110 basis points sequentially [14] Business Line Data and Key Metrics Changes - CNC machining revenue grew 18.2% year-over-year, with a notable 24% increase in the U.S. market [12][14] - Injection molding revenue increased by 2% year-over-year, while 3D printing revenue declined by 6.3% due to weak demand in Europe [13][14] - Sheet metal revenue grew 13.9% year-over-year, with U.S. revenue increasing by 10% [14] Market Data and Key Metrics Changes - Revenue fulfilled through Proto Labs' network was $30.1 million, up 16.2% in constant currencies [12] - The company experienced strong demand in aerospace and defense, particularly in drones and space exploration [6][12] - European revenue showed a decline of 5% in constant currencies, reflecting continued contraction in manufacturing activity [14] Company Strategy and Development Direction - The company is focused on removing friction, expanding offerings, and deepening customer relationships, with a strategic plan to be shared in 2026 [5][11] - Investment in expanding CNC machining capacity is underway, indicating confidence in future growth [8][9] - The appointment of a Chief Technology and AI Officer aims to strengthen leadership in digital transformation and AI strategy [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute with speed and innovation, highlighting significant momentum heading into year-end [11] - The company is focused on accelerating profitable growth and improving customer experiences [11] - Management acknowledged the challenges in the injection molding business but emphasized ongoing efforts to drive growth across all service lines [39] Other Important Information - The company generated $29.1 million in cash from operations during the third quarter, maintaining a strong cash position with $138.4 million in cash and investments and zero debt [15] - The outlook for the fourth quarter of 2025 anticipates revenue between $125 million and $133 million, implying a 6% year-over-year growth [16] Q&A Session Summary Question: What is the potential growth rate for the company longer term? - Management emphasized a focus on driving growth and indicated confidence in future growth based on current initiatives [18] Question: Are you seeing growth from company-specific initiatives or just benefiting from end market growth? - Management noted growth across several industries, not limited to aerospace and defense, and highlighted the importance of customer feedback in driving initiatives [20][21] Question: Can you discuss the CapEx requirement for CNC expansion? - The expansion involves adding mills rather than facility changes, allowing for quick scalability [23] Question: What are the challenges in bringing advanced CNC machining capabilities online? - Management highlighted the automation of processes and the removal of friction through digital solutions [34] Question: What are the medium-term prospects for the injection molding business? - Management acknowledged reduced prototyping activity affecting growth but reaffirmed commitment to driving growth in all service lines [39] Question: What contributed to the gross margin performance in the quarter? - Improvements in both factory and network margins contributed to the overall gross margin increase [42][43] Question: Where are the biggest benefits in revenue per customer coming from? - Growth is being seen from both new and existing customers, with a focus on increasing share of wallet across diverse industries [44][45]

Core Insights - Proto Labs, Inc. reported record revenue of $135.4 million for Q3 2025, marking a 7.8% increase from $125.6 million in Q3 2024 [1] - Revenue generated through digital factories reached $105.3 million, reflecting a year-over-year increase of 4.9% [1] Financial Performance - The overall revenue growth indicates strong demand for digital manufacturing services [1] - The increase in revenue from digital factories suggests a positive trend in the company's digital service offerings [1]