Stratasys (SSYS) Q2 FY26 earnings call

Stratasys reported a quarter marked by record consumables sales and strategic moves to accelerate its shift towards additive manufacturing for end-use parts. While system sales faced headwinds and cash flow was impacted by one-time legal costs, the company's focus on high-growth verticals like aerospace, defense, and automotive, bolstered by the MarkForged acquisition, positions it for future growth as it navigates long sales cycles for large deals.