Jun 2026 (Q2 FY26) — Aug 11, 2026
Velo3D Q2 FY26 — Strong Revenue Growth and Manufacturing Expansion
Read the full callVelo3D earnings: last reported Tue, 11 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 20.7 | +52.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -53.5 | +31.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -11.5 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $5.1 on 17 Oct 2025 → $6.75. High $30.61 (11 Jun 2026), low $4.15 (19 Nov 2025).
Overview
Call summaries
Velo3D Q2 FY26 — Strong Revenue Growth and Manufacturing Expansion
Read the full callEvery analysed call
Financials
Net profit, year on year: +13% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 8 | 13 | 9 | 14 | 14 | 9 | 14 | 21 |
| Operating profit | -18 | -22 | -12 | -12 | -10 | -22 | -7 | -11 |
| Operating margin | −213.8% | −170.3% | −123.7% | −85.4% | −73.3% | −231.0% | −50.3% | −53.5% |
| Interest | 4 | 3 | 1 | 2 | 1 | 1 | 1 | 0 |
| Profit before tax | -22 | -22 | -25 | -13 | -11 | -22 | -7 | -12 |
| Tax rate | 0.0% | 0.1% | −0.0% | −0.7% | 0.1% | −0.2% | −0.4% | 0.1% |
| Net profit | -22 | -22 | -25 | -13 | -11 | -22 | -7 | -12 |
| EPS ($ per share) | -35.52 | — | -1.87 | -0.94 | -0.65 | — | -0.28 | -0.39 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -123 | -230 | -222 | -357 | -427 | -498 |
| Total liabilities | 17 | 192 | 84 | 85 | 50 | 67 |
| Fixed assets | 1 | 10 | 20 | 16 | 14 | 13 |
| Investments | 0 | 15 | 48 | 7 | — | — |
| Total assets | 33 | 303 | 223 | 154 | 89 | 105 |
| Line item | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|
| Cash from operations | -26 | -56 | -124 | -106 | -33 | -27 |
| Cash from investing | -3 | -34 | -53 | 39 | 8 | -3 |
| Cash from financing | 36 | 283 | 1 | 59 | 1 | 68 |
| Net cash flow | 6 | 193 | -176 | -7 | -23 | 38 |
| Capital expenditure | -0 | -10 | -14 | -1 | -0 | -3 |
| Free cash flow | -27 | -66 | -138 | -107 | -33 | -30 |
28 filings between Nov 3, 2025 and Sep 12, 2026.
Purchases
$5.0K
1 purchase by 1 insider
Sales
None
No insider sold shares.
Also filed: 2 conversions.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Lloyd Jason Michael | $5.0K | — | Nov 3, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 12, 2026 | Keppler Adrian Director | Option exercise | 1,960 | $20.6K |
| Sep 12, 2026 | Krause Stefan Director | Option exercise | 1,960 | $20.6K |
| Sep 12, 2026 | Lloyd Jason Michael Director | Option exercise | 1,960 | $20.6K |
| Aug 15, 2026 | Jeldi Arun CEO | Option exercise | 3,146 | $50.8K |
| Jun 27, 2026 | Krause Stefan Director | Option exercise | 3,188 | $53.0K |
| Jun 27, 2026 | Lloyd Jason Michael Director | Option exercise | 3,188 | $53.0K |
| Jun 27, 2026 | Keppler Adrian Director | Option exercise | 3,188 | $53.0K |
| May 28, 2026 | Lloyd Jason Michael Director | Option exercise | 1,623 | $41.9K |
| May 28, 2026 | Thieneman Kenneth Dale Director | Option exercise | 1,623 | $41.9K |
| May 15, 2026 | Jeldi Arun CEO | Option exercise | 3,145 | $62.4K |
| Mar 27, 2026 | Lloyd Jason Michael Director | Option exercise | 3,188 | $31.9K |
| Mar 27, 2026 | Keppler Adrian Director | Option exercise | 3,188 | $31.9K |
| Mar 27, 2026 | Krause Stefan Director | Option exercise | 3,188 | $31.9K |
| Mar 27, 2026 | Thieneman Kenneth Dale Director | Option exercise | 3,188 | $31.9K |
| Mar 4, 2026 | Jeldi Arun CEO | Conversion | 394,517 | $6.46M |
| Mar 4, 2026 | Thieneman Kenneth Dale Director | Conversion | 1,145,830 | $12.03M |
| Feb 15, 2026 | Jeldi Arun CEO | Option exercise | 12,583 | — |
| Dec 31, 2025 | Xu Hull Hou Jun CFO | Option exercise | 10,000 | $145.7K |
| Dec 31, 2025 | Xu Hull Hou Jun CFO | Tax withheld | 3,578 | $52.1K |
| Dec 27, 2025 | Lloyd Jason Michael Director | Option exercise | 3,188 | $43.0K |
| Dec 27, 2025 | Krause Stefan Director | Option exercise | 3,188 | $43.0K |
| Dec 27, 2025 | Thieneman Kenneth Dale Director | Option exercise | 3,188 | $43.0K |
| Dec 27, 2025 | Keppler Adrian Director | Option exercise | 3,188 | $43.0K |
| Nov 15, 2025 | Xu Hull Hou Jun CFO | Option exercise | 119 | $555 |
| Nov 15, 2025 | Xu Hull Hou Jun CFO | Tax withheld | 43 | $200 |
| Nov 15, 2025 | Xu Hull Hou Jun CFO | Option exercise | 3,364 | $15.7K |
| Nov 15, 2025 | Xu Hull Hou Jun CFO | Tax withheld | 1,204 | $5.6K |
| Nov 3, 2025 | Lloyd Jason Michael Director | Purchase | 1,000 | $5.0K |
| Sep 27, 2025 | Krause Stefan Director | Option exercise | 3,188 | $9.6K |
| Sep 27, 2025 | Thieneman Kenneth Dale Director | Option exercise | 3,188 | $9.6K |
| Sep 27, 2025 | Keppler Adrian Director | Option exercise | 3,188 | $9.6K |
| Sep 27, 2025 | Lloyd Jason Michael Director | Option exercise | 3,188 | $9.6K |
| Sep 4, 2025 | Lloyd Jason Michael Director | Purchase | 6,000 | $22.4K |
| Aug 25, 2025 | Xu Hull Hou Jun CFO | Option exercise | 119 | $463 |
| Aug 25, 2025 | Xu Hull Hou Jun CFO | Tax withheld | 1,204 | $4.7K |
| Aug 25, 2025 | Xu Hull Hou Jun CFO | Option exercise | 3,365 | $13.1K |
| Aug 25, 2025 | Xu Hull Hou Jun CFO | Tax withheld | 43 | $167 |
| Aug 15, 2025 | Xu Hull Hou Jun CFO | Option exercise | 119 | — |
| Aug 15, 2025 | Xu Hull Hou Jun CFO | Tax withheld | 43 | — |
| Aug 15, 2025 | Xu Hull Hou Jun CFO | Option exercise | 3,365 | — |
| Aug 15, 2025 | Xu Hull Hou Jun CFO | Tax withheld | 1,204 | — |
| Jun 10, 2025 | Krause Stefan Director | Option exercise | 1,423 | — |
| Mar 15, 2025 | Kreger Bradley Allen COO | Sale | 6,710 | — |
| Mar 15, 2025 | Kreger Bradley Allen COO | Option exercise | 16,333 | — |
| Mar 10, 2025 | Keppler Adrian Director | Award | 1,423 | — |
| Mar 10, 2025 | Keppler Adrian Director | Award | 1,423 | — |
| Mar 10, 2025 | Krause Stefan Director | Award | 1,423 | — |
| Mar 10, 2025 | Idelchik Michael Director | Award | 1,423 | — |
| Feb 15, 2025 | Kreger Bradley Allen COO | Sale | 344 | — |
| Feb 15, 2025 | Kreger Bradley Allen COO | Option exercise | 1,439 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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