Stratasys Ltd. has supplied more than 25,000 certified 3‑D‑printed parts to Airbus during 2025, bringing the total number of flight‑qualified parts on Airbus aircraft to over 200,000. The parts, printed with the company’s ULTEM 9085 Certified Grade filament on industrial‑grade FDM printers, cover tooling, structural components and other high‑value items for the A320, A350 and A400M fleets. Airbus reports that the partnership has delivered a 43 % weight reduction, an 85 % cut in lead time and eliminated minimum order quantity requirements for these components, underscoring the operational and cost advantages of additive manufacturing at scale.
The partnership comes on the heels of Stratasys’ Q3 2025 earnings, which showed a 2.1 % year‑over‑year decline in revenue to $137.0 million, largely driven by softer demand for capital‑intensive systems. However, the company posted a positive adjusted EPS of $0.02 versus the consensus estimate of $0.00, a beat of $0.02 that reflects disciplined cost management and a favorable mix shift toward higher‑margin consumables and services. Gross margin contracted to 41.0 % from 44.8 % in the prior year, a result of higher raw‑material costs and a mix shift toward lower‑margin system sales, while operating cash flow improved to $6.9 million from $4.5 million, demonstrating effective working‑capital management.
CEO Dr. Yoav Zeif highlighted that the Airbus deal is a “proof point” of Stratasys’ ability to deliver certified, production‑scale parts that meet the stringent requirements of the aerospace industry. He noted that the company is strategically investing in high‑value verticals such as aerospace, defense, automotive tooling and medical modeling, and that the partnership with Airbus signals confidence in the long‑term growth of additive manufacturing in mission‑critical applications. Rich Garrity, Chief Business Unit Officer, added that the collaboration “demonstrates the scalability of our technology and the depth of our customer relationships.”
The partnership has broader implications for the aerospace sector, where manufacturers are seeking lighter, faster‑to‑market components to meet carbon‑neutrality goals and supply‑chain resilience. Stratasys’ ability to supply certified parts at scale positions it as a key enabler of Airbus’ production efficiencies and sustainability targets. While the company faces headwinds from cautious capital‑equipment spending and margin compression, the Airbus deal provides a high‑visibility win that supports the company’s long‑term strategy to capture growth in high‑margin, high‑value applications.
The combination of a record‑setting partnership with Airbus and a solid Q3 earnings performance—despite a modest revenue decline—suggests that Stratasys is navigating current market headwinds while reinforcing its competitive advantage in additive manufacturing for aerospace and other high‑value sectors.
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