3D Systems reports that its aerospace and defense segment is projected to expand by more than 20% in 2026, driven by recent shifts in U.S. procurement policy and sustained investment in next-generation defense technologies. The company cited a multi-year contract awarded by the Department of Defense in November, covering additive manufacturing of flight-critical components valued at $45 million over three years. In addition, partnerships with two major defense primes are expected to contribute an additional $30 million in revenue through prototype and low-volume production of turbine parts. Senior management emphasized that rising budget allocations for hypersonic weapons and unmanned systems will provide a stable revenue base, while ongoing upgrades to the company’s on-site build capacity in Texas will increase annual output by 35%.

3D Systems has scheduled a fireside chat on January 13th, 2026, at the annual Needham Growth Conference, featuring CEO Dr. Jeff Graves and Interim CFO Phyllis Nordstrom. The presentation, set for 12:45 p.m. Eastern Time, will outline the company’s strategic priorities, including expansion into AI infrastructure materials and new metal-powder offerings for naval applications. Management plans to disclose that R&D spending reached $78 million in the past fiscal year, a 12% increase year-over-year, and will highlight progress on a recently announced partnership with a leading semiconductor manufacturer to develop ceramic composite feedstocks. A live webcast and replay will be available on the investor relations section of the company’s website.