3D Systems Corporation (DDD) - 3D Systems Corporation (DDD) 提供3D打印和数字制造解决方案，当前年度盈利预期在过去60天内下调了225%[1] Eagle Bancorp, Inc. (EGBN) - Eagle Bancorp, Inc. (EGBN) 是EagleBank的银行控股公司，当前年度盈利预期在过去60天内下调了8.7%[2] FinWise Bancorp (FINW) - FinWise Bancorp (FINW) 是FinWise Bank的银行控股公司，当前年度盈利预期在过去60天内下调了7.5%[3]

3D Systems (DDD) recently announced that the U.S. Food and Drug Administration (FDA) has granted 510(k) clearance for its innovative 3D-printed, patient-specific cranial implant solution, the VSP PEEK Cranial Implant. VSP PEEK Cranial Implant includes a complete FDA-cleared workflow comprising segmentation and 3D modeling software, the 3D Systems EXT 220 MED 3D printer, Evonik VESTAKEEP i4 3DF PEEK (polyetheretherketone), and a pre-defined production process. The VSP PEEK Cranial Implant integrates cutting- ...

FDA clearance enables wide-spread adoption of 3D Systems self-contained, cleanroom environment- based printing system, the EXT 220 MED, with medical-grade PEEK materials to deliver patient-specific cranial reconstruction solutions 3D-printed PEEK implants using the EXT 220 MED successfully demonstrated in nearly 40 cranioplasties across Europe in recent months Market for cranial reconstruction anticipated to exceed $2 billion by 2030 FDA clearance establishes strong foundation for expanded application of th ...

公司整合 - Wilting公司整合了3D Systems的DMP Flex 350平台，以提高生产能力和材料组合，满足客户需求[1][3] 未来增长预期 - 3D Systems积极追求可扩展性，预计未来五到七年增长率将超过20%，达到800亿美元[9][10] 新产品发布计划 - 3D Systems在2023年第四季度推出了多款新产品和材料，预计到2024年底将推出40款新产品[11]

Wilting公司新设备投入 - Wilting公司新增了两台单激光和一台双激光DMP Flex 350金属3D打印机，以扩展材料组合，满足新应用需求[1] - DMP Flex 350平台设计灵活，可用于应用开发到批量生产，快速更换建模模块和粉末回收加速生产[2] Wilting公司合作与扩张 - Wilting公司通过与3D Systems的合作，加速了金属增材制造能力和专业知识的采用，现在正计划扩大到新市场和应用领域[3]

公司回购 - 公司宣布以22%的折扣回购了价值约1.1亿美元的0%票面利率可转换高级票据[1] - 该回购将剩余未偿还票据余额降至约2.14亿美元，比最初发行的4.6亿美元本金余额减少了超过50%，到期日为2026年[1] 公司管理负债 - 公司总裁兼首席执行官杰弗里·格雷夫斯表示，此次回购再次展示了公司在主动管理负债和在当前环境中执行纪律的方法，强调了公司资产负债表实力的重要性[3]

After sliding by 11% last week, shares of 3D Systems (DDD 5.07%) have extended their decline this week after the company reported disappointing fourth-quarter results on Tuesday. According to data provided by S&P Global Market Intelligence, as of the market's close on Thursday, 3D Systems was down by 16.5% from the end of trading last week. "Significant headwinds" plagued the company last quarter 3D Systems reported fourth-quarter revenue of $114.8 million, well shy of analysts' expectations for $126.6 mill ...

3d Systems (DDD -23.14%) stock sank in Wednesday's trading. The company's share price closed out the daily session down 23.1%, according to data from S&P Global Market Intelligence. 3d Systems published its fourth-quarter results after the market closed yesterday, and the company posted sales and earnings results for the period that fell short of the market's expectations. In addition to underwhelming Q4 performance, the 3D printing specialist also issued forward guidance that fell short of Wall Street's ex ...

财务数据和关键指标变化 - 2023年全年收入为4.88亿美元,同比下降9% [25] - 2023年全年非GAAP毛利率为41.1%,同比提升130个基点 [27] - 2023年全年调整后EBITDA为-2450万美元,同比下降1870万美元 [28] - 2023年第四季度收入为1.148亿美元,同比下降14% [26] - 2023年第四季度非GAAP毛利率为41.9%,同比提升 [27] - 2023年第四季度调整后EBITDA为-1230万美元,同比下降750万美元 [28] 各条业务线数据和关键指标变化 - 工业解决方案2023年全年收入为2.75亿美元,同比下降1% [25] - 医疗保健解决方案2023年全年收入为2.13亿美元,同比下降18% [25] - 其中牙科正畸业务2023年全年下降39% [13] - 个性化医疗保健业务2023年全年增长12% [25] 各个市场数据和关键指标变化 - 半导体设备制造商和航空航天国防市场保持强劲增长 [19][86] - 消费品相关的工业客户在资本支出方面更加谨慎 [86] 公司战略和发展方向及行业竞争 - 公司正在积极进行重组,通过内部制造、供应链优化等措施来提升毛利率和盈利能力 [15][74] - 公司正在加大对再生医学、金属打印等关键技术的投资,以保持技术领先优势 [11][12][19] - 面临来自中国新进入者的价格竞争压力,公司正在通过提供全面解决方案来应对 [77][79][80][81] 管理层对经营环境和未来前景的评论 - 2023年收入下滑主要受到正畸业务大幅下滑的影响,同时宏观经济不确定性也导致客户谨慎资本支出 [13][14] - 预计2024年收入将保持相对平稳,毛利率和EBITDA将有所改善 [31][32] - 公司有信心通过重组和战略投资来应对当前挑战,并把握未来增长机遇 [11][12][15][16] 问答环节重要的提问和回答 问题1 **Troy Jensen 提问** 询问牙科业务在2024年是否会恢复增长 [35][36] **Jeffrey Graves 回答** 牙科业务正在逐步企稳,预计2024年将实现增长,主要来自于材料和服务收入的增长 [35][36] 问题2 **Greg Palm 提问** 询问第四季度收入大幅下滑的原因 [45][46] **Jeffrey Graves 回答** 主要是客户谨慎资本支出,推迟了订单,而不是失去市场份额或竞争力下降 [45][46] 问题3 **Jacob Stephan 提问** 询问公司在航空航天市场的投资情况 [70][71][72] **Jeffrey Graves 回答** 主要投资在应用工程师上,帮助客户评估和应用金属3D打印技术,而不是大规模的新厂投资 [70][71][72]

February 28, 2024 Fourth Quarter and Full Year Welcome and Participants Dr. Jeffrey Graves President& Chief Executive Officer Jeffrey Creech Executive Vice President & Chief Financial Officer Andrew Johnson Executive Vice President, Chief Corporate Development Officer & Chief Legal Officer Mick McCloskey Vice President, Treasury & Investor Relations ...