3D SYSTEMS Business Summary

3D Systems Corporation (DDD) operates a comprehensive additive manufacturing ecosystem, generating revenue through a high-margin "razor-and-blade" model that combines hardware sales with recurring streams from proprietary materials, software subscriptions, and on-demand manufacturing services. The company is structured into two primary segments: Healthcare Solutions, which provides dental, medical device, and personalized surgical solutions, and Industrial Solutions, serving the aerospace, defense, and automotive sectors. As of early 2026, the company has successfully pivoted its Industrial segment to prioritize Aerospace & Defense (A&D), which has become its largest and fastest-growing unit due to favorable U.S. policy tailwinds and the expansion of its Littleton, Colorado, Center of Excellence. 3D Systems competes directly with Stratasys, HP Inc., EOS, and Formlabs, distinguishing itself through its deep integration in regulated healthcare markets and its pioneering advancements in bioprinting and regenerative medicine. The leadership team is led by President and CEO Dr. Jeffrey Graves, who joined in 2020 with extensive experience in engineering and digital transformation from his tenure at MTS Systems and GE. Co-founder Charles "Chuck" Hull, the inventor of stereolithography (SLA), remains a central figure as Executive Vice President and Chief Technology Officer for Regenerative Medicine, providing the company with unmatched industry pedigree. The executive suite includes Phyllis Nordstrom, who serves as Interim Chief Financial Officer and Chief Administrative Officer, and Reji Puthenveetil, Executive Vice President of Additive Solutions and Chief Commercial Officer. The company is overseen by an experienced board of directors chaired by Charles McClure, featuring notable members such as Malissia Clinton and Claudia Napal Drayton, who bring significant expertise from the aerospace and healthcare sectors to guide the company's strategic focus on high-value, regulated applications.