Industry 业绩预告 Neutral

Velo3D Releases Preliminary Q3 Revenue Guidance: $19.5M–$20.5M, Up 43%–51% YoY

2026-10-15 · Impact score: 55

Velo3D (Nasdaq: VELO) on October 15 released preliminary unaudited Q3 revenue guidance: an estimated $19.5M–$20.5M, up approximately 43%–51% year-over-year (Q3 2025: $13.6M). Final financial results will be released the week of November 9. The guidance implies a 1%–6% sequential decline from Q2 ($20.66M), with growth slowing from 52.3% in Q2; shares closed down about 5.7% on the announcement day. The company's full-year 2026 guidance of $65M–$75M and its target of turning EBITDA positive in the second half were not updated in the preliminary release, and the market reaction was cautious. For the powder industry: Velo3D's revenue growth reflects resilient U.S. defense/aerospace demand for metal AM, and its installed base is a leading indicator of nickel-based and titanium alloy powder demand, making it useful for tracking downstream powder demand.

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Velo3D发布Q3初步营收预告：1950万-2050万美元，同比增43%-51%

Velo3D（Nasdaq: VELO）10月15日发布第三季度初步未经审计营收预告：预计1950万-2050万美元，同比增长约43%-51%（2025年Q3为1360万美元）。最终财报将于11月9日当周发布。预告隐含环比Q2（2066万美元）下滑1%-6%，增速较Q2的52.3%放缓，公告当日股价收跌约5.7%。公司2026全年6500万-7500万美元指引与下半年EBITDA转正目标未在预告中更新，市场反应谨慎。对粉末行业：Velo3D营收增长反映美国国防/航空航天金属AM需求韧性，其设备装机量是镍基/钛合金粉末需求的先行指标，可作粉末下游需求跟踪。

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Ti-6Al-4V (Grade 5) Titanium Powder

15-45 µm / 15-53 µm / 45-105 µm

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Ti-6Al-4V ELI (Grade 23) Titanium Powder

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TA15 Titanium Alloy Powder

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