International Expansion Positive

Velo3D Q2 2026 Financial Results: Revenue $20.7M (+52%), Gross Margin Turns Positive at 21.5%, New Livermore Production Facility Announced

2026-08-11 · Impact score: 28

On August 11, 2026, Velo3D (NYSE: VLD) reported Q2 2026 results: revenue of $20.7M (+52.3% YoY), significantly beating the analyst consensus of $13.95M. Gross margin reached +21.5% (vs. -11.7% in the prior year), marking the company's first positive gross margin. Order backlog doubled to $31M, and shares rose 19.8% in after-hours trading to $16.40. The company announced a new production facility in Livermore, which is expected to triple manufacturing capacity. Cash reserves increased to $91.1M, and Velo3D was added to the Russell 3000 index. Mears Machine Corporation ordered its fifth Sapphire XC system, and the company entered a strategic partnership with Aurelia Technologies for gas turbine systems. Velo3D and Farsoon Technologies both released interim results on the same day, with both companies showing signs of profitability inflection—indicating that the metal AM equipment industry is transitioning from cash-burn expansion to profitability validation. The Sapphire XC series primarily prints Inconel and titanium alloys, and accelerating equipment shipments imply sustained growth in demand for high-end metal powders. Key implications for powder buyers: ① The Sapphire XC series primarily uses Inconel 718/625 and Ti64; increased equipment shipments will drive demand for high-end nickel-based and titanium powders. ② Velo3D's customer base (aerospace, gas turbines, defense) has stringent powder quality requirements—monitor updates on its powder supplier certifications. ③ The new Livermore facility, located near Silicon Valley, may attract more West Coast aerospace customers.

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Velo3D Q2 2026财报：营收$20.7M(+52%)，毛利率转正至21.5%，新建Livermore生产基地

2026年8月11日，Velo3D (NYSE:VLD)发布Q2 2026财报：营收$20.7M（+52.3% YoY），大幅超出分析师预期$13.95M；毛利率+21.5%（去年同期-11.7%），首次实现正毛利率；订单积压$31M（翻倍）；盘后股价+19.8%至$16.40。公司宣布新建Livermore生产基地，预计将使制造产能翻三倍。现金储备增至$91.1M，新入选Russell 3000指数。Mears Machine Corporation订购了其第5台Sapphire XC系统，与Aurelia Technologies达成燃气轮机系统战略合作。 Velo3D与华曙高科同一天发布中报，两家公司均显示盈利拐点——金属AM设备行业正在从烧钱扩张进入盈利验证阶段。Sapphire XC系列以Inconel和钛合金打印为主，设备出货加速意味着高端粉末需求将持续增长。对粉末采购商的价值：① Sapphire XC系列以Inconel 718/625和Ti64为主要打印材料，设备出货加速→高端镍基/钛合金粉末需求增长 ② Velo3D用户群体（航空航天/燃气轮机/国防）对粉末品质要求极高，关注其粉末供应商认证动态 ③ Livermore新基地靠近硅谷，可能吸引更多西海岸航空航天客户。

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