Aug. 17 at 3:12 PM
$DDD Gross margin fell YoY to 36.4% from 38.1%, which reads bearish but it fell because of hardware mix, not pricing. On a trailing basis GM has gone 33.9% (FY25) >> 35.9% (Q1) >>36.4% (Q2). Graves: "The key to profitability for us is getting our gross margins up. The linkage there is to consumables on the polymer side and metal parts on the metal side… we'll get material pull-through that almost assuredly always follows. In many cases, it's a regulated environment and it has to follow."
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