What's Happening?
3D Systems, a leader in additive manufacturing solutions, is significantly expanding its Aerospace & Defense (A&D) business. The company announced robust revenue growth projections and a major expansion
of its U.S. facilities. This growth is supported by recent U.S. policy changes, specifically the National Defense Authorization Act (NDAA) for Fiscal Year 2026, which restricts foreign-sourced 3D printing systems for Department of Defense programs. The company is adding 80,000 square feet to its Littleton, Colorado facility, enhancing its A&D Application Center of Excellence. This expansion supports application development, process qualification, and production-scale manufacturing. Additionally, 3D Systems is progressing on a U.S. Air Force-sponsored program to develop next-generation laser powder-bed fusion technologies, crucial for U.S. defense systems.
Why It's Important?
The expansion of 3D Systems' A&D operations is significant for the U.S. manufacturing sector, particularly in defense and aerospace. By increasing domestic production capabilities, the company is aligning with national security interests and reducing reliance on foreign manufacturing. This move is expected to enhance supply chain resilience and support the U.S. defense industry's demand for secure, reliable manufacturing solutions. The company's growth also reflects broader trends in the U.S. economy, where there is a push for onshore manufacturing to bolster national security and economic stability.
What's Next?
3D Systems plans to continue its expansion and innovation in the A&D sector. The company aims to complete its facility expansion by 2027, establishing itself as the only U.S. provider of a complete, end-to-end metal additive manufacturing ecosystem. This will position 3D Systems to meet growing demand for secure domestic supply chains. The company will also continue its collaboration with the U.S. Air Force and other defense entities to advance its manufacturing technologies, potentially leading to new contracts and partnerships.
