股市

Proto Labs customers switching from CNC service to 3D printing as revenue up 15%

On their Q3 earnings call with investors this morning Proto Labs (NYSE:PRLB)reported an increase in sales and revenue. Total revenue was $78.1 million for the three months ending 30 September 2016 and earned the “世界上最快的数字制造来源4,470万美元的毛利润和1190万美元的净收入。

产品按需和原型局原型实验室报告了三个细分市场的收入,即注射成型(在品牌原本下),CNC加工(FirstCut)和3D打印(Fineline)。与上一年相比,所有细分市场都增加了收入。3D打印服务的销售产生了990万美元(第三季度15 $ 6.0 m),在所有细分市场中,毛利率均提高了提高了80个基点。

原始实验室Q3 2016损益表
原始实验室Q3 2016损益表

在早期交易中,原始实验室的股票从昨天的收盘价下降至51.40美元,下降了10%。

Proto Labs的总裁兼首席执行官Vicki Holt与投资者关系的约翰·韦(John Way)与分析师和投资者的电话讨论结果。

3D printing trends at Proto Labs

由于美国的选举和欧洲的英国脱欧,现在市场存在不确定性,而不确定性正在影响经济。我们的业务不受这种影响的影响,” said the CEO.

此外,该公司解释说他们是看到八月在第三季度的结果中在欧洲带来的假期的影响。十月的订单全面都很慢,但通常客户来自”与以前看到的相同的最终市场。”

However, 3D printing, while a smaller percentage of the business than traditional CNC manufacturing and injection molding is growing. Some customers are trading “降至3D打印” from Proto Labs CNC plastic services explained Holt on the call. In the CNC milling business the plastics versus metal mix is “skewed more heavily towards metals than plastics” with metals making up two thirds of the business. As we previously reported, 3D printing in the desktop market is also enjoying strong performance.

The company anticipate long term gross margins “in the high 50s to low 60s” and net margins of 20%. On the analyst call they cautioned that due to changes in the operating expense there “might be a short term uptick in sales cost” but advised they looking at controlling costs of R&D and other expenses.

建立销售团队以发展业务

Holt gave an update on the search for a CRO and spoke about changes in the sales organization. “CRO搜索进展非常顺利。这是我们拥有的出色商业模式。我们处于降低候选人的最后阶段。我们正在更改所需的代表的技能概况。我们还使用Salesforce.com使用更纪律的销售跟踪过程,并开始了7个模块销售培训过程。” The CRO will be announced in early 2017.

当被问及销售和营销占原始实验室的销售约翰方式的百分比时,投资者关系说“我们正在继续投资,一点点将取决于我们何时带人的时间安排,但我们期望这会增加。”方式证实销售和营销成本将在“16%-17% of sales.

With the high margin and on-demand nature of business there are limited short term costs to eliminate without damaging the long term,” explained Way.

The financial statements for Proto Labs in Q3 can be found这里.

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