NANO DIMENSION LTD., 10-K filed on 3/31/2026
Annual Report
v3.26.1
Document and Entity Information - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Mar. 20, 2026
Jun. 30, 2025
Document Information [Line Items]        
Document Type 10-K      
Entity Registrant Name NANO DIMENSION LTD.      
Entity Central Index Key 0001643303      
Current Fiscal Year End Date --12-31      
Entity File Number 001-37600      
Entity Filer Category Accelerated Filer      
Entity Small Business false      
Entity Shell Company false      
Entity Emerging Growth Company false      
Document Period End Date Dec. 31, 2025      
Document Fiscal Year Focus 2025      
Document Fiscal Period Focus FY      
Amendment Flag false      
Entity Well-known Seasoned Issuer No      
Entity Voluntary Filers No      
Entity Incorporation, State or Country Code L3      
Entity Tax Identification Number 52-0029109      
Entity Address, Address Line One 60 Tower Road      
Entity Address, City or Town Waltham      
Entity Address, State or Province MA      
Entity Address, Postal Zip Code 02451      
City Area Code 866      
Local Phone Number 496-1805      
Document Annual Report true      
Document Transition Report false      
Entity Interactive Data Current Yes      
Entity Current Reporting Status Yes      
ICFR Auditor Attestation Flag true      
Document Financial Statement Error Correction [Flag] false      
Entity Public Float       $ 353.3
Entity Common Stock, Shares Outstanding     207,986,287  
Auditor Firm ID 185 1057    
Auditor Location Stamford, Connecticut Tel-Aviv, Israel    
Auditor Name KPMG LLP Somekh Chaikin    
Auditor Opinion [Text Block]

Opinion on the Consolidated Financial Statements

We have audited the accompanying consolidated balance sheet of Nano Dimension Ltd. and subsidiaries (the Company) as of December 31, 2025, the related consolidated statements of operations and comprehensive loss, changes in equity, and cash flows for the year ended December 31, 2025, and the related notes (collectively, the consolidated financial statements). In our opinion, the consolidated financial statements present fairly, in all material respects, the financial position of the Company as of December 31, 2025, and the results of its operations and its cash flows for the year ended December 31, 2025, in conformity with U.S. generally accepted accounting principles.

     
American Depositary Shares [Member]        
Document Information [Line Items]        
Title of 12(b) Security American Depositary Shares      
Trading Symbol NNDM      
Security Exchange Name NASDAQ      
Rights to Purchase American Depositary Shares [Member]        
Document Information [Line Items]        
Title of 12(b) Security Rights to Purchase American Depositary Shares      
Trading Symbol NNDM      
Security Exchange Name NASDAQ      
v3.26.1
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Current assets:    
Cash and cash equivalents $ 204,672 $ 317,169
Bank deposits 168,997 440,790
Marketable equity securities 84,154 0
Restricted bank deposits 123 537
Trade receivables, net of allowance for doubtful accounts ($861 and $811, respectively) 26,047 9,141
Other current assets 8,938 4,790
Inventory 32,878 16,899
Total current assets 525,809 789,326
Restricted bank deposits 1,610 768
Marketable equity securities 0 86,190
Property, plant and equipment, net 24,840 14,143
Operating lease right-of-use 23,789 9,958
Deferred tax assets 424 0
Goodwill 40,388 0
Intangible assets, net 19,434 2,155
Other assets 1,930 0
Total assets 638,224 902,540
Current liabilities:    
Trade payables 11,999 4,249
Accrued liabilities 19,514 18,771
Deferred Revenue 11,873 3,523
Current portion of lease liability 8,923 3,421
Current portion of bank loan 158 138
Total current liabilities 52,467 30,102
Employee benefits 3,697 4,700
Operating lease right-of-use liabilities 23,323 6,707
Bank loan 158 276
Long-term settlement payable 2,974 0
Long-term deferred revenue 3,617 0
Total liabilities 86,236 41,785
Commitments and contingencies (Note 14)
Non-controlling interests 0 715
Equity:    
Share capital of NIS 5 par value each; 500,000,000 ordinary shares authorized; 206,811,875 and 215,777,000 shares oustanding as of December 31, 2025 and December 31, 2024, respectively, and 279,306,522 and 273,847,185 shares issued as of December 31, 2025 and December 31, 2024, respectively. 417,084 409,145
Additional paid-in capital 1,297,323 1,297,348
Treasury stock (192,507) (167,651)
Accumulated other comprehensive income (loss) 1,048 (1,137)
Accumulated Loss (970,960) (677,665)
Total equity attributable to common shareholders 551,988 860,040
Total equity 551,988 860,755
Total liabilities and equity $ 638,224 $ 902,540
v3.26.1
CONSOLIDATED BALANCE SHEETS (Parenthetical) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Trade receivables, net of allowance for doubtful accounts $ 861 $ 811
NIS [Member]    
Common stock, par value $ 5 $ 5
Common stock, shares authorized 500,000,000 500,000,000
Common stock, shares issued 279,306,522 273,847,185
Common stock, shares outstanding 206,811,875 215,777,000
v3.26.1
CONSOLIDATED STATEMENTS OF OPERATIONS AND OTHER COMPREHENSIVE LOSS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Revenue $ 102,437 $ 57,775 $ 56,314
Total cost of revenue 68,092 32,886 30,256
Gross profit 34,345 24,889 26,058
Operating expenses:      
Research and development 30,054 39,558 65,146
Sales and marketing 35,713 27,657 34,258
General and administrative 59,766 45,987 55,973
Restructuring costs 7,581 0 0
Desktop Metal litigation 31,046 0 0
Impairment losses 10,516 1,283 0
Operating loss (140,331) (89,596) (129,319)
(Loss) gain on investment in marketable equity securities (2,036) (52,256) 23,462
Other (expense) income, net (479) 486 1,627
Finance income 35,400 42,573 47,584
Finance expense (111) (668) (367)
Loss before income taxes (107,557) (99,461) (57,013)
Income tax expense 7,202 (397) (62)
Net loss from continuing operations (100,355) (99,858) (57,075)
Net loss from discontinued operations, net of income tax of nil (193,263) 0 0
Net loss (293,618) (99,858) (57,075)
Less: Comprehensive loss attributable to non-controlling interests (323) (1,029) (1,110)
Net loss attributable to common shareholders $ (293,295) $ (98,829) $ (55,965)
Net loss per common share:      
Continuing operations - basic $ (0.46) $ (0.45) $ (0.23)
Continuing operations - diluted (0.46) (0.45) (0.23)
Discontinued operations - basic (0.9) 0 0
Discontinued operations - diluted $ (0.9) $ 0 $ 0
Weighted Average Number of Shares Outstanding, Basic 215,742 218,311 248,019
Weighted Average Number of Shares Outstanding, Diluted 215,742 218,311 248,019
Other comprehensive income (loss):      
Foreign currency translation adjustment $ 1,791 $ (1,944) $ 2,368
Remeasurement of pension and post-employment benefit plans, net of tax 312 (2,769) (1,920)
Comprehensive loss (291,515) (104,571) (56,627)
Less: Comprehensive loss attributable to non-controlling interests (323) (1,088) (1,088)
Comprehensive loss attributable to common shareholders (291,192) (103,483) (55,539)
Product      
Revenue 80,385 45,557 47,231
Total cost of revenue 57,923 26,308 23,358
Service      
Revenue 22,052 12,218 9,083
Total cost of revenue $ 10,169 $ 6,578 $ 6,898
v3.26.1
CONSOLIDATED STATEMENTS OF CHANGES IN EQUITY - USD ($)
$ in Thousands
Total
Share Capital [Member]
Additional Paid-In Capital [Member]
Treasury Stock [Member]
Accumulated Other Comprehensive Loss [Member]
Accumulated Deficit [Member]
Total [Member]
Non-Controlling Interests [Member]
Balances at Dec. 31, 2022 $ 1,152,962 $ 388,406 $ 1,285,078 $ (1,509) $ 3,091 $ (522,871)   $ 767
Equity, Attributable to Parent, Beginning Balance at Dec. 31, 2022             $ 1,152,195  
Investment of non-controlling party in subsidiary 1,332             1,332
Net loss (57,075)         (55,965) (55,965) (1,110)
Comprehensive income (loss) for the year 448       426   426 22
Exercise of warrants, options and vesting of RSUs 0 12,294 (12,294)          
Repurchase of treasury shares (96,387)     (96,387)     (96,387)  
Payments of share price protection recognized in business combination (4,459)   (4,459)       (4,459)  
Share-based compensation expense 22,110   22,110       22,110  
Balances at Dec. 31, 2023 1,018,931 400,700 1,290,435 (97,896) 3,517 (578,836)   1,011
Equity, Attributable to Parent, Ending Balance at Dec. 31, 2023             1,017,920  
Investment of non-controlling party in subsidiary 792             792
Net loss (99,858)         (98,829) (98,829) (1,029)
Comprehensive income (loss) for the year (4,713)       (4,654)   (4,654) (59)
Exercise of warrants, options and vesting of RSUs 0 8,445 (8,445)          
Repurchase of treasury shares (69,755)     (69,755)     (69,755)  
Payments of share price protection recognized in business combination (363)   (363)       (363)  
Share-based compensation expense 15,721   15,721       15,721  
Balances at Dec. 31, 2024 860,755 409,145 1,297,348 (167,651) (1,137) (677,665)   715
Equity, Attributable to Parent, Ending Balance at Dec. 31, 2024 860,040           860,040  
Net loss (293,618)         (293,295) (293,295) (323)
Comprehensive income (loss) for the year 2,144       2,103   2,103 41
Exercise of warrants, options and vesting of RSUs   7,939 (7,939)          
Repurchase of treasury shares (24,856)     (24,856)     (24,856)  
Share-based compensation for pre-combination service 2,055   2,055       2,055  
Share-based compensation expense 5,859   5,859       5,859  
Deconsolidation of subsidiaries (351)       82   82 (433)
Balances at Dec. 31, 2025 551,988 $ 417,084 $ 1,297,323 $ (192,507) $ 1,048 $ (970,960)   $ 0
Equity, Attributable to Parent, Ending Balance at Dec. 31, 2025 $ 551,988           $ 551,988  
v3.26.1
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Cash flow from operating activities      
Net loss from continuing operations $ (100,355) $ (99,858) $ (57,075)
Adjustments:      
Depreciation, amortization and non-cash lease interest 20,455 2,642 1,972
Impairment losses 10,516 1,350 326
Changes in fair value of equity securities 2,037 52,256 (23,462)
Loss from deconsolidation of subsidiaries 1,666 0 0
Share-based compensation expense 4,930 15,721 22,110
Changes in assets and liabilities:      
Decrease (increase) in inventory 5,596 387 (340)
(Increase) decrease in other current assets (175) 6,078 (5,775)
(Increase) decrease in trade receivables (1,535) 2,950 (5,603)
Increase in deferred tax assets (7,456) 0 (11)
(Decrease) increase in other payables (9,993) (1,150) 4,856
(Decrease) increase in employee benefits (1,393) (562) (1,478)
Increase in trade payables 6,866 47 1,089
Other (1,426) 1,218 (5,266)
Net cash used in operating activities (70,267) (18,921) (68,657)
Cash flow relating to investing activities      
Change in bank deposits 270,755 100,530 (189,060)
Purchase of property plant and equipment (1,064) (2,196) (9,098)
Acquisition of intangible asset 0 (711) (1,524)
Acquisition of subsidiaries, net of cash acquired (267,816) 0 0
Deconsolidation of subsidiaries (476) 0 0
Other 0 0 835
Net cash from (used in) investing activities 1,399 97,623 (198,847)
Cash flow relating to financing activities      
Repayment long-term bank debt (149) (180) (536)
Proceeds from Noncontrolling Interests 0 555 1,089
Payment of a liability for contingent consideration in a business combination 0 0 (9,255)
Payments of share price protection recognized in business combination 0 (363) (4,459)
Repurchase of treasury shares (24,856) (69,755) (96,387)
Net cash used in financing activities (25,005) (69,743) (109,548)
Cash flow relating to discontinued operations      
Net cash used in operating activities (31,017) 0 0
Net cash used in investing activities (437) 0 0
Net cash provided by financing activities 10,009 0 0
Net cash used in discontinued operations (21,445) 0 0
(Decrease) increase in cash, cash equivalents and restricted cash (115,318) 8,959 (377,052)
Effect of exchange rate fluctuations on cash 3,249 (997) 1,292
Cash, cash equivalents and restricted cash at beginning of the year 318,474 310,512 686,272
Cash, cash equivalents and restricted cash at end of the year 206,405 318,474 310,512
Supplemental disclosure of cash flow information      
Cash and cash equivalents 204,672 317,169 309,571
Restricted cash in restricted deposits, current 123 537 60
Restricted cash in restricted deposits, non-current 1,610 768 881
Total cash, cash equivalents and restricted cash shown in the consolidated statements of cash flows 206,405 318,474 310,512
Non-cash operating activity      
Intangible Asset Acquired On Credit 0 0 711
Property plant and equipment acquired on credit 17 69 214
Lease liabilities arising from obtaining right-of-use assets 1,167 1,275 929
Non-cash investing activity      
Acquisition Replacement Awards For Pre Combination Service 2,055 0 0
Income taxes paid during the year $ 115 $ 314 $ 136
v3.26.1
Cybersecurity Risk Management, Strategy, and Governance
12 Months Ended
Dec. 31, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]

ITEM 1C. CYBERSECURITY

We recognize the critical importance of maintaining the trust and confidence of our customers, clients, business partners and employees. The board of directors is actively involved in oversight of our crisis management plan, or the Crisis Management Plan, and cybersecurity represents an important component of our overall approach to risk management. Our cybersecurity policies, standards, processes and practices are fully integrated into our Crisis Management Plan and are based on recognized frameworks established by the Israeli National Institute of Standards and Technology, the International Organization for Standardization and other applicable industry standards. In general, we seek to address cybersecurity risks through a comprehensive, cross-functional approach that is focused on preserving the confidentiality, security and availability of the information that we collect and store by identifying, preventing and mitigating cybersecurity threats and effectively responding to cybersecurity incidents when they occur.

Risk Management and Strategy

As part of the critical elements of our overall risk management approach, our cybersecurity program is focused on the following key areas:

Governance: The board of directors’ oversight of cybersecurity risk management is supported by the Crisis Management Team, or CMT, which regularly interacts with it and with our Chief Information Security Officer, or CISO, other members of management and relevant management committees.
Collaborative Approach: We implemented a comprehensive, cross-functional approach to identifying, preventing and mitigating cybersecurity threats and incidents, while also implementing controls and procedures that provide for the
prompt escalation of certain cybersecurity incidents so that decisions regarding the public disclosure and reporting of such incidents can be made by management in a timely manner.
Technical Safeguards: We deploy technical safeguards that are designed to protect our information systems from cybersecurity threats, including firewalls, intrusion prevention and detection systems, anti-malware functionality and access controls, which are evaluated and improved through vulnerability assessments and cybersecurity threat intelligence.
Incident Response and Recovery Planning: We have established and maintain a comprehensive Crisis Management Plan that fully addresses our response to a cybersecurity incident, and such plan is tested and evaluated on a regular basis.
Product Risk Management and Vulnerability Management: As a key part of our overall risk management strategy, our cybersecurity program implements a risk-based process to manage cybersecurity risks across our products throughout their lifecycles. This includes secure design, development, testing, release, and post-release activities. We also have processes to identify, assess, prioritize, and fix vulnerabilities, including those related to third-party components and software dependencies. Additionally, we deploy security updates and other corrective actions as needed.
Third-Party Risk Management: We maintain a comprehensive, risk-based approach to identifying and overseeing cybersecurity risks presented by third parties, including vendors, service providers and other external users of our systems, as well as the systems of third parties that could adversely impact our business in the event of a cybersecurity incident affecting those third-party systems.
Education and Awareness: We provide regular, mandatory training for personnel regarding cybersecurity threats as a means to equip our personnel with effective tools to address cybersecurity threats, and to communicate our evolving information security policies, standards, processes and practices.

We engage in the periodic assessment and testing of our policies, standards, processes and practices that are designed to address cybersecurity threats and incidents. These efforts include a wide range of activities, including audits, assessments, tabletop exercises, threat modeling, vulnerability testing, and other exercises focused on evaluating the effectiveness of our cybersecurity measures and planning. For further information, see “Item 1A. Risk Factors—General Risk Factors--Significant disruptions of our information technology systems or breaches of our data security could adversely affect our business.”

Governance

The board of directors, in coordination with the CMT, oversees our risk management process, including the management of risks arising from cybersecurity threats. Company’s management and the CMT each receive presentations and reports on cybersecurity risks, which address a wide range of topics including recent developments, evolving standards, vulnerability assessments, third-party and independent reviews, the threat environment, technological trends and information security considerations arising with respect to our peers and third parties. The board of directors and CMT also receive prompt and timely information regarding any cybersecurity incident that meets established reporting thresholds, as well as ongoing updates regarding any such incident until it has been addressed.

The CISO, in coordination with the CMT, works collaboratively across the Company to implement a program designed to protect our information systems from cybersecurity threats and to promptly respond to any cybersecurity incidents in accordance with the Company’s incident response and recovery plans.

Mr. Luzon has been our CISO since November 2021. He has several years of experience in security management. Prior to joining our Company, from 2016 through 2021, he served as Information Security Manager for the Israeli Ministry of Religious Services. Mr. Luzon has an M.B.A. from the College of Management and Academic Studies. He is a Technion Certified CISO, Information Security, of Technion – Israel Institute of Technology.

Cybersecurity threats, including as a result of any previous cybersecurity incidents, have not materially affected or are reasonably likely to affect our Company, including our business strategy, results of operations or financial condition.

Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]

We recognize the critical importance of maintaining the trust and confidence of our customers, clients, business partners and employees. The board of directors is actively involved in oversight of our crisis management plan, or the Crisis Management Plan, and cybersecurity represents an important component of our overall approach to risk management. Our cybersecurity policies, standards, processes and practices are fully integrated into our Crisis Management Plan and are based on recognized frameworks established by the Israeli National Institute of Standards and Technology, the International Organization for Standardization and other applicable industry standards. In general, we seek to address cybersecurity risks through a comprehensive, cross-functional approach that is focused on preserving the confidentiality, security and availability of the information that we collect and store by identifying, preventing and mitigating cybersecurity threats and effectively responding to cybersecurity incidents when they occur.

Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]

Governance

The board of directors, in coordination with the CMT, oversees our risk management process, including the management of risks arising from cybersecurity threats. Company’s management and the CMT each receive presentations and reports on cybersecurity risks, which address a wide range of topics including recent developments, evolving standards, vulnerability assessments, third-party and independent reviews, the threat environment, technological trends and information security considerations arising with respect to our peers and third parties. The board of directors and CMT also receive prompt and timely information regarding any cybersecurity incident that meets established reporting thresholds, as well as ongoing updates regarding any such incident until it has been addressed.

The CISO, in coordination with the CMT, works collaboratively across the Company to implement a program designed to protect our information systems from cybersecurity threats and to promptly respond to any cybersecurity incidents in accordance with the Company’s incident response and recovery plans.

Mr. Luzon has been our CISO since November 2021. He has several years of experience in security management. Prior to joining our Company, from 2016 through 2021, he served as Information Security Manager for the Israeli Ministry of Religious Services. Mr. Luzon has an M.B.A. from the College of Management and Academic Studies. He is a Technion Certified CISO, Information Security, of Technion – Israel Institute of Technology.

Cybersecurity threats, including as a result of any previous cybersecurity incidents, have not materially affected or are reasonably likely to affect our Company, including our business strategy, results of operations or financial condition.

Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block] The board of directors, in coordination with the CMT, oversees our risk management process, including the management of risks arising from cybersecurity threats.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] Company’s management and the CMT each receive presentations and reports on cybersecurity risks, which address a wide range of topics including recent developments, evolving standards, vulnerability assessments, third-party and independent reviews, the threat environment, technological trends and information security considerations arising with respect to our peers and third parties. The board of directors and CMT also receive prompt and timely information regarding any cybersecurity incident that meets established reporting thresholds, as well as ongoing updates regarding any such incident until it has been addressed.
Cybersecurity Risk Role of Management [Text Block]

The CISO, in coordination with the CMT, works collaboratively across the Company to implement a program designed to protect our information systems from cybersecurity threats and to promptly respond to any cybersecurity incidents in accordance with the Company’s incident response and recovery plans.

Mr. Luzon has been our CISO since November 2021. He has several years of experience in security management. Prior to joining our Company, from 2016 through 2021, he served as Information Security Manager for the Israeli Ministry of Religious Services. Mr. Luzon has an M.B.A. from the College of Management and Academic Studies. He is a Technion Certified CISO, Information Security, of Technion – Israel Institute of Technology.

Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block]

The CISO, in coordination with the CMT, works collaboratively across the Company to implement a program designed to protect our information systems from cybersecurity threats and to promptly respond to any cybersecurity incidents in accordance with the Company’s incident response and recovery plans.

Cybersecurity Risk Management Expertise of Management Responsible [Text Block]

Mr. Luzon has been our CISO since November 2021. He has several years of experience in security management. Prior to joining our Company, from 2016 through 2021, he served as Information Security Manager for the Israeli Ministry of Religious Services. Mr. Luzon has an M.B.A. from the College of Management and Academic Studies. He is a Technion Certified CISO, Information Security, of Technion – Israel Institute of Technology.

Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block]
Collaborative Approach: We implemented a comprehensive, cross-functional approach to identifying, preventing and mitigating cybersecurity threats and incidents, while also implementing controls and procedures that provide for the
prompt escalation of certain cybersecurity incidents so that decisions regarding the public disclosure and reporting of such incidents can be made by management in a timely manner.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.26.1
Pay vs Performance Disclosure - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Pay vs Performance Disclosure      
Net Income (Loss) $ (293,295) $ (98,829) $ (55,965)
v3.26.1
Award Timing Disclosure
12 Months Ended
Dec. 31, 2025
Award Timing Disclosures [Line Items]  
Award Timing MNPI Disclosure

Policies on the Timing of Option Awards

Item 402(x) of Regulation S-K requires us to discuss our policies and practices on the timing of awards of options in relation to the disclosure by us of material nonpublic information. We have not granted stock options, stock appreciation rights or similar option-like instruments since 2023. Accordingly, we do not consider the release of material nonpublic information in relation to the grant of such awards and do not time such release for the purpose of affecting the value of executive compensation.

Award Timing MNPI Considered false
MNPI Disclosure Timed for Compensation Value false
v3.26.1
Insider Trading Arrangements
3 Months Ended
Dec. 31, 2025
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.26.1
Insider Trading Policies and Procedures
12 Months Ended
Dec. 31, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.26.1
Description of Business
12 Months Ended
Dec. 31, 2025
Business Combination, Description [Abstract]  
Description of Business

Note 1 – Description of Business

Reporting Entity

Nano Dimension Ltd. (the “Company”) is an Israeli resident company incorporated in Israel. Until April 11, 2025, the address of the Company’s principal executive office was 2 Ilan Ramon St., Ness Ziona 7403635, Israel. Effective from that date, the Company’s principal executive office is located at 60 Tower Road, Waltham, Massachusetts, 02451, United States. Unless otherwise indicated, all references to the “Company,” refer to Nano Dimension Ltd. and its subsidiaries, Global Inkjet Systems Ltd. (“GIS”), a United Kingdom corporation, Nano Dimension Technologies Ltd. (“Nano Tech”), an Israeli corporation, Essemtec AG (“Essemtec”) and Nano Dimension Swiss GmbH (“Nano Swiss”), Swiss corporations, Formatec Holding B.V. (“Formatec Holding”) (which is in the process of liquidation), Admatec Europe B.V. (“Admatec”) (which is in the process of liquidation) and Formatec Technical Ceramics B.V. (“Formatec”) (which is in the process of liquidation), Dutch corporations, Nano Dimension USA Inc. (“Nano USA”), a Delaware corporation, Essemtec USA, LLC, a Delaware limited liability company, Nano Dimension GmbH (“Nano Germany”) and Essemtec Deutschland GmbH, German corporations, Nano Dimension Australia Pty Ltd. (“Nano Australia”), an Australian corporation, Nano Dimension (HK) Limited, a Hong Kong corporation, Essemtec France SAS, a French corporation, Nano Dimension NY Ltd., a New York corporation, Nano Dimension Trading (Shenzhen) Ltd., a Chinese corporation, and Markforged Holding Corporation ("Markforged") and Desktop Metal, Inc. ("Desktop Metal"), Delaware corporations. The Company engages in industrial manufacturing solutions of multi-disciplinary technology - combining hardware, software, and materials science. These solutions are used for design-to-manufacturing of electronics and mechanical parts by advanced industrial customers in aerospace, defense, automotive, electronics, medical, research and academia, as well as government organizations. Since March 2016, the Company’s American Depositary Shares (“ADSs”) have been trading on the Nasdaq Capital Market (“Nasdaq”).

Material events in the reporting period

Iron Swords War in Israel

On October 7, 2023, Hamas terrorists infiltrated Israel’s southern border from the Gaza Strip and conducted a series of attacks on civilian and military targets. Hamas also launched extensive rocket attacks on Israeli population and industrial centers located along Israel’s border with the Gaza Strip and in other areas within the State of Israel. These attacks resulted in extensive deaths, injuries and kidnapping of civilians and soldiers. Following the attack, Israel’s security cabinet declared war against Hamas and a military campaign against these terrorist organizations commenced in parallel to their continued rocket and terror attacks (the “Iron Swords War”). Following this, there was a decrease in Israel’s economic and business activity. The security situation has led, inter alia, to a disruption in the chain of supply and production, a decrease in the volume of national transportation, a shortage in manpower as well as a decrease in the value of financial assets and a rise in the exchange rate of foreign currencies in relation to the NIS. There has been no material impact on the Company’s operations and revenues.

On February 28, 2026, the U.S. and Israel initiated air strikes against Iranian military targets and leadership. Since then, retaliation by Iran against U.S. and Israeli interests in the Middle East has been widespread. As of the date of the filing of this Annual Report on Form 10-K, military activity and hostilities continue to escalate in the Middle East, and the situation throughout the region remains volatile, with the potential for continued escalation into a broader and more sustained regional conflict.

v3.26.1
Summary of Significant Accounting Policies
12 Months Ended
Dec. 31, 2025
Accounting Policies [Abstract]  
Summary of Significant Accounting Policies

Note 2 - Summary of Significant Accounting Policies

 

The consolidated financial statements include the accounts of the Company and its wholly owned subsidiaries. The Company’s fiscal year end is December 31 and, unless otherwise stated, all years and dates refer to the fiscal year. Certain reclassifications have been made to prior year presentation to conform to current year presentation.

Principles of Consolidation

The consolidated financial statements of the Company have been prepared in accordance with U.S. GAAP. All intercompany accounts and transactions have been eliminated in consolidation.

Use of Estimates

The preparation of the consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the consolidated financial statements and the reported amounts of revenues and expenses during the reporting period. Management’s significant estimates include: determination of the fair value of consideration transferred in an acquisition, estimated impairment of non-financial assets, impairment of long-lived assets, and estimation of legal contingencies. The Company prepares the estimates on the basis of past experiences, various facts, external circumstances, and reasonable assumptions according to the pertinent circumstances of each estimate. Estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognized in the period in which the estimates are revised and in any future periods affected.

Segment Information

The Company operates in one operating and reportable segment. Operating segments are defined as components of an enterprise about which separate financial information is evaluated regularly by the chief operating decision maker, who is the Company’s CEO, in deciding how to allocate resources and assessing performance. The Company’s chief operating decision maker allocates resources and assesses performance based upon discrete financial information at the consolidated level, see Note 16.

Functional Currency

The Company’s functional currency is the U.S. dollar (“USD”). The USD is the currency that represents the principal economic environment in which the Company operates. Accordingly, foreign currency assets and liabilities are re-measured into USD at the end-of-period exchange rates except for non-monetary assets and liabilities, which are measured at historical exchange rates. Revenue and expenses are re-measured each day at the exchange rate in effect on the day the transaction occurred or the average exchange rate in the month in accordance with ASC 830, Foreign Currency Matters. Gains or losses from foreign currency exchange rate re-measurements and settlements are included in finance income and finance expense in the consolidated statements of operations and comprehensive loss and accumulated other comprehensive income (loss) on the consolidated balance sheets.

The functional currency of certain subsidiaries and associated companies is their local currency. The financial statements of those companies are included in the consolidated financial statements, translated into USD. Assets and liabilities are translated at year-end exchange rates, while revenues and expenses are translated at the average exchange rates during the year. Differences resulting from translation are presented as other comprehensive income (loss) in the consolidated statements of operations and comprehensive loss, and are part of accumulated other comprehensive income (loss) on the consolidated balance sheets.

Cash and Cash Equivalents

All highly liquid investments purchased with original maturities of three months or less are considered to be cash equivalents.

Bank Deposits and Restricted Bank Deposits

The Company has bank deposits that have a term of three to twelve months and bear a fixed interest rate of between 3.4%‑5.7%. In addition, the Company has restricted bank deposits for routine operations and the lease of its offices and labs. The restricted deposits are not linked and bear an annual interest rate of 0.01%‑4.4%. The Company expects to lease its offices and labs for a period of more than a year, thus these restricted bank deposits were classified as a non-current asset.

Trade Receivables, Net

Trade receivables are recorded at the invoiced amount and do not bear interest. Credit losses are estimated for accounts receivable considered to be uncollectible based on management’s assessment of collectability, which considers specific customers’ abilities to meet their financial obligations, the length of time receivables are past due, and historical collection experience. If circumstances related to specific customers change, or economic conditions deteriorate such that past collection experience is no longer relevant, the Company’s estimate of the recoverability of accounts receivable could be further reduced from the levels provided for in the consolidated financial statements.

Concentrations of Credit Risk

Financial instruments that subject the Company to concentrations of credit risk consist primarily of cash and cash equivalents, bank deposits, marketable equity securities, and trade receivables. The cash and marketable securities of the Company is deposited in

Israeli, European and U.S. banking corporations. Two banking institutions each accounted for more than 10% of cash, cash equivalents and bank deposits as of December 31, 2025. In the estimation of the Company’s management, the credit risk for these financial instruments is low.

For trade receivables, the Company is exposed to credit risk in the event of nonpayment by customers. Trade receivables are geographically diversified and derived primarily from sales in the United States, EMEA, and APAC. To manage its trade receivable risk, the Company evaluates the credit worthiness of its customers and maintains allowances for potential credit losses. The Company has not historically experienced any material credit losses related to individual customers or groups of customers in any specific area or industry. No single customer accounted for more than 10% of revenue in fiscal years 2025, 2024 or 2023. One customer accounted for more than 10% of trade receivables as of December 31, 2025, and no single customer accounted for more than 10% of trade receivables as of December 31, 2024.

Fair Value Measurements

The Company is required to provide information according to the fair value hierarchy based on the observability of the inputs used in the valuation techniques. The fair value hierarchy ranks the quality and reliability of the information used to determine fair values. Financial assets and liabilities carried at fair value will be classified and disclosed in one of the following three categories:

Level 1 - Observable inputs that reflect quoted prices (unadjusted) for identical assets or liabilities in active markets.

Level 2 - Inputs other than Level 1 that are observable, either directly or indirectly, such as quoted prices for similar assets or liabilities; quoted prices in markets that are not active; or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities.

Level 3 - Unobservable inputs which are supported by little or no market activity.

Financial instruments consist of cash equivalents, bank deposits, marketable securities, trade receivables, other receivables, trade payables, accrued liabilities, other current liabilities and derivative financial instruments. Derivative financial instruments are stated at fair value on a recurring basis. Cash equivalents, bank deposits, trade receivables, other receivables, trade payables, accrued liabilities and other current liabilities, are stated at their carrying value, which approximates their fair value due to the short time to the expected receipt or payment date.

The Company measures investment in marketable equity securities at fair value on the consolidated statements of operations and comprehensive loss. As part of the Strategic Initiative, marketable equity securities have been classified as a current asset as of December 31, 2025 as the Company explores all strategic alternatives.

The Company’s financial assets that are measured at fair value on a recurring basis by level within the fair value hierarchy are as follows:

 

 

As of December 31, 2025

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Current assets:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

8,403

 

 

$

 

 

$

 

 

$

8,403

 

Bank deposits

 

 

339,851

 

 

 

 

 

 

 

 

 

339,851

 

Marketable equity securities

 

 

84,154

 

 

 

 

 

 

 

 

 

84,154

 

Total assets measured at fair value

 

$

432,408

 

 

$

 

 

$

 

 

$

432,408

 

 

 

 

As of December 31, 2024

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Current assets:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

99,713

 

 

$

 

 

$

 

 

$

99,713

 

Bank deposits

 

 

642,880

 

 

 

 

 

 

 

 

 

642,880

 

Long-term assets:

 

 

 

 

 

 

 

 

 

 

 

 

Marketable equity securities

 

 

86,190

 

 

 

 

 

 

 

 

 

86,190

 

Total assets measured at fair value

 

$

828,783

 

 

$

 

 

$

 

 

$

828,783

 

 

There were no transfers between fair value levels during 2025 and 2024.

Inventory

Inventory is stated at the lower of cost or net realizable value. Cost is based on a standard costing system which approximates the cost on a first in, first out method. The Company regularly reviews inventory for excess and obsolescence and records a provision to write down inventory to its net realizable value when carrying value is in excess of this value. The costs include materials, labor, and manufacturing overhead that relate to the acquisition of raw materials and production into finished goods. The net realizable value considers the ability to utilize the inventory prior to perishing as well as the estimated selling price and costs of completion and sale. Inventory on hand, product development plans, and sales forecasts are regularly reviewed to identify carrying values in excess of net realizable value.

Property, Plant and Equipment, Net

Property, plant and equipment, net are carried at cost, including directly attributed acquisition costs, less accumulated depreciation and losses from accrued decrease in value, and are subject to review for impairment whenever events or changes in circumstances indicate that the carrying amount of the asset group may not be recoverable. The cost of normal, recurring, or periodic repairs and maintenance activities related to property, plant and equipment is expensed as incurred. The cost of printers used for internal purposes includes the cost of materials and direct labor, and any other costs directly attributable to bringing the asset to a working condition for their intended use.

The Company generally depreciates the cost of its property, plant and equipment using the straight-line method over the estimated useful lives of the respective assets as follows:

 

 

 

Estimated Useful Life

Machinery, equipment and vehicles

 

4 to 14 years

Computer hardware and software

 

3 to 10 years

Furniture and fixtures

 

3 to 14 years

Buildings

 

29 years

Leasehold improvements

 

shorter of the estimated useful life of the asset or the remaining lease term

When the Company disposes of property, plant and equipment, it removes the associated cost and accumulated depreciation from the related accounts on its consolidated balance sheet and includes any resulting gain or loss within operating expenses on the accompanying consolidated statements of operations and comprehensive loss.

Impairment of Long-Lived Assets

The Company evaluates whether events or circumstances have occurred that indicate that the estimated remaining useful life of its long-lived assets may warrant reassessment or that the carrying value of these assets may not be recoverable. When a triggering event is identified, management assesses the recoverability of the asset group, which is the lowest level where identifiable cash flows are largely independent, by comparing the expected undiscounted cash flows of the asset group to the carrying value. When the carrying value is not recoverable and an impairment is determined to exist, the asset group is written down to fair value.

The Company exited certain leased facilities during fiscal year 2025 and has obtained, or is in the process of seeking, subleases for those properties. The Company recorded a non-cash, pre-tax and after-tax partial impairment charge of $5.7 million during the year ended December 31, 2025 related to the operating lease right-of-use (“ROU”) asset recorded for our headquarters at 60 Tower Road, Waltham, Massachusetts 02451 (“60 Tower”) within the impairment caption of the consolidated statements of operations and comprehensive loss. The impairment was determined by comparing the fair value of the impacted ROU asset to the carrying value of the asset as of the impairment measurement date, as required under ASC Topic 360, Property, Plant, and Equipment, using Level 2 inputs. The fair value of the ROU asset was based on the estimated sublease income for certain facilities taking into consideration the time period it will take to obtain a sublessor, the applicable discount rate and the sublease rate.

We entered in to a sublease for our previous U.S. headquarters at 350 5th Ave in Waltham, Massachusetts during the year ended December 31, 2025 that resulted in impairment of $1.5 million, in addition we partially impaired our lease in Germany during the fourth quarter of 2025 in the amount of $0.3 million. The impairments are recorded within the impairment caption of the consolidated statements of operations and comprehensive loss.

 

Business Combinations

The Company accounts for business combinations under the acquisition method of accounting. The Company allocates the amounts that it pays for each acquisition to the assets it acquires and liabilities it assumes based on their fair values at the date of acquisition.

The excess of the value of consideration transferred over the aggregate fair value of those net assets is recorded as goodwill. Any identified definite lived intangible assets will be amortized over their estimated useful lives and any identified intangible assets with indefinite useful lives and goodwill will not be amortized but will be tested for impairment at least annually. When determining the fair value of assets acquired and liabilities assumed, management makes significant estimates and assumptions, including the selection of valuation methodologies, estimates of future revenues and cash flows, discount rates, especially with respect to intangible assets. The Company estimates fair value based upon assumptions that are believed to be reasonable, but which are inherently uncertain and unpredictable and, as a result, actual results may differ from estimates.

Upon the conclusion of the measurement period or final determination of the fair value of assets acquired or liabilities assumed, whichever comes first, any subsequent adjustments are recorded to the Company’s consolidated statements of operations and comprehensive loss. Acquisition-related transaction costs are not included as a component of consideration transferred but are accounted for as an expense in the period in which the costs are incurred.

Any contingent consideration is measured at fair value at the date of acquisition. If an obligation to pay contingent consideration that meets the definition of a financial instrument is classified as equity, then it is not re-measured, and settlement is accounted for within equity. Otherwise, other contingent considerations are classified as a financial liability and re-measured at fair value at each reporting date, and subsequent changes in the fair value of the contingent consideration are recognized in the consolidated statements of operations and comprehensive loss.

If share-based payment awards (“replacement awards”) are required to be exchanged for awards held by the acquiree’s employees (“acquiree’s awards”), then all or a portion of the amount of the acquirer’s replacement awards is included in measuring the consideration transferred in the business combination. This determination is based on the market-based measure of the replacement awards compared with the market-based measure of the acquiree’s awards and the extent to which the replacement awards relate to pre-combination service.

Goodwill

Goodwill represents the future economic benefits arising from other assets acquired in a business combination that is not individually identified and separately recorded. The excess of the purchase price over the estimated fair value of net assets of businesses acquired in a business combination is recognized as goodwill. Goodwill is not amortized but is tested for impairment annually at the start of the fourth quarter, or as circumstances indicate that the carrying value of the asset may not be recoverable through future operations.

The Company reviews goodwill for impairment utilizing either a qualitative assessment or a quantitative goodwill impairment test. If we choose to perform a qualitative assessment and we determine that the fair value of the reporting unit more likely than not exceeds the carrying value, no further evaluation is necessary. When we perform the quantitative goodwill impairment test, we determine fair value using accepted valuation techniques, which can include the market and discounted cash flow methods. The fair value of the reporting unit is compared to the carrying value, which includes goodwill. If the fair value of the reporting unit

exceeds its carrying value, we do not consider the goodwill impaired. If the carrying value is higher than the fair value, we recognize the difference as an impairment loss, limited to the total amount of goodwill.

A quantitative goodwill impairment testing process requires valuation of the reporting unit. In the market approach, we can reference the Company’s market capitalization as a value indication given the Company’s single operating segment and reporting unit. In the income approach, which is based on a discounted forecasted cash flow including a terminal value, we compute the terminal value using the constant growth method, which values the forecasted cash flows in perpetuity. The assumptions about future cash flows and growth rates are based on the reporting unit's long-term forecast and is subject to review and approval by senior management. A reporting unit's discount rate is a significant assumption and is a risk-adjusted weighted average cost of capital, which we believe approximates the rate from a market participant's perspective. The estimated fair value could be impacted by changes in market conditions and various other assumptions, however we consider the discount rate assumption to be the key assumption. We categorize the fair value determination as Level 3 in the fair value hierarchy due to its use of internal projections and unobservable measurement inputs.

The entirety of the goodwill carrying value related to the Desktop Metal acquisition was impaired and charged to discontinued operations along with all other net assets in the disposal group. As of October 1, 2025, it was determined that the remaining goodwill balance attributable to Markforged was not impaired.

Intangible Assets

Intangible assets consist of identifiable intangible assets acquired, specifically, developed technology, mutual licensing under a settlement agreement, trademarks, and customer relationships. The Company evaluates definite-lived intangible assets for impairment when events or changes in circumstances indicate that the carrying amount of the assets may not be recoverable through future operations. If indicators of impairment are present, the Company then compares the estimated undiscounted cash flows that the specific asset is expected to generate to its carrying value. If such assets are impaired, the impairment recognized is measured as the amount by which the carrying amount of the asset exceeds its fair value.

Warranty Reserve

Substantially all of the Company’s hardware products are covered by a standard assurance warranty of one year. In the event of a failure of a product covered by this warranty, the Company may repair or replace the product, at its option. The Company’s warranty reserve reflects estimated material and labor costs for potential or actual product issues for which the Company expects to incur an obligation. The Company periodically assesses the appropriateness of the warranty reserve and adjusts the amount as necessary. If the data used to calculate the appropriateness of the warranty reserve are not indicative of future requirements, additional or reduced warranty reserves may be necessary. Warranty reserves are included within accrued liabilities on the consolidated balance sheets.

The following table presents changes in the balance of the Company’s warranty reserve:

 

 

December 31,

 

 

2025

 

 

2024

 

Beginning balance

 

$

304

 

 

$

304

 

Liability assumed from acquisition of Markforged

 

 

670

 

 

 

 

Additions to warranty reserve

 

 

2,052

 

 

 

304

 

Claims fulfilled

 

 

(1,717

)

 

 

(304

)

Ending balance

 

$

1,309

 

 

$

304

 

Discontinued Operations

A component or group of components is classified as discontinued operations, (i) when it has been disposed of or meets the criteria to be classified as held for sale or disposal other than sale, and (ii) the disposal or intended disposal represents a strategic shift that has or is expected to have, a major effect on the Company’s operations and financial results. A discontinued operation includes components that comprise operations and cash flows that can be clearly distinguished from the Company’s continuing operations. As described in Note 8, Acquisitions and Divestures, the Company’s disposal of Desktop Metal met the criteria for classification as discontinued operations. Unless otherwise noted, discussions in the notes to the consolidated financial statements refers to the Company's continuing operations.

Deconsolidation of Subsidiaries

The Company accounts for a gain or loss on deconsolidation of subsidiaries or derecognition of a group of assets in accordance with ASC 810-10-40-5. The Company measures the gain or loss as the difference between (a) the aggregate of fair value of any consideration received, the fair value of any retained noncontrolling investment, and the carrying amount of any noncontrolling interest in the former subsidiary at the date the subsidiary is deconsolidated and (b) the carrying amount of the former subsidiary’s assets and liabilities or the carrying amount of the group of assets.

 

Loss on deconsolidation of subsidiaries represents the difference between proceeds received upon disposition and the book value of a subsidiary which has been divested and was excluded from treatment as a discontinued operation. Also included in loss on disposal of subsidiaries is the recognition of the cumulative translation adjustment associated with accumulated other comprehensive loss. The loss on deconsolidation of subsidiaries was $1.8 million related to Admatec-Formatec and a gain of $0.1 million related to J.A.M.E.S recorded to Restructuring on the consolidated statements of operations and comprehensive loss for the year ended December 31, 2025.

Pension and Post-Employment Benefit Plans

The Company’s liability for severance pay for its Israeli employees is mainly calculated pursuant to Israeli Severance Pay Law (1963) (the “Severance Pay Law”). The Company’s liability is covered by monthly deposits with severance pay funds and insurance policies. For most of the Company’s Israeli employees, the payments to pension funds and to insurance companies exempt the Company from any obligation towards its employees, in accordance with Section 14 of the Severance Pay Law, which is accounted for as a defined contribution plan. Accumulated amounts in pension funds and in insurance companies are not under the Company’s control and, accordingly, neither those amounts nor the corresponding accrual for severance pay are presented in the consolidated balance sheets.

Post-employment benefits for Essemtec employees are treated as defined benefit plans. See Note 12.

Revenue Recognition

The Company recognizes revenue in accordance with Accounting Standards Codification (“ASC”) Topic 606, Revenue from Contracts with Customers (“ASC Topic 606”). Under ASC Topic 606, revenue is recognized when a customer obtains control of promised goods or services in an amount that reflects the consideration which the entity expects to be entitled to in exchange for those goods or services. To determine revenue recognition for arrangements that an entity determines are within the scope of the revenue recognition accounting standard, the Company performs the following five steps:

identifies the contract with a customer;
identifies the performance obligations in the contract;
determines the transaction price;
allocates the transaction price to the performance obligations in the contract; and
recognizes revenue when (or as) the entity satisfies a performance obligation.

On the contract’s inception date, the Company assesses the goods or services promised in the contract with the customer and identifies as a performance obligation any promise to transfer to the customer goods or services (or a bundle of goods or services) that are distinct.

The Company identifies goods or services promised to the customer as being distinct when the customer can benefit from the goods or services on their own or in conjunction with other readily available resources and the Company’s promise to transfer the goods or services to the customer is separately identifiable from other promises in the contract. The Company’s identified performance obligations include printer, ink, maintenance (which is generally provided for a period of up to one year), training and installation. In some cases, the Company recognizes a warranty as a distinct service to the customer and is, therefore, a distinct performance obligation.

Revenue is allocated among performance obligations in a manner that reflects the consideration that the Company expects to be entitled to for the promised goods based on the standalone selling prices (“SSP”) of the goods or services of each performance obligation. If a SSP is not directly observable, the Company allocates the transaction price to the identified performance obligations based on the residual approach, while allocating the estimated SSP for performance obligations relating to maintenance, training and installation services, and the residual is allocated to printers.

Revenue allocated to printers, installation and training, and ink and other consumables are recognized when the control is passed in accordance with the contract terms at a point in time. Maintenance revenue is recognized ratably, on a straight-line basis, over the period of the services. Revenue from training and installation is recognized at the time of performance. Revenue from development services is recognized only when the relevant contractual milestone is achieved, and recognition is contingent upon such achievement.

Product revenue is generally recognized when the customer obtains control of the Company’s product, which occurs at a point in time, and may be upon shipment or upon delivery based on the contractual shipping terms of a contract. Service revenue is generally recognized over time as the services are delivered to the customer based on the extent of progress towards completion of the performance obligation.

Research and Development Expenses

Research and development costs, which consist primarily of salaries, share-based compensation expense, materials consumption and costs associated with subcontracting certain development efforts, are expensed as incurred.

Governmental Grants

The Company receives royalty-bearing grants from the Israeli government for approved research and development projects. These grants are recognized at the time the Company is entitled to such grants based on the costs incurred or milestones achieved as provided by the relevant agreement and included as a deduction from research and development.

Sales and Marketing Expenses

Sales and marketing expenses consist primarily of salaries, share-based compensation expense, travel expenses, marketing and advertising services, depreciation, facilities costs, and other demand generation services. Advertising expenses for the years ended December 31, 2025, 2024 and 2023 were $2.2 million, $0.8 million, and $0.4 million, respectively and are expensed as incurred.

Contingent Liabilities

A provision is recorded when it is both probable that a liability has been incurred and the amount of the loss can be reasonably estimated. A provision for warranties is recognized when the underlying products or services are sold. The provision is based on historical warranty data and a weighting of all possible outcomes against their associated probabilities. A provision for legal claims is subject to subjective judgments, based on the status of such legal or regulatory proceedings, the merits of the Company’s defenses and consultation with corporate and external legal counsel. Actual outcomes may differ materially from the Company’s estimates. Legal costs associated with the proceedings are expensed as incurred.

Share-Based Compensation

Share-based compensation expense associated with share-based awards is recognized based on the fair value of the granted awards and is recorded as expense over the requisite service period for share options and restricted stock units (“RSUs”). For awards with graded vesting schedules that are solely based on a service condition, the Company elects the straight-line recognition method for the entire award. The Company recognizes forfeitures of awards as they occur. The fair value of each option award is calculated on the grant date using the Black-Scholes option-pricing model. Measurement inputs include the share price on the measurement date, the exercise price of the instrument, expected volatility (based on the weighted average volatility of the Company’s shares, over the expected term of the options), expected term of the options (based on general option holder behavior and expected share price), expected dividends, and the risk-free interest rate (based on government debentures). The assumptions used to determine the fair value of the share awards represent management’s best estimates. These estimates involve inherent uncertainties and the application of management’s judgment. The fair value of each RSU award is based on the market value of the underlying ordinary shares on the grant date.

Leases

Arrangements meeting the definition of a lease are classified as operating and are recorded on the consolidated balance sheet as both a lease right-of-use asset and lease right-of-use liability, calculated by discounting fixed lease payments over the lease term at the rate implicit in the lease or the Company’s incremental borrowing rate. Lease right-of-use liabilities are increased by interest and reduced by payments each period, and the lease right-of-use asset is amortized over the lease term.

For operating leases, interest on the lease liability and the amortization of the right-of-use asset result in straight-line rent expense over the lease term. Variable lease payments that depend on an index are measured using the index at the commencement date. Subsequent changes to the index or rate during the lease term are accounted for as variable payments which are recorded when incurred.

In calculating the lease right-of-use asset and liability, the Company elects to combine lease and non-lease components. The Company excludes short-term leases having initial terms of 12 months or less as an accounting policy election and recognizes rent expense on a straight-line basis over the lease term.

The Company has the option to extend some of its lease agreements. In measuring the lease right-of-use asset and liability, the Company only takes into account options to extend when it is reasonably certain that such options to extend will be exercised.

The Company does not have any leases classified as finance leases.

Income taxes

The Company is subject to income taxes in Israel, and other foreign jurisdictions (such as the U.S., Switzerland, Germany, England and more). These foreign jurisdictions may have different statutory rates than in Israel. Income taxes are accounted for in accordance with ASC 740, Income Taxes. Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the financial statements carrying amounts of existing assets and liabilities and their respective tax basis as well as operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The financial effect of changes in tax laws or rates is accounted for in the period of enactment. Valuation allowance in respect of deferred tax assets is provided for, if necessary, to reduce deferred tax assets is amounts more likely than not to be realized.

Taxes which would apply in the event of disposal of investment in foreign subsidiaries have not been considered in computing the deferred taxes, since the intention of the Company is to hold and not to realize the investment.

The Company recognizes income tax benefits from uncertain tax positions only if it believes that it is more-likely-than-not that the tax position will be sustained upon examination by the taxing authorities based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such uncertain tax positions are then measured based on the largest benefit that is more-likely-than-not to be realized upon the ultimate settlement. Although the Company believes that it has adequately reserved for its uncertain tax positions, it can provide no assurance that the final tax outcome of these matters will not be materially different. The Company makes adjustments to these reserves when facts and circumstances change, such as the closing of a tax audit or the refinement of an estimate. To the extent that the final tax outcome of these matters is different from the amounts recorded, such differences will affect the provision for income taxes in the period in which such determination is made. The Company classifies interest and penalties on income taxes (which includes uncertain tax positions) as taxes on income.

Treasury Shares

The Company repurchases its shares from time to time in the open market, or in other transactions, and holds such repurchased shares as treasury shares. The Company presents the cost to repurchase treasury shares as a separate component within the consolidated balance sheets and is a reduction of shareholders’ equity.

Basic and Diluted Loss Per Share

Basic and diluted loss per share is calculated by dividing the net loss attributable to common shareholders by the weighted average number of common shares outstanding during the financial year, adjusted for shares issued during the year, if applicable.

Recently Adopted Accounting Pronouncements

In December 2023, the Financial Accounting Standards Board (FASB) issued Accounting Standard Update (ASU) No. 2023‑09 “Income Taxes (Topics 740): Improvements to Income Tax Disclosures”, which expands the disclosure requirements for income taxes, primarily related to the rate reconciliation and income taxes paid. This ASU is effective for fiscal years beginning after December 15, 2024. The Company's adoption of this standard in fiscal year 2025 did not have a material impact on its consolidated financial statements and related disclosures.

Recently Issued Accounting Pronouncements Not Yet Adopted

In November 2024, the FASB issued ASU No. 2024-03, "Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses." This ASU requires an entity to disclose the amounts of purchases of inventory, employee compensation, depreciation, and intangible asset amortization included in each relevant expense caption. It also requires an entity to include certain amounts that are already required to be disclosed under current GAAP in the same disclosure. Additionally, it requires an entity to disclose a qualitative description of the amounts remaining in relevant expense captions that are not separately disaggregated quantitatively, and to disclose the total amount of selling expenses and, in annual reporting periods, an entity’s definition of selling expenses. The amendments in the ASU are effective for annual reporting periods beginning after December 15, 2026 and interim reporting periods within annual reporting periods beginning after December 15, 2027, with early adoption permitted. The Company is currently evaluating this ASU to determine its impact on its disclosures in the consolidated financial statements.

In December 2025, the FASB issued ASU-2025-10, "Government Grants (Topic 832): Accounting for Government Grants Received by Business Entities" which establishes authoritative guidance on the accounting for government grants received by business entities. The guidance is effective for annual periods beginning after December 15, 2028, and interim reporting periods within those annual reporting periods, with early adoption permitted. The Company is currently evaluating the effect this standard will have on its consolidated financial statements and related disclosures.

In December 2025, the FASB issued ASU 2025-11, "Interim Reporting (Topic 270): Narrow-Scope Improvements," which is intended to improve the navigability of the guidance in ASC 270 and clarify when it applies. Under the amendments, an entity is subject to ASC 270 if it provides interim financial statements and notes in accordance with GAAP. ASU 2025-11 also addresses the form and content of such financial statements, interim disclosures requirements, and establishes a principle under which an entity must disclose events since the end of the last annual reporting period that have a material impact on the entity. ASU 2025-11 is effective for interim reporting periods within annual reporting periods beginning after December 15, 2027, and early adoption is permitted. The Company is currently assessing the impact ASU 2025-11 will have on the Company's interim consolidated financial statements.

v3.26.1
Allowance for doubtful accounts
12 Months Ended
Dec. 31, 2025
Disclosure Text Block [Abstract]  
Allowance for doubtful accounts

Note 3 - Allowance for doubtful accounts

The following is a summary of the activity of the Company’s allowance for doubtful accounts:

 

 

December 31,

 

 

2025

 

 

2024

 

Beginning balance

 

$

811

 

 

$

660

 

Provisions

 

 

571

 

 

 

158

 

Write-offs

 

 

(546

)

 

 

 

Foreign currency adjustment

 

 

25

 

 

 

(7

)

Ending balance

 

$

861

 

 

$

811

 

 

v3.26.1
Other current assets
12 Months Ended
Dec. 31, 2025
Receivables [Abstract]  
Other current assets

Note 4 – Other current assets

Other current assets consist of the following:

 

 

December 31,

 

 

2025

 

 

2024

 

Government authorities

 

$

2,767

 

 

$

1,868

 

Prepaid expenses

 

 

4,363

 

 

 

1,402

 

Other

 

 

1,808

 

 

 

1,520

 

Other current assets

 

$

8,938

 

 

$

4,790

 

v3.26.1
Inventory
12 Months Ended
Dec. 31, 2025
Inventory Disclosure [Abstract]  
Inventory

Note 5 – Inventory

 

Inventory consists of the following:

 

 

December 31,

 

 

2025

 

 

2024

 

Raw materials

 

$

10,659

 

 

$

8,982

 

Work in progress

 

 

3,803

 

 

 

1,739

 

Finished goods

 

 

18,416

 

 

 

6,178

 

Inventory

 

$

32,878

 

 

$

16,899

 

 

The Company maintained a provision for excess and obsolete inventory of $6.5 million and $2.8 million as of December 31, 2025 and 2024, respectively. The charge to excess and obsolete inventories is recorded within cost of revenue in the consolidated statements of operations and comprehensive loss.

In 2023, the Group’s warehouse located in the south of Israel suffered physical damage due to a direct missile hit related to the Iron Swords War. As a result, damaged inventory in the amount of $5.0 million was written off. The damage was covered by government authorities and the Company’s insurance policy, part of which was received in 2023, and the remainder in 2024. The net excess over the cost of the inventory damaged, was recognized as other income, $0.4 million in 2024 and $3.8 million in 2023.

v3.26.1
Property, plant and equipment, net
12 Months Ended
Dec. 31, 2025
Property, Plant and Equipment [Abstract]  
Property, plant and equipment, net

Note 6 – Property, plant and equipment, net

The composition of property, plant and equipment, net is as follows:

 

 

December 31,

 

 

2025

 

 

2024

 

Machinery, equipment and vehicles

 

$

24,830

 

 

$

16,893

 

Computer hardware and software

 

 

8,416

 

 

 

5,096

 

Furniture and fixtures

 

 

2,548

 

 

 

1,831

 

Leasehold improvements

 

 

16,839

 

 

 

8,595

 

Buildings

 

 

7,185

 

 

 

6,297

 

Other

 

 

630

 

 

 

 

Total

 

 

60,448

 

 

 

38,712

 

Less: Accumulated depreciation

 

 

(35,608

)

 

 

(24,569

)

Property, plant and equipment, net

 

$

24,840

 

 

$

14,143

 

 

Depreciation expense for the years ended December 31, 2025, 2024 and 2023 amounted to $4.3 million, $2.6 million and $2.0 million, respectively. Impairment losses of property, plant and equipment were $1.2 million and $1.3 million in the years ended December 31, 2025 and 2024, respectively. There was no impairment loss of property, plant and equipment in the year ended December 31, 2023. Impairment during the year ended December 31, 2025 primarily relates to long-lived assets held by subsidiaries deconsolidated during the period and is included within Impairment losses on the consolidated statements of operations and

comprehensive loss. See Note 13 for information regarding right-of-use asset impairment recorded during the year ended December 31, 2025
v3.26.1
Acquisitions and Divestitures
12 Months Ended
Dec. 31, 2025
Business Combination [Abstract]  
Acquisitions and Divestitures

Note 8 – Acquisitions and Divestitures

Fiscal 2025 Activity

Acquisition and Divestiture of Desktop Metal, Inc. ("Desktop Metal")

On April 2, 2025, the Company acquired 100% of the shares and voting interests in Desktop Metal, a U.S. based publicly traded company (NYSE: DM). Desktop Metal designs and manufactures industrial-grade 3D printers, materials, and software. The acquisition of Desktop Metal was expected to generate operational synergies, while expanding the Company’s customer base and global market presence across key industries. After signing the Merger Agreement, the Company and Desktop worked diligently to close the transactions. By late 2024, the sole remaining condition to closing the transactions was approval by the Committee for Foreign Investment in the United States (“CIFIUS”). Desktop instituted a series of legal proceedings against the Company to compel the closing of the transactions. In the months that followed, Desktop incurred significant legal expenses that placed financial strain on its financial resources. After several months, Desktop prevailed in the litigation while reaching insolvency. Immediately following the Merger, the Company provided a $12.0 million bridge loan to Desktop
but notified Desktop that no further capital would be infused from the Company. On July 28, 2025, Desktop Metal filed for bankruptcy protection under Chapter 11 of the Bankruptcy Code and was immediately deconsolidated by the Company. The results of Desktop Metal from April 2, 2025 through July 28, 2025 as well as impairment charges related to the Desktop Metal assets and the costs associated with the bankruptcy and deconsolidation are included in Net loss from discontinued operations on the consolidated statements of operations
and comprehensive loss.

Information related to the historical results of Desktop is not relevant to the Company’s future results as well as any pro forma presentation giving effect to the Merger since the Desktop assets have already been disposed of and were never reflected in the Company’s results for the period between the date of acquisition and the date of approval of the Insolvency Proceeding, in its consolidated statements of operations and comprehensive loss as discontinued operations and in related disclosures.

The Company determined that the Desktop assets would be disposed of through a sale or other process on the acquisition date and pursued a plan to sell or otherwise dispose of the Desktop business throughout the fiscal quarter following the closing of the Merger. The Company also recorded impairment charges related to the Desktop assets and the costs associated with the bankruptcy and deconsolidation of Desktop in discontinued operations on the Company’s consolidated statements of operations and comprehensive loss following the closing of the Merger. The consolidated statements of operations and comprehensive loss includes impairment of the Desktop Metal asset group of $139.4 million and loss from operations for the period of acquisition through December 31, 2025 of $53.9 million, which are both included within net loss from discontinued operations of $193.3 million.

The acquisition was funded through available cash. The portion of the fair-value-based measure of the replacement awards attributable to Desktop Metal employee service rendered prior to the acquisition date was $1.0 million and is recorded in additional paid in capital on the consolidated balance sheet. The fair value of consideration transferred is as follows:

 

Cash consideration

 

$

179,380

 

Fair value of equity awards allocated to pre-acquisition period

 

 

957

 

Total acquisition consideration

 

$

180,337

 

The purchase price allocation for Desktop Metal was as follows:

 

 

April 2, 2025

 

 

 

 

 

Cash and cash equivalents

 

$

9,089

 

Restricted cash

 

 

1,110

 

Trade receivables

 

 

16,450

 

Other current assets

 

 

7,910

 

Inventory

 

 

73,460

 

Property, plant and equipment

 

 

24,560

 

Goodwill

 

 

139,400

 

Right-of-use assets

 

 

21,340

 

Deferred revenue

 

 

(12,880

)

Other current liabilities

 

 

(74,870

)

Long-term lease liabilities

 

 

(21,340

)

Other liabilities

 

 

(3,892

)

Total purchase price allocation

 

$

180,337

 

The Company incurred acquisition-related costs of $11.9 million, of which $8.1 million was incurred in 2025 and $3.8 million in 2024. These costs consist primarily of legal and accounting fees and have been included in general and administrative costs within the consolidated statements of operations and comprehensive loss.

Acquisition of Markforged Holding Corporation ("Markforged")

On April 25, 2025, the Company acquired 100% of the shares and voting interests in Markforged Holding Corporation ("Markforged"), a U.S. based publicly traded company (NYSE: MKFG). Markforged designs, produces and markets cloud-based software products (including its software enabled platform the Digital Forge) and hardware products, including precise and reliable 3D printers, proprietary metal and composite materials to bring industrial production to the point of need on the factory floor. The acquisition of Markforged will enable the Company to access Markforged’s additive manufacturing technology, facilitating a broader, more integrated product portfolio.

The acquisition was funded through available cash. The portion of the fair-value-based measure of the replacement awards attributable to Markforged employee service rendered prior to the acquisition date was $1.1 million and is recorded in additional paid in capital on the consolidated balance sheet. The fair value of consideration transferred is as follows:

 

Cash consideration

 

$

115,080

 

Fair value of equity awards allocated to pre-acquisition period

 

 

1,096

 

Total acquisition consideration

 

$

116,176

 

The preliminary purchase price allocation for Markforged was as follows:

 

 

 

April 25, 2025

 

 

 

 

 

Cash and cash equivalents

 

$

17,555

 

Restricted cash

 

 

805

 

Trade receivables

 

 

14,819

 

Other current assets

 

 

3,558

 

Inventory

 

 

33,855

 

Property, plant and equipment

 

 

14,336

 

Right-of-use assets

 

 

27,417

 

Goodwill

 

 

40,388

 

Definite-lived intangible assets

 

 

22,427

 

Other assets

 

 

2,446

 

Accounts payable and accrued expenses

 

 

(14,040

)

Lease liability

 

 

(28,190

)

Deferred revenue

 

 

(12,170

)

Deferred tax liabilities

 

 

(7,030

)

Total purchase price allocation

 

$

116,176

 

 

The goodwill resulting from this transaction is primarily attributable to the potential growth and expected synergies from combining operations and is not deductible for tax purposes.

The definite-lived intangible assets acquired for Markforged were as follows:

Definite-Lived Intangible Assets

 

April 25, 2025

 

 

Weighted Average Amortization Life (in years)

 

Developed technology

 

$

13,636

 

 

 

6

 

Mutual licensing under settlement agreement

 

 

5,320

 

 

 

23

 

Trademark

 

 

1,811

 

 

 

1

 

Customer relationships

 

 

1,660

 

 

 

10

 

Total definite-lived intangible assets

 

$

22,427

 

 

 

 

The Company incurred acquisition-related costs of $3.8 million, of which $2.2 million was incurred in 2025 and $1.6 million in 2024. These costs consist primarily of legal and accounting fees and have been included in general and administrative costs within the consolidated statements of operations and comprehensive loss.

The following selected unaudited pro forma consolidated results of operations are presented as if the Markforged acquisition had occurred as of the beginning of the period immediately preceding the period of acquisition.

 

December 31,

 

 

 

2025

 

 

2024

 

Revenue

 

$

122,167

 

 

$

142,865

 

Net loss attributable to common shareholders

 

 

(335,260

)

 

 

(189,049

)

Net loss per share - basic and diluted

 

 

(1.55

)

 

 

(0.87

)

These unaudited pro forma results of operations have been prepared for comparative purposes only, and they do not purport to be indicative of the results of operations that actually would have resulted had the acquisition occurred on the date indicated or that may result in the future. No effect has been given for synergies, if any, that may be realized through the acquisition.

Divestitures

From January 2025, we have discontinued a number of product lines, including, Fabrica, Admatec, Formatec, Formatec Holdings, DeepCube, and the AME online community platform (J.A.M.E.S.). The Company implemented a complete cost reduction program for the DeepCube and Nano Fabrica product lines. In April 2025, Admatec, Formatec, and Formatec Holdings were declared

bankrupt. Additionally, in April 2025, J.A.M.E.S ceased operations.

Loss on deconsolidation of subsidiaries represents the difference between proceeds received upon disposition and the book value of a subsidiary which has been divested and was excluded from treatment as a discontinued operation. Also included in loss on disposal of subsidiaries is recognition of the cumulative translation adjustment out of accumulated other comprehensive loss. The loss on deconsolidation of subsidiaries was $1.8 million related to Admatec-Formatec and a gain of $0.1 million related to J.A.M.E.S recorded to Restructuring for the year ended December 31, 2025.
v3.26.1
Goodwill and Intangible Assets
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Goodwill and Intangible Assets

Note 7 – Goodwill and Intangible Assets

Goodwill

The following table provides the carrying amount of the Company's goodwill:

 

Activity

 

Balance as of December 31, 2024

 

$

 

Addition related to the acquisition of Desktop Metal

 

 

139,400

 

Impairment of Desktop Metal goodwill

 

 

(139,400

)

Addition related to the acquisition of Markforged

 

 

40,388

 

Balance as of December 31, 2025

 

$

40,388

 

Desktop Metal was acquired by the Company on April 2, 2025 and goodwill of $139.4 million was recorded. The Company determined that the Desktop Metal asset group qualified as 'assets held for disposal other than sale' on the acquisition date and fully impaired the asset group, including the goodwill carrying value of $139.4 million, to 'net loss from discontinued operations' on the consolidated statements of operations and comprehensive loss (see Note 8).


On April 25, 2025, the Company acquired Markforged and recorded goodwill of $
40.4 million (see Note 8).

 

The Company tests the recorded amount of goodwill for impairment on an annual basis on October 1 or more frequently if there are indicators that the book value of each reporting unit exceeds its fair value. The Company has a single reporting segment. As of December 31, 2025, it was determined that the remaining goodwill balance, which is solely attributable to Markforged was not impaired.

Intangible assets, net

The following table displays intangible assets, net by major class:

 

 

December 31, 2025

 

 

December 31, 2024

 

 

Gross

 

 

Accumulated Amortization

 

 

Net

 

 

Gross

 

 

Accumulated Amortization

 

 

Net

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Technology

 

$

13,636

 

 

$

(1,519

)

 

$

12,117

 

 

$

2,235

 

 

$

(80

)

 

$

2,155

 

Mutual licensing under
settlement agreement

 

 

5,320

 

 

 

(156

)

 

 

5,164

 

 

 

 

 

 

 

 

 

 

Trademark

 

 

1,811

 

 

 

(1,207

)

 

 

604

 

 

 

 

 

 

 

 

 

 

Customer relationships

 

 

1,660

 

 

 

(111

)

 

 

1,549

 

 

 

 

 

 

 

 

 

 

Intangible assets

 

$

22,427

 

 

$

(2,993

)

 

$

19,434

 

 

$

2,235

 

 

$

(80

)

 

$

2,155

 

The increase in intangible assets, net during 2025 is related to the acquisition of Markforged. See Note 8. Partially offsetting the increase was a $1.8 million impairment to legacy technology no longer being pursued, which is recorded in Impairment losses on the consolidated statements of operations and comprehensive loss.

The Company recognized amortization expense of intangible assets as follows, including $0.3 million of amortization related to legacy technology prior to impairment on December 31, 2025:

 

 

December 31,

 

 

2025

 

 

2024

 

 

2023

 

Cost of revenue

 

$

1,837

 

 

$

80

 

 

$

 

Operating expenses

 

 

1,318

 

 

 

 

 

 

 

Total

 

$

3,155

 

 

$

80

 

 

$

 

 

Expected resulting revenue is the basis for the economic pattern used to determine the amortization schedule of technology and customer relationships. Trademark intangible amortization is based on the term in which the Company anticipates using the asset. Amortization related to technology and mutual licensing under a settlement agreement are recorded to cost of revenue on the consolidated statement of operations and comprehensive loss. Amortization related to trademarks and customer relationships are recorded in sales and marketing expense on the consolidated statements of operations and comprehensive loss.

As of December 31, 2025, estimated amortization expense for intangible assets for each of the next five fiscal years and thereafter is expected to be as follows:

 

Fiscal Year

 

December 31, 2025

 

2026

 

$

3,276

 

2027

 

 

2,673

 

2028

 

 

2,673

 

2029

 

 

2,673

 

2030

 

 

2,673

 

Thereafter

 

 

5,466

 

Total intangible assets, net

 

$

19,434

 

v3.26.1
Accrued liabilities
12 Months Ended
Dec. 31, 2025
Accrued Liabilities [Abstract]  
Accrued liabilities

Note 9 – Accrued liabilities

Accrued liabilities consist of the following:

 

 

December 31,

 

 

2025

 

 

2024

 

Employees and related liabilities

 

$

7,589

 

 

$

9,918

 

Professional services

 

 

2,209

 

 

 

2,381

 

Government authorities

 

 

2,870

 

 

 

3,130

 

Contingencies

 

 

2,123

 

 

 

 

Current portion of settlement payable

 

 

2,000

 

 

 

 

Other

 

 

2,723

 

 

 

3,342

 

Accrued liabilities

 

$

19,514

 

 

$

18,771

 

v3.26.1
Equity
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
Equity

Note 10 – Equity

Share capital activity was as follows (in thousands of shares of NIS 5 par value per share):

 

 

Ordinary shares

 

 

2025

 

 

2024

 

Shares outstanding as of January 1

 

 

215,777

 

 

 

235,597

 

Repurchase of treasury shares

 

 

(14,424

)

 

 

(26,043

)

Exercise of warrants during the period

 

 

 

 

 

3

 

Exercise of share options and vesting of RSUs during the period

 

 

5,459

 

 

 

6,220

 

Shares outstanding as of December 31

 

 

206,812

 

 

 

215,777

 

Treasury shares

As of December 31, 2025, the Company held 72,494,637 ordinary shares, constituting approximately 26.0% of its issued and paid-in share capital. The rights attached to the Company’s own shares that were acquired are suspended until their re-issuance.

In August 2023, the Company’s board of directors authorized a repurchase plan, or the $200 million Repurchase Plan, allowing us to invest up to $200 million to repurchase ADSs from time to time, in open market transactions, and/or in privately negotiated transactions or in any other legally permissible ways, depending on market conditions, share price, trading volume and other factors. The Israeli court approved the $200 million Repurchase Plan on October 17, 2023 for a twelve-month period. The $200 million Repurchase Plan expired on October 16, 2024, with $130,504,940 remaining, and thereafter no longer eligible for repurchases under such plan. All repurchases made in 2024 were made pursuant to the $200 million Repurchase Plan.

In January 2025, the Company’s board of directors authorized a repurchase plan, or the $150 million Repurchase Plan, allowing it to invest up to $150 million to repurchase ADSs from time to time, in open market transactions, and/or in privately negotiated transactions or in any other legally permissible ways, depending on market conditions, share price, trading volume and other factors. During the year ended December 31, 2025, 14,424,452 shares were repurchased under the $150 million Repurchase Plan.

Rights Plan

In January 2024, the Company entered into a rights agreement, or the Rights Plan. The Rights Plan was designed to reduce the likelihood that any entity, person or group would gain control of, or significant influence over the Company. The Rights Plan expired on January 25, 2025.

In February 2026, the Company entered into a rights agreement, or the Rights Plan. The Rights Plan was designed to reduce the likelihood that any entity, person or group would gain control of, or significant influence over the Company. The Rights Plan will expire on February 1, 2027.

Stock Options, RSUs and Warrants

The Company has in effect the Employee Stock Option Plan (2015) (the “2015 Plan”).

The 2015 Plan was adopted by Company’s board of directors in February 2015, and expired in February 2026. On December 4, 2025, the shareholders of the Company approved a resolution to extend the 2015 Plan by an additional one-year period ending in February 2027. The Company’s employees, directors, officers, consultants, advisors, and suppliers are eligible to participate in this plan.

On March 13, 2019, the Company’s board of directors adopted an appendix to the 2015 Plan for U.S. residents. Under this appendix, the 2015 Plan provides for the granting of options to U.S. residents in compliance with the U.S. Internal Revenue Code of 1986, as amended.

As of December 31, 2025, the number of Ordinary Shares available for new equity awards under the plan was 33,488,762. RSUs and options to purchase Ordinary Shares of 6,520,368 were issued and outstanding as of such date.

Of these outstanding awards, as of December 31, 2025, 228,334 options to purchase ordinary shares were vested and exercisable.

Stock options

In 2023, the Company granted a total of 130,000 non-tradable share options to employees, officers, and consultants, with varying vesting periods and exercise prices. No share options were granted during 2024 or 2025. The share options vest over a period of four years. The share options will be exercisable, in consideration of an exercise price, until the earlier of (a) the anniversary of the vesting date of such options, or (b) 90 days from the end of employment date.

A summary of the Company’s stock option activity and related information is as follows:

 

 

Number
of options

 

 

Weighted
average
exercise price

 

 

Weighted
average
intrinsic value

 

Outstanding on December 31, 2024

 

 

2,627,095

 

 

$

2.30

 

 

$

0.80

 

Granted

 

 

 

 

 

 

 

 

 

Exercised

 

 

(323,649

)

 

 

0.82

 

 

 

0.89

 

Forfeited and expired

 

 

(2,005,112

)

 

 

2.35

 

 

 

0.32

 

Outstanding on December 31, 2025

 

 

298,334

 

 

 

3.57

 

 

 

0.02

 

Exercisable as of December 31, 2025

 

 

228,334

 

 

 

3.53

 

 

 

0.03

 

 

The Company used the binomial pricing model to determine the estimated fair value of stock-based compensation related to stock options during the year ended December 31, 2023. In applying this model, the Company uses the following assumptions:

Risk-Free Interest Rate: The risk-free interest rate is based on government debentures with maturities similar to the expected term of the options for each option group.
Volatility: The Company utilizes the trading history of its Ordinary Shares to determine the expected stock price volatility for its Ordinary Shares.
Expected Term: The Company determined the expected term based on general option holder behavior and expected share price.
Expected Dividend Rate: The Company has not paid and does not anticipate paying any cash dividends in the near future on its Ordinary Shares.

The table below summarizes the assumptions used in determining the fair value of the options granted in 2023:

 

Range of expected share price volatility

 

103.2%-121.85%

 

Range of estimated term (years)

 

4.5-8

 

Range of weighted average of risk-free interest rate

 

4.33%-4.5%

 

Expected dividend yield

 

 

 

 

The weighted average fair values at grant date of options granted for the year ended December 31, 2023 with an exercise price equal to the market value at the date of grant was $3.05 per share.

The total intrinsic value of options exercised during the years ended December 31, 2025, 2024, and 2023 were $0.3 million, $1.4 million, and $2.7 million, respectively

The weighted average remaining contractual life of the outstanding options is 2.6 years as of December 31, 2025.

Restricted stock units (“RSU”)

From 2023 to 2025, the Company granted a total of 23,850,187 RSUs to employees, officers, and consultants, with varying vesting periods. The RSUs vest over a period of one to four years.

On April 22, 2021, the Company acquired 100% of the shares and voting interests in DeepCube. After the acquisition, one of DeepCube’s founders continued to work at DeepCube, in the role of Chief Technology Officer. In accordance with the terms of the acquisition agreement, 892,465 ordinary shares of the Company were to be issued to this founder, with a share price protection mechanism. The granting of these shares was subject to conditions related to the continued employment of the founder. Hence, these shares were not taken into account as part of the consideration for the business combination. The fair value of those shares, with the share price protection mechanism, was estimated at $7.8 million, and was recognized as post-acquisition compensation cost. With respect to these shares, the Company recorded expenses of $0.8 million in 2024 and $2.4 million in each of the years 2022 and 2023.

During the years ended December 31, 2024 and 2023 the Company chose to settle the share price protection mechanism in cash, and therefore the cash paid in the amount of $0.4 million and $0.5 million, respectively, was treated as repurchase of equity awards that was reduced from equity.

On April 26, 2021, the Company acquired 100% of the shares and voting interests in NanoFabrica. In accordance with the terms of the acquisition agreement, 1,178,008 ordinary shares of the Company were to be issued to NanoFabrica’s founders, with a share price protection mechanism. The granting of these shares was subject to conditions related to the continued employment of the founders for a period of two years following the acquisition. Hence, these shares were not taken into account as part of the consideration for the business combination. The fair value of those shares, with the share price protection mechanism, was estimated at $10.9 million, and were recognized as post-acquisition compensation cost.

During 2023, the Company chose to settle the share price protection mechanism in cash, and therefore the cash paid in the amount of $3.9 million was treated as repurchase of equity awards that was reduced from equity.

A summary of the Company’s RSU activity is as follows:

 

 

 

 

 

Weighted

 

 

 

 

 

average

 

 

Number of Units

 

 

grant price

 

Outstanding on December 31, 2024

 

 

10,893,388

 

 

$

2.75

 

Granted

 

 

12,195,051

 

 

 

1.61

 

Vested

 

 

(5,135,973

)

 

 

1.68

 

Forfeited

 

 

(11,730,432

)

 

 

1.89

 

Outstanding on December 31, 2025

 

 

6,222,034

 

 

$

1.86

 

 

The weighted average fair values at grant date of RSUs granted for the years ended December 31, 2025, 2024, and 2023 were $1.61, $2.40, and $2.59 per share, respectively.

The total fair value of shares vested during the years 2025, 2024, and 2023 was $8.3 million, $18.3 million, $32.3 million, respectively.

As of December 31, 2025, the Company had approximately $8.5 million of unrecognized compensation expense related to non-vested stock options and non-vested RSU’s, expected to be recognized over a weighted average period of 1.6 years.

Warrants

A summary of the Company’s warrants activity and related information is as follows:

 

 

 

 

 

 

 

 

Weighted

 

 

 

 

 

 

 

 

 

average

 

 

 

 

 

 

Weighted

 

 

remaining

 

 

 

 

 

 

average

 

 

contractual

 

 

 

 

 

 

exercise

 

 

life (in

 

 

 

Warrants

 

 

price

 

 

years)

 

Outstanding on December 31, 2024

 

 

34,817,626

 

 

$

6.26

 

 

 

1.24

 

Granted

 

 

 

 

 

 

 

 

 

Exercised

 

 

 

 

 

 

 

 

 

Expired

 

 

(5,575,523

)

 

 

7.80

 

 

 

 

Outstanding and exercisable as of December 31, 2025

 

 

29,242,103

 

 

$

5.96

 

 

 

1.60

 

As of December 31, 2025, the outstanding warrants include 27,742,103 Series B warrants issued to Stern YOI Ltd. Partnership in August 2020 to purchase Ordinary Shares at an exercise price of $6.16 per ADS and expiring in August 2027. Stern YOI Ltd. Partnership is a Nevada limited partnership. Mr. Yoav Stern, former Chief Executive Officer of Nano Dimension Ltd., is a managing member of Stern YOI Ltd. Partnership. In September 2020, the Company issued 1,500,000 warrants to purchase 1,500,000 ADSs to the Company’s now former director, Mr. Yaron Eitan, in consideration of $150,000. The warrants have an exercise price of $2.25 per ADS and will expire in September 2027.

Stock-Based Compensation

Stock-based compensation expense related to stock options and RSUs is included in the consolidated statements of operations and comprehensive loss as follows:

 

 

 

For the year ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Cost of revenue

 

$

669

 

 

$

938

 

 

$

811

 

Research and development expenses

 

 

1,708

 

 

 

6,079

 

 

 

10,297

 

Sales and marketing expenses

 

 

896

 

 

 

1,649

 

 

 

4,891

 

General and administrative expenses

 

 

1,647

 

 

 

7,055

 

 

 

6,111

 

Discontinued operations

 

 

939

 

 

 

 

 

 

 

 

$

5,859

 

 

$

15,721

 

 

$

22,110

 

 

v3.26.1
Revenue
12 Months Ended
Dec. 31, 2025
Revenue from Contract with Customer [Abstract]  
Revenue

Note 11 – Revenue

The Company has one operating and reportable segment, which generates revenue via industrial manufacturing solutions of multi-disciplinary technology - combining hardware, software, and materials science.

Revenue per geographical location is as follows:

 

 

For the year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Americas

 

$

44,954

 

 

$

21,010

 

 

$

22,340

 

APAC

 

 

16,743

 

 

 

3,393

 

 

 

2,947

 

EMEA

 

 

40,740

 

 

 

33,372

 

 

 

31,027

 

Total revenue

 

$

102,437

 

 

$

57,775

 

 

$

56,314

 

 

The following table disaggregates the Company's revenue by the timing of transfer of products or services:

 

 

For the year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Services transferred over time

 

$

22,052

 

 

$

12,218

 

 

$

9,083

 

Goods transferred at a point in time

 

 

80,385

 

 

 

45,557

 

 

 

47,231

 

Total revenue

 

$

102,437

 

 

$

57,775

 

 

$

56,314

 

 

The table below provides information regarding receivables and contract liabilities deriving from contracts with customers:

 

 

For the year ended December 31,

 

 

2025

 

 

2024

 

Trade receivables

 

 

26,047

 

 

 

9,141

 

Deferred revenue

 

 

11,873

 

 

 

3,523

 

Long-term deferred revenue

 

 

3,617

 

 

 

 

 

The increase in trade receivables and current and long-term contract liabilities in 2025 is primarily due to the acquisition of Markforged.

 

Contract balances

 

Timing of revenue recognition may differ from the timing of invoicing to customers. The Company has a right to bill when products are shipped, which is often the point in time revenue is recognized. As a result, the Company will have accounts receivable for billings and also deferred revenue for the portion of billings in advance of service in its hardware maintenance agreements.

 

The Company recognized $3.5 million of revenue in 2025 from deferred revenue as of December 31, 2024. The Company recognized $3.9 million of revenue in 2024 from deferred revenue as of December 31, 2023.

 

Deferred revenue is expected to be recognized when the Company provides hardware maintenance services or contractual performance obligations for which the customer has already provided payment with $11.9 million to be recognized in 2026, $2.5 million in 2027, $0.9 million in 2028, and $0.2 million thereafter. These deferred revenues are included within other long-term liabilities on the consolidated balance sheets.

v3.26.1
Employee Benefit Plans
12 Months Ended
Dec. 31, 2025
Retirement Benefits [Abstract]  
Employee Benefit Plans

Note 12 – Employee Benefit Plans

 

Post-Employment Benefit Plan – Defined Benefit Obligation

Essemtec, a subsidiary of the Company, located in Switzerland, participates in a defined benefit obligation plan. Employees in Switzerland are insured against the risks of old age, death and disability. The supreme governing body of the pension fund is the Foundation Council, which is made up of an equal number of representatives from the employees and the employer. The pension fund rules, together with the legal provisions concerning occupational pension plans, constitute the formal regulatory framework of the pension plan. During the year ended December 31, 2024, Essemtec was affiliated with the collective foundation Bâloise Collective BVG foundation. All benefits in accordance with the regulations are reinsured in their entirety with Bâloise within the framework of the corresponding contract. This pension solution reinsures the risks of disability, death and longevity with Bâloise. Bâloise invests the vested pension capital and provides a 100% capital and interest guarantee. This plan was not fully insured in the event of termination of the contract. Effective January 1, 2025, the Company changed the underlying pension plan from Baloise to Profond Vorsorgeeinrichtung ("Profond"). Profond does not provide a guarantee nor reinsure risks.

The standard retirement age is 65 for women and men. Employees are entitled to early retirement with a reduced old-age pension. The amount of the old-age pension is the result of multiplying the individual retirement savings account at the time of retirement by a conversion rate set out in the pension-fund rules. The retirement benefits can also be paid out in the form of a capital payment either in full or in part. The amount of disability pensions is determined as a percentage of the insured salary and is independent of the number of years of service.

The Company’s defined benefit obligations and the related defined benefit costs are determined at each balance sheet date by a qualified actuary using the Projected Unit Credit Method. The amount recognized in the consolidated balance sheet represents the present value of the projected benefit obligation reduced by the fair value of plan assets. Any surplus resulting from this calculation is limited to the present value of any economic benefits available in the form of refunds from the plans or reductions in future contributions to the plans.

Plan assets

As of December 31, 2025 and 2024, plan assets were $23.2 million and $17.9 million. As of December 31, 2025 the plan assets are accounted for at net asset value and at December 31, 2024, the plan assets are at fair value within Level 3 of the fair value hierarchy and included free funds and reserves such as fluctuation reserves and employer contribution reserves.

For the year ended December 31, 2025, service costs of $0.9 million are included in the respective compensation cost caption, and interest costs of $0.3 million and expected return on plan assets of $0.7 million are included in other (expense) income, net on the consolidated statement of operation and comprehensive income. The remeasurement of pension and postretirement benefit plan was $1.2 million as of December 31, 2025 within accumulated other comprehensive loss on the consolidated balance sheet.

Net defined benefit assets (liabilities) and their components are as follows:

 

 

Projected benefit
obligation

 

 

Fair value of plan assets

 

 

Net defined benefit
asset (liability)

 

 

2025

 

 

2024

 

 

2025

 

 

2024

 

 

2025

 

 

2024

 

Balance as of January 1

 

$

(22,608

)

 

$

(19,593

)

 

$

17,908

 

 

$

17,109

 

 

$

(4,700

)

 

$

(2,484

)

Included in profit or loss

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Current service cost

 

 

(908

)

 

 

(607

)

 

 

 

 

 

 

 

 

(908

)

 

 

(607

)

Past service cost

 

 

 

 

 

223

 

 

 

 

 

 

 

 

 

 

 

 

223

 

Interest (cost) income

 

 

(315

)

 

 

(356

)

 

 

 

 

 

310

 

 

 

(315

)

 

 

(46

)

Return on plan assets excluding interest income

 

 

 

 

 

 

 

 

746

 

 

 

 

 

 

746

 

 

 

 

Administrative cost

 

 

(32

)

 

 

(30

)

 

 

 

 

 

 

 

 

(32

)

 

 

(30

)

Effect of movements in exchange rates

 

 

54

 

 

 

1,399

 

 

 

 

 

 

(1,222

)

 

 

54

 

 

 

177

 

Included in other comprehensive income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Actuarial gain (loss) arising from financial
   assumptions

 

 

346

 

 

 

(2,356

)

 

 

 

 

 

 

 

 

346

 

 

 

(2,356

)

Actuarial gain (loss) arising from other assumptions

 

 

(2,175

)

 

 

(930

)

 

 

 

 

 

 

 

 

(2,175

)

 

 

(930

)

Return on plan assets excluding interest income

 

 

 

 

 

 

 

 

2,991

 

 

 

523

 

 

 

2,991

 

 

 

523

 

Effect of movements in exchange rates

 

 

(2,983

)

 

 

127

 

 

 

2,480

 

 

 

(53

)

 

 

(503

)

 

 

74

 

Other movements

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contributions paid by the employer

 

 

 

 

 

 

 

 

801

 

 

 

756

 

 

 

801

 

 

 

756

 

Contributions paid by the employees and plan
   participants

 

 

(700

)

 

 

(1,780

)

 

 

700

 

 

 

1,780

 

 

 

 

 

 

 

Benefits paid

 

 

2,462

 

 

 

1,295

 

 

 

(2,462

)

 

 

(1,295

)

 

 

 

 

 

 

Balance as of December 31

 

$

(26,859

)

 

$

(22,608

)

 

$

23,164

 

 

$

17,908

 

 

$

(3,696

)

 

$

(4,700

)

 

The defined benefit liability is attributed to the plans’ participants as follows:

- Active members: 94% for both 2025 and 2024

- Pensioners: 6% for both 2025 and 2024

Actuarial Assumptions

Principal actuarial assumptions at the reporting date (expressed as weighted averages):

 

 

2025

 

 

2024

 

 

%

 

 

%

 

Discount rate as of December 31

 

 

1.20

 

 

 

0.85

 

Future salary growth

 

 

1.00

 

 

 

1.00

 

Interest rate on the savings account

 

 

2.00

 

 

 

1.25

 

Price inflation

 

 

0.75

 

 

 

1.00

 

Social security increase

 

 

1.00

 

 

 

1.00

 

Future pension growth

 

 

 

 

 

 

 

Assumptions regarding future mortality are based on published statistics and mortality tables (BVG 2020 generational).

Changes in actuarial gains and losses in the projected benefit obligation are generally driven by discount rate movement. We use the corridor approach to amortize actuarial gains and losses. Under this approach, net actuarial gains or losses in excess of 10% of the larger of the projected benefit obligation or the fair value of plan assets are amortized on a straight-line basis.

Effect of the Plan on the Company’s Future Cash Flows

The Company expects to pay approximately $0.7 million in contributions to the funded defined benefit plan in 2026.

On December 31, 2025 the weighted-average duration of the defined benefit obligation was 15.5 years (2024: 15.2 years).

Estimated future benefit payments during the next five years and in the aggregate for years 2026 through 2035 are as follows:

2026

 

$

1,221

 

2027

 

 

1,012

 

2028

 

 

1,618

 

2029

 

 

1,424

 

2030

 

 

777

 

2031-2035

 

 

5,662

 

Termination liability

In 2023 the Company’s board of directors approved, as part of a reorganization plan in several departments of the Company, an employment termination of Company employees worldwide, with preferable terms.

In 2023, an expense related to payroll compensation due to this plan, in the amount of $2.1 million was recognized in Other (expense) income, net in the consolidated statements of operations and comprehensive loss. As of December 31, 2023 the remaining termination liability in the amount of $1.5 million was presented under other payables and was paid during 2024.

v3.26.1
Leases
12 Months Ended
Dec. 31, 2025
Leases [Abstract]  
Leases

Note 13 – Leases

Information regarding the Company's material operating lease agreements is as follows:

Vehicle leases

The Company leases vehicles for approximately three-year periods from several different leasing companies and from time to time changes the number of leased vehicles according to its current needs. The leased vehicles are identified by means of license numbers and the vehicle’s registration, with the leasing companies not being able to switch vehicles, other than in cases of deficiencies. The leased vehicles are used by the Company’s headquarters staff, marketing and salespersons and other employees whose employment agreements include an obligation of the Company to put a vehicle at their disposal.

Office leases

The Company leases offices in Ness-Ziona, Israel for a contractual period of up to five years under a few different contracts for different floors used for offices, labs and manufacturing facilities. The contractual periods of the aforesaid lease agreements end in September 2026, November 2026 and July 2027. The Company also leases offices in Tel Aviv, Israel, for a contractual period of five years, which ends in March 2027, offices in Waltham, Massachusetts, U.S., for a contractual period of seven years, which ends in February 2029, in Munich, Germany for a contractual period of five years, which ends in December 2027 and, in Alkmaar and Goirle, Netherlands for a contractual period of five and seven years, which end in April 2028 and April 2029, respectively.

The lease payments in some of the Company’s leases in Israel and Germany are linked to the local consumer price indexes known on the lease’s date of inception.

The Company exited their previous U.S. headquarters at 300 5th Avenue, Waltham, Massachusetts and sublet the facility leading to a non-cash, pre-tax and after-tax impairment charge of $1.5 million recorded in the second quarter of 2025. The Company partially impaired an abandoned portion of the Markforged 60 Tower headquarters in Waltham, Massachusetts resulting in a non-cash, pre-tax and after-tax impairment charge of $5.7 million related to the operating lease right-of-use (“ROU”) asset recorded in the third quarter of 2025. The Company is currently seeking a sublease for this space.

The following summarizes information about the Company’s operating lease costs:

 

 

For the year ended December 31,

 

($ in thousands)

 

2025

 

 

2024

 

 

2023

 

Operating lease costs

 

$

5,729

 

 

$

4,455

 

 

$

4,809

 

Variable lease costs

 

 

2,235

 

 

 

249

 

 

 

268

 

Finance expense (income)

 

 

75

 

 

 

(220

)

 

 

 

Total

 

$

8,039

 

 

$

4,484

 

 

$

5,077

 

 

 

For the year ended December 31,

 

($ in thousands)

 

2025

 

 

2024

 

 

2023

 

Operating cash flows for operating leases

 

$

7,682

 

 

$

4,524

 

 

$

4,823

 

Weighted average remaining lease term

 

 

5.2

 

 

 

3.1

 

 

 

4.0

 

Weighted average discount rate

 

 

6.9

%

 

 

6.9

%

 

 

6.9

%

 

Future minimum lease payments under the Company's operating leases for each of the following five years and thereafter are as follows as of December 31, 2025, excluding short-term leases:

 

($ in thousands)

 

 

 

Year ended December 31, 2026

 

$

9,131

 

Year ended December 31, 2027

 

 

8,427

 

Year ended December 31, 2028

 

 

7,463

 

Year ended December 31, 2029

 

 

6,526

 

Year ended December 31, 2030

 

 

5,732

 

Thereafter

 

 

4,375

 

Total future lease payments

 

 

41,654

 

Less: Present value discount

 

 

(9,408

)

Minimum lease payments

 

$

32,246

 

v3.26.1
Commitments and contingencies
12 Months Ended
Dec. 31, 2025
Commitments and Contingencies Disclosure [Abstract]  
Commitments and contingencies

Note 14 – Commitments and contingencies

From time to time, the Company may face legal claims or actions in the normal course of business. At each reporting date, the Company evaluates whether a potential loss amount or a potential range of loss is probable and reasonably estimable under the provisions of the authoritative guidance that address accounting for contingencies. The Company expenses the costs related to its legal proceedings as incurred.

On September 20, 2024, Markforged entered into a settlement agreement with Continuous Composites related to previous litigation (the “Settlement Agreement”) to resolve all claims and counterclaims. Under the terms of the Settlement Agreement, Markforged made an initial upfront payment of $18 million to Continuous Composites on October 10, 2024, and is required to make three additional installment payments thereafter of $1 million, $2 million and $4 million in the fourth quarters of fiscal years 2025, 2026 and 2027, respectively. In consideration of such payments, the Settlement Agreement provides for a dismissal of all claims with prejudice, cross-licenses of the parties’ respective patent portfolios, a mutual release of claims for liabilities arising prior to the effective date of the Settlement Agreement and mutual covenants not to sue. The incremental amount due under the Settlement Agreement compared to the original verdict is determined to be representative of the amount attributable to the licensing of the patent rights contemplated under the Settlement Agreement and was recognized as an intangible asset of $5.5 million, after discount using a rate of 12%, to be amortized to cost of revenue over the 23 year life of the patents. Total amortization expense of $0.2 million was recognized from the period of acquisition through the year ended December 31, 2025, and included in cost of revenue. The Company paid $1.0 million during 2025 and the remaining future payments of $6.0 million under the Settlement Agreement as of December 31, 2025 are secured by the Security Agreement. The Company has recorded a settlement payable on the consolidated balance sheet of $5.0 million, of which $2.0 million is a current liability. The settlement payable will accrete $1.0 million over the remaining payment term recognized as interest expense. Interest expense related to settlement payable was $0.4 million for the period of acquisition through the year ended December 31, 2025.

On July 8, 2025, Quinn Emanuel Urquhart & Sullivan, LLP (“Quinn”) filed a lawsuit against Nano Dimension Ltd. and Ofir Baharav (“Defendants”). Quinn alleges that Defendants tortiously interfered with Quinn’s contract with Desktop Metal, and prevented Desktop Metal from paying Quinn approximately $30.0 million. Quinn also asserts that Defendants are liable pursuant to an alleged attorney’s lien and engaged in unfair and deceptive practices, in violation of Massachusetts law. The case is pending in the Business Litigation Session of the Suffolk Superior Court in Massachusetts. Defendants moved to dismiss. That motion was fully briefed in February 2026, argued on March 16, 2026, and remains pending.

During the third quarter of 2025, certain former employees or vendors of the Company or its subsidiaries filed lawsuits alleging that the Company is in breach of certain agreements and are entitled to certain compensation and other benefits. During the fourth quarter of 2025, the Company settled various matters for a total payment of $2.2 million. While other matters are still ongoing, the Company believes that it is probable that some amount of loss has been incurred and has accrued approximately $1.1 million during the fourth quarter of 2025 as an estimated probable loss which is included as part of general and administrative operating expenses.

During the fourth quarter of 2025, Markforged processed a $1.4 million payment to an account believed to be controlled by one of our vendors, however it was subsequently discovered that this account was not owned by the vendor. The Company suspects that a threat actor gained access to a valid email account of the vendor and used this account to fraudulently change payment instructions. The Company has notified its insurance carrier and engaged breach counsel as well as a forensics partner to help with the investigation. Pending conclusion of the investigation, approximately $1.0 million has been accrued at December 31, 2025 as the estimated amount of probable loss which is included as part of general and administrative operating expenses.

Royalties to the Israel Innovation Authority (“IIA”):
 

Between the years 2014 to 2025, Nano Tech received several grants from the Israeli Innovation Authority (“IIA”), to finance development projects in an aggregate amount of up to $8.7 million, while the IIA share of financing the aforesaid amount was in a range of 30% to 85% of expenditures. As of December 31, 2025, Nano Tech received grants in the aggregate amount of $3.8 million. In consideration, Nano Tech undertook to pay the IIA royalties at the rate of 3% of the future sales up to the amount of the grants received. As of December 31, 2025, the maximum obligation with respect to the grants received from the IIA, contingent upon entitled future sales, is $2.2 million plus interest which may be increased, depending on the manufacturing volume that is performed outside Israel.

v3.26.1
Income Tax
12 Months Ended
Dec. 31, 2025
Income Tax Disclosure [Abstract]  
Income Tax

Note 15 – Income Tax

The components of the Company’s loss before income taxes from continuing operations are as follows:

 

 

Year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Loss before income taxes:

 

 

 

 

 

 

 

 

 

Domestic

 

$

(15,325

)

 

$

(83,768

)

 

$

(45,319

)

Foreign

 

 

(92,232

)

 

 

(15,693

)

 

 

(11,694

)

Total

 

$

(107,557

)

 

$

(99,461

)

 

$

(57,013

)

 

The components of income tax (benefit) expense from continuing operations are as follows:

 

 

Year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Current Provision

 

 

 

 

 

 

 

 

 

Federal

 

$

3

 

 

$

 

 

$

 

State

 

 

 

 

 

 

 

 

 

Foreign

 

 

46

 

 

 

397

 

 

 

73

 

Total current expense

 

 

49

 

 

 

397

 

 

 

73

 

Deferred Benefit

 

 

 

 

 

 

 

 

 

Federal

 

 

 

 

 

 

 

 

 

State

 

 

 

 

 

 

 

 

 

Foreign

 

 

(7,251

)

 

 

 

 

 

(11

)

Total deferred benefit

 

 

(7,251

)

 

 

 

 

 

(11

)

Total income tax benefit

 

$

(7,202

)

 

$

397

 

 

$

62

 

 

The income tax benefit from continuing operations primarily relates to acquired deferred tax liabilities serving as a source of income to support recognition of certain existing deferred tax assets.

The overall effective tax rate from continuing operations differs from the statutory Israel tax rate as follows:

 

 

Pretax Loss

 

 

 

Year ended December 31, 2025

 

 

Amount

 

 

Percent

 

Israel federal statutory tax rate

 

$

(24,738

)

 

 

23.0

%

Foreign tax effects:

 

 

 

 

 

 

U.S.

 

 

 

 

 

 

Transaction costs

 

 

2,521

 

 

 

(2.3

)%

Loss on investment

 

 

(41,239

)

 

 

38.3

%

Effect of rates different than statutory

 

 

5,031

 

 

 

(4.7

)%

Change in valuation allowance

 

 

45,602

 

 

 

(42.4

)%

Other

 

 

(101

)

 

 

0.1

%

Other

 

 

2,193

 

 

 

(2.0

)%

Changes in valuation allowance

 

 

3,487

 

 

 

(3.2

)%

Nontaxable or nondeductible items

 

 

68

 

 

 

(0.1

)%

Other adjustments

 

 

(26

)

 

 

0.0

%

Effective tax rate

 

$

(7,202

)

 

 

6.7

%

 

A reconciliation of the provision for income taxes to the amount computed by applying the 23% Israel statutory income tax rate to income before income taxes for years prior to the adoption of ASU 2023-09 is as follows:

 

 

Pretax Loss

 

 

 

Year ended December 31,

 

 

2024

 

 

2023

 

Statutory tax rate in Israel

 

 

23.0

%

 

 

23

%

Nondeductible items

 

 

(4

)%

 

 

(9

)%

Change in valuation allowance

 

 

(19

)%

 

 

(14

)%

Effective tax rate

 

 

0.0

%

 

 

0.0

%

 

Significant components of the Company’s net deferred tax assets from continuing operations are as follows:

 

 

As of December 31,

 

 

2025

 

 

2024

 

Deferred tax assets

 

 

 

 

 

 

Lease liability

 

$

7,005

 

 

 

 

Research and development expenditures

 

 

3,908

 

 

 

6,464

 

Stock-based compensation

 

 

398

 

 

 

 

Reserves

 

 

1,369

 

 

 

 

Deferred revenue

 

 

177

 

 

 

 

Accrued expenses

 

 

371

 

 

 

436

 

Amortization

 

 

1,655

 

 

 

 

Inventory reserves

 

 

553

 

 

 

 

Interest

 

 

103

 

 

 

 

Long-term settlement payable

 

 

1,051

 

 

 

 

Litigation expenses

 

 

114

 

 

 

 

Unrealized losses on securities

 

 

21,460

 

 

 

21,065

 

Net operating losses

 

 

224,827

 

 

 

93,628

 

Capital losses

 

 

20,550

 

 

 

 

Research and development credits

 

 

11,751

 

 

 

 

Other credits

 

 

387

 

 

 

 

Gross deferred tax assets

 

 

295,679

 

 

 

121,593

 

Less: Valuation allowance

 

 

(284,063

)

 

 

(121,593

)

Deferred tax liabilities

 

 

 

 

 

 

Right-of-use assets

 

 

(5,073

)

 

 

 

Deferred expenses

 

 

(122

)

 

 

 

Acquired intangible assets

 

 

(3,611

)

 

 

 

Other assets - license

 

 

(1,016

)

 

 

 

Depreciation

 

 

(1,370

)

 

 

 

Net deferred tax assets

 

$

424

 

 

$

 

 

As of December 31, 2025, the Company had net operating loss (NOL) carryforwards of $1.2 billion, capital loss carryforwards of $89.3 million and credit carryforwards of $13.1 million from continuing operations, as follows:

Jurisdiction

 

Attribute

 

Carryforward Amount

 

 

Expiration

Australia

 

NOL

 

$

1

 

 

 Indefinite

Germany

 

NOL

 

 

3,100

 

 

 Indefinite

Hong Kong

 

NOL

 

 

400

 

 

 Indefinite

Israel

 

NOL

 

 

360,600

 

 

 Indefinite

Israel

 

Capital losses

 

 

89,300

 

 

 Indefinite

Sweden

 

NOL

 

 

15,100

 

 

 Indefinite

Switzerland

 

NOL

 

 

14,200

 

 

 Beginning in 2025

United Kingdom

 

NOL

 

 

13,900

 

 

 Indefinite

United Kingdom

 

R&D

 

 

100

 

 

 Indefinite

US - Federal

 

NOL

 

 

15,000

 

 

 Beginning in 2033

US - Federal

 

NOL

 

 

540,600

 

 

 Indefinite

US - State

 

NOL

 

 

260,300

 

 

 Various, beginning in 2026

US - Federal

 

R&D

 

 

7,900

 

 

 Beginning in 2033

US - State

 

R&D

 

 

4,700

 

 

 Beginning in 2032

US - State

 

Other credits

 

 

400

 

 

 Beginning in 2026

 

 

 

The federal, state and foreign net operating loss and research and development credit carryforwards from continuing operations may be subject to a substantial annual limitation under Section 382 of the Internal Revenue Code of 1986, and similar state provisions, due to ownership change limitations that have occurred previously or that could occur in the future. These ownership changes may limit the amount of net operating loss and research and development credit carryforwards from continuing operations that can be utilized annually to offset future taxable income and tax, respectively. As of December 31, 2025, the Company has completed a 382 study for the Markforged, Inc. subsidiary, for ownership changes through April 25, 2025. Based on the Company's analysis, approximately $298.7 million of NOLs are subject to limitation, of which $15.0 million may expire unused. Approximately $7.9 million of R&D credits are subject to limitation, of which $7.9 million may expire unused.

Uncertain tax positions represent tax positions for which income tax reserves have been established. The Company’s policy is to record interest and penalties related to uncertain tax positions as part of income tax expense. Reserves for uncertain tax positions from continuing operations as of December 31, 2025 are not material and would not impact the effective tax rate if recognized due to the valuation allowance maintained against the Company’s net deferred tax assets.

The Company files tax returns as prescribed by the tax laws of the jurisdictions in which it operates. In the normal course of business, the Company is subject to examination by federal, state and foreign jurisdictions, where applicable. There are currently no pending income tax examinations. The Company is open to federal tax examination under statute from 2021 to present. The Company is open to tax examination in other jurisdictions from 2019 to present. Carryforward attributes from prior years may still be adjusted upon examination by federal, state and/or foreign tax authorities to the extent utilized in an open tax year or in future periods.

As of December 31, 2025, the Company has not provided for deferred income taxes on unremitted earnings of its foreign subsidiaries from continuing operations since these earnings are indefinitely reinvested. Upon distribution of such earnings in the form of dividends or otherwise, the Company could be subject to taxes. The Company’s foreign unremitted earnings from continuing operations is not material and, as such, any taxes attributable to such unremitted earnings would not be material.

The Company has evaluated the positive and negative evidence bearing upon the realizability of its deferred tax assets from continuing operations, which are primarily comprised of net operating losses, capital losses and research and development credits. Management has determined that it is more likely than not that the Company will not recognize the benefits of its federal, state and foreign deferred tax assets from continuing operations in excess of $0.3 million and, as a result, a valuation allowance of $284.1 million has been established at December 31, 2025.

The following table presents the changes in the balance of the Company’s deferred income tax asset valuation allowance:

 

Year ended December 31,

 

 

2025

 

 

2024

 

Balance at beginning of year

 

$

121,593

 

 

$

85,972

 

Additions due to expense

 

 

49,089

 

 

 

35,621

 

Additions due to acquisitions and other

 

 

113,381

 

 

 

 

Balance at end of year

 

$

284,063

 

 

$

121,593

 

 

On July 4, 2025, the United States Congress enacted The One Big Beautiful Bill Act (the “OBBBA”) which includes several significant corporate provisions, including the restoration of 100% bonus depreciation; the immediate expensing of domestic research and experimentation expenditures; modifications to the Section 163(j) interest limitations; and updates to the rules for global intangible low-taxes income and foreign-derived intangible income. The Company recognized the impacts of the OBBBA provisions in our financial results to the extent they are applicable to the year ended December 31, 2025.

Income Taxes – Discontinued Operations

In July 2025, Desktop Metal, Inc., a subsidiary of Nano Dimension, filed for Chapter 11 bankruptcy protection. As a result, the Company has classified the operations of Desktop Metal as discontinued operations in its consolidated financial statements for the year ended December 31, 2025. Due to the ongoing bankruptcy proceedings, the Company has been challenged to obtain the most recent and complete financial data from Desktop Metal’s custodian. To adequately disclose the relevant tax consequences,

management performed a sensitivity analysis using the preliminary and public information available from the bankruptcy process, including Desktop Metal’s estimated financial position and tax attributes.

Based on this analysis, the Company concluded that the wind-down and disposal of the Desktop Metal business will not result in any material income tax consequences to Nano Dimension, and no cash taxes are expected to be payable by the Company in connection with these discontinued operations. In the year ended December 31, 2025, no significant income tax expense or benefit was recorded in the Company’s consolidated financial statements related to the discontinued operations of Desktop Metal, reflecting management’s determination that any potential tax impacts are not material. The Company will continue to monitor the resolution of Desktop Metal’s bankruptcy proceedings and will update its tax assessments in future periods if new information indicates a material change in this conclusion.

v3.26.1
Segments
12 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
Segments

Note 16 – Segments

 

Operating segments are defined as components of an entity for which separate financial information is available and regularly reviewed by the Chief Operating Decision Maker (“CODM”) in deciding how to allocate resources and in assessing performance. The Company’s CODM is its Chief Executive Officer.

The CODM evaluates the Company’s financial information and resources and assesses the performance of these resources on a consolidated basis using adjusted EBITDA.

Adjusted EBITDA is a non-GAAP measure defined as earnings before interest income and expense, income tax (benefit) expense, depreciation and amortization, share-based compensation expense, exchange rate differences, finance expenses (income) for revaluation of assets and liabilities, Desktop Metal litigation related expenses, Desktop Metal and Markforged transaction related expenses, restructuring costs, impact of deconsolidation, impairment losses, litigation settlements and contingencies and step-up amortization from purchase accounting. We believe that Adjusted EBITDA and operating expenses, as described above, should also be useful in evaluating the performance of our business. Like EBITDA, Adjusted EBITDA facilitates operating performance comparisons from period to period and company to company by backing out potential differences caused by variations in capital structures (affecting other financial expenses (income), net), and the age and depreciation charges and amortization of fixed and intangible assets, respectively (affecting relative depreciation and amortization expense, respectively), as well as from share-based payments, restructuring costs, impairment losses, and step-up amortization from purchase accounting. Adjusted EBITDA and operating expenses are useful to an investor in evaluating our operating performance because it is widely used by investors, securities analysts and other interested parties to measure a company’s operating performance without regard to non-cash items, such as expenses related to share-based payments.

There is not any revenue, expense, or asset information, that is supplemental to those disclosed in these consolidated financial statements or below, that are regularly provided to the CODM for evaluation of the single operating segment. The adjusted EBITDA reconciliations for the years ended as of December 31, 2025, 2024, and 2023 are as follow:

For the Year Ended December 31, 2025

 

 

 

Operating Segment

 

Net loss from continuing operations

 

$

(64,216

)

Income tax (benefit) expense

 

 

(7,202

)

Depreciation and amortization

 

 

7,170

 

Interest income and expense, net

 

 

971

 

EBITDA (loss)

 

 

(63,277

)

Exchange rate differences

 

 

(206

)

Share-based compensation expense

 

 

3,459

 

Restructuring costs

 

 

1,666

 

Impairment losses

 

 

10,516

 

Acquisition inventory step-up amortization

 

 

10,661

 

Expected return on pension plan assets

 

 

(711

)

Segment adjusted EBITDA (loss) from continuing operations

 

$

(37,892

)

 

 

 

 

Reconciliation of segment adjusted EBITDA (loss) from continuing operations:

 

 

 

Operating segment adjusted EBITDA (loss) from continuing operations

 

$

(37,892

)

Corporate reconciling items:

 

 

 

Net loss from continuing operations(1)

 

 

(36,139

)

Depreciation and amortization

 

 

263

 

Interest income and expense, net

 

 

(24,636

)

Finance expenses (income) from revaluation of assets and liabilities

 

 

2,056

 

Exchange rate differences

 

 

(10,558

)

Share-based compensation expense

 

 

1,471

 

Desktop Metal litigation related expenses

 

 

31,046

 

Desktop Metal and Markforged transaction related expenses

 

 

10,614

 

Restructuring costs

 

 

5,915

 

Litigation settlements and contingencies

 

 

4,621

 

Adjusted EBITDA (loss) from continuing operations

 

$

(53,239

)

 

(1) Net loss from continuing operations in corporate adjustments relate to those costs incurred at the parent company level, such as financing gains and losses, gains and losses on marketable securities, and corporate overhead costs inclusive of public company costs, legal, corporate headcount, and real estate related costs.

 

For the Year Ended December 31, 2024

 

 

 

Operating Segment

 

Net loss from continuing operations

 

$

(55,725

)

Income tax (benefit) expense

 

 

397

 

Depreciation and amortization

 

 

2,408

 

EBITDA (loss)

 

 

(52,920

)

Finance expenses (income) from revaluation of assets and liabilities

 

 

87

 

Exchange rate differences

 

 

(589

)

Share-based compensation expense

 

 

7,296

 

Exceeded compensation for damaged inventory and fixed assets

 

 

(486

)

Segment adjusted EBITDA (loss) from continuing operations

 

$

(46,612

)

 

 

 

 

Reconciliation of segment adjusted EBITDA (loss) from continuing operations:

 

 

 

Operating segment adjusted EBITDA (loss) from continuing operations

 

$

(46,612

)

Corporate reconciling items:

 

 

 

Net loss from continuing operations(1)

 

 

(44,133

)

Depreciation and amortization

 

 

234

 

Interest income and expense, net

 

 

(42,573

)

Finance expenses (income) from revaluation of assets and liabilities

 

 

52,257

 

Exchange rate differences

 

 

1,074

 

Share-based compensation expense

 

 

8,425

 

Desktop Metal and Markforged transaction related expenses

 

 

6,452

 

Impairment losses

 

 

1,283

 

Adjusted EBITDA (loss) from continuing operations

 

$

(63,593

)

 

For the Year Ended December 31, 2023

 

 

 

Operating Segment

 

Net loss from continuing operations

 

$

(25,873

)

Income tax (benefit) expense

 

 

62

 

Depreciation and amortization

 

 

1,753

 

EBITDA (loss)

 

 

(24,058

)

Finance expenses (income) from revaluation of assets and liabilities

 

 

335

 

Exchange rate differences

 

 

(56

)

Share-based compensation expense

 

 

12,296

 

Exceeded compensation for damaged inventory and fixed assets

 

 

(2,038

)

Segment adjusted EBITDA (loss) from continuing operations

 

$

(13,521

)

 

 

 

 

Reconciliation of segment adjusted EBITDA (loss) from continuing operations:

 

 

 

Operating segment adjusted EBITDA (loss) from continuing operations

 

$

(13,521

)

Corporate reconciling items:

 

 

 

Net loss from continuing operations(1)

 

 

(31,202

)

Depreciation and amortization

 

 

219

 

Interest income and expense, net

 

 

(45,904

)

Exchange rate differences

 

 

(23,468

)

Share-based compensation expense

 

 

(1,666

)

Desktop Metal litigation related expenses

 

 

9,814

 

Exceeded compensation for damaged inventory and fixed assets

 

 

411

 

Adjusted EBITDA (loss) from continuing operations

 

$

(105,317

)

 

Revenue generated from customers within the Company’s country of domicile, Israel, amounted to $0.4 million, $0.2 million and $0.9 million for the years ended December 31, 2025, 2024, and 2023, respectively. Sales to external customers are made around the globe. Our Fused Filament Fiber product line primarily sells products and services in the United States. Location of sale is determined based on the shipping address.

The Company’s long-lived assets, inclusive of right-of-use assets, are primarily located in the United States, where the Company’s headquarters and primary operations are now located, and Switzerland representing 66% and 18% of the balance as of December 31, 2025, respectively. The Company’s long-lived assets, inclusive of right-of-use assets, within the Company’s country of domicile, Israel, is 8% as of December 31, 2025.

v3.26.1
Net Profit (Loss) Per Share
12 Months Ended
Dec. 31, 2025
Earnings Per Share [Abstract]  
Net Profit (Loss) Per Share

Note 17 – Net Profit (Loss) Per Share

 

The Company computes basic net profit (loss) per share using net profit (loss) attributable to the Company’s common shareholders and the weighted-average number of common shares outstanding during each period. Diluted earnings per share include shares issuable upon exercise of outstanding stock options and stock-based awards where the conversion of such instruments would be dilutive. The Company does this through the treasury stock method. The calculations presented below represent the basic and diluted net profit (loss) per share for all classes of securities.

 

 

For the year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Numerator:

 

 

 

 

 

 

 

 

 

Net loss from continuing operations

 

$

(100,355

)

 

$

(99,858

)

 

$

(57,075

)

Net loss from discontinued operations

 

 

(193,263

)

 

 

 

 

 

 

Less: Net loss attributable to non-controlling interests

 

 

(323

)

 

 

(1,029

)

 

 

(1,110

)

Net loss attributable to common shareholders

 

$

(293,295

)

 

$

(98,829

)

 

$

(55,965

)

Denominator:

 

 

 

 

 

 

 

 

 

Weighted-average shares outstanding - Basic

 

 

215,742

 

 

 

218,311

 

 

 

248,019

 

Add: Weighted average unvested options and warrants outstanding

 

 

 

 

 

 

 

 

 

Add: Dilutive effect of restricted units issued

 

 

 

 

 

 

 

 

 

Weighted-average shares outstanding - Diluted

 

 

215,742

 

 

 

218,311

 

 

 

248,019

 

Net loss per common share:

 

 

 

 

 

 

 

 

 

Basic and Diluted

 

 

 

 

 

 

 

 

 

Continuing operations attributable to common shareholders

 

$

(0.46

)

 

$

(0.45

)

 

$

(0.23

)

Discontinued operations

 

$

(0.90

)

 

$

 

 

$

 

Net loss attributable to common shareholders

 

$

(1.36

)

 

$

(0.45

)

 

$

(0.23

)

 

For the years ended December 31, 2025, 2024 and 2023, the Company was in a net loss position, thus the effect of potentially dilutive securities was excluded from the denominator for the calculation of diluted net loss per share because the inclusion of such securities would be antidilutive. The following dilutive securities are excluded from the denominator:

 

 

For the year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Unvested or unexercised option awards

 

 

298,334

 

 

 

2,627,095

 

 

 

4,039,537

 

Unvested RSUs

 

 

6,222,034

 

 

 

10,893,388

 

 

 

12,468,235

 

Warrants

 

 

29,242,103

 

 

 

34,817,626

 

 

 

36,465,771

 

Total

 

 

35,762,471

 

 

 

48,338,109

 

 

 

52,973,543

 

v3.26.1
Subsequent Events
12 Months Ended
Dec. 31, 2025
Subsequent Events [Abstract]  
Subsequent Events

Note 18 – Subsequent Events

In February 2026, the Company entered into a rights agreement, or the Rights Plan. The Rights Plan was designed to reduce the likelihood that any entity, person or group would gain control of, or significant influence over the Company. The Rights Plan will expire on February 1, 2027.

v3.26.1
Summary of Significant Accounting Policies (Policies)
12 Months Ended
Dec. 31, 2025
Accounting Policies [Abstract]  
Principles of Consolidation

Principles of Consolidation

The consolidated financial statements of the Company have been prepared in accordance with U.S. GAAP. All intercompany accounts and transactions have been eliminated in consolidation.

Use of Estimates

Use of Estimates

The preparation of the consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the consolidated financial statements and the reported amounts of revenues and expenses during the reporting period. Management’s significant estimates include: determination of the fair value of consideration transferred in an acquisition, estimated impairment of non-financial assets, impairment of long-lived assets, and estimation of legal contingencies. The Company prepares the estimates on the basis of past experiences, various facts, external circumstances, and reasonable assumptions according to the pertinent circumstances of each estimate. Estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognized in the period in which the estimates are revised and in any future periods affected.

Segment Information

Segment Information

The Company operates in one operating and reportable segment. Operating segments are defined as components of an enterprise about which separate financial information is evaluated regularly by the chief operating decision maker, who is the Company’s CEO, in deciding how to allocate resources and assessing performance. The Company’s chief operating decision maker allocates resources and assesses performance based upon discrete financial information at the consolidated level, see Note 16.

Functional Currency

Functional Currency

The Company’s functional currency is the U.S. dollar (“USD”). The USD is the currency that represents the principal economic environment in which the Company operates. Accordingly, foreign currency assets and liabilities are re-measured into USD at the end-of-period exchange rates except for non-monetary assets and liabilities, which are measured at historical exchange rates. Revenue and expenses are re-measured each day at the exchange rate in effect on the day the transaction occurred or the average exchange rate in the month in accordance with ASC 830, Foreign Currency Matters. Gains or losses from foreign currency exchange rate re-measurements and settlements are included in finance income and finance expense in the consolidated statements of operations and comprehensive loss and accumulated other comprehensive income (loss) on the consolidated balance sheets.

The functional currency of certain subsidiaries and associated companies is their local currency. The financial statements of those companies are included in the consolidated financial statements, translated into USD. Assets and liabilities are translated at year-end exchange rates, while revenues and expenses are translated at the average exchange rates during the year. Differences resulting from translation are presented as other comprehensive income (loss) in the consolidated statements of operations and comprehensive loss, and are part of accumulated other comprehensive income (loss) on the consolidated balance sheets.

Cash and Cash Equivalents

Cash and Cash Equivalents

All highly liquid investments purchased with original maturities of three months or less are considered to be cash equivalents.

Bank Deposits and Restricted Bank Deposits

Bank Deposits and Restricted Bank Deposits

The Company has bank deposits that have a term of three to twelve months and bear a fixed interest rate of between 3.4%‑5.7%. In addition, the Company has restricted bank deposits for routine operations and the lease of its offices and labs. The restricted deposits are not linked and bear an annual interest rate of 0.01%‑4.4%. The Company expects to lease its offices and labs for a period of more than a year, thus these restricted bank deposits were classified as a non-current asset.

Trade Receivables, Net

Trade Receivables, Net

Trade receivables are recorded at the invoiced amount and do not bear interest. Credit losses are estimated for accounts receivable considered to be uncollectible based on management’s assessment of collectability, which considers specific customers’ abilities to meet their financial obligations, the length of time receivables are past due, and historical collection experience. If circumstances related to specific customers change, or economic conditions deteriorate such that past collection experience is no longer relevant, the Company’s estimate of the recoverability of accounts receivable could be further reduced from the levels provided for in the consolidated financial statements.

Concentrations of Credit Risk

Concentrations of Credit Risk

Financial instruments that subject the Company to concentrations of credit risk consist primarily of cash and cash equivalents, bank deposits, marketable equity securities, and trade receivables. The cash and marketable securities of the Company is deposited in

Israeli, European and U.S. banking corporations. Two banking institutions each accounted for more than 10% of cash, cash equivalents and bank deposits as of December 31, 2025. In the estimation of the Company’s management, the credit risk for these financial instruments is low.

For trade receivables, the Company is exposed to credit risk in the event of nonpayment by customers. Trade receivables are geographically diversified and derived primarily from sales in the United States, EMEA, and APAC. To manage its trade receivable risk, the Company evaluates the credit worthiness of its customers and maintains allowances for potential credit losses. The Company has not historically experienced any material credit losses related to individual customers or groups of customers in any specific area or industry. No single customer accounted for more than 10% of revenue in fiscal years 2025, 2024 or 2023. One customer accounted for more than 10% of trade receivables as of December 31, 2025, and no single customer accounted for more than 10% of trade receivables as of December 31, 2024.

Fair Value Measurements

Fair Value Measurements

The Company is required to provide information according to the fair value hierarchy based on the observability of the inputs used in the valuation techniques. The fair value hierarchy ranks the quality and reliability of the information used to determine fair values. Financial assets and liabilities carried at fair value will be classified and disclosed in one of the following three categories:

Level 1 - Observable inputs that reflect quoted prices (unadjusted) for identical assets or liabilities in active markets.

Level 2 - Inputs other than Level 1 that are observable, either directly or indirectly, such as quoted prices for similar assets or liabilities; quoted prices in markets that are not active; or other inputs that are observable or can be corroborated by observable market data for substantially the full term of the assets or liabilities.

Level 3 - Unobservable inputs which are supported by little or no market activity.

Financial instruments consist of cash equivalents, bank deposits, marketable securities, trade receivables, other receivables, trade payables, accrued liabilities, other current liabilities and derivative financial instruments. Derivative financial instruments are stated at fair value on a recurring basis. Cash equivalents, bank deposits, trade receivables, other receivables, trade payables, accrued liabilities and other current liabilities, are stated at their carrying value, which approximates their fair value due to the short time to the expected receipt or payment date.

The Company measures investment in marketable equity securities at fair value on the consolidated statements of operations and comprehensive loss. As part of the Strategic Initiative, marketable equity securities have been classified as a current asset as of December 31, 2025 as the Company explores all strategic alternatives.

The Company’s financial assets that are measured at fair value on a recurring basis by level within the fair value hierarchy are as follows:

 

 

As of December 31, 2025

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Current assets:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

8,403

 

 

$

 

 

$

 

 

$

8,403

 

Bank deposits

 

 

339,851

 

 

 

 

 

 

 

 

 

339,851

 

Marketable equity securities

 

 

84,154

 

 

 

 

 

 

 

 

 

84,154

 

Total assets measured at fair value

 

$

432,408

 

 

$

 

 

$

 

 

$

432,408

 

 

 

 

As of December 31, 2024

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Current assets:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

99,713

 

 

$

 

 

$

 

 

$

99,713

 

Bank deposits

 

 

642,880

 

 

 

 

 

 

 

 

 

642,880

 

Long-term assets:

 

 

 

 

 

 

 

 

 

 

 

 

Marketable equity securities

 

 

86,190

 

 

 

 

 

 

 

 

 

86,190

 

Total assets measured at fair value

 

$

828,783

 

 

$

 

 

$

 

 

$

828,783

 

 

There were no transfers between fair value levels during 2025 and 2024.

Inventory

Inventory

Inventory is stated at the lower of cost or net realizable value. Cost is based on a standard costing system which approximates the cost on a first in, first out method. The Company regularly reviews inventory for excess and obsolescence and records a provision to write down inventory to its net realizable value when carrying value is in excess of this value. The costs include materials, labor, and manufacturing overhead that relate to the acquisition of raw materials and production into finished goods. The net realizable value considers the ability to utilize the inventory prior to perishing as well as the estimated selling price and costs of completion and sale. Inventory on hand, product development plans, and sales forecasts are regularly reviewed to identify carrying values in excess of net realizable value.

Property, Plant and Equipment, Net

Property, Plant and Equipment, Net

Property, plant and equipment, net are carried at cost, including directly attributed acquisition costs, less accumulated depreciation and losses from accrued decrease in value, and are subject to review for impairment whenever events or changes in circumstances indicate that the carrying amount of the asset group may not be recoverable. The cost of normal, recurring, or periodic repairs and maintenance activities related to property, plant and equipment is expensed as incurred. The cost of printers used for internal purposes includes the cost of materials and direct labor, and any other costs directly attributable to bringing the asset to a working condition for their intended use.

The Company generally depreciates the cost of its property, plant and equipment using the straight-line method over the estimated useful lives of the respective assets as follows:

 

 

 

Estimated Useful Life

Machinery, equipment and vehicles

 

4 to 14 years

Computer hardware and software

 

3 to 10 years

Furniture and fixtures

 

3 to 14 years

Buildings

 

29 years

Leasehold improvements

 

shorter of the estimated useful life of the asset or the remaining lease term

When the Company disposes of property, plant and equipment, it removes the associated cost and accumulated depreciation from the related accounts on its consolidated balance sheet and includes any resulting gain or loss within operating expenses on the accompanying consolidated statements of operations and comprehensive loss.

Impairment of Long-Lived Assets

Impairment of Long-Lived Assets

The Company evaluates whether events or circumstances have occurred that indicate that the estimated remaining useful life of its long-lived assets may warrant reassessment or that the carrying value of these assets may not be recoverable. When a triggering event is identified, management assesses the recoverability of the asset group, which is the lowest level where identifiable cash flows are largely independent, by comparing the expected undiscounted cash flows of the asset group to the carrying value. When the carrying value is not recoverable and an impairment is determined to exist, the asset group is written down to fair value.

The Company exited certain leased facilities during fiscal year 2025 and has obtained, or is in the process of seeking, subleases for those properties. The Company recorded a non-cash, pre-tax and after-tax partial impairment charge of $5.7 million during the year ended December 31, 2025 related to the operating lease right-of-use (“ROU”) asset recorded for our headquarters at 60 Tower Road, Waltham, Massachusetts 02451 (“60 Tower”) within the impairment caption of the consolidated statements of operations and comprehensive loss. The impairment was determined by comparing the fair value of the impacted ROU asset to the carrying value of the asset as of the impairment measurement date, as required under ASC Topic 360, Property, Plant, and Equipment, using Level 2 inputs. The fair value of the ROU asset was based on the estimated sublease income for certain facilities taking into consideration the time period it will take to obtain a sublessor, the applicable discount rate and the sublease rate.

We entered in to a sublease for our previous U.S. headquarters at 350 5th Ave in Waltham, Massachusetts during the year ended December 31, 2025 that resulted in impairment of $1.5 million, in addition we partially impaired our lease in Germany during the fourth quarter of 2025 in the amount of $0.3 million. The impairments are recorded within the impairment caption of the consolidated statements of operations and comprehensive loss.

Business Combinations

Business Combinations

The Company accounts for business combinations under the acquisition method of accounting. The Company allocates the amounts that it pays for each acquisition to the assets it acquires and liabilities it assumes based on their fair values at the date of acquisition.

The excess of the value of consideration transferred over the aggregate fair value of those net assets is recorded as goodwill. Any identified definite lived intangible assets will be amortized over their estimated useful lives and any identified intangible assets with indefinite useful lives and goodwill will not be amortized but will be tested for impairment at least annually. When determining the fair value of assets acquired and liabilities assumed, management makes significant estimates and assumptions, including the selection of valuation methodologies, estimates of future revenues and cash flows, discount rates, especially with respect to intangible assets. The Company estimates fair value based upon assumptions that are believed to be reasonable, but which are inherently uncertain and unpredictable and, as a result, actual results may differ from estimates.

Upon the conclusion of the measurement period or final determination of the fair value of assets acquired or liabilities assumed, whichever comes first, any subsequent adjustments are recorded to the Company’s consolidated statements of operations and comprehensive loss. Acquisition-related transaction costs are not included as a component of consideration transferred but are accounted for as an expense in the period in which the costs are incurred.

Any contingent consideration is measured at fair value at the date of acquisition. If an obligation to pay contingent consideration that meets the definition of a financial instrument is classified as equity, then it is not re-measured, and settlement is accounted for within equity. Otherwise, other contingent considerations are classified as a financial liability and re-measured at fair value at each reporting date, and subsequent changes in the fair value of the contingent consideration are recognized in the consolidated statements of operations and comprehensive loss.

If share-based payment awards (“replacement awards”) are required to be exchanged for awards held by the acquiree’s employees (“acquiree’s awards”), then all or a portion of the amount of the acquirer’s replacement awards is included in measuring the consideration transferred in the business combination. This determination is based on the market-based measure of the replacement awards compared with the market-based measure of the acquiree’s awards and the extent to which the replacement awards relate to pre-combination service.

Goodwill

Goodwill

Goodwill represents the future economic benefits arising from other assets acquired in a business combination that is not individually identified and separately recorded. The excess of the purchase price over the estimated fair value of net assets of businesses acquired in a business combination is recognized as goodwill. Goodwill is not amortized but is tested for impairment annually at the start of the fourth quarter, or as circumstances indicate that the carrying value of the asset may not be recoverable through future operations.

The Company reviews goodwill for impairment utilizing either a qualitative assessment or a quantitative goodwill impairment test. If we choose to perform a qualitative assessment and we determine that the fair value of the reporting unit more likely than not exceeds the carrying value, no further evaluation is necessary. When we perform the quantitative goodwill impairment test, we determine fair value using accepted valuation techniques, which can include the market and discounted cash flow methods. The fair value of the reporting unit is compared to the carrying value, which includes goodwill. If the fair value of the reporting unit

exceeds its carrying value, we do not consider the goodwill impaired. If the carrying value is higher than the fair value, we recognize the difference as an impairment loss, limited to the total amount of goodwill.

A quantitative goodwill impairment testing process requires valuation of the reporting unit. In the market approach, we can reference the Company’s market capitalization as a value indication given the Company’s single operating segment and reporting unit. In the income approach, which is based on a discounted forecasted cash flow including a terminal value, we compute the terminal value using the constant growth method, which values the forecasted cash flows in perpetuity. The assumptions about future cash flows and growth rates are based on the reporting unit's long-term forecast and is subject to review and approval by senior management. A reporting unit's discount rate is a significant assumption and is a risk-adjusted weighted average cost of capital, which we believe approximates the rate from a market participant's perspective. The estimated fair value could be impacted by changes in market conditions and various other assumptions, however we consider the discount rate assumption to be the key assumption. We categorize the fair value determination as Level 3 in the fair value hierarchy due to its use of internal projections and unobservable measurement inputs.

The entirety of the goodwill carrying value related to the Desktop Metal acquisition was impaired and charged to discontinued operations along with all other net assets in the disposal group. As of October 1, 2025, it was determined that the remaining goodwill balance attributable to Markforged was not impaired.

Intangible Assets

Intangible Assets

Intangible assets consist of identifiable intangible assets acquired, specifically, developed technology, mutual licensing under a settlement agreement, trademarks, and customer relationships. The Company evaluates definite-lived intangible assets for impairment when events or changes in circumstances indicate that the carrying amount of the assets may not be recoverable through future operations. If indicators of impairment are present, the Company then compares the estimated undiscounted cash flows that the specific asset is expected to generate to its carrying value. If such assets are impaired, the impairment recognized is measured as the amount by which the carrying amount of the asset exceeds its fair value.

Warranty Reserve

Warranty Reserve

Substantially all of the Company’s hardware products are covered by a standard assurance warranty of one year. In the event of a failure of a product covered by this warranty, the Company may repair or replace the product, at its option. The Company’s warranty reserve reflects estimated material and labor costs for potential or actual product issues for which the Company expects to incur an obligation. The Company periodically assesses the appropriateness of the warranty reserve and adjusts the amount as necessary. If the data used to calculate the appropriateness of the warranty reserve are not indicative of future requirements, additional or reduced warranty reserves may be necessary. Warranty reserves are included within accrued liabilities on the consolidated balance sheets.

The following table presents changes in the balance of the Company’s warranty reserve:

 

 

December 31,

 

 

2025

 

 

2024

 

Beginning balance

 

$

304

 

 

$

304

 

Liability assumed from acquisition of Markforged

 

 

670

 

 

 

 

Additions to warranty reserve

 

 

2,052

 

 

 

304

 

Claims fulfilled

 

 

(1,717

)

 

 

(304

)

Ending balance

 

$

1,309

 

 

$

304

 

Discontinued Operations

Discontinued Operations

A component or group of components is classified as discontinued operations, (i) when it has been disposed of or meets the criteria to be classified as held for sale or disposal other than sale, and (ii) the disposal or intended disposal represents a strategic shift that has or is expected to have, a major effect on the Company’s operations and financial results. A discontinued operation includes components that comprise operations and cash flows that can be clearly distinguished from the Company’s continuing operations. As described in Note 8, Acquisitions and Divestures, the Company’s disposal of Desktop Metal met the criteria for classification as discontinued operations. Unless otherwise noted, discussions in the notes to the consolidated financial statements refers to the Company's continuing operations.

Deconsolidation of Subsidiaries

Deconsolidation of Subsidiaries

The Company accounts for a gain or loss on deconsolidation of subsidiaries or derecognition of a group of assets in accordance with ASC 810-10-40-5. The Company measures the gain or loss as the difference between (a) the aggregate of fair value of any consideration received, the fair value of any retained noncontrolling investment, and the carrying amount of any noncontrolling interest in the former subsidiary at the date the subsidiary is deconsolidated and (b) the carrying amount of the former subsidiary’s assets and liabilities or the carrying amount of the group of assets.

 

Loss on deconsolidation of subsidiaries represents the difference between proceeds received upon disposition and the book value of a subsidiary which has been divested and was excluded from treatment as a discontinued operation. Also included in loss on disposal of subsidiaries is the recognition of the cumulative translation adjustment associated with accumulated other comprehensive loss. The loss on deconsolidation of subsidiaries was $1.8 million related to Admatec-Formatec and a gain of $0.1 million related to J.A.M.E.S recorded to Restructuring on the consolidated statements of operations and comprehensive loss for the year ended December 31, 2025.

Pension and Post-Employment Benefit Plans

Pension and Post-Employment Benefit Plans

The Company’s liability for severance pay for its Israeli employees is mainly calculated pursuant to Israeli Severance Pay Law (1963) (the “Severance Pay Law”). The Company’s liability is covered by monthly deposits with severance pay funds and insurance policies. For most of the Company’s Israeli employees, the payments to pension funds and to insurance companies exempt the Company from any obligation towards its employees, in accordance with Section 14 of the Severance Pay Law, which is accounted for as a defined contribution plan. Accumulated amounts in pension funds and in insurance companies are not under the Company’s control and, accordingly, neither those amounts nor the corresponding accrual for severance pay are presented in the consolidated balance sheets.

Post-employment benefits for Essemtec employees are treated as defined benefit plans. See Note 12.

Revenue Recognition

Revenue Recognition

The Company recognizes revenue in accordance with Accounting Standards Codification (“ASC”) Topic 606, Revenue from Contracts with Customers (“ASC Topic 606”). Under ASC Topic 606, revenue is recognized when a customer obtains control of promised goods or services in an amount that reflects the consideration which the entity expects to be entitled to in exchange for those goods or services. To determine revenue recognition for arrangements that an entity determines are within the scope of the revenue recognition accounting standard, the Company performs the following five steps:

identifies the contract with a customer;
identifies the performance obligations in the contract;
determines the transaction price;
allocates the transaction price to the performance obligations in the contract; and
recognizes revenue when (or as) the entity satisfies a performance obligation.

On the contract’s inception date, the Company assesses the goods or services promised in the contract with the customer and identifies as a performance obligation any promise to transfer to the customer goods or services (or a bundle of goods or services) that are distinct.

The Company identifies goods or services promised to the customer as being distinct when the customer can benefit from the goods or services on their own or in conjunction with other readily available resources and the Company’s promise to transfer the goods or services to the customer is separately identifiable from other promises in the contract. The Company’s identified performance obligations include printer, ink, maintenance (which is generally provided for a period of up to one year), training and installation. In some cases, the Company recognizes a warranty as a distinct service to the customer and is, therefore, a distinct performance obligation.

Revenue is allocated among performance obligations in a manner that reflects the consideration that the Company expects to be entitled to for the promised goods based on the standalone selling prices (“SSP”) of the goods or services of each performance obligation. If a SSP is not directly observable, the Company allocates the transaction price to the identified performance obligations based on the residual approach, while allocating the estimated SSP for performance obligations relating to maintenance, training and installation services, and the residual is allocated to printers.

Revenue allocated to printers, installation and training, and ink and other consumables are recognized when the control is passed in accordance with the contract terms at a point in time. Maintenance revenue is recognized ratably, on a straight-line basis, over the period of the services. Revenue from training and installation is recognized at the time of performance. Revenue from development services is recognized only when the relevant contractual milestone is achieved, and recognition is contingent upon such achievement.

Product revenue is generally recognized when the customer obtains control of the Company’s product, which occurs at a point in time, and may be upon shipment or upon delivery based on the contractual shipping terms of a contract. Service revenue is generally recognized over time as the services are delivered to the customer based on the extent of progress towards completion of the performance obligation.

Research and Development Expenses

Research and Development Expenses

Research and development costs, which consist primarily of salaries, share-based compensation expense, materials consumption and costs associated with subcontracting certain development efforts, are expensed as incurred.

Governmental Grants

Governmental Grants

The Company receives royalty-bearing grants from the Israeli government for approved research and development projects. These grants are recognized at the time the Company is entitled to such grants based on the costs incurred or milestones achieved as provided by the relevant agreement and included as a deduction from research and development.

Sales and Marketing Expenses

Sales and Marketing Expenses

Sales and marketing expenses consist primarily of salaries, share-based compensation expense, travel expenses, marketing and advertising services, depreciation, facilities costs, and other demand generation services. Advertising expenses for the years ended December 31, 2025, 2024 and 2023 were $2.2 million, $0.8 million, and $0.4 million, respectively and are expensed as incurred.

Contingent Liabilities

Contingent Liabilities

A provision is recorded when it is both probable that a liability has been incurred and the amount of the loss can be reasonably estimated. A provision for warranties is recognized when the underlying products or services are sold. The provision is based on historical warranty data and a weighting of all possible outcomes against their associated probabilities. A provision for legal claims is subject to subjective judgments, based on the status of such legal or regulatory proceedings, the merits of the Company’s defenses and consultation with corporate and external legal counsel. Actual outcomes may differ materially from the Company’s estimates. Legal costs associated with the proceedings are expensed as incurred.

Share-Based Compensation

Share-Based Compensation

Share-based compensation expense associated with share-based awards is recognized based on the fair value of the granted awards and is recorded as expense over the requisite service period for share options and restricted stock units (“RSUs”). For awards with graded vesting schedules that are solely based on a service condition, the Company elects the straight-line recognition method for the entire award. The Company recognizes forfeitures of awards as they occur. The fair value of each option award is calculated on the grant date using the Black-Scholes option-pricing model. Measurement inputs include the share price on the measurement date, the exercise price of the instrument, expected volatility (based on the weighted average volatility of the Company’s shares, over the expected term of the options), expected term of the options (based on general option holder behavior and expected share price), expected dividends, and the risk-free interest rate (based on government debentures). The assumptions used to determine the fair value of the share awards represent management’s best estimates. These estimates involve inherent uncertainties and the application of management’s judgment. The fair value of each RSU award is based on the market value of the underlying ordinary shares on the grant date.

Leases

Leases

Arrangements meeting the definition of a lease are classified as operating and are recorded on the consolidated balance sheet as both a lease right-of-use asset and lease right-of-use liability, calculated by discounting fixed lease payments over the lease term at the rate implicit in the lease or the Company’s incremental borrowing rate. Lease right-of-use liabilities are increased by interest and reduced by payments each period, and the lease right-of-use asset is amortized over the lease term.

For operating leases, interest on the lease liability and the amortization of the right-of-use asset result in straight-line rent expense over the lease term. Variable lease payments that depend on an index are measured using the index at the commencement date. Subsequent changes to the index or rate during the lease term are accounted for as variable payments which are recorded when incurred.

In calculating the lease right-of-use asset and liability, the Company elects to combine lease and non-lease components. The Company excludes short-term leases having initial terms of 12 months or less as an accounting policy election and recognizes rent expense on a straight-line basis over the lease term.

The Company has the option to extend some of its lease agreements. In measuring the lease right-of-use asset and liability, the Company only takes into account options to extend when it is reasonably certain that such options to extend will be exercised.

The Company does not have any leases classified as finance leases.

Income taxes

Income taxes

The Company is subject to income taxes in Israel, and other foreign jurisdictions (such as the U.S., Switzerland, Germany, England and more). These foreign jurisdictions may have different statutory rates than in Israel. Income taxes are accounted for in accordance with ASC 740, Income Taxes. Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the financial statements carrying amounts of existing assets and liabilities and their respective tax basis as well as operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The financial effect of changes in tax laws or rates is accounted for in the period of enactment. Valuation allowance in respect of deferred tax assets is provided for, if necessary, to reduce deferred tax assets is amounts more likely than not to be realized.

Taxes which would apply in the event of disposal of investment in foreign subsidiaries have not been considered in computing the deferred taxes, since the intention of the Company is to hold and not to realize the investment.

The Company recognizes income tax benefits from uncertain tax positions only if it believes that it is more-likely-than-not that the tax position will be sustained upon examination by the taxing authorities based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such uncertain tax positions are then measured based on the largest benefit that is more-likely-than-not to be realized upon the ultimate settlement. Although the Company believes that it has adequately reserved for its uncertain tax positions, it can provide no assurance that the final tax outcome of these matters will not be materially different. The Company makes adjustments to these reserves when facts and circumstances change, such as the closing of a tax audit or the refinement of an estimate. To the extent that the final tax outcome of these matters is different from the amounts recorded, such differences will affect the provision for income taxes in the period in which such determination is made. The Company classifies interest and penalties on income taxes (which includes uncertain tax positions) as taxes on income.

Treasury Shares

Treasury Shares

The Company repurchases its shares from time to time in the open market, or in other transactions, and holds such repurchased shares as treasury shares. The Company presents the cost to repurchase treasury shares as a separate component within the consolidated balance sheets and is a reduction of shareholders’ equity.

Basic and Diluted Loss Per Share

Basic and Diluted Loss Per Share

Basic and diluted loss per share is calculated by dividing the net loss attributable to common shareholders by the weighted average number of common shares outstanding during the financial year, adjusted for shares issued during the year, if applicable.

Recently Adopted Accounting Pronouncements

Recently Adopted Accounting Pronouncements

In December 2023, the Financial Accounting Standards Board (FASB) issued Accounting Standard Update (ASU) No. 2023‑09 “Income Taxes (Topics 740): Improvements to Income Tax Disclosures”, which expands the disclosure requirements for income taxes, primarily related to the rate reconciliation and income taxes paid. This ASU is effective for fiscal years beginning after December 15, 2024. The Company's adoption of this standard in fiscal year 2025 did not have a material impact on its consolidated financial statements and related disclosures.

Recently Issued Accounting Pronouncements Not Yet Adopted

Recently Issued Accounting Pronouncements Not Yet Adopted

In November 2024, the FASB issued ASU No. 2024-03, "Income Statement – Reporting Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses." This ASU requires an entity to disclose the amounts of purchases of inventory, employee compensation, depreciation, and intangible asset amortization included in each relevant expense caption. It also requires an entity to include certain amounts that are already required to be disclosed under current GAAP in the same disclosure. Additionally, it requires an entity to disclose a qualitative description of the amounts remaining in relevant expense captions that are not separately disaggregated quantitatively, and to disclose the total amount of selling expenses and, in annual reporting periods, an entity’s definition of selling expenses. The amendments in the ASU are effective for annual reporting periods beginning after December 15, 2026 and interim reporting periods within annual reporting periods beginning after December 15, 2027, with early adoption permitted. The Company is currently evaluating this ASU to determine its impact on its disclosures in the consolidated financial statements.

In December 2025, the FASB issued ASU-2025-10, "Government Grants (Topic 832): Accounting for Government Grants Received by Business Entities" which establishes authoritative guidance on the accounting for government grants received by business entities. The guidance is effective for annual periods beginning after December 15, 2028, and interim reporting periods within those annual reporting periods, with early adoption permitted. The Company is currently evaluating the effect this standard will have on its consolidated financial statements and related disclosures.

In December 2025, the FASB issued ASU 2025-11, "Interim Reporting (Topic 270): Narrow-Scope Improvements," which is intended to improve the navigability of the guidance in ASC 270 and clarify when it applies. Under the amendments, an entity is subject to ASC 270 if it provides interim financial statements and notes in accordance with GAAP. ASU 2025-11 also addresses the form and content of such financial statements, interim disclosures requirements, and establishes a principle under which an entity must disclose events since the end of the last annual reporting period that have a material impact on the entity. ASU 2025-11 is effective for interim reporting periods within annual reporting periods beginning after December 15, 2027, and early adoption is permitted. The Company is currently assessing the impact ASU 2025-11 will have on the Company's interim consolidated financial statements.

v3.26.1
Summary of Significant Accounting Policies (Tables)
12 Months Ended
Dec. 31, 2025
Accounting Policies [Abstract]  
Schedule of Assets Measured at Fair Value on Recurring Basis

The Company’s financial assets that are measured at fair value on a recurring basis by level within the fair value hierarchy are as follows:

 

 

As of December 31, 2025

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

Current assets:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

8,403

 

 

$

 

 

$

 

 

$

8,403

 

Bank deposits

 

 

339,851

 

 

 

 

 

 

 

 

 

339,851

 

Marketable equity securities

 

 

84,154

 

 

 

 

 

 

 

 

 

84,154

 

Total assets measured at fair value

 

$

432,408

 

 

$

 

 

$

 

 

$

432,408

 

 

 

 

As of December 31, 2024

 

 

Level 1

 

 

Level 2

 

 

Level 3

 

 

Total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Current assets:

 

 

 

 

 

 

 

 

 

 

 

 

Money market funds

 

$

99,713

 

 

$

 

 

$

 

 

$

99,713

 

Bank deposits

 

 

642,880

 

 

 

 

 

 

 

 

 

642,880

 

Long-term assets:

 

 

 

 

 

 

 

 

 

 

 

 

Marketable equity securities

 

 

86,190

 

 

 

 

 

 

 

 

 

86,190

 

Total assets measured at fair value

 

$

828,783

 

 

$

 

 

$

 

 

$

828,783

 

Schedule Of Property Plant and Equipment Estimated Useful Lives of the Respective Assets

The Company generally depreciates the cost of its property, plant and equipment using the straight-line method over the estimated useful lives of the respective assets as follows:

 

 

 

Estimated Useful Life

Machinery, equipment and vehicles

 

4 to 14 years

Computer hardware and software

 

3 to 10 years

Furniture and fixtures

 

3 to 14 years

Buildings

 

29 years

Leasehold improvements

 

shorter of the estimated useful life of the asset or the remaining lease term

Schedule Of Company's Warranty Reserve

The following table presents changes in the balance of the Company’s warranty reserve:

 

 

December 31,

 

 

2025

 

 

2024

 

Beginning balance

 

$

304

 

 

$

304

 

Liability assumed from acquisition of Markforged

 

 

670

 

 

 

 

Additions to warranty reserve

 

 

2,052

 

 

 

304

 

Claims fulfilled

 

 

(1,717

)

 

 

(304

)

Ending balance

 

$

1,309

 

 

$

304

 

v3.26.1
Other current assets (Tables)
12 Months Ended
Dec. 31, 2025
Receivables [Abstract]  
Summary of other current assets

Other current assets consist of the following:

 

 

December 31,

 

 

2025

 

 

2024

 

Government authorities

 

$

2,767

 

 

$

1,868

 

Prepaid expenses

 

 

4,363

 

 

 

1,402

 

Other

 

 

1,808

 

 

 

1,520

 

Other current assets

 

$

8,938

 

 

$

4,790

 

v3.26.1
Allowance for doubtful accounts (Tables)
12 Months Ended
Dec. 31, 2025
Disclosure Text Block [Abstract]  
Schedule of the activity of the Company's allowance for doubtful accounts

The following is a summary of the activity of the Company’s allowance for doubtful accounts:

 

 

December 31,

 

 

2025

 

 

2024

 

Beginning balance

 

$

811

 

 

$

660

 

Provisions

 

 

571

 

 

 

158

 

Write-offs

 

 

(546

)

 

 

 

Foreign currency adjustment

 

 

25

 

 

 

(7

)

Ending balance

 

$

861

 

 

$

811

 

 

v3.26.1
Inventory (Tables)
12 Months Ended
Dec. 31, 2025
Inventory Disclosure [Abstract]  
Schedule of Components of Inventories

Inventory consists of the following:

 

 

December 31,

 

 

2025

 

 

2024

 

Raw materials

 

$

10,659

 

 

$

8,982

 

Work in progress

 

 

3,803

 

 

 

1,739

 

Finished goods

 

 

18,416

 

 

 

6,178

 

Inventory

 

$

32,878

 

 

$

16,899

 

v3.26.1
Property, plant and equipment, net (Tables)
12 Months Ended
Dec. 31, 2025
Property, Plant and Equipment [Abstract]  
Schedule of Property, plant and equipment, net

The composition of property, plant and equipment, net is as follows:

 

 

December 31,

 

 

2025

 

 

2024

 

Machinery, equipment and vehicles

 

$

24,830

 

 

$

16,893

 

Computer hardware and software

 

 

8,416

 

 

 

5,096

 

Furniture and fixtures

 

 

2,548

 

 

 

1,831

 

Leasehold improvements

 

 

16,839

 

 

 

8,595

 

Buildings

 

 

7,185

 

 

 

6,297

 

Other

 

 

630

 

 

 

 

Total

 

 

60,448

 

 

 

38,712

 

Less: Accumulated depreciation

 

 

(35,608

)

 

 

(24,569

)

Property, plant and equipment, net

 

$

24,840

 

 

$

14,143

 

v3.26.1
Goodwill and Intangible Assets (Tables)
12 Months Ended
Dec. 31, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Carrying Amount of the Company's Goodwill

The following table provides the carrying amount of the Company's goodwill:

 

Activity

 

Balance as of December 31, 2024

 

$

 

Addition related to the acquisition of Desktop Metal

 

 

139,400

 

Impairment of Desktop Metal goodwill

 

 

(139,400

)

Addition related to the acquisition of Markforged

 

 

40,388

 

Balance as of December 31, 2025

 

$

40,388

 

Schedule of Intangible Assets

The following table displays intangible assets, net by major class:

 

 

December 31, 2025

 

 

December 31, 2024

 

 

Gross

 

 

Accumulated Amortization

 

 

Net

 

 

Gross

 

 

Accumulated Amortization

 

 

Net

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Technology

 

$

13,636

 

 

$

(1,519

)

 

$

12,117

 

 

$

2,235

 

 

$

(80

)

 

$

2,155

 

Mutual licensing under
settlement agreement

 

 

5,320

 

 

 

(156

)

 

 

5,164

 

 

 

 

 

 

 

 

 

 

Trademark

 

 

1,811

 

 

 

(1,207

)

 

 

604

 

 

 

 

 

 

 

 

 

 

Customer relationships

 

 

1,660

 

 

 

(111

)

 

 

1,549

 

 

 

 

 

 

 

 

 

 

Intangible assets

 

$

22,427

 

 

$

(2,993

)

 

$

19,434

 

 

$

2,235

 

 

$

(80

)

 

$

2,155

 

Schedule of Amortization Expense

The Company recognized amortization expense of intangible assets as follows, including $0.3 million of amortization related to legacy technology prior to impairment on December 31, 2025:

 

 

December 31,

 

 

2025

 

 

2024

 

 

2023

 

Cost of revenue

 

$

1,837

 

 

$

80

 

 

$

 

Operating expenses

 

 

1,318

 

 

 

 

 

 

 

Total

 

$

3,155

 

 

$

80

 

 

$

 

Schedule of Amortization Expense for Intangible Assets

As of December 31, 2025, estimated amortization expense for intangible assets for each of the next five fiscal years and thereafter is expected to be as follows:

 

Fiscal Year

 

December 31, 2025

 

2026

 

$

3,276

 

2027

 

 

2,673

 

2028

 

 

2,673

 

2029

 

 

2,673

 

2030

 

 

2,673

 

Thereafter

 

 

5,466

 

Total intangible assets, net

 

$

19,434

 

v3.26.1
Acquisitions and Divestitures (Tables)
12 Months Ended
Dec. 31, 2025
Business Combination [Line Items]  
Fair Value of consideration The fair value of consideration transferred is as follows:

 

Cash consideration

 

$

179,380

 

Fair value of equity awards allocated to pre-acquisition period

 

 

957

 

Total acquisition consideration

 

$

180,337

 

Schedule Of Definite-lived Intangible Assets Acquired

The definite-lived intangible assets acquired for Markforged were as follows:

Definite-Lived Intangible Assets

 

April 25, 2025

 

 

Weighted Average Amortization Life (in years)

 

Developed technology

 

$

13,636

 

 

 

6

 

Mutual licensing under settlement agreement

 

 

5,320

 

 

 

23

 

Trademark

 

 

1,811

 

 

 

1

 

Customer relationships

 

 

1,660

 

 

 

10

 

Total definite-lived intangible assets

 

$

22,427

 

 

 

 

Schedule of Pro Forma Consolidated Results of Operations

The following selected unaudited pro forma consolidated results of operations are presented as if the Markforged acquisition had occurred as of the beginning of the period immediately preceding the period of acquisition.

 

December 31,

 

 

 

2025

 

 

2024

 

Revenue

 

$

122,167

 

 

$

142,865

 

Net loss attributable to common shareholders

 

 

(335,260

)

 

 

(189,049

)

Net loss per share - basic and diluted

 

 

(1.55

)

 

 

(0.87

)

Desktop Metal [Member]  
Business Combination [Line Items]  
Schedule of Purchase Price Allocation

The purchase price allocation for Desktop Metal was as follows:

 

 

April 2, 2025

 

 

 

 

 

Cash and cash equivalents

 

$

9,089

 

Restricted cash

 

 

1,110

 

Trade receivables

 

 

16,450

 

Other current assets

 

 

7,910

 

Inventory

 

 

73,460

 

Property, plant and equipment

 

 

24,560

 

Goodwill

 

 

139,400

 

Right-of-use assets

 

 

21,340

 

Deferred revenue

 

 

(12,880

)

Other current liabilities

 

 

(74,870

)

Long-term lease liabilities

 

 

(21,340

)

Other liabilities

 

 

(3,892

)

Total purchase price allocation

 

$

180,337

 

Markforged [Member]  
Business Combination [Line Items]  
Schedule of Purchase Price Allocation

The preliminary purchase price allocation for Markforged was as follows:

 

 

 

April 25, 2025

 

 

 

 

 

Cash and cash equivalents

 

$

17,555

 

Restricted cash

 

 

805

 

Trade receivables

 

 

14,819

 

Other current assets

 

 

3,558

 

Inventory

 

 

33,855

 

Property, plant and equipment

 

 

14,336

 

Right-of-use assets

 

 

27,417

 

Goodwill

 

 

40,388

 

Definite-lived intangible assets

 

 

22,427

 

Other assets

 

 

2,446

 

Accounts payable and accrued expenses

 

 

(14,040

)

Lease liability

 

 

(28,190

)

Deferred revenue

 

 

(12,170

)

Deferred tax liabilities

 

 

(7,030

)

Total purchase price allocation

 

$

116,176

 

v3.26.1
Accrued liabilities (Tables)
12 Months Ended
Dec. 31, 2025
Accrued Liabilities [Abstract]  
Schedule of Accrued liabilities

Accrued liabilities consist of the following:

 

 

December 31,

 

 

2025

 

 

2024

 

Employees and related liabilities

 

$

7,589

 

 

$

9,918

 

Professional services

 

 

2,209

 

 

 

2,381

 

Government authorities

 

 

2,870

 

 

 

3,130

 

Contingencies

 

 

2,123

 

 

 

 

Current portion of settlement payable

 

 

2,000

 

 

 

 

Other

 

 

2,723

 

 

 

3,342

 

Accrued liabilities

 

$

19,514

 

 

$

18,771

 

v3.26.1
Equity (Tables)
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
Schedule of Share Capital Activity

Share capital activity was as follows (in thousands of shares of NIS 5 par value per share):

 

 

Ordinary shares

 

 

2025

 

 

2024

 

Shares outstanding as of January 1

 

 

215,777

 

 

 

235,597

 

Repurchase of treasury shares

 

 

(14,424

)

 

 

(26,043

)

Exercise of warrants during the period

 

 

 

 

 

3

 

Exercise of share options and vesting of RSUs during the period

 

 

5,459

 

 

 

6,220

 

Shares outstanding as of December 31

 

 

206,812

 

 

 

215,777

 

Schedule of Stock Option Activity and Related Information

A summary of the Company’s stock option activity and related information is as follows:

 

 

Number
of options

 

 

Weighted
average
exercise price

 

 

Weighted
average
intrinsic value

 

Outstanding on December 31, 2024

 

 

2,627,095

 

 

$

2.30

 

 

$

0.80

 

Granted

 

 

 

 

 

 

 

 

 

Exercised

 

 

(323,649

)

 

 

0.82

 

 

 

0.89

 

Forfeited and expired

 

 

(2,005,112

)

 

 

2.35

 

 

 

0.32

 

Outstanding on December 31, 2025

 

 

298,334

 

 

 

3.57

 

 

 

0.02

 

Exercisable as of December 31, 2025

 

 

228,334

 

 

 

3.53

 

 

 

0.03

 

Schedule of Fair Value of the Options Granted

The table below summarizes the assumptions used in determining the fair value of the options granted in 2023:

 

Range of expected share price volatility

 

103.2%-121.85%

 

Range of estimated term (years)

 

4.5-8

 

Range of weighted average of risk-free interest rate

 

4.33%-4.5%

 

Expected dividend yield

 

 

 

Schedule of Companies RSU Activity

A summary of the Company’s RSU activity is as follows:

 

 

 

 

 

Weighted

 

 

 

 

 

average

 

 

Number of Units

 

 

grant price

 

Outstanding on December 31, 2024

 

 

10,893,388

 

 

$

2.75

 

Granted

 

 

12,195,051

 

 

 

1.61

 

Vested

 

 

(5,135,973

)

 

 

1.68

 

Forfeited

 

 

(11,730,432

)

 

 

1.89

 

Outstanding on December 31, 2025

 

 

6,222,034

 

 

$

1.86

 

Schedule of Companies Warrants Activity and Related Information

A summary of the Company’s warrants activity and related information is as follows:

 

 

 

 

 

 

 

 

Weighted

 

 

 

 

 

 

 

 

 

average

 

 

 

 

 

 

Weighted

 

 

remaining

 

 

 

 

 

 

average

 

 

contractual

 

 

 

 

 

 

exercise

 

 

life (in

 

 

 

Warrants

 

 

price

 

 

years)

 

Outstanding on December 31, 2024

 

 

34,817,626

 

 

$

6.26

 

 

 

1.24

 

Granted

 

 

 

 

 

 

 

 

 

Exercised

 

 

 

 

 

 

 

 

 

Expired

 

 

(5,575,523

)

 

 

7.80

 

 

 

 

Outstanding and exercisable as of December 31, 2025

 

 

29,242,103

 

 

$

5.96

 

 

 

1.60

 

Schedule of Stock Based Compensation Expense Related to Stock Options RSU and Warrants

Stock-based compensation expense related to stock options and RSUs is included in the consolidated statements of operations and comprehensive loss as follows:

 

 

 

For the year ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Cost of revenue

 

$

669

 

 

$

938

 

 

$

811

 

Research and development expenses

 

 

1,708

 

 

 

6,079

 

 

 

10,297

 

Sales and marketing expenses

 

 

896

 

 

 

1,649

 

 

 

4,891

 

General and administrative expenses

 

 

1,647

 

 

 

7,055

 

 

 

6,111

 

Discontinued operations

 

 

939

 

 

 

 

 

 

 

 

$

5,859

 

 

$

15,721

 

 

$

22,110

 

 

v3.26.1
Revenue (Tables)
12 Months Ended
Dec. 31, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Revenue per geographical location

Revenue per geographical location is as follows:

 

 

For the year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Americas

 

$

44,954

 

 

$

21,010

 

 

$

22,340

 

APAC

 

 

16,743

 

 

 

3,393

 

 

 

2,947

 

EMEA

 

 

40,740

 

 

 

33,372

 

 

 

31,027

 

Total revenue

 

$

102,437

 

 

$

57,775

 

 

$

56,314

 

Schedule of Company's revenue by the timing of transfer

The following table disaggregates the Company's revenue by the timing of transfer of products or services:

 

 

For the year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Services transferred over time

 

$

22,052

 

 

$

12,218

 

 

$

9,083

 

Goods transferred at a point in time

 

 

80,385

 

 

 

45,557

 

 

 

47,231

 

Total revenue

 

$

102,437

 

 

$

57,775

 

 

$

56,314

 

Schedule of information regarding receivables and contract liabilities

The table below provides information regarding receivables and contract liabilities deriving from contracts with customers:

 

 

For the year ended December 31,

 

 

2025

 

 

2024

 

Trade receivables

 

 

26,047

 

 

 

9,141

 

Deferred revenue

 

 

11,873

 

 

 

3,523

 

Long-term deferred revenue

 

 

3,617

 

 

 

 

v3.26.1
Employee Benefit Plans (Tables)
12 Months Ended
Dec. 31, 2025
Retirement Benefits [Abstract]  
Schedule of Net defined benefit liabilities (assets) and their components

Net defined benefit assets (liabilities) and their components are as follows:

 

 

Projected benefit
obligation

 

 

Fair value of plan assets

 

 

Net defined benefit
asset (liability)

 

 

2025

 

 

2024

 

 

2025

 

 

2024

 

 

2025

 

 

2024

 

Balance as of January 1

 

$

(22,608

)

 

$

(19,593

)

 

$

17,908

 

 

$

17,109

 

 

$

(4,700

)

 

$

(2,484

)

Included in profit or loss

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Current service cost

 

 

(908

)

 

 

(607

)

 

 

 

 

 

 

 

 

(908

)

 

 

(607

)

Past service cost

 

 

 

 

 

223

 

 

 

 

 

 

 

 

 

 

 

 

223

 

Interest (cost) income

 

 

(315

)

 

 

(356

)

 

 

 

 

 

310

 

 

 

(315

)

 

 

(46

)

Return on plan assets excluding interest income

 

 

 

 

 

 

 

 

746

 

 

 

 

 

 

746

 

 

 

 

Administrative cost

 

 

(32

)

 

 

(30

)

 

 

 

 

 

 

 

 

(32

)

 

 

(30

)

Effect of movements in exchange rates

 

 

54

 

 

 

1,399

 

 

 

 

 

 

(1,222

)

 

 

54

 

 

 

177

 

Included in other comprehensive income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Actuarial gain (loss) arising from financial
   assumptions

 

 

346

 

 

 

(2,356

)

 

 

 

 

 

 

 

 

346

 

 

 

(2,356

)

Actuarial gain (loss) arising from other assumptions

 

 

(2,175

)

 

 

(930

)

 

 

 

 

 

 

 

 

(2,175

)

 

 

(930

)

Return on plan assets excluding interest income

 

 

 

 

 

 

 

 

2,991

 

 

 

523

 

 

 

2,991

 

 

 

523

 

Effect of movements in exchange rates

 

 

(2,983

)

 

 

127

 

 

 

2,480

 

 

 

(53

)

 

 

(503

)

 

 

74

 

Other movements

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contributions paid by the employer

 

 

 

 

 

 

 

 

801

 

 

 

756

 

 

 

801

 

 

 

756

 

Contributions paid by the employees and plan
   participants

 

 

(700

)

 

 

(1,780

)

 

 

700

 

 

 

1,780

 

 

 

 

 

 

 

Benefits paid

 

 

2,462

 

 

 

1,295

 

 

 

(2,462

)

 

 

(1,295

)

 

 

 

 

 

 

Balance as of December 31

 

$

(26,859

)

 

$

(22,608

)

 

$

23,164

 

 

$

17,908

 

 

$

(3,696

)

 

$

(4,700

)

Schedule of Principal actuarial assumptions at the reporting date

Principal actuarial assumptions at the reporting date (expressed as weighted averages):

 

 

2025

 

 

2024

 

 

%

 

 

%

 

Discount rate as of December 31

 

 

1.20

 

 

 

0.85

 

Future salary growth

 

 

1.00

 

 

 

1.00

 

Interest rate on the savings account

 

 

2.00

 

 

 

1.25

 

Price inflation

 

 

0.75

 

 

 

1.00

 

Social security increase

 

 

1.00

 

 

 

1.00

 

Future pension growth

 

 

 

 

 

 

Schedule of Expected Benefit Payments

Estimated future benefit payments during the next five years and in the aggregate for years 2026 through 2035 are as follows:

2026

 

$

1,221

 

2027

 

 

1,012

 

2028

 

 

1,618

 

2029

 

 

1,424

 

2030

 

 

777

 

2031-2035

 

 

5,662

 

v3.26.1
Leases (Tables)
12 Months Ended
Dec. 31, 2025
Leases [Abstract]  
Schedule of Quantitative Information About the Company's Operating Leases

The following summarizes information about the Company’s operating lease costs:

 

 

For the year ended December 31,

 

($ in thousands)

 

2025

 

 

2024

 

 

2023

 

Operating lease costs

 

$

5,729

 

 

$

4,455

 

 

$

4,809

 

Variable lease costs

 

 

2,235

 

 

 

249

 

 

 

268

 

Finance expense (income)

 

 

75

 

 

 

(220

)

 

 

 

Total

 

$

8,039

 

 

$

4,484

 

 

$

5,077

 

 

 

For the year ended December 31,

 

($ in thousands)

 

2025

 

 

2024

 

 

2023

 

Operating cash flows for operating leases

 

$

7,682

 

 

$

4,524

 

 

$

4,823

 

Weighted average remaining lease term

 

 

5.2

 

 

 

3.1

 

 

 

4.0

 

Weighted average discount rate

 

 

6.9

%

 

 

6.9

%

 

 

6.9

%

Schedule of Future Minimum Lease Payments Under The Company's Operating Leases

Future minimum lease payments under the Company's operating leases for each of the following five years and thereafter are as follows as of December 31, 2025, excluding short-term leases:

 

($ in thousands)

 

 

 

Year ended December 31, 2026

 

$

9,131

 

Year ended December 31, 2027

 

 

8,427

 

Year ended December 31, 2028

 

 

7,463

 

Year ended December 31, 2029

 

 

6,526

 

Year ended December 31, 2030

 

 

5,732

 

Thereafter

 

 

4,375

 

Total future lease payments

 

 

41,654

 

Less: Present value discount

 

 

(9,408

)

Minimum lease payments

 

$

32,246

 

v3.26.1
Income Taxes (Tables)
12 Months Ended
Dec. 31, 2025
Income Tax Disclosure [Abstract]  
Schedule of Profit (Loss) before Income Tax

The components of the Company’s loss before income taxes from continuing operations are as follows:

 

 

Year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Loss before income taxes:

 

 

 

 

 

 

 

 

 

Domestic

 

$

(15,325

)

 

$

(83,768

)

 

$

(45,319

)

Foreign

 

 

(92,232

)

 

 

(15,693

)

 

 

(11,694

)

Total

 

$

(107,557

)

 

$

(99,461

)

 

$

(57,013

)

Schedule of Loss Before Taxes

The components of income tax (benefit) expense from continuing operations are as follows:

 

 

Year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Current Provision

 

 

 

 

 

 

 

 

 

Federal

 

$

3

 

 

$

 

 

$

 

State

 

 

 

 

 

 

 

 

 

Foreign

 

 

46

 

 

 

397

 

 

 

73

 

Total current expense

 

 

49

 

 

 

397

 

 

 

73

 

Deferred Benefit

 

 

 

 

 

 

 

 

 

Federal

 

 

 

 

 

 

 

 

 

State

 

 

 

 

 

 

 

 

 

Foreign

 

 

(7,251

)

 

 

 

 

 

(11

)

Total deferred benefit

 

 

(7,251

)

 

 

 

 

 

(11

)

Total income tax benefit

 

$

(7,202

)

 

$

397

 

 

$

62

 

 

Schedule of effective tax rate from continuing operations

The overall effective tax rate from continuing operations differs from the statutory Israel tax rate as follows:

 

 

Pretax Loss

 

 

 

Year ended December 31, 2025

 

 

Amount

 

 

Percent

 

Israel federal statutory tax rate

 

$

(24,738

)

 

 

23.0

%

Foreign tax effects:

 

 

 

 

 

 

U.S.

 

 

 

 

 

 

Transaction costs

 

 

2,521

 

 

 

(2.3

)%

Loss on investment

 

 

(41,239

)

 

 

38.3

%

Effect of rates different than statutory

 

 

5,031

 

 

 

(4.7

)%

Change in valuation allowance

 

 

45,602

 

 

 

(42.4

)%

Other

 

 

(101

)

 

 

0.1

%

Other

 

 

2,193

 

 

 

(2.0

)%

Changes in valuation allowance

 

 

3,487

 

 

 

(3.2

)%

Nontaxable or nondeductible items

 

 

68

 

 

 

(0.1

)%

Other adjustments

 

 

(26

)

 

 

0.0

%

Effective tax rate

 

$

(7,202

)

 

 

6.7

%

 

Schedule of reconciliation of the corporation tax rate

A reconciliation of the provision for income taxes to the amount computed by applying the 23% Israel statutory income tax rate to income before income taxes for years prior to the adoption of ASU 2023-09 is as follows:

 

 

Pretax Loss

 

 

 

Year ended December 31,

 

 

2024

 

 

2023

 

Statutory tax rate in Israel

 

 

23.0

%

 

 

23

%

Nondeductible items

 

 

(4

)%

 

 

(9

)%

Change in valuation allowance

 

 

(19

)%

 

 

(14

)%

Effective tax rate

 

 

0.0

%

 

 

0.0

%

Schedule of Deferred Tax Assets

Significant components of the Company’s net deferred tax assets from continuing operations are as follows:

 

 

As of December 31,

 

 

2025

 

 

2024

 

Deferred tax assets

 

 

 

 

 

 

Lease liability

 

$

7,005

 

 

 

 

Research and development expenditures

 

 

3,908

 

 

 

6,464

 

Stock-based compensation

 

 

398

 

 

 

 

Reserves

 

 

1,369

 

 

 

 

Deferred revenue

 

 

177

 

 

 

 

Accrued expenses

 

 

371

 

 

 

436

 

Amortization

 

 

1,655

 

 

 

 

Inventory reserves

 

 

553

 

 

 

 

Interest

 

 

103

 

 

 

 

Long-term settlement payable

 

 

1,051

 

 

 

 

Litigation expenses

 

 

114

 

 

 

 

Unrealized losses on securities

 

 

21,460

 

 

 

21,065

 

Net operating losses

 

 

224,827

 

 

 

93,628

 

Capital losses

 

 

20,550

 

 

 

 

Research and development credits

 

 

11,751

 

 

 

 

Other credits

 

 

387

 

 

 

 

Gross deferred tax assets

 

 

295,679

 

 

 

121,593

 

Less: Valuation allowance

 

 

(284,063

)

 

 

(121,593

)

Deferred tax liabilities

 

 

 

 

 

 

Right-of-use assets

 

 

(5,073

)

 

 

 

Deferred expenses

 

 

(122

)

 

 

 

Acquired intangible assets

 

 

(3,611

)

 

 

 

Other assets - license

 

 

(1,016

)

 

 

 

Depreciation

 

 

(1,370

)

 

 

 

Net deferred tax assets

 

$

424

 

 

$

 

Summary of net operating loss (NOL) carryforwards

As of December 31, 2025, the Company had net operating loss (NOL) carryforwards of $1.2 billion, capital loss carryforwards of $89.3 million and credit carryforwards of $13.1 million from continuing operations, as follows:

Jurisdiction

 

Attribute

 

Carryforward Amount

 

 

Expiration

Australia

 

NOL

 

$

1

 

 

 Indefinite

Germany

 

NOL

 

 

3,100

 

 

 Indefinite

Hong Kong

 

NOL

 

 

400

 

 

 Indefinite

Israel

 

NOL

 

 

360,600

 

 

 Indefinite

Israel

 

Capital losses

 

 

89,300

 

 

 Indefinite

Sweden

 

NOL

 

 

15,100

 

 

 Indefinite

Switzerland

 

NOL

 

 

14,200

 

 

 Beginning in 2025

United Kingdom

 

NOL

 

 

13,900

 

 

 Indefinite

United Kingdom

 

R&D

 

 

100

 

 

 Indefinite

US - Federal

 

NOL

 

 

15,000

 

 

 Beginning in 2033

US - Federal

 

NOL

 

 

540,600

 

 

 Indefinite

US - State

 

NOL

 

 

260,300

 

 

 Various, beginning in 2026

US - Federal

 

R&D

 

 

7,900

 

 

 Beginning in 2033

US - State

 

R&D

 

 

4,700

 

 

 Beginning in 2032

US - State

 

Other credits

 

 

400

 

 

 Beginning in 2026

Summary Of Valuation Allowance

The following table presents the changes in the balance of the Company’s deferred income tax asset valuation allowance:

 

Year ended December 31,

 

 

2025

 

 

2024

 

Balance at beginning of year

 

$

121,593

 

 

$

85,972

 

Additions due to expense

 

 

49,089

 

 

 

35,621

 

Additions due to acquisitions and other

 

 

113,381

 

 

 

 

Balance at end of year

 

$

284,063

 

 

$

121,593

 

v3.26.1
Segments (Tables)
12 Months Ended
Dec. 31, 2025
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information The adjusted EBITDA reconciliations for the years ended as of December 31, 2025, 2024, and 2023 are as follow:

For the Year Ended December 31, 2025

 

 

 

Operating Segment

 

Net loss from continuing operations

 

$

(64,216

)

Income tax (benefit) expense

 

 

(7,202

)

Depreciation and amortization

 

 

7,170

 

Interest income and expense, net

 

 

971

 

EBITDA (loss)

 

 

(63,277

)

Exchange rate differences

 

 

(206

)

Share-based compensation expense

 

 

3,459

 

Restructuring costs

 

 

1,666

 

Impairment losses

 

 

10,516

 

Acquisition inventory step-up amortization

 

 

10,661

 

Expected return on pension plan assets

 

 

(711

)

Segment adjusted EBITDA (loss) from continuing operations

 

$

(37,892

)

 

 

 

 

Reconciliation of segment adjusted EBITDA (loss) from continuing operations:

 

 

 

Operating segment adjusted EBITDA (loss) from continuing operations

 

$

(37,892

)

Corporate reconciling items:

 

 

 

Net loss from continuing operations(1)

 

 

(36,139

)

Depreciation and amortization

 

 

263

 

Interest income and expense, net

 

 

(24,636

)

Finance expenses (income) from revaluation of assets and liabilities

 

 

2,056

 

Exchange rate differences

 

 

(10,558

)

Share-based compensation expense

 

 

1,471

 

Desktop Metal litigation related expenses

 

 

31,046

 

Desktop Metal and Markforged transaction related expenses

 

 

10,614

 

Restructuring costs

 

 

5,915

 

Litigation settlements and contingencies

 

 

4,621

 

Adjusted EBITDA (loss) from continuing operations

 

$

(53,239

)

 

(1) Net loss from continuing operations in corporate adjustments relate to those costs incurred at the parent company level, such as financing gains and losses, gains and losses on marketable securities, and corporate overhead costs inclusive of public company costs, legal, corporate headcount, and real estate related costs.

 

For the Year Ended December 31, 2024

 

 

 

Operating Segment

 

Net loss from continuing operations

 

$

(55,725

)

Income tax (benefit) expense

 

 

397

 

Depreciation and amortization

 

 

2,408

 

EBITDA (loss)

 

 

(52,920

)

Finance expenses (income) from revaluation of assets and liabilities

 

 

87

 

Exchange rate differences

 

 

(589

)

Share-based compensation expense

 

 

7,296

 

Exceeded compensation for damaged inventory and fixed assets

 

 

(486

)

Segment adjusted EBITDA (loss) from continuing operations

 

$

(46,612

)

 

 

 

 

Reconciliation of segment adjusted EBITDA (loss) from continuing operations:

 

 

 

Operating segment adjusted EBITDA (loss) from continuing operations

 

$

(46,612

)

Corporate reconciling items:

 

 

 

Net loss from continuing operations(1)

 

 

(44,133

)

Depreciation and amortization

 

 

234

 

Interest income and expense, net

 

 

(42,573

)

Finance expenses (income) from revaluation of assets and liabilities

 

 

52,257

 

Exchange rate differences

 

 

1,074

 

Share-based compensation expense

 

 

8,425

 

Desktop Metal and Markforged transaction related expenses

 

 

6,452

 

Impairment losses

 

 

1,283

 

Adjusted EBITDA (loss) from continuing operations

 

$

(63,593

)

 

For the Year Ended December 31, 2023

 

 

 

Operating Segment

 

Net loss from continuing operations

 

$

(25,873

)

Income tax (benefit) expense

 

 

62

 

Depreciation and amortization

 

 

1,753

 

EBITDA (loss)

 

 

(24,058

)

Finance expenses (income) from revaluation of assets and liabilities

 

 

335

 

Exchange rate differences

 

 

(56

)

Share-based compensation expense

 

 

12,296

 

Exceeded compensation for damaged inventory and fixed assets

 

 

(2,038

)

Segment adjusted EBITDA (loss) from continuing operations

 

$

(13,521

)

 

 

 

 

Reconciliation of segment adjusted EBITDA (loss) from continuing operations:

 

 

 

Operating segment adjusted EBITDA (loss) from continuing operations

 

$

(13,521

)

Corporate reconciling items:

 

 

 

Net loss from continuing operations(1)

 

 

(31,202

)

Depreciation and amortization

 

 

219

 

Interest income and expense, net

 

 

(45,904

)

Exchange rate differences

 

 

(23,468

)

Share-based compensation expense

 

 

(1,666

)

Desktop Metal litigation related expenses

 

 

9,814

 

Exceeded compensation for damaged inventory and fixed assets

 

 

411

 

Adjusted EBITDA (loss) from continuing operations

 

$

(105,317

)

 

v3.26.1
Net Profit (Loss) Per Share (Tables)
12 Months Ended
Dec. 31, 2025
Earnings Per Share [Abstract]  
Schedule of Basic and Diluted (Loss) Earnings per Share The Company does this through the treasury stock method. The calculations presented below represent the basic and diluted net profit (loss) per share for all classes of securities.

 

 

For the year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Numerator:

 

 

 

 

 

 

 

 

 

Net loss from continuing operations

 

$

(100,355

)

 

$

(99,858

)

 

$

(57,075

)

Net loss from discontinued operations

 

 

(193,263

)

 

 

 

 

 

 

Less: Net loss attributable to non-controlling interests

 

 

(323

)

 

 

(1,029

)

 

 

(1,110

)

Net loss attributable to common shareholders

 

$

(293,295

)

 

$

(98,829

)

 

$

(55,965

)

Denominator:

 

 

 

 

 

 

 

 

 

Weighted-average shares outstanding - Basic

 

 

215,742

 

 

 

218,311

 

 

 

248,019

 

Add: Weighted average unvested options and warrants outstanding

 

 

 

 

 

 

 

 

 

Add: Dilutive effect of restricted units issued

 

 

 

 

 

 

 

 

 

Weighted-average shares outstanding - Diluted

 

 

215,742

 

 

 

218,311

 

 

 

248,019

 

Net loss per common share:

 

 

 

 

 

 

 

 

 

Basic and Diluted

 

 

 

 

 

 

 

 

 

Continuing operations attributable to common shareholders

 

$

(0.46

)

 

$

(0.45

)

 

$

(0.23

)

Discontinued operations

 

$

(0.90

)

 

$

 

 

$

 

Net loss attributable to common shareholders

 

$

(1.36

)

 

$

(0.45

)

 

$

(0.23

)

Schedule of dilutive securities excluded from the denominator The following dilutive securities are excluded from the denominator:

 

 

For the year ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Unvested or unexercised option awards

 

 

298,334

 

 

 

2,627,095

 

 

 

4,039,537

 

Unvested RSUs

 

 

6,222,034

 

 

 

10,893,388

 

 

 

12,468,235

 

Warrants

 

 

29,242,103

 

 

 

34,817,626

 

 

 

36,465,771

 

Total

 

 

35,762,471

 

 

 

48,338,109

 

 

 

52,973,543

 

v3.26.1
Summary of Significant Accounting Policies (Additional Information) (Details)
$ in Thousands
3 Months Ended 12 Months Ended
Dec. 31, 2025
USD ($)
Jun. 30, 2025
USD ($)
Dec. 31, 2025
USD ($)
Segment
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Concentration Risk [Line Items]          
Transfers, fair value     $ 0 $ 0  
Non-cash impairment charge   $ 1,500 5,700    
Advertising expense     $ 2,200 $ 800 $ 400
Short-term leases initial terms     12    
Number of Reportable Segments | Segment     1    
Sublease impairment cost $ 300   $ 1,500    
J.A.M.E.S [Member]          
Concentration Risk [Line Items]          
Loss from deconsolidation of subsidiaries     100    
Admatec-Formatec [Member]          
Concentration Risk [Line Items]          
Loss from deconsolidation of subsidiaries     $ 1,800    
Minimum [Member]          
Concentration Risk [Line Items]          
Bank deposits bear a fixed interest rate 3.40%   3.40%    
Annual interest rate 0.01%   0.01%    
Maximum [Member]          
Concentration Risk [Line Items]          
Bank deposits bear a fixed interest rate 5.70%   5.70%    
Annual interest rate 4.40%   4.40%    
Revenue Benchmark [Member] | Minimum [Member] | Customer Concentration Risk [Member]          
Concentration Risk [Line Items]          
Concentration Risk, Percentage     10.00%    
Customer 1 [Member] | Revenue Benchmark [Member] | Customer Concentration Risk [Member]          
Concentration Risk [Line Items]          
Concentration Risk, Percentage     10.00% 10.00%  
External Customer [Member] | Revenue Benchmark [Member] | Customer Concentration Risk [Member]          
Concentration Risk [Line Items]          
Concentration Risk, Percentage     10.00% 10.00% 10.00%
v3.26.1
Summary of Significant Accounting Policies - Assets Measured at Fair Value on Recurring Basis (Details) - Fair Value, Recurring [Member] - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value $ 432,408  
Long-term assets measured at fair value   $ 828,783
Money Market Funds [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 8,403 99,713
Bank Deposits [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 339,851 642,880
Marketable equity securities [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 84,154  
Long-term assets measured at fair value   86,190
Fair Value, Inputs, Level 1 [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 432,408  
Long-term assets measured at fair value   828,783
Fair Value, Inputs, Level 1 [Member] | Money Market Funds [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 8,403 99,713
Fair Value, Inputs, Level 1 [Member] | Bank Deposits [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 339,851 642,880
Fair Value, Inputs, Level 1 [Member] | Marketable equity securities [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 84,154  
Long-term assets measured at fair value   86,190
Fair Value, Inputs, Level 2 [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 0  
Long-term assets measured at fair value   0
Fair Value, Inputs, Level 2 [Member] | Money Market Funds [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 0 0
Fair Value, Inputs, Level 2 [Member] | Bank Deposits [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 0 0
Fair Value, Inputs, Level 2 [Member] | Marketable equity securities [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 0  
Long-term assets measured at fair value   0
Fair Value, Inputs, Level 3 [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 0  
Long-term assets measured at fair value   0
Fair Value, Inputs, Level 3 [Member] | Money Market Funds [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 0 0
Fair Value, Inputs, Level 3 [Member] | Bank Deposits [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value 0 0
Fair Value, Inputs, Level 3 [Member] | Marketable equity securities [Member]    
Fair Value, Balance Sheet Grouping, Financial Statement Captions [Line Items]    
Assets measured at fair value $ 0  
Long-term assets measured at fair value   $ 0
v3.26.1
Summary of Significant Accounting Policies - Property Plant and Equipment Estimated Useful Lives of the Respective Assets (Details)
Dec. 31, 2025
Machinery, equipment and vehicles [Member] | Minimum [Member]  
Property, Plant and Equipment [Line Items]  
Property, Plant and Equipment, Useful Life 4 years
Machinery, equipment and vehicles [Member] | Maximum [Member]  
Property, Plant and Equipment [Line Items]  
Property, Plant and Equipment, Useful Life 14 years
Computer hardware and software [Member] | Minimum [Member]  
Property, Plant and Equipment [Line Items]  
Property, Plant and Equipment, Useful Life 3 years
Computer hardware and software [Member] | Maximum [Member]  
Property, Plant and Equipment [Line Items]  
Property, Plant and Equipment, Useful Life 10 years
Furniture and fixtures [Member] | Minimum [Member]  
Property, Plant and Equipment [Line Items]  
Property, Plant and Equipment, Useful Life 3 years
Furniture and fixtures [Member] | Maximum [Member]  
Property, Plant and Equipment [Line Items]  
Property, Plant and Equipment, Useful Life 14 years
Buildings [Member] | Maximum [Member]  
Property, Plant and Equipment [Line Items]  
Property, Plant and Equipment, Useful Life 29 years
v3.26.1
Summary of Significant Accounting Policies - Summary of Company's warranty reserve (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Warranty Reserve [Abstract]    
Beginning Balance Warranty Reserve $ 304 $ 304
Liability assumed from acquisition of Markforged 670 0
Additions to warranty reserve 2,052 304
Claims fulfilled (1,717) (304)
Ending Balance Warranty Reserve $ 1,309 $ 304
v3.26.1
Allowance for doubtful accounts - Summary of the activity of the Company's allowance for doubtful accounts (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Valuation Allowance [Line Items]    
Allowance for doubtful accounts, Beginning Balance $ 811 $ 660
Provisions 571 158
Write-offs (546) 0
Foreign currency adjustment 25 (7)
Allowance for Credit Loss, Ending Balance $ 861 $ 811
v3.26.1
Other current assets - Schedule of Other Receivables (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Receivables [Abstract]    
Government authorities $ 2,767 $ 1,868
Prepaid expenses 4,363 1,402
Other 1,808 1,520
Other current assets $ 8,938 $ 4,790
v3.26.1
Inventory (Additional Information) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Inventory [Line Items]      
Damaged inventory, write off $ 5.0    
Other Income   $ 0.4 $ 3.8
Inventory Valuation and Obsolescence [Member]      
Inventory [Line Items]      
Provision for excess and obsolete inventory $ 6.5 $ 2.8  
v3.26.1
Inventory - Summary of Components of Inventories (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Inventory [Line Items]    
Raw materials $ 10,659 $ 8,982
Work in progress 3,803 1,739
Finished goods 18,416 6,178
Inventory, Gross, Total $ 32,878 $ 16,899
v3.26.1
Property, plant and equipment, net - Property, plant and equipment, net (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Property, Plant and Equipment [Line Items]    
Total Property, plant and equipment, $ 60,448 $ 38,712
Less: Accumulated depreciation (35,608) (24,569)
Property, plant and equipment, net 24,840 14,143
Machinery, equipment and vehicles [Member]    
Property, Plant and Equipment [Line Items]    
Total Property, plant and equipment, 24,830 16,893
Computer hardware and software [Member]    
Property, Plant and Equipment [Line Items]    
Total Property, plant and equipment, 8,416 5,096
Furniture and fixtures [Member]    
Property, Plant and Equipment [Line Items]    
Total Property, plant and equipment, 2,548 1,831
Leasehold Improvements [Member]    
Property, Plant and Equipment [Line Items]    
Total Property, plant and equipment, 16,839 8,595
Buildings [Member]    
Property, Plant and Equipment [Line Items]    
Total Property, plant and equipment, 7,185 6,297
Other [Member]    
Property, Plant and Equipment [Line Items]    
Total Property, plant and equipment, $ 630 $ 0
v3.26.1
Property, plant and equipment, net (Additional Information) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Property, Plant and Equipment [Abstract]      
Depreciation expense $ 4.3 $ 2.6 $ 2.0
Impairment Losses Of Property Plant And Equipment $ 1.2 $ 1.3  
v3.26.1
Goodwill and Intangible Assets - Schedule of Carrying Amount of the Company's Goodwill (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2025
USD ($)
Goodwill [Line Items]  
Goodwill $ 0
Goodwill $ 40,388
Desktop Metal [Member]  
Goodwill [Line Items]  
Goodwill, Impairment Loss, Statement of Income or Comprehensive Income [Extensible Enumeration] Income (Loss) from Discontinued Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest
Addition related to the acquisition $ 139,400
Impairment (139,400)
Markforged [Member]  
Goodwill [Line Items]  
Addition related to the acquisition $ 40,388
v3.26.1
Goodwill and Intangible Assets - Schedule of Intangible Assets (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Finite-Lived Intangible Assets [Line Items]    
Gross $ 22,427 $ 2,235
Accumulated Amortization (2,993) (80)
Net 19,434 2,155
Technology [Member]    
Finite-Lived Intangible Assets [Line Items]    
Gross 13,636 2,235
Accumulated Amortization (1,519) (80)
Net 12,117 2,155
Mutual licensing under settlement agreement [Member]    
Finite-Lived Intangible Assets [Line Items]    
Gross 5,320 0
Accumulated Amortization (156) 0
Net 5,164 0
Trademarks [Member]    
Finite-Lived Intangible Assets [Line Items]    
Gross 1,811 0
Accumulated Amortization (1,207) 0
Net 604 0
Customer Relationships [Member]    
Finite-Lived Intangible Assets [Line Items]    
Gross 1,660 0
Accumulated Amortization (111) 0
Net $ 1,549 $ 0
v3.26.1
Goodwill and Intangible Assets - Schedule of Amortization Expense (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Goodwill and Intangible Assets Disclosure [Abstract]      
Cost of revenue $ 1,837 $ 80 $ 0
Operating Expenses 1,318 0 0
Total $ 3,155 $ 80 $ 0
v3.26.1
Goodwill and Intangible Assets - Schedule of Amortization Expense for Intangible Assets (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Goodwill and Intangible Assets Disclosure [Abstract]    
2026 $ 3,276  
2027 2,673  
2028 2,673  
2029 2,673  
2030 2,673  
Thereafter 5,466  
Total intangible assets, net $ 19,434 $ 2,155
v3.26.1
Goodwill and Intangible Assets (Additional Information) (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Apr. 25, 2025
Apr. 02, 2025
Goodwill [Line Items]          
Goodwill $ 40,388 $ 0   $ 40,400  
Amortization expense 3,155 $ 80 $ 0    
Legacy Technology [Member]          
Goodwill [Line Items]          
Impairment 1,800        
Amortization expense 300        
Markforged [Member]          
Goodwill [Line Items]          
Goodwill       $ 40,388  
Desktop Metal [Member]          
Goodwill [Line Items]          
Goodwill         $ 139,400
Impairment $ 139,400        
v3.26.1
Acquisitions and Divestitures (Additional Information) (Details) - USD ($)
12 Months Ended 24 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2025
Apr. 25, 2025
Apr. 02, 2025
Business Combination [Line Items]            
Net loss from discontinued operations, net of income tax of nil $ (193,263,000) $ 0 $ 0      
Admatec Formatec [Member]            
Business Combination [Line Items]            
Loss from deconsolidation of subsidiaries 1,800,000          
J.A.M.E.S [Member]            
Business Combination [Line Items]            
Loss from deconsolidation of subsidiaries $ 100,000          
Desktop Metal [Member]            
Business Combination [Line Items]            
Business Combination Acquisition Date Apr. 02, 2025          
Business Combination, Voting Equity Interest Acquired, Percentage           100.00%
Bridge Loan           $ 12,000,000
Impairment of Assets $ 139,400,000          
Discontinued Operation, Income (Loss) from Discontinued Operation During Phase-out Period, Net of Tax 53,900,000          
Net loss from discontinued operations, net of income tax of nil (193,300,000)          
Fair-value-based measure of the replacement awards 1,000,000     $ 1,000,000    
Business Combination, Consideration Transferred 180,337,000          
Business Combination, Recognized Asset Acquired, Cash           $ 9,089,000
Business Combination, Acquisition-Related Cost, Expense $ 8,100,000 3,800,000   11,900,000    
Markforged [Member]            
Business Combination [Line Items]            
Business Combination Acquisition Date Apr. 25, 2025          
Business Combination, Voting Equity Interest Acquired, Percentage         100.00%  
Fair-value-based measure of the replacement awards         $ 1,100  
Business Combination, Consideration Transferred $ 116,176,000          
Business Combination, Recognized Asset Acquired, Cash         $ 17,555,000  
Business Combination, Acquisition-Related Cost, Expense $ 2,200,000 $ 1,600,000   $ 3,800,000    
v3.26.1
Acquisitions and Divestitures - The fair value of consideration transferred (Details)
$ in Thousands
12 Months Ended
Dec. 31, 2025
USD ($)
Desktop Metal [Member]  
Business Combination [Line Items]  
Cash consideration $ 179,380
Fair value of equity awards allocated to pre-acquisition period 957
Total acquisition consideration 180,337
Markforged [Member]  
Business Combination [Line Items]  
Cash consideration 115,080
Fair value of equity awards allocated to pre-acquisition period 1,096
Total acquisition consideration $ 116,176
v3.26.1
Acquisitions and Divestitures - Schedule of Purchase Price Allocation (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Apr. 25, 2025
Apr. 02, 2025
Dec. 31, 2024
Dec. 31, 2023
Business Combination [Line Items]          
Cash and cash equivalents $ 204,672     $ 317,169 $ 309,571
Goodwill $ 40,388 $ 40,400   $ 0  
Desktop Metal [Member]          
Business Combination [Line Items]          
Cash and cash equivalents     $ 9,089    
Restricted cash     1,110    
Trade receivables     16,450    
Other current assets (excluding cash)     7,910    
Inventory     73,460    
Property, plant and equipment, net     24,560    
Goodwill     139,400    
Right-of-use assets     21,340    
Deferred revenue     (12,880)    
Other current liabilities     (74,870)    
Long-term lease liabilities     (21,340)    
Lease liability     (3,892)    
Total purchase price allocation     $ 180,337    
Markforged [Member]          
Business Combination [Line Items]          
Cash and cash equivalents   17,555      
Restricted cash   805      
Trade receivables   14,819      
Other current assets (excluding cash)   3,558      
Inventory   33,855      
Property, plant and equipment, net   14,336      
Goodwill   40,388      
Right-of-use assets   27,417      
Deferred revenue   (12,170)      
Definite-lived intangible assets   22,427      
Other assets   2,446      
Accounts payable and accrued expenses   (14,040)      
Lease liability   (28,190)      
Deferred tax liabilities   (7,030)      
Total purchase price allocation   $ 116,176      
v3.26.1
Acquisitions and Divestitures - Schedule of Net loss from discontinued operations on the consolidated statements of operations (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Business Combination [Line Items]      
Net loss from discontinued operations, net of income tax of nil $ (193,263) $ 0 $ 0
Desktop Metal [Member]      
Business Combination [Line Items]      
Net loss from discontinued operations, net of income tax of nil $ (193,300)    
v3.26.1
Acquisitions and Divestitures - Schedule Of Definite-lived Intangible Assets Acquired (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Apr. 25, 2025
Dec. 31, 2024
Finite-Lived Intangible Assets [Line Items]      
Asset Carrying Value $ 22,427   $ 2,235
Markforged [Member]      
Finite-Lived Intangible Assets [Line Items]      
Asset Carrying Value   $ 22,427  
Developed technology [Member]      
Finite-Lived Intangible Assets [Line Items]      
Asset Carrying Value 13,636   2,235
Developed technology [Member] | Markforged [Member]      
Finite-Lived Intangible Assets [Line Items]      
Asset Carrying Value   $ 13,636  
Weighted Average Life (years)   6 years  
Mutual licensing under settlement agreement [Member]      
Finite-Lived Intangible Assets [Line Items]      
Asset Carrying Value 5,320   0
Mutual licensing under settlement agreement [Member] | Markforged [Member]      
Finite-Lived Intangible Assets [Line Items]      
Asset Carrying Value   $ 5,320  
Weighted Average Life (years)   23 years  
Trademarks [Member]      
Finite-Lived Intangible Assets [Line Items]      
Asset Carrying Value 1,811   0
Trademarks [Member] | Markforged [Member]      
Finite-Lived Intangible Assets [Line Items]      
Asset Carrying Value   $ 1,811  
Weighted Average Life (years)   1 year  
Customer Relationships [Member]      
Finite-Lived Intangible Assets [Line Items]      
Asset Carrying Value $ 1,660   $ 0
Customer Relationships [Member] | Markforged [Member]      
Finite-Lived Intangible Assets [Line Items]      
Asset Carrying Value   $ 1,660  
Weighted Average Life (years)   10 years  
v3.26.1
Acquisitions and Divestitures - Schedule of Pro Forma Consolidated Results of Operations (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Business Combination, Pro Forma Information [Line Items]      
Net Loss per share - basic $ (1.36) $ (0.45) $ (0.23)
Net Loss per share - diluted $ (1.36) $ (0.45) $ (0.23)
Markforged [Member]      
Business Combination, Pro Forma Information [Line Items]      
Revenue $ 122,167 $ 142,865  
Net loss attributable to common shareholders $ (335,260) $ (189,049)  
Net Loss per share - basic $ (1.55) $ (0.87)  
Net Loss per share - diluted $ (1.55) $ (0.87)  
v3.26.1
Accrued liabilities - Summary of Accrued liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Line of Credit Facility [Line Items]    
Employees and related liabilities $ 7,589 $ 9,918
Professional services 2,209 2,381
Government authorities 2,870 3,130
Contingencies 2,123 0
Current portion of settlement payable 2,000 0
Other 2,723 3,342
Accrued Liabilities $ 19,514 $ 18,771
v3.26.1
Equity - Schedule of Share Capital Activity (Details) - NIS [Member] - shares
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Class of Stock [Line Items]    
Shares outstanding as of January 1 215,777,000 235,597,000
Repurchase of treasury shares (14,424,000) (26,043,000)
Exercise of warrants during the period 0 3,000
Exercise of share options and RSUs during the period 5,459,000 6,220,000
Shares outstanding as of December 31 206,811,875 215,777,000
v3.26.1
Equity (Additional Information) (Details) - USD ($)
12 Months Ended 36 Months Ended
Apr. 26, 2021
Apr. 22, 2021
Sep. 30, 2020
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2025
Jan. 31, 2025
Oct. 17, 2023
Aug. 31, 2023
Class of Stock [Line Items]                      
Total intrinsic value of options exercised       $ 0.03       $ 0.03      
Weighted average outstanding       2 years 7 months 6 days              
Number of options Granted       0              
Unrecognized compensation expense           $ 2,100,000          
Class of Warrant or Right, Outstanding     1,500,000                
Class of Warrant or Right, Exercise Price of Warrants or Rights     $ 2.25                
Proceeds from Issuance of Warrants     $ 150,000,000                
Class of Warrant or Right, Number of Securities Called by Each Warrant or Right     1,500,000                
Share Repurchase Plan                      
Class of Stock [Line Items]                      
Amount authorized to a repurchase plan       $ 150,000,000       $ 150,000,000 $ 150,000,000    
Shares repurchased       14,424,452              
Series B [Member]                      
Class of Stock [Line Items]                      
Class of Warrant or Right, Outstanding       27,742,103       27,742,103      
Class of Warrant or Right, Exercise Price of Warrants or Rights       $ 6.16       $ 6.16      
Restricted Stock Units (RSU)                      
Class of Stock [Line Items]                      
Ordinary Shares available for new equity awards       33,488,762       33,488,762      
Number of ordinary shares available 1,178,008 892,465                  
Weighted average exercise price Granted       $ 1.61 $ 2.4 $ 2.59          
Weighted average fair values at grant date of options granted       $ 1.68              
Number of options Granted       12,195,051              
percentage of shares and voting interests 100.00% 100.00%                  
Post acquisition compensation cost $ 10,900,000 $ 7,800,000                  
Expenses related to shares         $ 800,000 $ 2,400,000 $ 2,400,000        
Share Price Protection Mechanism in Cash         400,000 500,000          
Fair value of shares exercised       $ 8,300,000 18,300,000 32,300,000          
Restricted Stock Units (RSU) | Share Repurchase Plan                      
Class of Stock [Line Items]                      
Number of options Granted               23,850,187      
Share Price Protection Mechanism in Cash           $ 3,900,000          
Unvested RSUs and Options [Member]                      
Class of Stock [Line Items]                      
Shares Issued       6,520,368       6,520,368      
Shares, Outstanding       6,520,368       6,520,368      
Stock Options, RSUs and Warrants                      
Class of Stock [Line Items]                      
Ordinary shares were vested and exercisable.       228,334       228,334      
Stock Options                      
Class of Stock [Line Items]                      
Non tradable share           130,000          
Weighted average exercise price Granted           $ 3.05          
Total intrinsic value of options exercised       $ 300,000 1,400,000 $ 2,700,000   $ 300,000      
Non Vested Stock                      
Class of Stock [Line Items]                      
Unrecognized compensation expense       $ 8,500,000       $ 8,500,000      
Weighted average period       1 year 7 months 6 days              
Treasury Shares                      
Class of Stock [Line Items]                      
Treasury shares ordinary shares       72,494,637       72,494,637      
Percentage of issued and paid in share capital       26.00%              
Amount authorized to a repurchase plan         $ 200,000,000           $ 200,000,000
Treasury Shares | Share Repurchase Plan                      
Class of Stock [Line Items]                      
Amount authorized to a repurchase plan                 $ 150,000,000 $ 200,000,000 200,000,000
Remaining amount authorized to a repurchase plan                     $ 130,504,940
Treasury Shares | Share Repurchase Plan Expiration                      
Class of Stock [Line Items]                      
Amount authorized to a repurchase plan                   $ 200,000,000  
v3.26.1
Equity - Schedule of Stock Option Activity and Related Information (Details) - USD ($)
12 Months Ended
Dec. 31, 2025
Equity [Abstract]  
Number of options Outstanding on December 31, 2024 2,627,095
Number of options Granted 0
Number of options Exercised (323,649)
Number of options Forfeited and expired (2,005,112)
Outstanding and exercisable as of December 31, 2025 298,334
Exercisable as of December 31, 2025 228,334
Weighted average exercise price Outstanding on December 31, 2024 $ 2.3
Weighted average exercise price Granted 0
Weighted average exercise price Exercised 0.82
Weighted average exercise price Forfeited and expired 2.35
Weighted average exercise price Outstanding and exercisable on December 31, 2025 3.57
Weighted average exercise Exercisable as of December 31, 2025 $ 3.53
Weighted average intrinsic value Outstanding on December 31, 2024 $ 0.8
Weighted average intrinsic value Granted 0
Weighted average intrinsic value Exercised 0.89
Weighted average intrinsic value Forfeited and expired 0.32
Weighted average intrinsic value Outstanding on December 31, 2025 0.02
Weighted average intrinsic value Exercisable as of December 31, 2025 $ 0.03
v3.26.1
Equity - Schedule of Fair Value of the Options Granted (Details)
12 Months Ended
Dec. 31, 2025
Class of Stock [Line Items]  
Range of expected share price volatility, minimum 103.20%
Range of expected share price volatility, maximum 121.85%
Range of weighted average of risk-free interest rate, minimum 4.33%
Range of weighted average of risk-free interest rate, maximum 4.50%
Expected dividend yield 0.00%
Maximum  
Class of Stock [Line Items]  
Range of estimated life (years) 8 years
Minimum  
Class of Stock [Line Items]  
Range of estimated life (years) 4 years 6 months
v3.26.1
Equity - Schedule of Companies RSU Activity (Details) - $ / shares
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Class of Stock [Line Items]      
Number of Units Granted 0    
Restricted Stock Units (RSU)      
Class of Stock [Line Items]      
Outstanding on December 31, 2024 10,893,388    
Number of Units Granted 12,195,051    
Number of options Vested (5,135,973)    
Number of Units Forfeited (11,730,432)    
Outstanding on December 31, 2025 6,222,034 10,893,388  
Weighted average grant price Outstanding on December 31, 2024 $ 2.75    
Weighted average grant price Granted 1.61 $ 2.4 $ 2.59
Weighted average grant price Vested 1.68    
Weighted average grant price Forfeited 1.89    
Weighted average grant price Outstanding on December 31, 2025 $ 1.86 $ 2.75  
v3.26.1
Equity - Schedule of Companies Warrants Activity and Related Information (Details) - $ / shares
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Class of Stock [Line Items]    
Number of options Outstanding on December 31, 2024 2,627,095  
Number of options Granted 0  
Number of options Exercised 323,649  
Outstanding and exercisable as of December 31, 2025 298,334 2,627,095
Weighted average exercise price Outstanding on December 31, 2024 $ 2.3  
Weighted average exercise price Exercised 0.82  
Weighted average exercise price Outstanding and exercisable on December 31, 2025 $ 3.57 $ 2.3
Warrant    
Class of Stock [Line Items]    
Number of options Outstanding on December 31, 2024 34,817,626  
Number of options Granted 0  
Number of options Exercised 0  
No of options Expired (5,575,523)  
Outstanding and exercisable as of December 31, 2025 29,242,103 34,817,626
Weighted average exercise price Outstanding on December 31, 2024 $ 6.26  
Weighted average exercise price Exercised 0  
Weighted average exercise price Expired 7.8  
Weighted average exercise price Outstanding and exercisable on December 31, 2025 $ 5.96 $ 6.26
Weighted average remaining contractual life (in years) 1 year 7 months 6 days 1 year 2 months 26 days
v3.26.1
Equity - Schedule of Stock Based Compensation Expense Related to Stock Options RSU and Warrants (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Class of Stock [Line Items]      
Stock based compensation expense $ 5,859 $ 15,721 $ 22,110
Cost of revenues      
Class of Stock [Line Items]      
Stock based compensation expense 669 938 811
Research and development expenses      
Class of Stock [Line Items]      
Stock based compensation expense 1,708 6,079 10,297
Sales and marketing expenses      
Class of Stock [Line Items]      
Stock based compensation expense 896 1,649 4,891
General and administrative expenses      
Class of Stock [Line Items]      
Stock based compensation expense 1,647 7,055 6,111
Discontinued operations      
Class of Stock [Line Items]      
Stock based compensation expense $ 939 $ 0 $ 0
v3.26.1
Revenue - Schedule of Revenue per geographical location (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Disaggregation of Revenue [Line Items]      
Revenue $ 102,437 $ 57,775 $ 56,314
Americas [Member]      
Disaggregation of Revenue [Line Items]      
Revenue 44,954 21,010 22,340
APAC [Member]      
Disaggregation of Revenue [Line Items]      
Revenue 16,743 3,393 2,947
EMEA [Member]      
Disaggregation of Revenue [Line Items]      
Revenue $ 40,740 $ 33,372 $ 31,027
v3.26.1
Revenue - Schedule of Company's revenue by the timing of transfer (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Disaggregation of Revenue [Line Items]      
Revenue $ 102,437 $ 57,775 $ 56,314
Services transferred over time [Member]      
Disaggregation of Revenue [Line Items]      
Revenue 22,052 12,218 9,083
Goods transferred at a point in time [Member]      
Disaggregation of Revenue [Line Items]      
Revenue $ 80,385 $ 45,557 $ 47,231
v3.26.1
Revenue - Schedule of information regarding receivables and contract liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Revenue from Contract with Customer [Abstract]    
Trade receivables $ 26,047 $ 9,141
Deferred revenue 11,873 3,523
Long-term deferred revenue $ 3,617 $ 0
v3.26.1
Revenue (Additional Information) (Details) - USD ($)
$ in Millions
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Revenue from Contract with Customer [Abstract]    
Revenue recognized from deferred revenue $ 3.5 $ 3.9
Deferred revenue expected recognized in 2026 11.9  
Deferred revenue expected recognized in 2027 2.5  
Deferred revenue expected recognized in 2028 0.9  
Deferred revenue expected recognized in thereafter $ 0.2  
v3.26.1
Employee Benefit Plans (Additional Information) (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Defined Benefit Plan Disclosure [Line Items]      
Plan assets $ 23,200 $ 17,900  
Defined Contribution Plan, Amount 700    
Defined benefit plan service cost 908 607  
Interest costs 300    
Defined benefit plan interest income (cost) 315 $ 356  
Service cost compensation 900    
Defined benefit plan, expected return on plan assets $ 700    
Defined Benefit Plan, Net Periodic Benefit Cost (Credit) Excluding Service Cost, Statement of Income or Comprehensive Income [Extensible Enumeration] Other Operating Income (Expense), Net    
Remeasurement of pension and postretirement benefit plan $ 1,200    
Duration of the defined benefit obligation 15 years 6 months 15 years 2 months 12 days  
Defined Benefit Liability Attributed To Active Members 94.00% 94.00%  
Defined Benefit Liability Attributed To Pensioners 6.00% 6.00%  
Expense related to payroll compensation     $ 2,100
Termination liability     $ 1,500
Post-Employment Benefit Plan [Member]      
Defined Benefit Plan Disclosure [Line Items]      
Retirement age 65 years    
Post-Employment Benefit Plan [Member] | Essemtec [Member]      
Defined Benefit Plan Disclosure [Line Items]      
Pension capital 100.00%    
v3.26.1
Employee Benefit Plans - Schedule of Net defined benefit liabilities (assets) and their components (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Defined Benefit Plan, Roll Forwards [Abstract]    
Defined Benefit Plan, Benefit Obligation, Beginning Balance $ (22,608) $ (19,593)
Defined benefit plan service cost (908) (607)
Past service cost   223
Defined benefit plan interest income (cost) $ (315) (356)
Defined Benefit Plan Net Periodic Benefit Cost Credit Interest Cost Statement Of Income Or Comprehensive Income Extensible List Not Disclosed Flag true  
Administrative cost $ (32) (30)
Effect of movements in exchange rates 54 1,399
Actuarial loss (gain) arising from financial assumptions 346 (2,356)
Actuarial loss arising from other assumptions (2,175) (930)
Effect of movements in exchange rates (2,983) 127
Contributions paid by the employees and plan participants (700) (1,780)
Benefits paid 2,462 1,295
Defined Benefit Plan, Benefit Obligation, Ending Balance (26,859) (22,608)
Defined Benefit Plan, Plan Assets, Amount, Beginning Balance 17,908 17,109
Interest cost (income)   310
Return on plan assets excluding interest income 746  
Effect of movements in exchange rates   (1,222)
Return on plan assets excluding interest income 2,991 523
Effect of movements in exchange rates 2,480 (53)
Contributions paid by the employer 801 756
Contributions paid by the employees and plan participants 700 1,780
Benefits paid (2,462) (1,295)
Defined Benefit Plan, Plan Assets, Amount, Ending Balance 23,164 17,908
Defined Benefit Plan, Amounts for Asset (Liability) Recognized in Statement of Financial Position [Abstract]    
Beginning Balance (4,700) (2,484)
Current service cost (908) (607)
Past service cost   223
Interest cost (income) (315) (46)
Return on plan assets excluding interest income 746  
Administrative cost (32) (30)
Effect of movements in exchange rates 54 177
Actuarial loss (gain) arising from financial assumptions 346 (2,356)
Actuarial loss arising from other assumptions (2,175) (930)
Return on plan assets excluding interest income 2,991 523
Effect of movements in exchange rates (503) 74
Contributions paid by the employer 801 756
Ending Balance $ (3,696) $ (4,700)
v3.26.1
Employee Benefit Plans - Schedule of fair value of the plan assets by asset category (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Defined Benefit Plan Disclosure [Line Items]      
Fair value of the plan assets $ 23,164 $ 17,908 $ 17,109
v3.26.1
Employee Benefit Plans - Schedule of Principal actuarial assumptions at the reporting date (Details)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Defined Contribution Plan Disclosure [Line Items]    
Discount rate 1.20% 0.85%
Future salary growth 1.00% 1.00%
Interest rate on the savings account 2.00% 1.25%
Price inflation 0.75% 1.00%
Social security increase 1.00% 1.00%
Future pension growth 0.00% 0.00%
v3.26.1
Employee Benefit Plans - Schedule of Estimated future benefit payments during the next five years (Details) - Fair Value, Inputs, Level 1 [Member]
$ in Thousands
Dec. 31, 2025
USD ($)
Defined Benefit Plan Disclosure [Line Items]  
2026 $ 1,221
2027 1,012
2028 1,618
2029 1,424
2030 777
2031-2035 $ 5,662
v3.26.1
Leases - Summarizes Quantitative Information About the Company's Operating Leases (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Leases [Abstract]      
Operating lease costs $ 5,729 $ 4,455 $ 4,809
Variable lease costs 2,235 249 268
Finance expense (income) 75 (220) 0
Total $ 8,039 $ 4,484 $ 5,077
v3.26.1
Leases - Summarizes Quantitative Information About the Company's Operating Leases (Details1) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Leases [Abstract]      
Operating cash flows for operating leases $ 7,682 $ 4,524 $ 4,823
Weighted average remaining lease term 5 years 2 months 12 days 3 years 1 month 6 days 4 years
Weighted average discount rate 6.90% 6.90% 6.90%
v3.26.1
Leases - Future Minimum Lease Payments Under the Company's Operating Leases (Details)
$ in Thousands
Dec. 31, 2025
USD ($)
Lessee, Operating Lease, Liability, to be Paid, Fiscal Year Maturity [Abstract]  
Year ended December 31, 2026 $ 9,131
Year ended December 31, 2027 8,427
Year ended December 31, 2028 7,463
Year ended December 31, 2029 6,526
Year ended December 31, 2030 5,732
Thereafter 4,375
Total future lease payments 41,654
Less: Present value discount (9,408)
Minimum lease payments $ 32,246
v3.26.1
Leases (Additional Information) (Details) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended 12 Months Ended
Jun. 30, 2025
Sep. 30, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Lessor, Lease, Description [Line Items]          
Non-cash impairment charge $ 1,500   $ 5,700    
Impairment losses   $ 5,700 $ 10,516 $ 1,283 $ 0
Vehicle          
Lessor, Lease, Description [Line Items]          
Contractual period     3 years    
Offices [Member] | Minimum [Member]          
Lessor, Lease, Description [Line Items]          
Contractual period     5 years    
Offices [Member] | Maximum [Member]          
Lessor, Lease, Description [Line Items]          
Contractual period     7 years    
Offices [Member] | Ness Ziona [Member]          
Lessor, Lease, Description [Line Items]          
Contractual period     5 years    
Offices [Member] | Tel Aviv, Israel, [Member]          
Lessor, Lease, Description [Line Items]          
Contractual period     5 years    
Offices [Member] | MASSACHUSETTS          
Lessor, Lease, Description [Line Items]          
Contractual period     7 years    
Offices [Member] | Munich, Germany [Member]          
Lessor, Lease, Description [Line Items]          
Contractual period     5 years    
v3.26.1
Commitments and Contingencies (Additional Information) (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Oct. 10, 2024
Sep. 20, 2024
Dec. 31, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Jul. 08, 2025
Loss Contingencies [Line Items]              
Upfront payment     $ 2,200        
Amortization expense       $ 3,155 $ 80 $ 0  
Current Liabilities     52,467 52,467 $ 30,102    
Loss Contingency Accrual Carrying Value Current     1,000 1,000      
Loss Contingency, Loss in Period     1,100        
Fraudulent Vendor Payment Amount     1,400        
Aggregate amount       8,700      
Grants aggregate amount received       $ 3,800      
Royalty rate       3.00%      
Future sale     2,200 $ 2,200      
Quinn Litigation [Member]              
Loss Contingencies [Line Items]              
Loss Contingency, Estimate of Possible Loss             $ 30,000
Settlement Agreement [Member]              
Loss Contingencies [Line Items]              
Upfront payment $ 18,000     1,000      
Settlement Agreement Payments Due     6,000 6,000      
Intangible asset     5,500 5,500      
Discount Rate Used for Settlement Intangible Asset   12.00%          
Acquired Finite-Lived Intangible Assets, Weighted Average Useful Life   23 years          
Amortization expense       200      
Settlement Payable     5,000 5,000      
Current Liabilities     $ 2,000 2,000      
Interest Expense   $ 1,000   $ 400      
Settlement Agreement [Member] | FY 2025 Q4 [Member]              
Loss Contingencies [Line Items]              
Settlement Agreement Payments Due   1,000          
Settlement Agreement [Member] | FY 2026 Q4 [Member]              
Loss Contingencies [Line Items]              
Settlement Agreement Payments Due   2,000          
Settlement Agreement [Member] | FY 2027 Q4 [Member]              
Loss Contingencies [Line Items]              
Settlement Agreement Payments Due   $ 4,000          
v3.26.1
Income Taxes - Schedule of Profit (Loss) before Income Tax (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Loss before income taxes:      
Domestic $ (15,325) $ (83,768) $ (45,319)
Foreign (92,232) (15,693) (11,694)
Total $ (107,557) $ (99,461) $ (57,013)
v3.26.1
Income Taxes - Components of income tax (benefit) expense from continuing operations (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Disclosure [Abstract]      
Federal $ 3 $ 0 $ 0
State 0 0 0
Foreign 46 397 73
Total current expense 49 397 73
Federal 0 (0) 0
State 0 (0) 0
Foreign (7,251) 0 (11)
Total deferred benefit (7,251) (0) (11)
Total income tax benefit $ 7,202 $ (397) $ (62)
v3.26.1
Income Taxes - effective tax rate from continuing operations differs from the statutory U.S. federal tax (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Effective Tax Rate From Continuing Operations      
Israel federal statutory tax rate, Amount $ (24,738)    
Foreign tax effects:      
Other 2,193    
Changes in valuation allowance 3,487    
Nontaxable or nondeductible items 68    
Other adjustments (26)    
Total income tax expense (benefit) $ (7,202) $ 397 $ 62
Effective Income Tax Rate Reconciliation, Percent      
Statutory tax rate in Israel 23.00% 23.00% 23.00%
Foreign tax effects, Percentage:      
Other, Percentage (2.00%)    
Change in valuation allowance, Percentage (3.20%) (19.00%) (14.00%)
Nontaxable or nondeductible items, Percentage (0.10%) (4.00%) (9.00%)
Other adjustments, Percentage 0.00%    
Effective tax rate, Percentage 6.70% 0.00% 0.00%
Foreign [Member] | U.S. [Member]      
Foreign tax effects:      
Transaction costs $ 2,521    
Loss on investment (41,239)    
Effect of rates different than statutory 5,031    
Change in valuation allowance 45,602    
Other $ (101)    
Foreign tax effects, Percentage:      
Transaction costs, Percentage (2.30%)    
Loss on investment, Percentage 38.30%    
Effect of rates different than statutory, Percentage (4.70%)    
Change in valuation allowance, Percentage (42.40%)    
Other 0.10%    
v3.26.1
Income Taxes - Schedule of reconciliation of the corporation tax rate (Details)
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Income Tax Disclosure [Abstract]      
Statutory tax rate in Israel 23.00% 23.00% 23.00%
Nontaxable or nondeductible items, Percentage (0.10%) (4.00%) (9.00%)
Change in valuation allowance (3.20%) (19.00%) (14.00%)
Effective tax rate, Percentage 6.70% 0.00% 0.00%
v3.26.1
Income Taxes - Schedule of Deferred Tax Assets And Liabilities (Details) - USD ($)
$ in Thousands
Dec. 31, 2025
Dec. 31, 2024
Deferred Tax Assets    
Lease liability $ 7,005 $ 0
Research and development expenditures 3,908 6,464
Stock compensation 398 0
Reserves 1,369 0
Deferred revenue 177 0
Accrued expenses 371 436
Amortization 1,655 0
Inventory reserves 553 0
Interest 103 0
Long term settlement payable 1,051 0
Litigation expenses 114 0
Unrealized losses on securities 21,460 21,065
Net operating losses 224,827 93,628
Capital losses 20,550 0
Research and development credits 11,751 0
Research and development credits 7,900  
Other credits 387 0
Gross deferred tax assets 295,679 121,593
Less: Valuation allowance (284,063) (121,593)
Deferred tax liabilities    
Right-of-use assets (5,073) 0
Deferred expenses (122) 0
Acquired intangible assets (3,611) 0
Other assets - license (1,016) (0)
Depreciation (1,370) (0)
Net deferred tax assets $ 424 $ (0)
v3.26.1
Income Taxes - Summary of net operating loss (NOL) carryforwards (Details)
$ in Thousands
Dec. 31, 2025
USD ($)
Operating Loss Carryforwards [Line Items]  
Carryforward Amount $ 1,200,000
Australia | Net operating loss (NOL)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 1
Germany | Net operating loss (NOL)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 3,100
Hong Kong | Net operating loss (NOL)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 400
Israel [Member] | Net operating loss (NOL)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 360,600
Israel [Member] | Capital losses  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 89,300
Sweden | Net operating loss (NOL)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 15,100
Switzerland [Member] | Net operating loss (NOL)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 14,200
United Kingdom | Net operating loss (NOL)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 13,900
United Kingdom | Research and Development (R&D)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 100
Federal [Member] | Net operating loss (NOL)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 540,600
Federal [Member] | Research and Development (R&D)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 7,900
Federal [Member] | 2033 | Net operating loss (NOL)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 15,000
State [Member] | Net operating loss (NOL)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 260,300
State [Member] | Research and Development (R&D)  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount 4,700
State [Member] | Other Credits [Member]  
Operating Loss Carryforwards [Line Items]  
Carryforward Amount $ 400
v3.26.1
Income Taxes (Additional Information) (Details) - USD ($)
$ in Thousands
12 Months Ended
Jul. 04, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Effective Income Tax Rate Reconciliation [Line Items]        
U.S. federal statutory tax rate   23.00% 23.00% 23.00%
Net operating loss carryforwards   $ 1,200,000    
Operating Loss Carryforwards, Subject to limitation   298,700    
Operating Loss Carryforwards, Subject to Expiration   15,000    
Capital loss carryforwards   89,300    
credit carryforwards   13,100    
Research and development credits   7,900    
Tax Credit Carryforwards R & D subject to expire unused   7,900    
Deferred Federal, State and Local, Tax Expense (Benefit), Total   300    
Total deferred benefit   (7,251) $ (0) $ (11)
Valuation Allowance   284,063 $ 121,593  
Income Tax Rate Reconciliation Change In Enacted Tax Rate 100.00%      
Valuation Allowance   $ 284,100    
v3.26.1
Income Tax - Deferred Income Tax Asset Valuation Allowance From Continuing Operations: (Details) - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Income Tax Disclosure [Abstract]    
Balance at beginning of year $ 121,593 $ 85,972
Additions due to expense 49,089 35,621
Additions due to acquisitions and other 113,381
Balance at end of year $ 284,063 $ 121,593
v3.26.1
Segments (Additional Information) (Details)
$ in Millions
12 Months Ended
Dec. 31, 2025
USD ($)
Segment
Dec. 31, 2024
USD ($)
Dec. 31, 2023
USD ($)
Segment Reporting Information [Line Items]      
Number of Reportable Segments | Segment 1    
Israel [Member]      
Segment Reporting Information [Line Items]      
Long-lived assets percentage 8.00%    
Revenue | $ $ 0.4 $ 0.2 $ 0.9
Switzerland [Member] | Minimum [Member]      
Segment Reporting Information [Line Items]      
Long-lived assets percentage 18.00%    
Switzerland [Member] | Maximum [Member]      
Segment Reporting Information [Line Items]      
Long-lived assets percentage 66.00%    
v3.26.1
Segments - Schedule of Segment Reporting Information (Details) - USD ($)
$ in Thousands
9 Months Ended 12 Months Ended
Sep. 30, 2025
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Segment Reporting Information [Line Items]        
Net loss from continuing operations   $ (100,355) $ (99,858) $ (57,075)
Income tax (benefit) expense   (7,202) 397 62
Depreciation and amortization   20,455 2,642 1,972
EBITDA (loss)   (107,557) (99,461) (57,013)
Stock based compensation expense   5,859 15,721 22,110
Restructuring costs   7,581 0 0
Impairment losses $ 5,700 10,516 1,283 0
Adjusted EBITDA (loss)   (100,355) (99,858) (57,075)
Operating Segment Reconciliation [Member]        
Segment Reporting Information [Line Items]        
Net loss from continuing operations   (36,139) [1] (44,133) (31,202)
Depreciation and amortization   263 234 219
Interest income and expense, net   (24,636) (42,573) (45,904)
EBITDA (loss)   (37,892) (46,612) (13,521)
Finance expenses (income) from revaluation of assets and liabilities   2,056 52,257  
Exchange rate differences   (206) 1,074 (23,468)
Stock based compensation expense   1,471 8,425 (1,666)
Exceeded compensation for damaged inventory and fixed assets       411
Desktop Metal litigation related expenses   31,046   9,814
Desktop Metal and Markforged transaction related expenses   10,614 6,452  
Restructuring costs   5,915    
Impairment losses     1,283  
Litigation settlements and contingencies   4,621    
Adjusted EBITDA (loss)   (53,239) (63,593) (105,317)
Operating Segments [Member]        
Segment Reporting Information [Line Items]        
Net loss from continuing operations   (64,216) (55,725) (25,873)
Income tax (benefit) expense   (7,202) 397 62
Depreciation and amortization   7,170 2,408 1,753
Interest income and expense, net   971    
EBITDA (loss)   (63,277) (52,920) (24,058)
Finance expenses (income) from revaluation of assets and liabilities     87 335
Exchange rate differences   (10,558) (589) (56)
Stock based compensation expense   3,459 7,296 12,296
Exceeded compensation for damaged inventory and fixed assets     (486) (2,038)
Restructuring costs   1,666    
Impairment losses   10,516    
Acquisition inventory step-up amortization   10,661    
Expected return on pension plan assets   (711)    
Adjusted EBITDA (loss)   $ (37,892) $ (46,612) $ (13,521)
[1] Net loss from continuing operations in corporate adjustments relate to those costs incurred at the parent company level, such as financing gains and losses, gains and losses on marketable securities, and corporate overhead costs inclusive of public company costs, legal, corporate headcount, and real estate related costs
v3.26.1
Net Profit (Loss) Per Share - Computation of Basic and Diluted (Loss) Earnings per Share (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Earnings Per Share [Abstract]      
Net loss from continuing operations $ (100,355) $ (99,858) $ (57,075)
Net loss from discontinued operations (193,263) 0 0
Less: Net loss attributable to non-controlling interests (323) (1,029) (1,110)
Net loss attributable to common shareholders $ (293,295) $ (98,829) $ (55,965)
Denominator:      
Weighted-average shares outstanding - Basic 215,742 218,311 248,019
Add: Weighted average unvested options and warrants outstanding 0 0 0
Add: Dilutive effect of restricted units issued 0 0 0
Weighted-average shares outstanding - Diluted 215,742 218,311 248,019
Net loss per common share:      
Continuing operations attributable to common shareholders_Basic $ (0.46) $ (0.45) $ (0.23)
Continuing operations attributable to common shareholders_ Diluted (0.46) (0.45) (0.23)
Discontinued operations - basic (0.9) 0 0
Discontinued operations - diluted (0.9) 0 0
Net loss attributable to common shareholders_Basic (1.36) (0.45) (0.23)
Net loss attributable to common shareholders_Diluted $ (1.36) $ (0.45) $ (0.23)
v3.26.1
Net Profit (Loss) Per Share - Schedule of dilutive securities excluded from the denominator (Details) - shares
12 Months Ended
Dec. 31, 2025
Dec. 31, 2024
Dec. 31, 2023
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive Securities Earnings Per Share Amount 35,762,471 48,338,109 52,973,543
Unvested or unexercised option awards      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive Securities Earnings Per Share Amount 298,334 2,627,095 4,039,537
Unvested RSUs      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive Securities Earnings Per Share Amount 6,222,034 10,893,388 12,468,235
Warrants      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive Securities Earnings Per Share Amount 29,242,103 34,817,626 36,465,771