$VELO | Velo3D

$VELO | 🇺🇸 Velo3D 🇺🇸 | Additive manufacturing for mission-critical metal parts, creating America's "Distributed Arsenal" by transforming battlefield operations "at the edge". Market Cap: $432M | P/S 6.29 TTM YoY: Revenue +59.44% | EBITDA +51.75% | FCF +55.9% | Gross Profit +97.28% | EPS (dil.) +93% Quarterly QoQ: EPS (dil.) +29.5% # THE DOCTRINE US stockpiles are brittle. Supply chains are weak. We cannot wait 12+ months for cast parts. The new doctrine is Distributed Manufacturing -> Don't ship the part. Ship the file. Print at the Depot. This isn't some pie-in-the-sky idea -- Uncle Sam is backing Velo3D with real contracts. # PROJECT FORGE $32.6M OTA contract with U.S. Department of War (DoW) Defense Innovation Unit (DIU) -- >2x total Q3 revenue. Velo3D will work with DIU, the U.S. Navy and a key industry prime to prototype and qualify additively manufactured (AM) components that will allow the DoW to efficiently scale the AM solution to remove the bottleneck and increase production rates for this critical program. # ARMY CRADA (Signed Jan 13) Partner: DEVCOM Ground Vehicle Systems Center (GVSC). “Point-of-Need” manufacturing for combat vehicles — replacing 12-month casting lead times with digital inventory. Leverages Velo3D’s Rapid Production Solution + qualified alloys + large-format capability to enable scalable production of mission-critical parts.