Velo3D Soars to New Heights: Record Bookings, Breakthrough Defense Milestones, and a Vision for Digital Manufacturing Intelligence
Velo3D, the pioneering additive manufacturing company, has concluded a remarkable year in 2025. In its fourth quarter earnings call, CEO Arun Jeldi proudly announced double-digit revenue growth, driven by accelerating demand for their Rapid Production Solutions and large format additive manufacturing capabilities.
The company's record bookings and substantial backlog of approximately $31 million in the fourth quarter demonstrate a strong momentum that gives them high confidence as they look ahead to 2026 and beyond. This growth is not just attributed to adoption, but rather reliance on Velo3D's technology, which has become mission-critical.
One of the most significant milestones achieved by Velo3D in the defense sector was becoming the first additive manufacturing vendor qualified under the U.S. Army's Ground Vehicle Systems Center initiative. This breakthrough moment not only benefits Velo3D but also contributes to broader adoption of additive manufacturing in defense supply chains.
In addition, Velo3D secured a cooperative research and development agreement with DEVCOM, solidifying their position at the forefront of solving critical challenges in defense manufacturing - speed, resilience, and scalability. They also won a multi-year full rate production contract with a major defense prime contractor, validating that their technology is moving beyond prototyping into sustained high volume production.
On the commercial side, adoption of Velo3D's Rapid Production Solutions is accelerating at an impressive pace. Their technology is now being used by Intergalactic to manufacture advanced heat exchange components for next-generation aviation platforms. This seamless scalability across industries showcases precision, repeatability, and performance.
Velo3D's CEO, Arun Jeldi, emphasized the company's evolution beyond hardware, towards a digital manufacturing data and analytics business model. As their install base grows and production capacity expands, they are poised to capitalize on opportunities in this emerging sector.
With every build, part, material input, and design iteration across their network of production systems generating high-value data, Velo3D is building a connected ecosystem that will deliver real-time insights. This platform has the potential to not only manufacture complex metal parts but continuously improve them, accelerating innovation cycles and unlocking new classes of metal applications.
Stepping back into the broader market, Jeldi noted a structural shift in defense and aerospace, where customers are demanding faster, more localized, and resilient supply chains. Programs are no longer staying in development; they're scaling rapidly into production. This compounding demand effect presents an exciting opportunity for Velo3D to grow and expand its offerings.
