Author: Addithive

Addithive Company Review · October 3, 2026

What changed

Jabil finished fiscal 2026 with $36.0 billion of revenue and major capacity expansion, while additive manufacturing remains part of its broader engineering and low-volume manufacturing toolkit rather than a separately disclosed growth engine.

Addithive read-through

The review separates demonstrated AM capability from financial materiality. Where a company has a concrete 2026 manufacturing or technology change, that is highlighted; where it does not, the absence of a new AM catalyst is recorded explicitly.

What to watch next

• Qualified customer adoption and repeat production.
• Capacity utilization and accepted-part throughput.
• New material/process approvals.
• Any disclosure that makes AM exposure financially measurable.

Primary sources

• Jabil FY2026 results
• Jabil additive manufacturing fact sheet

Research mapping only. This is not investment advice.

Update, 5 October 2026: Mimir announced on 1 October 2026 that the purchase closed; the business is now Osprey. Sandvik has been removed from the Company Database. See the 5 October update.

Addithive Company Review · October 3, 2026

What changed

Sandvik agreed to divest its Additive Manufacturing business in May 2026 after already discontinuing component-manufacturing services, while its powder platform continues to launch AM alloys such as Osprey GRCop-42 for space applications.

Addithive read-through

The review separates demonstrated AM capability from financial materiality. Where a company has a concrete 2026 manufacturing or technology change, that is highlighted; where it does not, the absence of a new AM catalyst is recorded explicitly.

What to watch next

• Qualified customer adoption and repeat production.
• Capacity utilization and accepted-part throughput.
• New material/process approvals.
• Any disclosure that makes AM exposure financially measurable.

Primary sources

• Sandvik AM divestment
• Sandvik metal-powder news

Research mapping only. This is not investment advice.

Addithive Company Review · October 3, 2026

What changed

BICO reported Q2 2026 organic growth of 7.3% and a 59.3% gross margin while continuing to operate CELLINK bioprinting and 3D cell-culture platforms. The key signal is operating recovery, not a discrete bioprinting breakout.

Addithive read-through

The review separates demonstrated AM capability from financial materiality. Where a company has a concrete 2026 manufacturing or technology change, that is highlighted; where it does not, the absence of a new AM catalyst is recorded explicitly.

What to watch next

• Qualified customer adoption and repeat production.
• Capacity utilization and accepted-part throughput.
• New material/process approvals.
• Any disclosure that makes AM exposure financially measurable.

Primary sources

• BICO Q2 2026 report
• BICO 3D cell culture and bioprinting

Research mapping only. This is not investment advice.

Addithive Company Review · October 3, 2026

What changed

Boeing used hundreds of 3D-printed ice shapes in 777-9 certification testing in 2026, reinforcing AM’s value in rapid, precise test and tooling workflows even when end-use production exposure remains harder to quantify.

Addithive read-through

The review separates demonstrated AM capability from financial materiality. Where a company has a concrete 2026 manufacturing or technology change, that is highlighted; where it does not, the absence of a new AM catalyst is recorded explicitly.

What to watch next

• Qualified customer adoption and repeat production.
• Capacity utilization and accepted-part throughput.
• New material/process approvals.
• Any disclosure that makes AM exposure financially measurable.

Primary sources

• Boeing 777-9 3D-printed certification tooling

Research mapping only. This is not investment advice.

Addithive Company Review · October 3, 2026

What changed

Northrop Grumman’s 2026 manufacturing expansion includes additive manufacturing inside its Blue Ridge Advanced Manufacturing Center, while the company continues to position AM across space, sensors, engines and hypersonics.

Addithive read-through

The review separates demonstrated AM capability from financial materiality. Where a company has a concrete 2026 manufacturing or technology change, that is highlighted; where it does not, the absence of a new AM catalyst is recorded explicitly.

What to watch next

• Qualified customer adoption and repeat production.
• Capacity utilization and accepted-part throughput.
• New material/process approvals.
• Any disclosure that makes AM exposure financially measurable.

Primary sources

• Blue Ridge Advanced Manufacturing Center
• Space Systems additive manufacturing

Research mapping only. This is not investment advice.

Addithive Company Review · October 3, 2026

What changed

Lockheed Martin’s April 2026 LPBF update centers on aerospace-grade thermal-management components for aircraft, hypersonics and electric propulsion, framing AM as a supply-chain resilience and design-to-flight tool.

Addithive read-through

The relevant question is whether this capability moves from technically credible activity into repeatable, qualified production with measurable effects on accepted-part cost, lead time, throughput or supply resilience. Where 2026 disclosure is limited, this review intentionally records that absence rather than manufacturing a catalyst.

What to watch next

• Qualified production programs and repeat orders.
• Disclosed throughput, yield or lead-time gains.
• Expansion of approved material/process windows.
• Evidence that AM becomes financially material rather than a capability showcase.

Primary sources

• Lockheed Martin LPBF update

Research mapping only. This is not investment advice.

Addithive Company Review · October 3, 2026

What changed

MTU retains series-production AM know-how around engine hardware and powder-bed processes, while 2026 financial disclosures do not identify a new material AM-specific catalyst. This is a reviewed-no-major-change signal.

Addithive read-through

The relevant question is whether this capability moves from technically credible activity into repeatable, qualified production with measurable effects on accepted-part cost, lead time, throughput or supply resilience. Where 2026 disclosure is limited, this review intentionally records that absence rather than manufacturing a catalyst.

What to watch next

• Qualified production programs and repeat orders.
• Disclosed throughput, yield or lead-time gains.
• Expansion of approved material/process windows.
• Evidence that AM becomes financially material rather than a capability showcase.

Primary sources

• MTU additive manufacturing
• MTU H1 2026 results

Research mapping only. This is not investment advice.

Addithive Company Review · October 3, 2026

What changed

Rolls-Royce opened an Additive Manufacturing Development Cell in Bristol with UK Ministry of Defence funding to accelerate critical components for next-generation aircraft engines and GCAP.

Addithive read-through

The relevant question is whether this capability moves from technically credible activity into repeatable, qualified production with measurable effects on accepted-part cost, lead time, throughput or supply resilience. Where 2026 disclosure is limited, this review intentionally records that absence rather than manufacturing a catalyst.

What to watch next

• Qualified production programs and repeat orders.
• Disclosed throughput, yield or lead-time gains.
• Expansion of approved material/process windows.
• Evidence that AM becomes financially material rather than a capability showcase.

Primary sources

• Rolls-Royce Bristol AM Development Cell
• Rolls-Royce additive layer manufacturing

Research mapping only. This is not investment advice.

Addithive Company Review · October 3, 2026

What changed

Airbus is advancing titanium wire-DED for structural aircraft parts and continues flying AM hardware such as a 3D-printed A350 door-latch shaft; the gating issue is qualified serial production rather than printability.

Addithive read-through

The relevant question is whether this capability moves from technically credible activity into repeatable, qualified production with measurable effects on accepted-part cost, lead time, throughput or supply resilience. Where 2026 disclosure is limited, this review intentionally records that absence rather than manufacturing a catalyst.

What to watch next

• Qualified production programs and repeat orders.
• Disclosed throughput, yield or lead-time gains.
• Expansion of approved material/process windows.
• Evidence that AM becomes financially material rather than a capability showcase.

Primary sources

• Airbus titanium wire DED
• Airbus ILA 2026 exhibits

Research mapping only. This is not investment advice.

Addithive Company Review · October 3, 2026

What changed

Michelin’s AM relevance remains unusually industrial: AddUp says Michelin produces more than one million tire-mold parts annually with metal AM, while the 2026 FormUp 750 expansion pushes the platform toward larger serial applications.

Addithive read-through

The relevant question is whether this capability moves from technically credible activity into repeatable, qualified production with measurable effects on accepted-part cost, lead time, throughput or supply resilience. Where 2026 disclosure is limited, this review intentionally records that absence rather than manufacturing a catalyst.

What to watch next

• Qualified production programs and repeat orders.
• Disclosed throughput, yield or lead-time gains.
• Expansion of approved material/process windows.
• Evidence that AM becomes financially material rather than a capability showcase.

Primary sources

• AddUp production platform
• Michelin / AddUp industrial heritage

Research mapping only. This is not investment advice.