Lithoz reports 40% YoY ceramic material revenue growth through Q2 2026, raises full-year guidance as LCM fleets scale

Lithoz has reported a 40% year-over-year increase in ceramic material revenue as of the end of Q2 2026, driven by rising production volumes among its Lithography-based Ceramic Manufacturing (LCM) contract manufacturers and growing medical technology adoption. The Austrian ceramic AM company has revised its full-year 2026 revenue guidance upward. CEO Johannes Homa credited the results partly to the ISO 13485 certification Lithoz recently secured for its material production quality system, calling it a door-opener into regulated industries. Lithoz says more than half of its global CeraFab System installed base is now run by one-fifth of its customers, pointing to consolidation into larger contract-manufacturing print farms rather than broad-based unit growth.

That concentration pattern reads as service-led scaling rather than a hardware sales story: existing LCM operators are adding printers to established fleets as order books and batch sizes grow, and Lithoz frames its customer base as a Ceramic 3D Factory network of industrial and academic serial-production users. The materials mix reinforces this. Alumina and zirconia remain the largest share of a 20-plus-material portfolio, but aluminium nitride (211 W/m-K thermal conductivity, CTE matched to silica) is growing fastest on thermal-management demand from semiconductor, propulsion, and data-center cooling applications, while calcium phosphate is gaining ground in resorbable, patient-specific implants as published clinical evidence accumulates. Safran Aircraft Engines' adoption of LCM for casting-core development adds an aerospace qualification data point, though Lithoz disclosed no revenue or unit breakdown for calcium phosphate or the casting-core business.