Xometry's Q1 was a real profitability inflection: revenue up 36%, marketplace gross margin widening to 34.7%, positive adjusted EBITDA and free cash flow, and management raised its full-year outlook. The moat is not the software. It is the 5,000-shop supply network, a decade of quoting data, the Thomasnet sourcing franchise, and a pricing engine that sharpens with every completion. The shift I am most bullish on, design tools becoming design-to-source-to-make-to-operate platforms, just got validated: Siemens put $50 million into Xometry to embed its sourcing layer, and Autodesk is paying.
Xometry, Inc. (XMTR) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Xometry delivered a standout Q1 FY26: revenue +36% Y/Y, adjusted EBITDA margin up to 5.1%, and FCF positive, signaling robust operational leverage. The Siemens partnership embeds XMTR's instant quoting natively into Siemens' design tools, unlocking access to 1M+ monthly users and collapsing customer acquisition costs. Management raised FY26 revenue growth guidance to 27-28%, explicitly excluding Siemens' contribution, positioning Siemens as pure upside to already-accelerating fundamentals.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 96 | $2,160.54 | $9,249.79 | $7,089.25 | 328.12% |
| BG Bart Gancher Intech Investment Management LLC | 13,027 | $445,823.19 | $1.24M | $798,776.39 | 179.17% |
| YA Yinka Akinsola Blue Trust Inc. | 3 | $178.41 | $285.8 | $107.39 | 60.19% |
Jeff Ameen Spire Wealth Management | 30 | $551.1 | $2,914.5 | $2,363.4 | 428.85% |
Joseph Castro Nuveen LLC | 313,135 | $8.08M | $30.14M | $22.06M | 273.14% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ronald Josey Citigroup | 199.98 | $10,309.5 | $20,155.72 | $9,846.22 | 95.51% |
| Machinery Industry | Industrials Sector | Randolph Brody Altschuler CEO | NASDAQ (NGS) Exchange | 98423F109 CUSIP |
| US Country | 1,088 Employees | - Last Dividend | - Last Split | 30 Jun 2021 IPO Date |
Xometry, Inc. is a pioneering company in the online marketplace sector, dedicated to facilitating the sourcing of custom-manufactured parts and assemblies across the globe. Originally known as NextLine Manufacturing Corp., the entity underwent a rebranding to Xometry, Inc. in June 2015 and has been operating under this nomenclature since then. The company was established in 2013 and is strategically headquartered in North Bethesda, Maryland. Xometry’s innovative platform is designed to cater to a variety of industries including aerospace, healthcare, robotics, industrial, defense, energy, automotive, government, education, and consumer goods, among others. Their services are not limited to the United States but are accessible internationally, making them a critical player in the global supply chain for custom-manufactured components.