Xometry: Why I'm Still Buying After The 157% Run
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, Inc. (XMTR) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Xometry: Siemens Deal Is Transformative
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.
Xometry Q1 Earnings Call Highlights
Xometry NASDAQ: XMTR reported accelerating first-quarter 2026 growth and raised its full-year outlook, citing stronger marketplace activity, expanding buyer adoption and operating leverage across its AI-driven custom manufacturing platform.
Xometry, Inc. (XMTR) Q1 2026 Earnings Call Transcript
Xometry, Inc. (XMTR) Q1 2026 Earnings Call Transcript
Xometry (XMTR) Surpasses Q1 Earnings and Revenue Estimates
Xometry (XMTR) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.02 per share a year ago.
Xometry: Growth Story Intact Despite Recent Share Price Weakness
Xometry delivered strong Q4 2024 results, but its shares dropped sharply, likely due to a combination of weak guidance, valuation concerns, and AI-related uncertainty. Xometry's guidance is conservative though, and while growth will moderate in 2026, it should still be in the mid 20% range for the full year. Xometry's margins will also continue to improve as its business scales and matures. GAAP profitability is probably still a few years away, although Xometry's cash burn is already negligible.
Xometry (XMTR) Q4 Earnings and Revenues Top Estimates
Xometry (XMTR) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.06 per share a year ago.
Xometry: Scaling The AI Operating System For Manufacturing
Xometry: Scaling The AI Operating System For Manufacturing
Xometry, Inc. (XMTR) Q3 2025 Earnings Call Transcript
Xometry, Inc. ( XMTR ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Shawn Milne - Vice President of Investor Relations Randolph Altschuler - Co-Founder, CEO & Director James Miln - CFO & Principal Accounting Officer Sanjeev Sahni - President Conference Call Participants Andrew Boone - Citizens JMP Securities, LLC, Research Division Brian Drab - William Blair & Company L.L.C., Research Division Greg Palm - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Hi, and welcome to Xometry's Earnings Conference Call.
Xometry (XMTR) Q3 Earnings Match Estimates
Xometry (XMTR) came out with quarterly earnings of $0.11 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.02 per share a year ago.
Xometry, Inc. (XMTR) Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Xometry, Inc. (NASDAQ:XMTR ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 3:30 PM EDT Company Participants Randolph Altschuler - Co-Founder, CEO & Director James Miln - CFO & Principal Accounting Officer Conference Call Participants Ronald Josey - Citigroup Inc., Research Division Presentation Ronald Josey MD and Co-Head of Tech & Communications Happy to have to share the stage, be on stage with Xometry's CEO and Founder, Randy Altschuler; and then CFO, James Miln. So I think we all know about Xometry.
