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Xometry (XMTR)
NASDAQ:XMTR
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.1Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates a strongly positive operational and financial trajectory: accelerating revenue growth, expanding marketplace margins, growing enterprise penetration, multiple product launches and improved adjusted EBITDA and cash generation. Management provided constructive guidance and highlighted continued investment in product, AI and global supply networks. Near-term cautions include international profitability that remains negative (though improving), a transitional drag on services monetization (Thomas ad/search), conservative near-term guidance given macro uncertainty, and a meaningful stock‑based compensation charge in Q1. Overall the positives—record results, margin expansion, enterprise momentum, product roadmap and a healthy balance sheet—outweigh the listed challenges.Company Guidance
Record Revenue Growth and Profitability
Q4 revenue grew 30% year-over-year to more than $192M; full-year 2025 revenue growth accelerated to 26% (an 800 bps acceleration). Xometry delivered full-year adjusted EBITDA of $18.5M (vs. an adjusted EBITDA loss of $9.7M in 2024). Q4 adjusted EBITDA was $8.4M, an improvement of $7.3M year-over-year.
Marketplace Expansion and Margin Improvement
Q4 marketplace revenue was $178M and grew 33% year-over-year. Marketplace gross margin expanded 80 basis points year-over-year to 35.3% and marketplace gross profit dollars increased 36% year-over-year. Management highlighted multi-year improvement in marketplace gross margins from ~25% four years ago to ~35% in 2025.
Enterprise Customer Momentum
Enterprise traction strengthened: accounts with last 12 months spend ≥ $500,000 grew to over 140 (2025 end) with revenue from those accounts increasing over 40% year-over-year. The company ended 2025 with 4 customers spending at least $10M each. Accounts with ≥ $50,000 LTM spend rose 18% year-over-year to 1,760.
User and Supplier Network Growth plus Product Innovation
Active buyers increased 20% year-over-year to 81,821 (net add 3,539). Supplier network ~5,000 active suppliers across ~50 countries. Key product launches and enhancements in 2025: auto quotes for injection molding (US & EU), AI-powered DFM improvements (including interpreting technical drawings), high-performance additive manufacturing materials, CNC preferred subprocess, Teamspace (11,000+ teams globally) and a parts library, Workcenter mobile app, and Thomas platform ad/search upgrades.
Operating Leverage and Expense Discipline
Non-GAAP operating expenses in Q4 were $67M, up 15% year-over-year (about half the rate of revenue growth). Sales & marketing decreased 20 bps year-over-year to 15.6% of revenue; operations & support decreased 80 bps to 8.1% of revenue. Marketplace advertising spend was 5.2% of marketplace revenue (down 40 bps YoY). Management delivered ~20% incremental adjusted EBITDA margins in 2025.
Strong Balance Sheet and Cash Generation
Cash and cash equivalents plus marketable securities totaled $219M at year-end. Xometry generated $6.1M in operating cash flow in 2025. Q4 CapEx was $10.3M (mostly software), consistent with investment in product and platform.
Planned Leadership Succession and Continuity
Founding CEO Randy Altschuler will transition to Executive Chair effective July 1, 2026; President Sanjeev Sahni will become CEO. Management emphasizes a deliberate succession with Randy remaining closely involved as the largest individual long-term shareholder.
XMTR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
XMTR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $57.15 | $44.44 | -22.24% |
Nov 04, 2025 | $48.57 | $62.62 | +28.93% |
Aug 05, 2025 | $30.97 | $44.28 | +42.98% |
May 06, 2025 | $27.50 | $30.61 | +11.31% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Xometry (XMTR) report earnings?
Xometry (XMTR) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Xometry (XMTR) earnings time?
Xometry (XMTR) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is XMTR EPS forecast?
XMTR EPS forecast for the fiscal quarter 2026 (Q1) is 0.1.
