Xometry (XMTR)
NASDAQ:XMTR
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.15Last Year’s EPS
0.09Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong, broad-based operational momentum: accelerated top-line growth, sizable improvements in gross profit and adjusted EBITDA, product and AI-driven enhancements, improved operating efficiency, and a strategic $50M Siemens partnership that meaningfully extends distribution and design-integrated sourcing capabilities. Remaining challenges include a still-loss-making international business, flat services revenue amid an ad platform transition, and investor questions about the pace implied by full-year guidance (which currently excludes Siemens benefits). Overall, the positives — record financial results, margin expansion, product-led customer gains, and a major strategic partnership — substantially outweigh the near-term transition and international profitability challenges.Company Guidance
Record Q1 Revenue and Accelerating Growth
Q1 revenue grew 36% year-over-year to $205.0M, a 600 basis point sequential acceleration from Q4; Marketplace revenue was $191.0M, up 40% year-over-year (700 bps acceleration).
Strong Marketplace Profitability
Q1 gross profit was $78.5M, up 39% year-over-year; Marketplace gross margin improved to 34.7%, up 290 basis points YoY; Marketplace gross profit dollars increased 53% YoY.
Material Adjusted EBITDA Improvement
Q1 adjusted EBITDA was $10.5M versus $0.1M in Q1 2025 (improvement of $10.4M YoY); adjusted EBITDA margin expanded to 5.1% (up from 4.4% in Q4 2025).
User Growth and Increased Spend Per Buyer
Active buyers increased 20% YoY to 85,581 with net adds of 3,760 (highest in 9 quarters); Marketplace revenue per active buyer rose 17% YoY, and accounts with >=$50k L12M spend grew 21% YoY to 1,864 (net adds 104).
Raised Near- and Full-Year Guidance
Q2 revenue guidance of $214M–$216M (32%–33% YoY) and Q2 Marketplace growth of ~35%–36%; full-year 2026 revenue growth outlook raised to at least 27%–28% (up from 21%), with ~30% Marketplace growth and targeted incremental adjusted EBITDA margins of at least 20%.
Strategic Siemens Partnership and Investment
Announced strategic partnership with Siemens to embed Xometry's AI and marketplace into Siemens Xcelerator/Design Center; Siemens will invest $50M in Xometry Class A common stock and integrate sourcing (including Thomas with Supplyframe), extending Xometry's reach to Siemens' global user base.
Product & AI Enhancements Driving Operating Leverage
Launched an enterprise machine lead-time model trained on a dataset 4x larger (enabling reduced standard lead times and expanded 1-day delivery options), introduced 'Name Your Part' and enhanced personalized pricing in the Instant Quoting Engine, and added injection molding options (6 new materials, 3 finishes) increasing instant coding of injection molding parts by >15%.
Improving Operating Efficiency and Cash Position
Total non-GAAP operating expenses grew 21% YoY to $68.2M, well below revenue growth; sales & marketing declined 110 bps YoY to 14.2% of revenue; Marketplace ad spend at a record low 3.9% of Marketplace revenue (down 60 bps YoY). Q1 operating cash flow was $14.6M, free cash flow $4.8M, and cash & marketable securities totaled $224M.
International Progress and Supplier Network Scale
Global supplier network ~5,000 suppliers across 50 countries; International segment adjusted EBITDA loss improved to -$2.8M (-8% of revenue) from -12% in Q1 2025 (400 bps improvement).
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 |
|---|---|---|---|
May 07, 2026 | $56.40 | $78.50 | +39.18% |
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% |
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 Aug 06, 2026, After Close (Confirmed).
What is Xometry (XMTR) earnings time?
Xometry (XMTR) earnings time is at Aug 06, 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 (Q2) is 0.15.
