Xometry Inc (NAS:XMTR)

Q2 2026 Xometry Inc Earnings Call Transcript

Aug 4, 2026 / 12:30 PM GMT

Release Date Price: $91.66 (+5.34%)

Transcript 10-Q8-K

Key Points

Positve

Q2 2026 revenue grew 41% year-over-year to a record $229 million, with marketplace revenue accelerating to 45% growth.
Adjusted EBITDA improved significantly to $14.1 million, up from $3.9 million in Q2 2025, with margin expansion to 6.2%.
Active buyers increased 20% year-over-year to over 89,000, with the highest net adds in 10 quarters.
AI model upgrades improved CNC cost prediction accuracy by 15% and process recommendations are accepted over 85% of the time.
Raised full-year 2026 revenue growth outlook to 33%-34% and adjusted EBITDA to $60-$62 million, reflecting strong momentum.

Negative

Services revenue declined year-over-year in Q2, though expected to return to growth in Q3.
International segment still reports an adjusted EBITDA loss of $3.3 million, though improving.
Marketplace gross margin was flat quarter-over-quarter at 34.7%, below the target range of 35%-40%.
Operating expenses increased 19% year-over-year, though at a slower pace than revenue.
Siemens partnership is not expected to positively impact operating results until 2027, with some product-related costs embedded in 2026 guidance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

XMTR.OQ - Xometry, Inc.
Q2 2026 Xometry Inc Earnings Call
Aug 04, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day, and thank you for standing by. Welcome to Xometry's Q2 2026 earnings call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during this session, you'll need to press *11 on your telephone. You'll then hear an automated message advising your hand is raised. To withdraw your question, please press *11 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Sean Milne, Vice President of Investor Relations. Please go ahead.

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Unidentified_2 [2]
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