Xometry, Inc. (XMTR) Earnings
Xometry, Inc. is expected to report next earnings on August 4, 2026 (in NaN days), with a consensus EPS estimate of $0.12. XMTR has beaten EPS estimates in 7 of its last 12 reported quarters (average surprise +49.4% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.07 | $0.12 | +71.4% | $205M | +8.8% |
| Feb 24, 2026 | $0.12 | $0.16 | +33.3% | $192M | +2.1% |
| Nov 4, 2025 | $0.11 | $0.11 | +0.0% | $181M | -1.4% |
| Aug 8, 2024 | $-0.14 | $-0.01 | +92.9% | $133M | -3.3% |
| May 9, 2024 | $-0.15 | $-0.12 | +20.0% | $123M | +2.4% |
| Feb 29, 2024 | $-0.01 | $-0.01 | -6.3% | $128M | +0.1% |
| Nov 9, 2023 | $-0.14 | $-0.05 | +64.3% | $119M | -7.1% |
| Mar 1, 2023 | $-0.21 | $-0.29 | -38.1% | $98M | -2.7% |
| Nov 10, 2022 | $-0.34 | $-0.32 | +5.9% | $104M | +0.2% |
| Aug 10, 2022 | $-0.33 | $-0.18 | +45.5% | $96M | +2.7% |
| Mar 17, 2022 | $-0.34 | $-0.40 | -17.6% | $67M | +4.6% |
| Nov 10, 2021 | $-0.31 | $-0.33 | -6.5% | $57M | +6.9% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Strategic partnership with Siemens: Embedding Xometry's AI capabilities natively into Siemens' ecosystem, integrating Xometry's marketplace with Siemens' platforms to serve engineers and transform buying journeys. - Proprietary core AI models: Launched a new enterprise machine lead time model with superior prediction accuracy, leveraging larger training data set and critical factors. Shaped new journeys on e-commerce marketplace experience, including Name Your Part feature and enriched pricing models. - Supplier network: Expanding global supplier network with more specialized certifications, improving supplier experience through on-platform communications.
Guidance
- Raised Q2 revenue outlook to $214 - $216 million, 32% - 33% growth year over year. Q2 marketplace growth expected at 35% - 36% year over year. Q2 services revenue largely flat. Q2 adjusted EBITDA expected $11 - $12 million. - Full year 2026 revenue growth outlook raised to at least 27% - 28% from 21%, driven by ~30% marketplace growth. 2026 marketplace gross margins expected higher than 2025. Services revenue expected flat year over year with modest growth in second half. Full year 2026 adjusted EBITDA margins expected at least 20%.
Segment performance
Q1 2026 revenue grew 36% year-over-year to $205 million. Marketplace revenue was $191 million, up 40% year-over-year. Services revenue was $13.8 million, roughly flat quarter over quarter. Q1 gross profit was $78.5 million, up 39% year over year. Marketplace gross margin was 34.7%, up 290 basis points year over year. Q1 Marketplace gross profit dollars increased 53% year over year. Q1 adjusted EBITDA was $10.5 million, compared with $0.1 million in Q1 2025. Q1 U.S. segment adjusted EBITDA was $13.3 million, with a margin of 7.7%. International segment adjusted EBITDA loss was $2.8 million in Q1 2026, or 8% of revenue, a 400 basis point improvement from Q1 2025.
Analyst Q&A
Q: About the Siemens partnership, how meaningful is it and how will it layer into KPIs like active buyers?
A: Siemens is leading industrial software company with millions of users, embedding into their PLM and CAD software extends reach, could boost active buyer count and improve profitability.
Q: On Siemens partnership, talk about margins and structure?
A: Gross margins similar to today, revenue recognized similarly, less OpEx associated, incremental revenue should be more profitable.
Q: Recent performance across end markets and supply chain disruptions?
A: Growth broad-based across industries, macro improving, supply chain disruptions underscore need for resilient digital supply chains, helping gain market share.
Q: On active buyers, outperformance and AI in instant quote engine?
A: Strong net ads for active buyers, ad spend as percent of marketplace revenue declined. AI updated model with larger training data set, helps price better, meet customer needs.
Q: Background on Siemens partnership and its impact internationally?
A: Built special and unique partnership with Siemens, global rollout to help internationally, embeds Xometry experience within Siemens platform.
Q: On full year guide and Siemens impact?
A: Guide doesn't include Siemens impact yet, trends remain strong, raised guidance for Q2 and full year, will update as partnership develops.
Q: Siemens partnership exclusivity and $50 million investment?
A: No exclusivity, $50 million investment after quarter closed.
Q: Revenue level for EBITDA break even in international business?
A: Not guiding on segment basis, pleased with progress, free cash flow positive, losses expected to continue improving.