Xometry Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy XMTR?
Source: seekingalpha
- Strong Performance: Xometry reported a Q4 non-GAAP EPS of $0.16, beating expectations by $0.04, indicating a sustained enhancement in profitability that bolsters market confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $192.4 million, a 29.5% year-over-year increase, surpassing market expectations by $9.03 million, reflecting robust market performance and rising customer demand.
- Increased Marketplace Activity: Marketplace revenue growth accelerated to 33% in Q4, reaching $178 million, primarily driven by strong enterprise growth and an expanded network of buyers and suppliers, indicating enhanced competitiveness in the industry.
- Expanded Customer Base: Active buyers increased from 68,267 as of December 31, 2024, to 81,821, a 20% rise, while accounts spending over $50,000 in the last twelve months grew by 18%, demonstrating an increase in customer spending willingness.
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Analyst Views on XMTR
Wall Street analysts forecast XMTR stock price to rise
8 Analyst Rating
4 Buy
4 Hold
0 Sell
Moderate Buy
Current: 41.990
Low
54.00
Averages
61.80
High
75.00
Current: 41.990
Low
54.00
Averages
61.80
High
75.00
About XMTR
Xometry, Inc. provides an artificial intelligence (AI)-powered marketplace, the Thomasnet.com industrial sourcing platform and a suite of cloud-based services. The Company provides manufacturers with the critical resources they need to grow their business and makes it easy for buyers to create locally resilient supply chains. It connects buyers with suppliers of manufacturing services. Xometry Instant Quoting Engine leverages millions of pieces of data to analyze complex parts in real-time, matches buyers with the right suppliers globally, and provides pricing and lead times. Its AI-enabled technology platform is powered by machine learning algorithms and datasets, resulting in a two-sided marketplace. It uses technology to enable product designers, engineers, buyers, and supply chain professionals to access the capacity of a global network of manufacturing facilities. Its suppliers’ capabilities include computer numerical control manufacturing, and sheet cutting, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Xometry Launches New Lead Time Prediction Model and Pricing Logic
- Model Upgrade: Xometry's new Enterprise Machining Lead Time Prediction Model significantly enhances prediction accuracy by leveraging real-world production data from its global Partner Network, achieving a notable reduction in RMSLE, thus providing customers with more reliable timelines for custom-ordered parts.
- Expanded Rapid Delivery Options: The new model optimizes for and facilitates 1-day lead times based on historical supplier performance data, which enhances customer market responsiveness and strengthens Xometry's competitive edge in the rapid manufacturing sector.
- Enhanced Dynamic Pricing Logic: Xometry's dynamic pricing logic constructs personalized price-response functions by analyzing unique geometric features and customer-specific historical data, aiming to improve user experience and increase revenue per user, with broader deployment expected in Q1 2026.
- Accelerated Marketplace Flywheel: This release serves as a foundation for future innovations, enabling Xometry to quickly address complex sourcing challenges through a closed-loop data system, thereby enhancing manufacturing speed and reliability while reinforcing its leadership in AI-powered industrial sourcing.
See More
Xometry Management to Attend Investor Events
- Investor Event Schedule: Xometry's management team will attend the Citizens Technology Conference on March 3 in San Francisco, featuring a fireside chat at 11:00 AM PT, aimed at enhancing investor engagement and transparency.
- Global Technology Conference: Additionally, Xometry will participate in the Cantor Global Technology & Industrial Growth Conference on March 11 in New York City, further showcasing its leadership in the custom manufacturing sector.
- Webcast Availability: The webcast and replay of the fireside chat will be accessible through Xometry's Investor Relations section on their website after the session, ensuring that investors unable to attend in person can still access relevant information.
- Digital Manufacturing Platform: Xometry's AI-native marketplace and Thomasnet® industrial sourcing platform are rapidly digitizing the manufacturing industry, providing manufacturers with critical resources and streamlining the procurement process, thereby enhancing business growth potential.
See More
Thomas Partners with Maryland MEP to Boost Manufacturing Growth
- Strategic Partnership Launch: Thomas has partnered with the Maryland Manufacturing Extension Partnership to enhance the digital maturity and market competitiveness of Maryland manufacturers, which is expected to drive growth across several key industries in the state.
- Exclusive Resource Portal: The collaboration will introduce a dedicated Maryland sourcing portal that connects industrial buyers directly with local manufacturers, enhancing their visibility and market share, thereby strengthening Maryland's competitiveness in the global procurement market.
- Digital Footprint Assessment: Thomas will provide digital presence diagnosis services for Maryland manufacturers, evaluating critical factors such as search discoverability and user experience, which will help businesses effectively reach active buyers and increase sales opportunities.
- Educational Training Programs: The partners will host a webinar in mid-March titled “Digital Marketing for Manufacturers,” aimed at helping businesses improve their digital presence and sourcing capabilities, further bolstering the overall strength of Maryland's manufacturing sector.
See More
Xometry Reports Record Q4 2025 Earnings with Leadership Transition
- Leadership Transition: CEO Randy Altschuler announced he will become Executive Chair on July 1, 2026, with President Sanjeev Singh Sahni stepping in as CEO, reflecting a deliberate succession plan aimed at positioning the company for future growth.
- Record Performance: Q4 2025 revenue grew 30% year-over-year to over $192 million, with marketplace growth at 33%, showcasing the company's strong performance in the AI-driven marketplace and solidifying its leadership in the custom manufacturing sector.
- Enterprise Client Growth: The number of enterprise clients spending over $500,000 annually increased by over 40%, with four clients exceeding $10 million in spend, indicating significant penetration and customer stickiness in the enterprise market, which is expected to drive sustained revenue growth.
- Optimistic Outlook: The company expects at least 21% revenue growth for FY 2026 and targets incremental EBITDA margins of at least 20%, demonstrating management's confidence in future growth potential despite macroeconomic uncertainties.
See More
Xometry Q4 Earnings Exceed Expectations
- Strong Performance: Xometry reported a Q4 non-GAAP EPS of $0.16, beating expectations by $0.04, indicating a sustained enhancement in profitability that bolsters market confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $192.4 million, a 29.5% year-over-year increase, surpassing market expectations by $9.03 million, reflecting robust market performance and rising customer demand.
- Increased Marketplace Activity: Marketplace revenue growth accelerated to 33% in Q4, reaching $178 million, primarily driven by strong enterprise growth and an expanded network of buyers and suppliers, indicating enhanced competitiveness in the industry.
- Expanded Customer Base: Active buyers increased from 68,267 as of December 31, 2024, to 81,821, a 20% rise, while accounts spending over $50,000 in the last twelve months grew by 18%, demonstrating an increase in customer spending willingness.
See More
Xometry Set to Announce Q4 Earnings on February 24
- Earnings Announcement Date: Xometry is set to release its Q4 2023 earnings on February 24 before market open, with consensus EPS estimated at $0.12 and revenue projected at $183.37 million, reflecting a 23.4% year-over-year growth potential.
- Historical Performance: Over the past two years, Xometry has exceeded EPS estimates 88% of the time and revenue estimates 100% of the time, indicating strong reliability in financial forecasting and bolstering market confidence.
- Estimate Revision Dynamics: In the last three months, Xometry's EPS estimates have seen no upward revisions and one downward revision, suggesting a cautious outlook from analysts that may influence investor decisions.
- AI Operating System Expansion: Xometry is scaling its AI operating system for manufacturing, aimed at enhancing production efficiency and market competitiveness, which will support the company's growth trajectory moving forward.
See More
Xometry Launches New Lead Time Prediction Model and Pricing Logic
- Model Upgrade: Xometry's new Enterprise Machining Lead Time Prediction Model significantly enhances prediction accuracy by leveraging real-world production data from its global Partner Network, achieving a notable reduction in RMSLE, thus providing customers with more reliable timelines for custom-ordered parts.
- Expanded Rapid Delivery Options: The new model optimizes for and facilitates 1-day lead times based on historical supplier performance data, which enhances customer market responsiveness and strengthens Xometry's competitive edge in the rapid manufacturing sector.
- Enhanced Dynamic Pricing Logic: Xometry's dynamic pricing logic constructs personalized price-response functions by analyzing unique geometric features and customer-specific historical data, aiming to improve user experience and increase revenue per user, with broader deployment expected in Q1 2026.
- Accelerated Marketplace Flywheel: This release serves as a foundation for future innovations, enabling Xometry to quickly address complex sourcing challenges through a closed-loop data system, thereby enhancing manufacturing speed and reliability while reinforcing its leadership in AI-powered industrial sourcing.
See More
Xometry Management to Attend Investor Events
- Investor Event Schedule: Xometry's management team will attend the Citizens Technology Conference on March 3 in San Francisco, featuring a fireside chat at 11:00 AM PT, aimed at enhancing investor engagement and transparency.
- Global Technology Conference: Additionally, Xometry will participate in the Cantor Global Technology & Industrial Growth Conference on March 11 in New York City, further showcasing its leadership in the custom manufacturing sector.
- Webcast Availability: The webcast and replay of the fireside chat will be accessible through Xometry's Investor Relations section on their website after the session, ensuring that investors unable to attend in person can still access relevant information.
- Digital Manufacturing Platform: Xometry's AI-native marketplace and Thomasnet® industrial sourcing platform are rapidly digitizing the manufacturing industry, providing manufacturers with critical resources and streamlining the procurement process, thereby enhancing business growth potential.
See More
Thomas Partners with Maryland MEP to Boost Manufacturing Growth
- Strategic Partnership Launch: Thomas has partnered with the Maryland Manufacturing Extension Partnership to enhance the digital maturity and market competitiveness of Maryland manufacturers, which is expected to drive growth across several key industries in the state.
- Exclusive Resource Portal: The collaboration will introduce a dedicated Maryland sourcing portal that connects industrial buyers directly with local manufacturers, enhancing their visibility and market share, thereby strengthening Maryland's competitiveness in the global procurement market.
- Digital Footprint Assessment: Thomas will provide digital presence diagnosis services for Maryland manufacturers, evaluating critical factors such as search discoverability and user experience, which will help businesses effectively reach active buyers and increase sales opportunities.
- Educational Training Programs: The partners will host a webinar in mid-March titled “Digital Marketing for Manufacturers,” aimed at helping businesses improve their digital presence and sourcing capabilities, further bolstering the overall strength of Maryland's manufacturing sector.
See More
Xometry Reports Record Q4 2025 Earnings with Leadership Transition
- Leadership Transition: CEO Randy Altschuler announced he will become Executive Chair on July 1, 2026, with President Sanjeev Singh Sahni stepping in as CEO, reflecting a deliberate succession plan aimed at positioning the company for future growth.
- Record Performance: Q4 2025 revenue grew 30% year-over-year to over $192 million, with marketplace growth at 33%, showcasing the company's strong performance in the AI-driven marketplace and solidifying its leadership in the custom manufacturing sector.
- Enterprise Client Growth: The number of enterprise clients spending over $500,000 annually increased by over 40%, with four clients exceeding $10 million in spend, indicating significant penetration and customer stickiness in the enterprise market, which is expected to drive sustained revenue growth.
- Optimistic Outlook: The company expects at least 21% revenue growth for FY 2026 and targets incremental EBITDA margins of at least 20%, demonstrating management's confidence in future growth potential despite macroeconomic uncertainties.
See More
Xometry Q4 Earnings Exceed Expectations
- Strong Performance: Xometry reported a Q4 non-GAAP EPS of $0.16, beating expectations by $0.04, indicating a sustained enhancement in profitability that bolsters market confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $192.4 million, a 29.5% year-over-year increase, surpassing market expectations by $9.03 million, reflecting robust market performance and rising customer demand.
- Increased Marketplace Activity: Marketplace revenue growth accelerated to 33% in Q4, reaching $178 million, primarily driven by strong enterprise growth and an expanded network of buyers and suppliers, indicating enhanced competitiveness in the industry.
- Expanded Customer Base: Active buyers increased from 68,267 as of December 31, 2024, to 81,821, a 20% rise, while accounts spending over $50,000 in the last twelve months grew by 18%, demonstrating an increase in customer spending willingness.
See More
Xometry Set to Announce Q4 Earnings on February 24
- Earnings Announcement Date: Xometry is set to release its Q4 2023 earnings on February 24 before market open, with consensus EPS estimated at $0.12 and revenue projected at $183.37 million, reflecting a 23.4% year-over-year growth potential.
- Historical Performance: Over the past two years, Xometry has exceeded EPS estimates 88% of the time and revenue estimates 100% of the time, indicating strong reliability in financial forecasting and bolstering market confidence.
- Estimate Revision Dynamics: In the last three months, Xometry's EPS estimates have seen no upward revisions and one downward revision, suggesting a cautious outlook from analysts that may influence investor decisions.
- AI Operating System Expansion: Xometry is scaling its AI operating system for manufacturing, aimed at enhancing production efficiency and market competitiveness, which will support the company's growth trajectory moving forward.
See More
