Xometry (XMTR) Q2 2026 Earnings Call Transcript
Xometry (XMTR) reported Q2 2026 revenue of $229.3 million, up 41% year over year, with marketplace revenue of $215.4 million (+45%). Adjusted EBITDA was $14.1 million, and non-GAAP net income was $9.9 million. The company raised Q3 2026 revenue guidance to $234 million to $236 million and full-year 2026 revenue growth to 33% to 34%.
How this was made
The 30-second read
Why it matters
Traders can update valuation and positioning based on the raised full-year revenue growth range and adjusted EBITDA guidance, plus the Q3 revenue range and marketplace performance metrics.
Market read
This is a company-specific earnings and guidance update with multiple concrete financial ranges that can drive immediate estimate revisions.
What to watch
The guidance assumes continued marketplace buyer growth and enterprise account net additions; any slowdown in active buyers or higher-than-expected operating expenses could pressure the EBITDA path despite strong Q2 results.
Background
The article is a transcript-style summary of Xometry’s Q2 2026 earnings call, covering results, operating metrics, and updated guidance.
Ticker impact
Xometry reported Q2 2026 revenue of $229.3M (+41% YoY) and raised FY 2026 revenue growth to 33% to 34% with EBITDA guidance $60M to $62M.
Likely positive near-term bias as traders reprice FY 2026 revenue and adjusted EBITDA expectations; follow-through depends on Q3 revenue landing within $234M to $236M.
The article discloses multiple fresh, decision-relevant datapoints: Q2 results, raised full-year guidance, and specific Q3 revenue guidance range, all tied to marketplace growth and operating leverage.
Market effects
Supports the narrative that AI-native industrial marketplaces can scale profitability via marketplace gross profit growth and expense leverage.
International expansion (India and Vietnam) is highlighted with improving international adjusted EBITDA margin, which may influence regional growth expectations.
Siemens strategic investment and design-center integration point to broader industrial digitization partnerships, potentially affecting sentiment toward industrial software and manufacturing marketplaces.
Counterpoint
Marketplace gross margin is slightly down year over year (34.7% vs 35.4%), so the EBITDA improvement may be more sensitive to cost discipline and advertising stabilization than the headline growth implies.
Key entities
- companyXometry, Inc.
Reported Q2 2026 results and raised FY 2026 guidance; discussed AI-native marketplace drivers and Siemens integration.
- strategic_partnerSiemens
Provided a strategic investment and is expected to integrate Xometry insights into the Siemens Design Center.
