XMTR Xometry (XMTR) Q1 FY26 earnings call
Xometry delivered a record Q1 FY26, showcasing accelerating revenue growth and expanding profitability, driven by its AI-native marketplace and product-led strategy. The company announced a significant strategic partnership with Siemens, integrating Xometry's AI capabilities into Siemens Xcelerator and receiving a $50 million investment. Management expressed confidence in continued robust growth and operating leverage, with an emphasis on expanding market share in the fragmented custom manufacturing sector.
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XMTR operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Active buyers | 81.821KQ4 active buyers increased 20% year-over-year to 81,821 with a net addition of 3,539 active buyers, driven by efficient corporate marketing initiatives.Source: earnings call transcript | 85.581KQ1 active buyers increased 20% year-over-year to 85,581 with a net addition of 3,760 active buyers, the highest number of net adds in 9 quarters.Source: earnings call transcript | 89.557KQ2 active buyers increased 20% year-over-year to 89,557 with a net addition of 3,976 active buyers, the highest number of net adds in 10 quarters.Source: earnings call transcript | +4.6% |
| Active buyers net additions | 3,539Q4 active buyers increased 20% year-over-year to 81,821 with a net addition of 3,539 active buyers, driven by efficient corporate marketing initiatives.Source: earnings call transcript | 3,760Q1 active buyers increased 20% year-over-year to 85,581 with a net addition of 3,760 active buyers, the highest number of net adds in 9 quarters.Source: earnings call transcript | 3,976Q2 active buyers increased 20% year-over-year to 89,557 with a net addition of 3,976 active buyers, the highest number of net adds in 10 quarters.Source: earnings call transcript | +5.7% |
| Accounts with LTM spend of at least $50,000 | 1,760In Q4, the number of accounts with last 12 months spend of at least $50,000 on our platform increased 18% year-over-year to 1,760.Source: earnings call transcript | 1,864In Q1, the number of accounts with last 12-month spend of at least $50,000 on our platform increased 21% year-over-year to 1,864 with a strong net adds of 104.Source: earnings call transcript | 2,039In Q2, the number of accounts with last 12-month spend of at least $50,000 on our platform increased 23% year-over-year to 2,039 with a record 175 quarterly net adds.Source: earnings call transcript | +9.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.