XMTR Xometry (XMTR) Q2 FY26 earnings call
Xometry delivered a strong quarter, showcasing accelerating revenue growth and improved profitability, driven by its AI-native marketplace and product-led strategy. The company is leveraging its proprietary data and AI models to optimize conversion, buyer growth, and market share gains, while also expanding its network and deepening enterprise engagement. Management is confident in continued compounding growth and operating leverage, with a focus on strategic investments and disciplined capital allocation.
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XMTR operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | This call 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.