The raised full-year guidance to at least 37% revenue growth signals accelerating marketplace momentum and operating leverage. Watch Q4 revenue relative to the $254-256M guidance range and any further margin expansion in the next earnings report.
Price Chart
Executive Summary
Xometry reported record Q3 2026 revenue of $252.4M (+40% YoY), above the $235.6M consensus, and GAAP net income of $1.9M versus a loss of $11.6M a year ago. The company raised its full-year 2026 revenue growth outlook from 33-34% to at least 37% and guided Q4 revenue of $254-256M, implying 32-33% YoY growth.
Key Financial Metrics
Key Facts
- Q3 2026 revenue of $252.4M, +40% YoY, above $235.6M consensus
- Marketplace revenue of $238.0M, +43% YoY
- GAAP net income of $1.9M vs loss of $11.6M in Q3 2025
- Adjusted EBITDA of $21.4M, up 249% YoY from $6.1M
- Full-year 2026 revenue growth outlook raised to at least 37% from 33-34%
- Q4 2026 revenue guidance of $254-256M (32-33% YoY growth)
- Marketplace Active Buyers grew 20% YoY to 93,812
- Record net buyer additions of 4,255 in Q3 2026
- Cash and marketable securities of $505M as of September 30, 2026
Financial Impact
Revenue beat consensus by $16.8M (7.1%); GAAP net income positive for the first time; full-year guidance raised by ~4 percentage points
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Marketplace | $238.0M | +43.0% |
| Services | $14.4M | +2.0% |
Risk Factors
- Services revenue remains small ($14.4M) and grew only 2% YoY
- International segment Adjusted EBITDA was negative ($0.6M) in Q3
- Accounts receivable grew $55M in the first nine months, outpacing revenue growth
- Restructuring charges of $1.4M in Q3 indicate ongoing cost actions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-444354 |
| Document: xmtr-20261103.htm | 0001193125-26-444354 |
| Document: 0001193125-26-444354-index-headers.html | 0001193125-26-444354 |
| Document: 0001193125-26-444354-index.html | 0001193125-26-444354 |
| Document: 0001193125-26-444354.txt | 0001193125-26-444354 |
| 8-K Data (Synthetic) | 0001193125-26-444354 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 5, 2026 today | 8-K | $110.49 | awaiting T+1 | awaiting T+1 | $109.01 (−1.34%) |
Nov 5, 2026 today | 144 | $109.01 | awaiting T+1 | awaiting T+1 | $109.01 (+0.00%) |
Nov 5, 2026 today | SC 13G/A | $111.27 | awaiting T+1 | awaiting T+1 | $109.01 (−2.03%) |
Nov 4, 2026 1d ago | Institutional Cluster | $113.52 $109.01 | ▼ −3.97% | ▲ +0.44% | $109.01 (−3.97%) |
Nov 3, 2026 2d ago | 8-K | No price | awaiting T+1 | awaiting T+1 | No price |
Nov 3, 2026 2d ago | Press Release | $111.29 $113.52 | ▲ +2.00% | ▲ +0.35% | $109.01 (−2.05%) |
Oct 20, 2026 16d ago | Press Release | $93.64 | awaiting T+1 | awaiting T+1 | $109.01 (+16.41%) |
Oct 2, 2026 4w ago | Insider Cluster | $107.70 $110.66 | ▲ +2.75% | ▲ +2.20% | $109.01 (+1.22%) |
Sep 15, 2026 7w ago | Press Release | $87.59 $93.15 | ▲ +6.35% | ▲ +6.79% | $109.01 (+24.46%) |
Sep 3, 2026 9w ago | Insider Cluster | $92.53 $92.45 | ▼ −0.09% | ▲ +0.46% | $109.01 (+17.81%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers