The raised full-year guidance and accelerating marketplace growth (45% YoY) confirm strong execution. Traders should watch Q3 revenue guidance ($234-236M) for continued momentum and monitor any margin expansion as the company scales. The dilutive June offering is a near-term overhang but strengthens the balance sheet for growth investments.
Price Chart
Executive Summary
Xometry reported Q2 2026 revenue of $229M (+41% YoY), beating consensus of $215.1M, but Non-GAAP EPS of $0.16 was in line with consensus. The company raised its full-year 2026 revenue growth outlook from 27-28% to 33-34%, driven by ~37% marketplace growth, signaling accelerating market share gains. The strong top-line beat and raised guidance are positive, but the company remains GAAP-loss-making and completed a dilutive equity offering in June.
Key Financial Metrics
Key Facts
- Q2 2026 revenue of $229M (+41% YoY) beat consensus of $215.1M
- Non-GAAP EPS of $0.16 in line with consensus
- Marketplace revenue accelerated to 45% YoY growth
- Full-year 2026 revenue growth outlook raised from 27-28% to 33-34%
- Q3 2026 revenue guidance of $234-236M (30-31% YoY growth)
- Adjusted EBITDA improved to $14.1M from $3.9M YoY
- Cash and equivalents increased to $517M after $248M equity offering and $50M Siemens private placement
- GAAP net loss narrowed to $5.3M from $26.4M YoY
Financial Impact
Revenue beat of $13.9M (6.5%) vs consensus; full-year guidance raised by ~6 percentage points
Risk Factors
- GAAP net loss persists despite improving adjusted EBITDA
- Dilutive equity offering in June increases share count by ~11%
- Services revenue declined 3% YoY, indicating mixed segment performance
- Macroeconomic headwinds could slow custom manufacturing demand
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3338170 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | Press Release | $87.59 $105.13 | ▲ +20.03% | ▲ +17.92% | $102.53 (+17.06%) |
Sep 3, 2026 29d ago | Insider Cluster | $93.04 $86.11 | ▼ −7.45% | ▼ −6.30% | $102.53 (+10.20%) |
Aug 31, 2026 4w ago | 144 | $91.15 $85.59 | ▼ −6.10% | ▼ −6.18% | $102.53 (+12.48%) |
Aug 31, 2026 4w ago | Insider Cluster | $92.69 $92.45 | ▼ −0.26% | ▼ −0.12% | $102.53 (+10.62%) |
Aug 21, 2026 6w ago | Insider Cluster | $83.59 $94.11 | ▲ +12.59% | ▲ +12.11% | $102.53 (+22.66%) |
Aug 18, 2026 6w ago | Insider Cluster | $85.95 $87.78 | ▲ +2.13% | ▲ +2.33% | $102.53 (+19.29%) |
Aug 11, 2026 7w ago | Insider Cluster | $91.43 $85.95 | ▼ −5.99% | ▼ −5.59% | $102.53 (+12.14%) |
Aug 4, 2026 8w ago | 8-K | $91.66 $91.43 | ▼ −0.25% | ▼ −0.15% | $102.53 (+11.86%) |
Aug 4, 2026 8w ago | Press Release | $91.66 $91.43 | ▼ −0.25% | ▼ −0.15% | $102.53 (+11.86%) |
Jul 21, 2026 10w ago | Press Release | $104.85 $85.92 | ▼ −18.05% | ▼ −16.83% | $102.53 (−2.21%) |
US Market Status
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