Xometry: 3 Key Takeaways for Long-Term Investors

On its third-quarter 2026 earnings call, held on Nov. 3, 2026, Xometry (NASDAQ:XMTR) announced its first quarter of profitability under generally accepted accounting principles, or GAAP, alongside reaching a $1 billion annual revenue run rate. Sustained adoption of the company's artificial intelligence marketplace demonstrates how digital platforms are capturing market share from traditional offline custom manufacturing. Three things management said stand out.

Marketplace revenue expanded 43% year over year to $238 million while gross margin reached 36%. Operational efficiency drove adjusted EBITDA to $21.4 million.

Accounts spending at least $50,000 annually expanded 26% year over year to 2,172 customers. Automated matching between purchase orders and invoices embeds the marketplace deeper into enterprise workflows.

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