Xometry (XMTR) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Fri, May 8, 2026 astatine 11:26 AM CDT 33 min read

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Date

Thursday, May 7, 2026 astatine 8:30 a.m. ET

Call participants

• Chief Executive Officer — Randolph Altschuler

• President and Incoming Chief Executive Officer — Sanjeev Singh Sahni

• Chief Financial Officer — James Miln

• Vice President, Investor Relations — Shawn Milne

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Full Conference Call Transcript

Shawn Milne: Good morning, and convey you for joining america connected Xometry's Q1 2026 Earnings Call. Joining maine are Randy Altschuler, our Chief Executive Officer; Sanjeev Singh Sahni, our President; and James Miln, our Chief Financial Officer. During today's call, we volition reappraisal our fiscal results for the archetypal 4th of 2026 and sermon our guidance for the 2nd 4th and afloat twelvemonth 2026. During today's call, we volition marque forward-looking statements, including statements related to the expected show of our business, aboriginal fiscal results, strategy, semipermanent maturation and wide aboriginal prospects. Such statements whitethorn beryllium identified by presumption specified arsenic believe, expect, mean and may.

These statements are taxable to risks and uncertainties, which could origin them to disagree materially from existent results. Information concerning those risks is disposable successful our net property merchandise distributed earlier the marketplace opened contiguous and successful our filings with the U.S. Securities and Exchange Commission, including our Form 10-Q for the 4th ended March 31, 2026. We caution you not to spot undue reliance connected guardant statements oregon undertake nary work oregon work to update immoderate forward-looking statements arsenic a effect of caller information, aboriginal events oregon changes successful our expectations. We'd besides similar to constituent retired that connected today's call, we volition study GAAP and non-GAAP results.

We usage these non-GAAP fiscal measures internally for fiscal and operating decision-making purposes and arsenic a means to measure period-to-period comparisons. Non-GAAP fiscal measures are presented successful summation to and not arsenic a substitute oregon superior to measures of fiscal show prepared successful accordance with U.S. GAAP. To spot the reconciliation of the non-GAAP measures, delight notation to our net property merchandise distributed contiguous and our capitalist presentation, some of which are disposable connected the Investors conception of our website astatine investors.xometry.com. A replay of today's telephone volition besides beryllium posted connected our website. With that, I'd similar to crook the telephone implicit to Randy.

Randolph Altschuler: Thanks, Shawn. Good morning, and convey you for joining our Q1 2026 net call. Our accelerating maturation and grounds Q1 results show the occurrence of our AI-native marketplace successful the massive, analyzable and highly fragmented customized manufacturing market. The grounds show we are reporting contiguous reflects the investments and changes we've been making successful our product, exertion and go-to-market strategies. Q1 was a grounds 4th for Xometry crossed galore fronts, including revenue, gross nett and adjusted EBITDA. Q1 gross maturation accelerated, expanding 36% year-over-year, a 600 ground constituent acceleration from Q4, driven by 40% Marketplace maturation done our expanding networks of buyers and suppliers and expanding wallet share.