UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39994 Fathom Digital Manufacturing Corporation (Exact name of registrant as specified in its charter) | Delaware | 40-0023833 | | ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39994 FATHOM DIGITAL MANUFACTURING CORPORATION (Exact name of registrant as specified in its charter) Delaware 98-1571400 (State or ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39994 Fathom Digital Manufacturing Corporation (Exact name of registrant as specified in its charter) Delaware 40-0023833 (St ...

Financial Data and Key Metrics - Revenue for Q3 2023 was $31.5 million, down from $40.2 million in the same period last year [27] - Adjusted EBITDA for Q3 was $3.1 million, representing a margin of 9.8%, compared to $7.1 million or 17.5% in Q2 2023 [48] - Orders for Q3 were $29.1 million, down from $38 million in the prior quarter [26] - Year-to-date CapEx was $4.3 million, with $2.3 million spent on equipment purchases and $2 million on IT systems [16] - Total gross debt as of September 30 was $159.2 million, with net debt at $151.4 million [50] Business Line Data and Key Metrics - CNC machining revenue was $12.5 million (40% of total revenue), down from $13.2 million sequentially [3] - Precision sheet metal revenue was $9.5 million (30.3% of total revenue), flat sequentially but a drag on year-on-year decline [3] - Injection molding revenue was $5.4 million (17.1% of total revenue) [3] - Additive manufacturing revenue was $2.7 million (8.6% of total revenue) [3] - Ancillary technologies revenue was $1.4 million (4.3% of total revenue) [3] Market Data and Key Metrics - The company services end markets including healthcare, defense, and other growth verticals [11] - Weakness was noted in the semiconductor and medical diagnostic imaging sectors, particularly impacting precision sheet metal and CNC activities [38] - The company secured a $1.5 million order for injection molding and additive manufacturing from an EV client, highlighting resilience in the EV market [47] Company Strategy and Industry Competition - The company aims to deleverage its capital structure to free up cash and improve liquidity [12] - Focus is on repositioning business development efforts towards recession-resilient industrial sectors with positive megatrends [45] - The company is building scale to capitalize on new growth opportunities as business conditions improve [13] - The company is focusing on markets such as electric vehicles, power generation, and defense, which are less cyclical or performing well [47] Management Commentary on Operating Environment and Future Outlook - Management remains optimistic about market conditions improving as lead times come down and customer inventories return to normalized levels [51] - The company expects Q4 revenue and adjusted EBITDA to be in line with Q3 performance [51] - Management is focused on cost optimization, having reduced overall expenses by approximately $13 million and eliminated redundant operating facilities [25] Other Important Information - The company has a medical certification at two of its sites, making it sticky with customers in the medical sector [39] - The company signed an amendment to its credit facility, which includes a commitment from majority shareholders to pay down $50 million of debt [57] Q&A Session Summary Question: Sequential decline in gross margin and future gross margin expectations - The primary reason for the decline was a drop in revenue from $34 million to $31.5 million, with 70% of costs acting as fixed costs unless resizing actions are taken [31][53] - The company expects to return to gross margins in the low 30s to mid-30s if revenue levels recover to mid-30s [17] Question: Focus on resilient markets and revenue growth opportunities - The company is focusing on both existing and new customers, with a strategic shift towards industries like electricity, medical, and defense, which are less affected by economic downturns [54] Question: Challenges faced by the company over the past year - The company has faced macroeconomic difficulties since going public, but remains bullish on its manufacturing capabilities and strong customer base [56] Question: Amendment to the credit facility - The amendment includes a resetting of various covenants and a commitment from majority shareholders to pay down $50 million of debt, providing flexibility and a long-term solution for deleveraging [57] Question: Weaker end markets - The semiconductor and medical diagnostic imaging sectors were weaker than expected, impacting precision sheet metal and CNC activities [38] Question: Strategy around the medical market - The company is highly focused on the medical sector due to its certifications, which make it sticky with customers, and expects a re-energization of orders in 2024 [39]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39994 Fathom Digital Manufacturing Corporation (Exact name of registrant as specified in its charter) Delaware 40-0023833 (State o ...

Q2 2022 Highlights 1 Adjusted EBITDA is a non-GAAP financial measure. Reconciliations of non-GAAP financial measures are included in the Appendix. Revenue ($ in millions) • Fathom's strategic accounts have demonstrated continued growth since going public Adjusted EBITDA ($ in millions) Certain statements made in this presentation are "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Words such as "estimates, ...

Michael Cimini - Director, Investor Relations Conference Call Participants Hello. My name is Carla, and I will be your operator this morning. I would like to welcome everyone to the Fathom Digital Manufacturing Earnings Conference Call. This call is being recorded and a replay will be available later today. [Operator Instructions]. Thank you, Carla, and good morning, everyone. Welcome to Fathom's Second Quarter 2023 Earnings Conference Call. Before we begin, I'd like to mention that today's presentation and ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39994 Fathom Digital Manufacturing Corporation (Exact name of registrant as specified in its charter) Delaware 98-1571400 (State ...

Yes, Greg, let me comment on that. And this goes to our better understanding of NPI versus production, where an order comes in for NPI, you can turn it around within weeks, as you're familiar with. With these production orders, as Ryan indicated, we saw a continued soft April, both on shipments and orders, that then colors our view of what's going to happen in May and June, because you have to bring the orders in and then we will likely in most of these cases deliver 30 to 60 days out for a production order ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39994 FATHOM DIGITAL MANUFACTURING CORPORATION (Exact name of registrant as specified in its charter) | Delaware | 98-1571400 | | -- ...