Group 1 - Xometry has consistently participated in the conference over the past few years, indicating strong engagement with the investment community [1] - The team from Xometry includes CEO Randy Altschuler, CFO James Miln, and Shawn Milne from the Investor Relations team, showcasing a robust leadership presence at the event [1]

Summary of Xometry Conference Call - September 10, 2025 Company Overview - **Company**: Xometry (NasdaqGS: XMTR) - **Industry**: Custom manufacturing and digital marketplace Key Points and Arguments Growth and Market Penetration - **Strong Year**: 2025 has been a strong year for Xometry with accelerated growth attributed to deeper penetration within enterprise customers [5][6] - **Enterprise Focus**: Transitioning from small companies to larger enterprise customers, leveraging technology tools and a specialized sales team [5][6] - **Software Development**: Increased output from software development enhances user experience and marketplace functionality [6] Technology and AI Integration - **AI Utilization**: AI is central to Xometry's operations, improving pricing accuracy and supplier matching, which enhances gross margins [7][30][48] - **Marketplace Efficiency**: The platform allows for instant quoting and sourcing flexibility, addressing supply chain resilience and digitization trends [6][14] Executive Team Expansion - **New Leadership**: Recent appointments include a new President, CTO, and CMO from larger companies to guide Xometry's growth towards a billion-dollar revenue mark [10][11] Marketplace Dynamics - **Strong Marketplace Growth**: Over 100 accounts spent more than $500,000 last year, with a 40% growth rate among these customers [14][22] - **Technology-Driven Sales**: Integration with enterprise procurement software reduces friction and enhances customer experience [14][15] International Expansion - **International Revenue Growth**: From $2 million in 2020 to over $100 million run rate, with a 31% growth last quarter [24][25] - **Global Market Resonance**: The business model is effective in Europe and Asia-Pacific, with expectations for international revenue to reach 30%-40% of total [25][26] Financial Performance - **Gross Margin Improvement**: Achieved an all-time high gross margin of 35.4% in Q2, with expectations to maintain a long-term range of 35%-40% [30][31] - **Adjusted EBITDA**: Positive adjusted EBITDA margins expected as the company scales towards a billion-dollar revenue target [52] Supplier Services and Thomasnet - **Advertising Strategy**: Thomasnet, with nearly 500,000 suppliers, is being enhanced with updated technology to improve advertiser engagement and ROI [36][37] - **Self-Service Improvements**: Transitioning to a self-service model for advertisers to increase ease of use and engagement [38][39] Strategic Priorities - **Long-Term Vision**: Aim to be the default choice for custom manufacturing, providing a seamless experience for buyers and suppliers [56][57] - **Supplier Support**: Offering free software to suppliers to streamline their operations and enhance profitability [58] Conclusion - **Market Positioning**: Xometry is positioned to capitalize on the growing demand for custom manufacturing solutions through technology, AI integration, and a strong marketplace strategy [56][58]

Xometry unveils its inaugural global Manufacturing Outlook, highlighting key trends and strategies for manufacturersNORTH BETHESDA, Md., Sept. 08, 2025 (GLOBE NEWSWIRE) -- Xometry, Inc. (NASDAQ:XMTR), the global AI-powered marketplace connecting buyers with suppliers of manufacturing services, unveiled its inaugural Manufacturing Outlook report, a forward-looking analysis of the forces shaping the manufacturing industry for 2026. Drawing on proprietary research with manufacturing executives across the U.S., ...

PresentationRonald JoseyMD and Co-Head of Tech & Communications Happy to have to share the stage, be on stage with Xometry's CEO and Founder, Randy Altschuler; and then CFO, James Miln. So I think we all know about Xometry. We've been public for a few years now, and so we can sort of get to the questions. But I was talking to a few guys today, and we know Xometry is a marketplace for manufacturing or whatever. But also, I thought the buzzword supply chain platform is a good way of saying what Xometry is. So ...

Xometry (XMTR) 2025 Conference Summary Company Overview - Xometry is a marketplace for custom manufacturing, often referred to as a supply chain platform [1] Key Financial Performance - 21.5% growth in annual buyers in Q2 [2] - 26% growth in marketplace revenue [3] - Record high gross margin for marketplace at over 40% [4] - Overall gross margin reached 35.4% in Q2, with expectations to maintain between 35% to 40% [88][92] Drivers of Growth - Increased adoption of AI for smarter quoting and dynamic pricing, enhancing buyer-supplier matching [4][10] - Integration into customer procurement and CAD systems, improving efficiency and reducing friction [5][28] - Expansion of the supplier network, which has grown over 40% since 2019 [15] - Introduction of TeamSpace, facilitating collaboration among buyers and enhancing enterprise customer engagement [22][25] Product Innovations - Instant quoting capabilities are being expanded to include more manufacturing technologies and materials [14] - TeamSpace launched in Europe, with over 8,500 teams adopted, aiding in enterprise operations [18][21] - WorkCenter software provides real-time order status, improving customer experience [41] Market Dynamics - Xometry is gaining market share despite overall manufacturing contraction, indicating strong competitive positioning [58] - Renewed interest in reshoring and multi-sourcing strategies among customers [60][61] - The company is diversifying its supplier base, with a 28% growth in suppliers last year [65] International Expansion - International revenue is approximately 16.5% of total revenue, with potential for significant growth [69] - The company aims for a 30-40% international revenue mix in the future [71] Customer Engagement and Retention - Focus on building strategic partnerships with enterprise customers, with top 100 customers growing over 40% in 2024 [25] - Emphasis on reducing procurement friction through ERP integrations, enhancing customer access to Xometry's services [30] Future Outlook - The potential for multiple customers to reach $10 million in revenue, driven by enhanced technology and sales strategies [31][36] - Continued investment in technology and supplier relationships to improve customer satisfaction and profitability [76][92] Additional Insights - Xometry's addressable market is estimated at nearly $2 trillion, highlighting the vast opportunity in custom manufacturing [95] - The company is revitalizing its Thomas platform to enhance advertising capabilities and supplier engagement [78][85] Conclusion - Xometry is positioned for continued growth through technological advancements, strategic partnerships, and an expanding marketplace, with a strong focus on customer experience and operational efficiency [53][96]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Summary: Xometry (XMTR) - Xometry currently holds a Momentum Style Score of B, indicating a favorable momentum characteristic [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] - Over the past week, XMTR shares have increased by 34.02%, significantly outperforming the Zacks Manufacturing - General Industrial industry, which rose by only 0.73% [5] - In the last quarter, XMTR shares have surged by 41.26%, and over the past year, they have gained 167.01%, while the S&P 500 only increased by 10.12% and 19.99%, respectively [6] - The average 20-day trading volume for XMTR is 1,025,730 shares, indicating a bullish trend as the stock is rising with above-average volume [7] Earnings Outlook - In the past two months, three earnings estimates for XMTR have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $0.30 to $0.35 [9] - For the next fiscal year, four estimates have moved higher, with no downward revisions, indicating positive sentiment regarding future earnings [9] Conclusion - Considering the positive momentum indicators and earnings outlook, XMTR is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [11]

Core Viewpoint - XMTR's MSCI ESG rating has been downgraded from BB to B as of August 14, 2025, indicating a decline in the company's environmental, social, and governance performance [1] Summary by Relevant Categories ESG Rating - XMTR's MSCI ESG rating is now B, down from BB, reflecting a significant change in its ESG performance [1]

Company Performance - Xometry (XMTR) shares have increased by 36.9% over the past month, reaching a new 52-week high of $48.6 [1] - Year-to-date, Xometry has gained 11.3%, outperforming the Zacks Industrial Products sector (6.9%) and the Zacks Manufacturing - General Industrial industry (7.2%) [1] Earnings and Revenue Expectations - Xometry has consistently exceeded earnings estimates, reporting EPS of $0.09 against a consensus estimate of $0.05 in its last earnings report [2] - For the current fiscal year, Xometry is projected to achieve earnings of $0.35 per share on revenues of $657.33 million, reflecting a 975% increase in EPS and a 20.49% increase in revenues [3] - For the next fiscal year, expected earnings are $0.82 per share on revenues of $778.59 million, indicating a year-over-year change of 134.29% in EPS and 18.45% in revenues [3] Valuation Metrics - Xometry's current valuation shows a Price-to-Earnings (P/E) ratio of 135.6X for the current fiscal year, significantly higher than the peer industry average of 23.3X [6] - The stock has a Value Score of F, while its Growth and Momentum Scores are both A, resulting in a VGM Score of B [6] Zacks Rank and Investment Potential - Xometry holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [7] - The combination of a Zacks Rank of 2 and Style Scores of A or B suggests that Xometry shares may have further upside potential [7] Industry Comparison - The Manufacturing - General Industrial industry is performing well, ranking in the top 14% of all industries, providing a favorable environment for both Xometry and its peer, Gorman-Rupp Company (GRC) [10] - Gorman-Rupp Company has a Zacks Rank of 2 (Buy) and is expected to post earnings of $2.04 per share on revenues of $680.77 million for the current fiscal year [9]

Core Viewpoint - Xometry (XMTR) is experiencing solid improvement in earnings estimates, which is likely to positively impact its stock price in the near term [1][2]. Earnings Estimates - Analysts are increasingly optimistic about Xometry's earnings prospects, leading to higher estimates that should reflect in the stock price [2]. - The consensus earnings estimate for the current quarter is $0.11 per share, indicating a year-over-year increase of +450.0% [5]. - For the full year, the earnings estimate has risen to $0.35 per share, representing a change of +975.0% from the previous year [6]. Estimate Revisions - Over the past 30 days, the Zacks Consensus Estimate for Xometry has increased by 5%, with one estimate moving higher and no negative revisions [5]. - The consensus estimate for the current year has increased by 18.63%, with three estimates moving higher and no negative revisions [6][7]. Zacks Rank - Xometry has earned a Zacks Rank 2 (Buy) due to promising estimate revisions, which indicates a favorable investment opportunity [8]. - Stocks with Zacks Rank 1 (Strong Buy) and 2 (Buy) have historically outperformed the S&P 500 [8]. Stock Performance - Xometry's stock has increased by 29.5% over the past four weeks, driven by strong estimate revisions and investor interest [9].

Company Overview - Xometry, Inc. (NASDAQ: XMTR) experienced a significant increase in share price following the release of its second quarter earnings, attributed more to low investor expectations than exceptionally strong results [1] - The company's growth is slowing down, yet remains relatively solid in the context of the current macroeconomic environment [1] Investment Strategy - Narweena, an asset management firm led by Richard Durant, focuses on identifying market dislocations caused by misunderstandings of long-term business prospects [1] - The firm aims to achieve excess risk-adjusted returns by targeting businesses with secular growth opportunities in markets characterized by high barriers to entry [1] - Narweena's investment approach emphasizes company and industry fundamentals to uncover unique insights, with a preference for smaller cap stocks and markets lacking obvious competitive advantages [1] Economic Insights - The aging population, low population growth, and stagnating productivity growth are expected to create new investment opportunities distinct from historical trends [1] - Certain industries may experience stagnation or secular decline, which could paradoxically enhance business performance due to reduced competition [1] - Conversely, some businesses may face increasing costs and diseconomies of scale, while the economy shifts towards asset-light business models, leading to a declining need for infrastructure investments [1] - A growing pool of capital is competing for a limited number of investment opportunities, resulting in rising asset prices and compressed risk premia over time [1]