Core Insights - Xometry reported a record third quarter for 2025, with a 31% year-over-year growth in marketplace revenue, highlighting the increasing adoption of its supply chain solutions by enterprise customers [2][5][6] - The company achieved a gross margin of 35.7%, an increase of 210 basis points year-over-year, and an Adjusted EBITDA of $6.1 million, improving by $6.8 million compared to the previous year [2][5][6] - Xometry's revenue for Q3 2025 reached $181 million, a 28% increase from $142 million in Q3 2024, driven by strong marketplace growth and expanded buyer-supplier networks [5][7] Financial Highlights - Q3 2025 revenue was $181 million, up 28% year-over-year, with marketplace revenue specifically increasing by 31% to $167 million [5][6][7] - Gross profit for Q3 2025 was $72 million, a 29% increase from $56 million in Q3 2024, attributed to the record marketplace gross margin [5][7] - The net loss attributable to common stockholders for Q3 2025 was $11.6 million, compared to a loss of $10.2 million in Q3 2024 [6][7] Business Developments - Xometry launched the Workcenter mobile app, enhancing communication and operational management for suppliers within its network [4] - The company introduced auto-quotes for injection molding services in the U.S., streamlining the manufacturing process [9] - Xometry expanded its marketplace in the EU with new materials and faster lead times, including a parts library for easier management of part data [9] Key Operating Metrics - Active buyers increased by 21% year-over-year, from 64,851 to 78,282 [6][11] - Accounts with last twelve-months spend of at least $50,000 rose by 14%, from 1,506 to 1,724 [6][11] - The percentage of revenue from existing accounts was 98%, up from 97% [11] Financial Guidance - For Q4 2025, Xometry expects revenue between $182 million and $184 million, representing a year-over-year growth of 23-24% [12][16] - The full year 2025 revenue guidance has been raised to $676 million to $678 million, with Adjusted EBITDA guidance increased to $16 million to $17 million [12][16]

Group 1 - The article does not provide any specific information or insights regarding a company or industry [1]

Core Insights - Concerns about inflation and recession due to tariffs have been overstated, as the U.S. economy continues to grow despite the implementation of significant tariffs [1] - Actual tariff revenue is expected to be significantly lower than initial forecasts, indicating that the impact of tariffs on businesses and consumers is less severe than anticipated [1][2] Group 1: Tariff Impact on Economy - The inflation rate in September was 3%, which, while above the Federal Reserve's 2% target, reflects a moderate impact from tariffs primarily affecting furniture and clothing prices [1] - The U.S. Treasury's customs and excise tax revenue is projected to reach $34 billion in October, leading to an annual estimate of $400 billion, which is much lower than the $500 billion to $1 trillion forecasted by the Treasury Secretary [1][2] Group 2: Corporate Strategies - Companies are diversifying their production lines to countries with lower tariffs, such as Vietnam, Mexico, and Turkey, which has contributed to a lower effective tax rate of approximately 12.5% compared to the nominal rate of 17% [2] - Businesses are stockpiling inventory before tariffs take effect to mitigate costs, with some companies utilizing bonded warehouses to defer tax payments [2] Group 3: Consumer Cost Absorption - U.S. consumers are currently bearing 50%-70% of the tariff costs, with companies absorbing the remainder due to higher profit margins post-pandemic [3] - Retailers can maintain profit margins at 2010s levels even if they absorb 30% of the tariff costs, indicating resilience in pricing strategies [4] Group 4: Industry-Specific Insights - In the automotive sector, manufacturers are estimated to absorb about 80% of the tariff costs, passing only 20% onto consumers, which reflects a cautious approach to pricing amid rising costs [4] - Apparel brands like Aritzia are facing significant tariffs but still maintain sufficient profitability to manage the impact, with pricing strategies not solely based on tariff costs [5]

Core Insights - Despite initial fears of inflation and recession due to tariffs, the actual impact has been less severe than anticipated, with the U.S. economy continuing to grow [1] - Tariff revenues collected by the U.S. Treasury are significantly lower than predicted, indicating that the expected benefits of tariffs have not materialized [1] Tariff Revenue and Effective Tax Rates - The effective average tax rate paid by companies is approximately 12.5%, which is lower than the estimated 17% statutory rate due to loopholes and exemptions [2] - Many companies have shifted production to countries with lower tariffs, such as Vietnam, Mexico, and Turkey, further reducing the effective tax rate [2] Corporate Strategies to Mitigate Tariff Costs - Companies are stockpiling inventory before tariffs take effect and utilizing bonded warehouses to minimize tariff costs [2] - U.S. companies have only passed a portion of the tariff costs onto consumers, with estimates suggesting that consumers have absorbed 50%-70% of the costs [3] Industry-Specific Insights - In the automotive sector, manufacturers are estimated to have absorbed about 80% of the tariff costs, only passing 20% onto consumers, due to higher profit margins post-pandemic [4] - Retailers, such as Aritzia, have shown resilience against tariff impacts, maintaining profitability despite facing high tariffs on imports [4] Consumer Behavior and Economic Outlook - Consumer spending remains robust, supported by a strong stock market and low unemployment, despite initial concerns about reduced consumer confidence [5] - Economists caution that the long-term effects of tariffs may still lead to increased costs for consumers as companies gradually raise prices [5]

Core Insights - Xometry has launched auto-quotes for injection molding services in the U.S., following a successful introduction in European markets earlier this year [1][2] Group 1: Product Offering - The new auto-quoting capability simplifies the injection molding manufacturing process, allowing customers to transition from design to finished part more efficiently [2] - Customers can now receive quotes in minutes instead of days, significantly reducing development and sourcing time [2] Group 2: Customer Benefits - The auto quoting feature provides immediate access to pricing and lead-time estimates, which are crucial for production processes [3] - By minimizing friction and wait times, the service aids engineers and procurement teams in making quicker, more informed decisions, thereby enhancing project momentum [3] Group 3: Company Overview - Xometry's AI-powered marketplace and cloud-based services are digitizing the manufacturing industry, providing essential resources for manufacturers and streamlining procurement for buyers [4]

Core Insights - Xometry, Inc. will report its Q3 2025 financial results on November 4, 2025, before market opens [1] - A conference call and webcast to discuss the results will take place at 8:30 a.m. ET on the same day [2] - An earnings presentation will accompany the financial results announcement and will be available on the Investor Relations website [2][3] Company Overview - Xometry operates an AI-powered marketplace that connects buyers and suppliers in the custom manufacturing sector [4] - The company is digitizing the manufacturing industry through its Thomasnet® industrial sourcing platform and cloud-based services [4] - Xometry provides essential resources for manufacturers to grow their business and enhances the procurement process for buyers with real-time pricing and lead time data [4]

Core Insights - Xometry, Inc. has launched the Workcenter Mobile App to enhance the management capabilities of suppliers within its partner network, allowing them to manage job offers, production workflows, and shop performance from anywhere [1][4]. Company Overview - Xometry operates an AI-powered marketplace that connects buyers and suppliers in custom manufacturing, providing critical resources to manufacturers and streamlining procurement processes through real-time pricing and lead time data [6]. Product Features - The Workcenter platform, introduced in 2022, serves as an all-in-one quote-to-cash solution for partners, enabling them to source work, manage operations, and monitor performance [2]. - The new mobile app allows partners to access the same functionalities as the desktop version, facilitating on-the-go management of jobs and operations [4]. User Experience - The app is designed to improve productivity by allowing partners to manage jobs and communicate while reducing downtime and speeding up workflows [8]. - It offers better support and engagement by providing seamless access to tools and support, ensuring partners remain connected with Xometry's support teams [8]. - Real-time communication features, such as push notifications, keep partners informed of critical updates and job opportunities [8]. - The app enhances data capture capabilities, allowing for photos, signatures, and status updates to be recorded directly, improving accuracy and responsiveness [8]. Availability - The Workcenter Mobile App is available for download on both the Apple App Store and Google Play [5].

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][2]. Company Overview: Xometry (XMTR) - Xometry currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance in the market [3][4]. - The company operates in the on-demand manufacturing sector, which shows promise as a solid momentum pick [4]. Price Performance - Over the past week, Xometry shares increased by 3.81%, while the Zacks Manufacturing - General Industrial industry saw a decline of 0.19% [6]. - In a longer timeframe, Xometry's shares have risen by 12.27% over the past month, significantly outperforming the industry's 0.75% [6]. - Over the last quarter, shares have surged by 47.59%, and over the past year, they have gained 197.62%, compared to the S&P 500's increases of 8.57% and 18.94%, respectively [7]. Trading Volume - Xometry's average 20-day trading volume is 768,045 shares, which serves as a bullish indicator when combined with rising stock prices [8]. Earnings Outlook - Recent earnings estimate revisions for Xometry have been positive, with three estimates moving higher for the current fiscal year, raising the consensus estimate from $0.30 to $0.35 [10]. - For the next fiscal year, four estimates have increased, with no downward revisions noted [10]. Conclusion - Considering the positive price trends, strong earnings outlook, and favorable trading volume, Xometry is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a compelling option for investors seeking near-term gains [12].

Group 1 - Serve Robotics stock achieved a Relative Strength Rating (RS Rating) of 83, surpassing the benchmark of 80 [1] - Xometry stock experienced a significant rally of 175%, reaching a new 52-week high as the company turned profitable [2][4] - Xometry's Composite Rating rose to 96, placing it among elite stocks with RS Ratings over 90 [4] Group 2 - Nvidia's CEO indicated that a 'Robotics Era' is approaching, suggesting potential growth in the robotics sector [4] - Serve Robotics and Xometry are highlighted as stocks showing market leadership, with Serve Robotics earning a 96 RS Rating and Xometry an 85 RS Rating [4]

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]