Leading the Future of Manufacturing Q4 2025 Earnings Presentation February 24, 2026 This presentation also contains estimates and other statistical data from both independent third parties and the Company relating to market size and growth and other data about the Company's industry. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. While the Company believes the estimates and statistical data from these independent third parties ar ...

Core Insights - Xometry, Inc. reported a record revenue growth of 30% year-over-year in Q4 2025, reaching $192 million, driven by strong enterprise customer adoption of its supply chain solutions [2][5] - The company achieved a gross profit increase of 27% year-over-year to $75.2 million, with Adjusted EBITDA improving by $7.3 million to $8.4 million [2][5] - For the full year 2025, Xometry's marketplace revenue was $630 million, reflecting a 30% increase year-over-year, while services revenue decreased by 4% to $57 million [8][7] Financial Highlights - Q4 2025 revenue was $192 million, a 30% increase from $148.5 million in Q4 2024 [10] - Q4 gross profit rose to $75.2 million, up 27% from $59 million in the same quarter last year [10] - Adjusted EBITDA for Q4 2025 was $8.4 million, compared to $1.05 million in Q4 2024, marking a 699% increase [10] - Full year 2025 net loss attributable to common stockholders was $61.7 million, compared to a loss of $50.4 million in 2024 [10] Business Highlights - Active Buyers increased by 20% year-over-year, reaching 81,821 as of December 31, 2025 [6] - Marketplace revenue for Q4 2025 was $178 million, a 33% increase year-over-year, while services revenue was $13.9 million, a slight decrease of 1% [6][10] - The number of Active Suppliers grew by 17% year-over-year to 4,996, with a focus on larger suppliers to meet enterprise customer needs [6][11] Operational Developments - Xometry launched performance-based listings on Thomasnet, enhancing supplier visibility and engagement [6] - The company expanded its platform with new high-performance materials critical for industries such as aerospace and medical devices [8] - Xometry achieved Cybersecurity Maturity Model Certification (CMMC Level 2), reinforcing its position in the aerospace and defense sectors [11] Future Outlook - For Q1 2026, Xometry expects revenue between $187 million and $189 million, representing a growth of 24-25% year-over-year [15] - The company anticipates continued incremental Adjusted EBITDA margins of at least 20% as it scales towards $1 billion in revenue [2][18]

Leading the Future of Manufacturing Q3 2025 Earnings Presentation November 4, 2025 © 2025 Xometry and/or its affiliates. All rights reserved. Proprietary. Safe Harbor This presentation contains forward-looking statements. All statements other than statements of historical facts contained in this presentation, including statements regarding the Company's future results of operations, financial position and cash flows, expectations regarding its growth and margin expansion, including in international markets, ...

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]