Equity Profile

XMTR

Xometry, Inc.

IndustrialsTrading Companies & Distributors$4.4B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Xometry, Inc. is a technology-driven marketplace that connects manufacturers with suppliers, streamlining the process of custom manufacturing....

Key Metrics to Watch

EPS Growth

Earnings per share (EPS) growth is crucial as it reflects the company's profitability and operational efficiency.

N/A

Revenue Growth

Revenue growth indicates demand for Xometry's services and overall business health.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

XMTR Q2-2026 Earnings Preview

Context

Company Snapshot

Xometry, Inc. is a technology-driven marketplace that connects manufacturers with suppliers, streamlining the process of custom manufacturing. As part of the industrials sector, it plays a vital role in the supply chain, especially as companies increasingly seek efficiency and flexibility in production.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+170.75%

Avg Stock Reaction

+18.57%

Last Quarter Recap

In Q1-2026, Xometry reported an earnings surprise with EPS of $0.12, significantly beating expectations. The stock reacted positively, gaining over 39% the following day.

Management Promises & Guidance

Continue to innovate and enhance the platform for better user experience.
Focus on expanding the customer base and increasing market share.
Commit to improving operational efficiencies to drive profitability.

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Xometry's upcoming earnings, given its strong history of beating EPS estimates. However, there is uncertainty around revenue growth and customer acquisition metrics.

Bull Case

If Xometry continues its trend of beating EPS estimates, it could signal robust operational performance and increased market confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations on revenue growth or customer acquisition, it could lead to a significant sell-off, especially given its high valuation.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for the upcoming quarter?

Revenue growth is a key indicator of demand for Xometry's services and will be critical for investor confidence.

How many new customers were acquired in the last quarter?

Customer acquisition is essential for future revenue growth and market expansion, and investors will closely monitor this metric.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate Xometry's ability to continue its rapid growth trajectory, especially in customer acquisition and revenue expansion.

Supporting Evidence

Xometry has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that investors expect volatility based on the company's growth potential.

Key Risk

If customer acquisition numbers exceed expectations, it could significantly alter market perceptions and drive the stock higher.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Xometry's ability to sustain its growth trajectory amid market fluctuations.

Bull Confirmed If

Achieving revenue growth of over 20% year-over-year would confirm strong demand and operational success.

Bear Confirmed If

If revenue growth falls below 10%, it would raise concerns about market demand and competitive positioning.

Pre-Earnings Positioning

Options Market

Implied Move

±25.01%

Historical Avg

±26.4%

In line with history

The options market is pricing in a significant move of about 25% in either direction, indicating heightened volatility expectations around the earnings report.

Options are pricing ±24.5% while XMTR has averaged ±26.4% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.8%

30d HV

109.3%

Calls (8K)P/C Ratio: 0.19Puts (2K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 20 (30%)

This setup has occurred 30 times across Industrials in the last 2 years. 14 of 20 (70%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.6%, with a raw directional average of +0.4% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Xometry beats expectations, history suggests a potential stock increase of around 18.57%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement.

Miss

Should the company miss expectations, the average historical reaction suggests a potential decline, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new customer acquisition strategies.
2Insights into revenue growth expectations for the next quarter.
3Management's commentary on operational efficiencies and cost management.
4Discussion of competitive landscape and market positioning.
5Updates on technological advancements or platform enhancements.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Xometry, Inc. is a technology-driven marketplace that connects manufacturers with suppliers, streamlining the process of custom manufacturing....

Key Metrics to Watch

EPS Growth

Earnings per share (EPS) growth is crucial as it reflects the company's profitability and operational efficiency.

N/A

Revenue Growth

Revenue growth indicates demand for Xometry's services and overall business health.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

XMTR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+170.75%

Avg Stock Reaction

+18.57%

Last Quarter Recap

In Q1-2026, Xometry reported an earnings surprise with EPS of $0.12, significantly beating expectations. The stock reacted positively, gaining over 39% the following day.

Management Promises & Guidance

Continue to innovate and enhance the platform for better user experience.
Focus on expanding the customer base and increasing market share.
Commit to improving operational efficiencies to drive profitability.

Expectations

Wall Street Expectations

Bull Case

If Xometry continues its trend of beating EPS estimates, it could signal robust operational performance and increased market confidence, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations on revenue growth or customer acquisition, it could lead to a significant sell-off, especially given its high valuation.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth rate for the upcoming quarter?

Revenue growth is a key indicator of demand for Xometry's services and will be critical for investor confidence.

How many new customers were acquired in the last quarter?

Customer acquisition is essential for future revenue growth and market expansion, and investors will closely monitor this metric.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may underestimate Xometry's ability to continue its rapid growth trajectory, especially in customer acquisition and revenue expansion.

Supporting Evidence

Xometry has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that investors expect volatility based on the company's growth potential.

Key Risk

If customer acquisition numbers exceed expectations, it could significantly alter market perceptions and drive the stock higher.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Xometry's ability to sustain its growth trajectory amid market fluctuations.

Bull Confirmed If

Achieving revenue growth of over 20% year-over-year would confirm strong demand and operational success.

Bear Confirmed If

If revenue growth falls below 10%, it would raise concerns about market demand and competitive positioning.

Pre-Earnings Positioning

Options Market

Implied Move

±25.01%

Historical Avg

±26.4%

In line with history

The options market is pricing in a significant move of about 25% in either direction, indicating heightened volatility expectations around the earnings report.

Options are pricing ±24.5% while XMTR has averaged ±26.4% over the last 8 prints — setup is roughly in line with history.

Detail

ATM IV

0.8%

30d HV

109.3%

Calls (8K)P/C Ratio: 0.19Puts (2K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 6 of 20 (30%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Xometry beats expectations, history suggests a potential stock increase of around 18.57%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations but management provides cautious commentary, the stock may experience muted movement.

Miss

Should the company miss expectations, the average historical reaction suggests a potential decline, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new customer acquisition strategies.
2Insights into revenue growth expectations for the next quarter.
3Management's commentary on operational efficiencies and cost management.
4Discussion of competitive landscape and market positioning.
5Updates on technological advancements or platform enhancements.