Xometry (XMTR) Investor presentation summary

Market opportunity and business model

• Addresses a $17T global manufacturing market with less than 1% digital penetration, offering significant growth potential.

• Operates an AI-native marketplace digitizing custom manufacturing, connecting buyers and suppliers for optimal pricing and lead times.

• Provides digital procurement and supply chain solutions, increasing asset utilization and profitability for suppliers.

• Proprietary data, workflow integrations, and global network expansion reinforce a durable competitive advantage.

Financial performance and growth

• Achieved $808M in LTM revenue, $313M in LTM gross profit, and $39.2M in LTM adjusted EBITDA.

• Marketplace revenue grew at a 37% CAGR, gross profit at 48% CAGR, and active buyers at 34% CAGR from 2020 to 2025.

• Marketplace gross margin improved by over 10 percentage points since 2020, reaching 30.8% in 2025.

• Larger accounts with LTM spend of at least $50K grew at a 35% CAGR, with over 1,700 such accounts in 2025.

Strategic initiatives and partnerships

• Embedding platform into Siemens’ industrial software ecosystem, providing real-time pricing and sourcing intelligence to global engineers.

• Siemens partnership includes a $50M equity investment and expands access to a global customer base.

• Leveraging Thomasnet’s network of 500,000+ suppliers for enhanced marketing and sourcing capabilities.

• International revenue increased from 2% to 18% of marketplace revenue between 2020 and 2025, with a long-term target of 30-40%.