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 leading online marketplace for custom manufacturing services, connecting businesses with suppliers for parts and prototypes....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating earnings.

$0.12

Revenue Growth

Revenue growth is essential for understanding the company's expansion and demand for its services in the manufacturing sector.

N/A

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 leading online marketplace for custom manufacturing services, connecting businesses with suppliers for parts and prototypes. Operating in the industrial sector, Xometry plays a crucial role in the supply chain by leveraging technology to streamline manufacturing processes, which is increasingly important as companies look to optimize production and reduce costs.

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 EPS of $0.12, significantly beating expectations of a loss of $0.14. The stock reacted positively, gaining over 39% the following day.

Management Promises & Guidance

Continued focus on expanding supplier networks.
Investment in technology to enhance platform capabilities.
Commitment to improving customer service and satisfaction.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Xometry's upcoming earnings, especially given its strong track record of beating EPS estimates. Investors are looking for continued growth in profitability and revenue.

Bull Case

If Xometry can maintain its trend of positive earnings surprises, it could lead to further stock price appreciation and increased investor confidence.

Bear Case

Conversely, any signs of slowing growth or failure to meet earnings expectations could lead to a sharp decline in stock price, given the high volatility associated with the stock.

Key Metrics to Watch

EPS (Earnings Per Share)

$0.12

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating earnings.

Revenue Growth

N/A

Revenue growth is essential for understanding the company's expansion and demand for its services in the manufacturing sector.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarter's surprise?

Given Xometry's strong history of beating EPS estimates, the market will closely watch this number to gauge continued profitability.

What insights can management provide on revenue growth and demand for its services?

Understanding revenue trends will be critical for assessing the company's growth trajectory and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Xometry's ability to leverage its technology for growth, especially in a recovering manufacturing sector.

Supporting Evidence

Xometry has consistently beaten EPS estimates, indicating stronger-than-expected operational performance.

The options market is pricing in a significant move, suggesting traders expect volatility that may not align with consensus views.

Key Risk

If the EPS comes in below $0.10, it could signal deeper issues in demand or operational efficiency.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Xometry can sustain its impressive earnings surprises and revenue growth in a competitive market.

Bull Confirmed If

An EPS of $0.15 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.10 would support the bear case, suggesting potential issues in revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±24.52%

Historical Avg

±26.4%

In line with history

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

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)

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 the company's growth narrative.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors digest management's commentary.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop in the range of 26.43%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new customer acquisitions and retention rates.
2Management's outlook on the manufacturing sector and demand trends.
3Details on technology investments and their expected impact on efficiency.
4Insights into competitive pressures and how Xometry plans to address them.
5Any commentary on supply chain challenges and their effects on operations.

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Company Snapshot

Xometry, Inc. is a leading online marketplace for custom manufacturing services, connecting businesses with suppliers for parts and prototypes....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating earnings.

$0.12

Revenue Growth

Revenue growth is essential for understanding the company's expansion and demand for its services in the manufacturing sector.

N/A

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 EPS of $0.12, significantly beating expectations of a loss of $0.14. The stock reacted positively, gaining over 39% the following day.

Management Promises & Guidance

Continued focus on expanding supplier networks.
Investment in technology to enhance platform capabilities.
Commitment to improving customer service and satisfaction.

Expectations

Wall Street Expectations

Bull Case

If Xometry can maintain its trend of positive earnings surprises, it could lead to further stock price appreciation and increased investor confidence.

Bear Case

Conversely, any signs of slowing growth or failure to meet earnings expectations could lead to a sharp decline in stock price, given the high volatility associated with the stock.

Key Metrics to Watch

EPS (Earnings Per Share)

$0.12

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating earnings.

Revenue Growth

N/A

Revenue growth is essential for understanding the company's expansion and demand for its services in the manufacturing sector.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to the previous quarter's surprise?

Given Xometry's strong history of beating EPS estimates, the market will closely watch this number to gauge continued profitability.

What insights can management provide on revenue growth and demand for its services?

Understanding revenue trends will be critical for assessing the company's growth trajectory and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Xometry's ability to leverage its technology for growth, especially in a recovering manufacturing sector.

Supporting Evidence

Xometry has consistently beaten EPS estimates, indicating stronger-than-expected operational performance.

The options market is pricing in a significant move, suggesting traders expect volatility that may not align with consensus views.

Key Risk

If the EPS comes in below $0.10, it could signal deeper issues in demand or operational efficiency.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Xometry can sustain its impressive earnings surprises and revenue growth in a competitive market.

Bull Confirmed If

An EPS of $0.15 or higher would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $0.10 would support the bear case, suggesting potential issues in revenue generation.

Pre-Earnings Positioning

Options Market

Implied Move

±24.52%

Historical Avg

±26.4%

In line with history

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings announcement.

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)

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 the company's growth narrative.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors digest management's commentary.

Miss

A miss could lead to a decline, with historical patterns suggesting a drop in the range of 26.43%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new customer acquisitions and retention rates.
2Management's outlook on the manufacturing sector and demand trends.
3Details on technology investments and their expected impact on efficiency.
4Insights into competitive pressures and how Xometry plans to address them.
5Any commentary on supply chain challenges and their effects on operations.