Xometry, Inc. · NASDAQ:XMTR
Xometry — Investor Presentation (November 2025)
22 slides from Xometry's investor presentation, November 2025
Slide 1: Investor Presentation
Investor Presentation November 2025
Slide 2: Safe Harbor
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 an
Slide 3: On a Mission to Make the World's Manufacturing Capacity Accessible to All
On a Mission to Make the World’s Manufacturing Capacity Accessible to All $643M $253M $11.2M LTM REVENUE LTM GROSS PROFIT LTM ADJ. EBITDA1 We are an AI-powered marketplace digitizing custom manufacturing for Buyers and Suppliers Note: See the Appendix for reconciliation to the nearest GAAP measures.
Slide 4: Xometry AI Powered Marketplace
Xometry AI Powered Marketplace Digital procurement Sell capacity digitally Instant access to Access to global demand supply chain solutions BUYERS SUPPLIERS at minimal cost Optimal pricing, Increase asset utilization selection, and lead time and profitability Xometry is transforming manufacturing sou
Slide 5: Investment Highlights
A Market A leading digital marketplace for custom manufacturing Leader Large TAM <1% penetration and long runway for growth AI-powered Technology & data drive smarter pricing, better Marketplace Investment matching, and expanding competitive moat Highlights Compounding Compounding growth in Buyers a
Slide 6: With <1% Penetration, Our Market Opportunity is Massive
$17T GLOBAL MANUFACTURING With <1% Penetration, $2.9T Our Market U.S. MANUFACTURING OUTPUT Opportunity is Massive $275B CUSTOM MANUFACTURING Estimates source: National Association of Manufacturers (NAM) Q1 2025, Worldbank.org, Technavio Reports, and internal estimates © 2025 Xometry and/or its affilia
Slide 7: The Way Manufacturing Gets Sourced is Changing
Traditional Xometry Manufacturing Marketplace Quoting bottlenecks AI powered Instant Quoting and delays The Way Static, local Supplier Access to dynamic, global Manufacturing relationships supplier network Gets Sourced is Limited access to Extensible technology platform Changing capabilities & innov
Slide 8: AI Powers Xometry's Platforms
Expanding Our Competitive Moat Selection Expanding AI Powers categories with extensible tech platform Xometry’s Platforms Data Geography AI-enabled Broadening AI-powered marketplace technology global footprint continually improves optimizes pricing pricing and selection for and matching Buyers and S
Slide 9: AI Fuels Marketplace Gross Margin Expansion
AI Fuels Marketplace Gross Margin Expansion More quotes and orders matched with more suppliers drives higher gross margin ACTIVE BUYERS1 MARKETPLACE GROSS MARGIN % +10 PTS SINCE 2020 AI-powered Marketplace ACTIVE SUPPLIERS2 1. Active Buyers defined as the number of Buyers who have made at least one p
Slide 10: Rapid Growth, Digitizing and Transforming Manufacturing
Rapid Growth, Digitizing and Transforming Manufacturing Marketplace Marketplace Active Active Revenue Gross Profit Buyers1 Suppliers2 45% CAGR 63% CAGR 43% CAGR 41% CAGR 1. Active Buyers defined as the number of Buyers who have made at least one purchase on Xometry’s marketplace during the last twelve
Slide 11: Growing Enterprise Accounts
Growing Enterprise Accounts STRENGTH IN LAND AND EXPAND Accounts with LTM Spend of at least $50K1 EMERGING Accounts with LTM spend of at least $50K growing at ~28% CAGR FY21-24 ENTERPRISE2 Accounts with LTM spend of at least $500K in 2024 ➔ >100 Accounts ➔ Grew revenue by >40% ➔ >$10M/annual spend p
Slide 12: Scaling Enterprise Accounts with Technology Solutions
Scaling Enterprise Accounts with Technology Solutions $ in millions CONSUMER AEROSPACE AUTOMOTIVE MEDICAL DEVICE COMPANY COMPANY COMPANY COMPANY ➔ Supply chain management ➔ Lifecycle prototype through ➔ Streamline production ➔ Quick-turn production PROFILE ➔ Processes: IM, stamping, production procu
Slide 13: Strength and Breadth Across Many End Markets
Strength and Breadth Across Many End Markets Note: FY2024 © 2025 Xometry and/or its affiliates. All rights reserved. Proprietary. 13
Slide 14: Increasing Value of Cohorts Driven by Land and Expand Strategy
Increasing Value of Cohorts Driven by Land and Expand Strategy Revenue $ in millions for global accounts New Account Cohorts Through 20241 2 1. The Company defines an “account” as an individual entity, such as a sole proprietor with a single Buyer or corporate entities with multiple Buyers, having pu
Slide 15: Rapidly Growing International Revenue
Rapidly Growing International Revenue Increasing Percentage of Marketplace 2020 2024 Revenue U.S. 98% U.S. 82% International 2% International 18% International Expand platform Penetrate Expand capabilities and enterprise buyer geographies Growth Strategy processes segments LONG-TERM TARGET: Internat
Slide 16: Xometry Supplier Network
Xometry Supplier Network CERTIFICATIONS ACROSS INDUSTRIES 4K+ ACTIVE AEROSPACE DEFENSE CYBERSECURITY AS9100 ITAR CMMC LEVEL SUPPLIERS1 AUTOMOTIVE MEDICAL IATF 16959 ISO 13485 $1B+ REVENUE DELIVERED Xometry is a horsepower multiplier 50+ for our business. Jesse Kleiman COUNTRIES & Owner of JR Metal W
Slide 17: Thomas: Leading Marketing and Sourcing Engine for Manufacturers
Thomas: Leading Marketing and 1.4M Sourcing Engine for Registered users Manufacturers Helping those who build find what they need to scale, compete, and win 500K+ Suppliers BUYERS Digital platform for evaluating and sourcing qualified x 3M+ manufacturing suppliers across Industrial products ~80K categ
Slide 18: Significant Monetization and Penetration Opportunities
Significant Monetization and Thomas Growth Penetration Opportunities Strategy ➔ Enhance experience for both 500K+ ➔ Buyers and Suppliers. Increase Advertiser Thomas Suppliers penetration and engagement on the platform. ➔ Improve platform monetization with dynamic bidding platform. ~5K ➔ Drive more va
Slide 19: Clear Strategy for Growth
Clear Strategy for Growth Expanding Buyer Driving deeper Further expanding Growing and Supplier enterprise marketplace internationally networks management platform % of Revenue Gross Margin Long-Term 40 – 45% Margin Outlook Operating Expenses 15 – 20% Adjusted EBITDA Margin1 20 – 30% 1. We define Adj
Slide 20: Capital Allocation Strategy
Capital Allocation Strategy Focused on building shareholder value Invest in Organic Growth Maintain Strong Balance Sheet Strategic M&A ➔ Buyer and Supplier ➔ $225M in cash and cash ➔ Tuck-in acquisitions to networks. equivalents and marketable expand offerings and securities (September 30, geographie
Slide 21: Appendix
Appendix © 2025 Xometry and/or its affiliates. All rights reserved. Proprietary. 21
Slide 22: Adjusted EBITDA Reconciliation
Adjusted EBITDA Reconciliation $ in thousands 1. Represents depreciation expense of the Company’s long-lived tangible assets and amortization expense of its finite-lived intangible assets, as included in the Company’s GAAP results of operations. 2. Represents the non-cash expense related to stock-bas