Slide 1: Leading the Future of Manufacturing
Leading the Future of Manufacturing Q2 2026 Earnings Presentation August 4, 2026 © 2026 Xometry, Inc. and/or its affiliates. All rights reserved. Confidential.
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
Slide 3: Rapid Growth, Digitizing and Transforming Manufacturing
Rapid Growth, Digitizing and Transforming Manufacturing $229M $87.2M $14.1M 89K+ ~5K Q2 2026 Q2 2026 Q2 2026 Q2 2026 Active FY 2025 Active Revenue Gross Profit Adj. EBITDA1 Buyers2 Suppliers3 → Q2 2026 → Q2 2026 → Q2 2026 Adj. → Large, rapidly → Leading global Revenue Gross Profit EBITDA $14.1M grow
Slide 4: Q2 2026 Results and Financial Highlights
Q2 2026 Results and Financial Highlights Record Q2 2026 Progress on Key Growth Initiatives Financial Highlights Financial Performance Record revenue of $229M +41% Improving our AI-Native marketplace experiences Strong durable growth outlook YoY driven by 45% Marketplace with improved injection moldi
Slide 5: Significant Growth at Scale
Annual Revenue Quarterly Revenue $ in millions $ in millions $229 $687 $546 $630 $163 $463 Significant $395 $486 $215 Growth at $148 Scale FY 2023 FY 2024 FY 2025 Q2 2025 Q2 2026 → $687M FY25 Total Revenue, +26% YoY → $229M Q2 2026 Total Revenue, +41% YoY → $630M FY25 Marketplace Revenue, +30% YoY →
Slide 6: Large and Growing Marketplace of Buyers and Suppliers
Large and Growing Marketplace of Buyers and Suppliers Marketplace growth has been driven by efficiently matching Supplier capacity with Buyer demand Active Buyers1 Active Suppliers2,3 +20% YoY +17% YoY 89,557 4,996 81,821 74,777 4,276 68,267 3,429 55,325 FY 2023 FY 2024 FY 2025 Q2 2025 Q2 2026 FY 20
Slide 7: Rapidly Growing International Revenue
Rapidly Growing International Revenue → Q2 International revenue growth of 29% YoY. → Long-term target is for International to represent 30-40% of Marketplace revenue. International Expansion and Increasing Percentage of Marketplace Revenue EUROPE Q2 2020 2020 ASIA 2026 EU HQ: Munich, Germany ASIA H
Slide 8: Expanding Wallet Share, Sticky Buyer Base
Accounts with LTM Spend Revenue from Existing of $50K or More1 Xometry Accounts2 +23% YoY 2,039 Expanding 97% 98% 98% 98% 1,760 96% 1,653 1,495 Wallet 1,331 Share, Sticky Buyer Base FY 2023 FY 2024 FY 2025 Q2 2025 Q2 2026 FY 2023 FY 2024 FY 2025 Q2 2025 Q2 2026 → Growth in Marketplace Accounts with
Slide 9: Strong Gross Profit Growth, Q2 Marketplace GP +42% YoY
Strong Gross Profit Growth, Q2 Marketplace GP +42% YOY $ in millions Annual Gross Profit and Margin Quarterly Gross Profit and Margin $269 $87.2 $216 $65.2 $178 $218 $74.8 +34% YoY +42% YoY Marketplace Marketplace $163 Gross Profit $52.5 Gross Profit $121 2023 2024 2025 2Q25 2Q26 Marketplace 30.8% 3
Slide 10: Strong Buyer Growth, Improving Advertising Efficiency
Strong Buyer Growth, Improving Advertising Efficiency Active Buyers1 Net Active Buyer Adds Advertising % of Marketplace Revenue 3,976 89,557 3,760 3,505 3,539 85,581 3,323 81,821 5.6% 5.0% 5.2% 78,282 3.9% 74,777 3.4% 2Q25 3Q25 4Q25 1Q26 2Q26 2Q25 3Q25 4Q25 1Q26 2Q26 2Q25 3Q25 4Q25 1Q26 2Q26 → Q2 20
Slide 11: Strong Q2 2026 Operating Leverage
Strong Q2 2026 Operating Leverage Non-GAAP Expenses as % of Revenue Total Non-GAAP Sales and Operations and Product G&A1,2 Operating Expenses Marketing1 Support1,3 Development1 44.6% 41.5% 18.4% 37.8% 17.8% 36.5% 16.4% 15.8% 31.9% 9.5% 13.2% 9.0% 8.9% 8.5% 5.0% 11.7% 8.0% 4.5% 10.2% 8.9% 3.6% 8.8% 3
Slide 12: Strong Incremental Adj. EBITDA Margin
Strong Incremental Adj. EBITDA Margin Financial Drivers $ in millions → Consistently Revenue Adj. EBITDA delivered 20%+ incremental $687 Adjusted EBITDA FY23 FY24 FY25 2Q25 2Q26 margin 2023-2025. $546 $463 $18.5 → As we scale $14.1 beyond $1B in $229 $3.9 $163 revenue, expect incremental Adj $(9.7)
Slide 13: Raising FY2026 Outlook
Raising FY2026 Outlook Q3 2026 FY 2026 → For Q3 2026, we expect revenue → For FY 2026, we are raising our of $234-$236 million, revenue growth outlook from representing 30–31% growth previous guidance of at least year-over-year driven by ~33% 27%-28% to 33-34% driven by marketplace growth. ~37% mark
Slide 14: Appendix
Appendix © 2026 Xometry, Inc. and/or its affiliates. All rights reserved. Confidential. 14
Slide 15: Adjusted EBITDA Reconciliation
Adjusted EBITDA Reconciliation $ in thousands FY 2023 FY 2024 FY 2025 Q2 2025 Q2 2026 Revenue $ 463,406 $ 545,529 $ 686,631 $ 162,547 $ 229,280 Adjusted EBITDA: Net loss $ (67,465) $ (50,403) $ (61,748) $ (26,437) $ (5,314) Add (deduct): Interest expense, interest and dividend income and other expen
Slide 16: Reconciliation of Non-GAAP Operating Expenses – Sales and Marketing
Reconciliation of Non-GAAP Operating Expenses – Sales and Marketing $ in thousands FY 2023 FY 2024 FY 2025 Q2 2025 Q2 2026 Revenue $ 463,406 $ 545,529 $ 686,631 $ 162,547 $ 229,280 GAAP Expense - Sales and Marketing $ 93,688 $ 108,437 $ 122,749 $ 29,781 $ 33,586 Add (deduct): Depreciation and amorti
Slide 17: Reconciliation of Non-GAAP Operating Expenses – Operations and Support
Reconciliation of Non-GAAP Operating Expenses – Operations and Support $ in thousands FY 2023 FY 2024 FY 2025 Q2 2025 Q2 2026 Revenue $ 463,406 $ 545,529 $ 686,631 $ 162,547 $ 229,280 GAAP Expense - Operations and Support $ 52,372 $ 58,975 $ 72,415 $ 17,732 $ 21,409 Add (deduct): (1) Depreciation an
Slide 18: Reconciliation of Non-GAAP Operating Expenses – Product Development
Reconciliation of Non-GAAP Operating Expenses – Product Development $ in thousands FY 2023 FY 2024 FY 2025 Q2 2025 Q2 2026 Revenue $ 463,406 $ 545,529 $ 686,631 $ 162,547 $ 229,280 GAAP Expense - Product Development $ 34,462 $ 39,322 $ 46,792 $ 11,008 $ 12,980 Add (deduct): — Depreciation and amorti
Slide 19: Reconciliation of Non-GAAP Operating Expenses – General and Administrative
Reconciliation of Non-GAAP Operating Expenses – General and Administrative $ in thousands FY 2023 FY 2024 FY 2025 Q2 2025 Q2 2026 Revenue $ 463,406 $ 545,529 $ 686,631 $ 162,547 $ 229,280 GAAP Expense - General and Administrative $ 70,916 $ 64,957 $ 72,284 $ 16,945 $ 24,723 Add (deduct): (1) Depreci
Slide 20: Reconciliation of Non-GAAP Cost of Revenue
Reconciliation of Non-GAAP Cost of Revenue $ in thousands FY 2023 FY 2024 FY 2025 Q2 2025 Q2 2026 Revenue $ 463,406 $ 545,529 $ 686,631 $ 162,547 $ 229,280 Cost of Revenue $ 285,147 $ 329,905 $ 417,858 $ 97,371 $ 142,127 Add (deduct): (1) Depreciation and amortization (172) (731) (735) (185) (182) C