Xometry (XMTR) Investor Presentation summary

Business overview and market opportunity

• AI-powered marketplace digitizes custom manufacturing, connecting buyers and suppliers globally.

• Less than 1% market penetration in a $17T global manufacturing market, with $275B in custom manufacturing.

• Platform offers instant quoting, global supplier access, and supply chain resiliency.

• Expanding into international markets, aiming for 30-40% of revenue from outside the U.S.

• Supplier network spans 50+ countries, with over 4,000 certifications across industries.

Financial performance and growth

• Last twelve months (LTM) revenue reached $643M, with $253M gross profit and $11.2M adjusted EBITDA.

• Marketplace revenue grew at a 45% CAGR from 2019 to 2024, with gross profit up 63% CAGR.

• Active buyers increased from 11,527 in 2019 to 68,267 in 2024; active suppliers grew from 774 to 4,375.

• Marketplace gross margin improved by 10 percentage points since 2020, reaching 33.5% in 2024.

• Adjusted EBITDA margin target is 20-30% long-term, with gross margin targeted at 40-45%.

Technology and competitive advantages

• AI-driven platform optimizes pricing, selection, and matching for buyers and suppliers.

• Continuous improvement in network models and system processing enhances gross margin.

• Enterprise software solutions include Teamspace collaboration and ERP integrations.

• Thomas platform supports supplier discovery and digital marketing, with 1.4M users and 500K+ suppliers.