Xometry marketplace revenue surges 33% as AI-native platform scales

Xometry (NASDAQ:XMTR) reported a record-breaking fourth quarter to cap a year of significant operational inflection, as the company’s AI-native marketplace officially established a trajectory of sustained profitability on an adjusted basis.

The company posted fourth-quarter revenue of $192.4 million, a 30% increase year-over-year.

The results were driven by the core Marketplace segment, where revenue jumped 33% to $178.5 million.

Gross profit for the quarter rose 27% to $75.2 million, supported by a marketplace gross margin of 35.3%.

The company’s focus on operating leverage was evident in its adjusted EBITDA, which reached $8.4 million for the quarter—a sharp improvement from the $1 million reported in the prior-year period.

For the full year 2025, Xometry swung to a positive adjusted EBITDA of $18.5 million.

Following the quarter's performance, Xometry issued optimistic guidance for the coming year, suggesting that its "digital rails" for manufacturing are gaining permanent market share.

For the first quarter of 2026, the company expects revenue between $187 million and $189 million.

For the full year 2026, Xometry expects revenue growth of at least 21%, led by marketplace expansion of at least 23%.