XMTR

Xometry reported Q3 2026 earnings of $0.28 per share, beating consensus estimates by 47% and revenues of $252.44 million, up 40% year-over-year. The stock has gained 60.6% year-to-date but received a Zacks Rank #3 (Hold) rating due to mixed estimate revisions. The Manufacturing - General Industrial industry ranks in the bottom 39% of sectors, which may limit near-term upside.

Xometry announced its first GAAP-profitable quarter and reached a $1 billion annual revenue run rate. Q3 marketplace revenue grew 43% year-over-year to $238 million with 36% gross margin. The company is expanding enterprise adoption with 2,172 accounts spending over $50,000 annually (up 26% YoY) and plans to integrate its AI tools into Siemens Designcenter software for testing in early 2027, targeting the largely untapped $275 billion custom manufacturing market.

Gates Industrial reported Q3 2026 earnings of $0.47 per share, beating consensus estimates of $0.45, though revenues slightly missed expectations at $903.6 million. The company has outperformed the S&P 500 by 9.5% year-to-date. Despite favorable estimate revisions earning a Zacks Rank #2 (Buy), the stock's industry (Manufacturing - General Industrial) ranks in the bottom 36% of sectors, which could limit near-term upside.