Aerospace and Defense Sector Poised for Rapid Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
0mins
Should l Buy XMTR?
Source: Newsfilter
- Growth Expectations: A survey by Xometry reveals that 41% of aerospace and defense (A&D) leaders anticipate significant acceleration in 2026, surpassing general industry expectations, indicating a pressing need for enhanced production capabilities and technological investments.
- Technology Prioritization: 85% of A&D leaders prioritize AI-driven solutions to improve pricing visibility and procurement efficiency, showcasing the sector's leadership in technology adoption aimed at enhancing overall supply chain responsiveness.
- Workforce Skill Transformation: Nearly 47% of the A&D workforce is expected to undergo upskilling or reskilling due to the increased use of AI tools, reflecting a dual emphasis on technology and talent investment to ensure adaptability to future market demands.
- Compliance and Quality Assurance: 47% of A&D leaders identify compliance as a primary supply chain vulnerability, emphasizing that in a complex regulatory environment, strict adherence to standards such as AS9100, ITAR, and CMMC is essential for production readiness and mission success.
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Analyst Views on XMTR
Wall Street analysts forecast XMTR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for XMTR is 61.80 USD with a low forecast of 54.00 USD and a high forecast of 75.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
4 Buy
4 Hold
0 Sell
Moderate Buy
Current: 66.030
Low
54.00
Averages
61.80
High
75.00
Current: 66.030
Low
54.00
Averages
61.80
High
75.00
About XMTR
Xometry, Inc. provides an artificial intelligence (AI)-powered marketplace, the Thomasnet.com industrial sourcing platform and a suite of cloud-based services. The Company provides manufacturers with the critical resources they need to grow their business and makes it easy for buyers to create locally resilient supply chains. It connects buyers with suppliers of manufacturing services. Xometry Instant Quoting Engine leverages millions of pieces of data to analyze complex parts in real-time, matches buyers with the right suppliers globally, and provides pricing and lead times. Its AI-enabled technology platform is powered by machine learning algorithms and datasets, resulting in a two-sided marketplace. It uses technology to enable product designers, engineers, buyers, and supply chain professionals to access the capacity of a global network of manufacturing facilities. Its suppliers’ capabilities include computer numerical control manufacturing, and sheet cutting, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Aerospace and Defense Sector Poised for Rapid Growth
- Growth Expectations: A survey by Xometry reveals that 41% of aerospace and defense (A&D) leaders anticipate significant acceleration in 2026, surpassing general industry expectations, indicating a pressing need for enhanced production capabilities and technological investments.
- Technology Prioritization: 85% of A&D leaders prioritize AI-driven solutions to improve pricing visibility and procurement efficiency, showcasing the sector's leadership in technology adoption aimed at enhancing overall supply chain responsiveness.
- Workforce Skill Transformation: Nearly 47% of the A&D workforce is expected to undergo upskilling or reskilling due to the increased use of AI tools, reflecting a dual emphasis on technology and talent investment to ensure adaptability to future market demands.
- Compliance and Quality Assurance: 47% of A&D leaders identify compliance as a primary supply chain vulnerability, emphasizing that in a complex regulatory environment, strict adherence to standards such as AS9100, ITAR, and CMMC is essential for production readiness and mission success.
See More
Xometry Sponsors Endurance Driver Alexander Jacoby for 2026 Season
- Sponsorship Continuation: Xometry extends its sponsorship of endurance driver Alexander Jacoby for the 2026 season, highlighting the company's ongoing commitment to motorsport and brand visibility.
- Race Participation: Jacoby will compete for CLX Motorsport in the Asian Le Mans, Michelin Le Mans Cup, and European Le Mans Series, showcasing his technical skills and execution in a highly competitive environment.
- Early Victory: The Jacoby and CLX Motorsport team have already secured an early victory at the Sepang International Circuit in Malaysia, further enhancing Xometry's brand image in the global racing community.
- Alignment of Innovation: Jacoby emphasizes that Xometry's dedication to innovation aligns with his own pursuit on the track, indicating a shared philosophy in striving for excellence and problem-solving.
See More
Rubrik, Comfort Systems USA, and Xometry: Long-Term Growth Opportunities
- Cybersecurity Growth: Rubrik achieved $350 million in revenue for Q3 2025, marking a 48% year-over-year increase, showcasing its strong growth potential in the rapidly evolving cybersecurity sector, with annual recurring revenue reaching $1.35 billion, indicating significant future expansion opportunities.
- Surge in Data Center Demand: Comfort Systems USA's backlog hit $9.4 billion in Q3 2025, more than double that of 2022, reflecting a surge in demand driven by artificial intelligence for data centers, which is expected to continue fueling the company's growth over the next decade.
- Manufacturing Transformation Opportunities: Xometry's revenue grew 28% in Q3 2025 to $181 million, with active buyers increasing by 21% to 78,000, indicating strong market demand amid the reshuffling of the global manufacturing supply chain.
- Profitability Enhancement: Rubrik, Comfort Systems, and Xometry all reported positive cash flow and profit growth, underscoring their competitive advantages and long-term investment value in their respective sectors, making them suitable for buy-and-hold strategies.
See More
Xometry President Sells 26,190 Shares for $1.71 Million
- Share Sale: Xometry President Sanjeev Sahni executed a direct sale of 26,190 shares for a total of $1.71 million on Thursday, indicating a planned reduction tied to tax obligations, while still retaining approximately $4 million in equity to maintain alignment with shareholders.
- Holding Proportion Change: This transaction represented 29.32% of Sahni's Class A direct holdings, significantly reducing the shares available for future transactions, which may affect market expectations regarding his future trading activities.
- Company Performance Highlight: Xometry reported record third-quarter revenue of $180.7 million, a 28% year-over-year increase, driven by a 31% growth in marketplace revenue, showcasing strong momentum in the digital manufacturing sector.
- Financial Condition Improvement: The company ended the quarter with $225 million in cash and marketable securities, an expanded gross margin of 35.7%, and an adjusted EBITDA increase of $6.8 million, reflecting enhanced enterprise demand and operational leverage.
See More
Xometry President Sells 26,190 Shares for $1.71 Million
- Share Sale: Xometry President Sanjeev Singh Sahni sold 26,190 shares on Thursday for a total of $1.71 million, reducing his direct ownership by 29.3%, which indicates a strategic liquidity move amidst strong stock performance.
- Market Performance: The transaction was executed at a weighted average price of $65.47 per share according to SEC Form 4, while Thursday's market close was $62.89, suggesting that despite the sale, Xometry's stock remains robust compared to market averages, reflecting strong investor confidence.
- Financial Health: Xometry reported record third-quarter revenue of $180.7 million, a 28% year-over-year increase driven by a 31% rise in marketplace revenue, with gross margin expanding to 35.7%, indicating improved profitability and operational leverage.
- Future Outlook: The company ended the quarter with $225 million in cash and marketable securities and raised its full-year guidance, demonstrating confidence in sustained growth and margin expansion, thereby solidifying its competitive position in the digital manufacturing sector.
See More
Xometry Expands High-Performance Materials to Enhance Manufacturing Flexibility
- Material Portfolio Expansion: In December 2025, Xometry introduced eight new materials for FDM and SLA technologies, targeting advanced applications in aerospace, defense, and medical devices, thereby enhancing its competitive edge in the custom manufacturing market.
- Enhanced Manufacturing Flexibility: The launch of the “Preferred Subprocess” feature allows CNC customers to specify precise machining methods while maintaining the speed of instant pricing and lead times, significantly improving customer satisfaction and operational efficiency.
- Cost Control Options: The introduction of looser tolerance options enables customers to save an average of 5% on applicable metal and plastic parts, facilitating production scaling while adhering to strict budgets, thus enhancing market adaptability.
- CMMC Certification Strengthening: Achieving CMMC Level 2 certification in early 2025 bolsters Xometry's ability to support defense customers, allowing them to select CMMC-compliant manufacturing options during the quoting process, which enhances market trust and compliance capabilities.
See More
Aerospace and Defense Sector Poised for Rapid Growth
- Growth Expectations: A survey by Xometry reveals that 41% of aerospace and defense (A&D) leaders anticipate significant acceleration in 2026, surpassing general industry expectations, indicating a pressing need for enhanced production capabilities and technological investments.
- Technology Prioritization: 85% of A&D leaders prioritize AI-driven solutions to improve pricing visibility and procurement efficiency, showcasing the sector's leadership in technology adoption aimed at enhancing overall supply chain responsiveness.
- Workforce Skill Transformation: Nearly 47% of the A&D workforce is expected to undergo upskilling or reskilling due to the increased use of AI tools, reflecting a dual emphasis on technology and talent investment to ensure adaptability to future market demands.
- Compliance and Quality Assurance: 47% of A&D leaders identify compliance as a primary supply chain vulnerability, emphasizing that in a complex regulatory environment, strict adherence to standards such as AS9100, ITAR, and CMMC is essential for production readiness and mission success.
See More
Xometry Sponsors Endurance Driver Alexander Jacoby for 2026 Season
- Sponsorship Continuation: Xometry extends its sponsorship of endurance driver Alexander Jacoby for the 2026 season, highlighting the company's ongoing commitment to motorsport and brand visibility.
- Race Participation: Jacoby will compete for CLX Motorsport in the Asian Le Mans, Michelin Le Mans Cup, and European Le Mans Series, showcasing his technical skills and execution in a highly competitive environment.
- Early Victory: The Jacoby and CLX Motorsport team have already secured an early victory at the Sepang International Circuit in Malaysia, further enhancing Xometry's brand image in the global racing community.
- Alignment of Innovation: Jacoby emphasizes that Xometry's dedication to innovation aligns with his own pursuit on the track, indicating a shared philosophy in striving for excellence and problem-solving.
See More
Rubrik, Comfort Systems USA, and Xometry: Long-Term Growth Opportunities
- Cybersecurity Growth: Rubrik achieved $350 million in revenue for Q3 2025, marking a 48% year-over-year increase, showcasing its strong growth potential in the rapidly evolving cybersecurity sector, with annual recurring revenue reaching $1.35 billion, indicating significant future expansion opportunities.
- Surge in Data Center Demand: Comfort Systems USA's backlog hit $9.4 billion in Q3 2025, more than double that of 2022, reflecting a surge in demand driven by artificial intelligence for data centers, which is expected to continue fueling the company's growth over the next decade.
- Manufacturing Transformation Opportunities: Xometry's revenue grew 28% in Q3 2025 to $181 million, with active buyers increasing by 21% to 78,000, indicating strong market demand amid the reshuffling of the global manufacturing supply chain.
- Profitability Enhancement: Rubrik, Comfort Systems, and Xometry all reported positive cash flow and profit growth, underscoring their competitive advantages and long-term investment value in their respective sectors, making them suitable for buy-and-hold strategies.
See More
Xometry President Sells 26,190 Shares for $1.71 Million
- Share Sale: Xometry President Sanjeev Sahni executed a direct sale of 26,190 shares for a total of $1.71 million on Thursday, indicating a planned reduction tied to tax obligations, while still retaining approximately $4 million in equity to maintain alignment with shareholders.
- Holding Proportion Change: This transaction represented 29.32% of Sahni's Class A direct holdings, significantly reducing the shares available for future transactions, which may affect market expectations regarding his future trading activities.
- Company Performance Highlight: Xometry reported record third-quarter revenue of $180.7 million, a 28% year-over-year increase, driven by a 31% growth in marketplace revenue, showcasing strong momentum in the digital manufacturing sector.
- Financial Condition Improvement: The company ended the quarter with $225 million in cash and marketable securities, an expanded gross margin of 35.7%, and an adjusted EBITDA increase of $6.8 million, reflecting enhanced enterprise demand and operational leverage.
See More
Xometry President Sells 26,190 Shares for $1.71 Million
- Share Sale: Xometry President Sanjeev Singh Sahni sold 26,190 shares on Thursday for a total of $1.71 million, reducing his direct ownership by 29.3%, which indicates a strategic liquidity move amidst strong stock performance.
- Market Performance: The transaction was executed at a weighted average price of $65.47 per share according to SEC Form 4, while Thursday's market close was $62.89, suggesting that despite the sale, Xometry's stock remains robust compared to market averages, reflecting strong investor confidence.
- Financial Health: Xometry reported record third-quarter revenue of $180.7 million, a 28% year-over-year increase driven by a 31% rise in marketplace revenue, with gross margin expanding to 35.7%, indicating improved profitability and operational leverage.
- Future Outlook: The company ended the quarter with $225 million in cash and marketable securities and raised its full-year guidance, demonstrating confidence in sustained growth and margin expansion, thereby solidifying its competitive position in the digital manufacturing sector.
See More
Xometry Expands High-Performance Materials to Enhance Manufacturing Flexibility
- Material Portfolio Expansion: In December 2025, Xometry introduced eight new materials for FDM and SLA technologies, targeting advanced applications in aerospace, defense, and medical devices, thereby enhancing its competitive edge in the custom manufacturing market.
- Enhanced Manufacturing Flexibility: The launch of the “Preferred Subprocess” feature allows CNC customers to specify precise machining methods while maintaining the speed of instant pricing and lead times, significantly improving customer satisfaction and operational efficiency.
- Cost Control Options: The introduction of looser tolerance options enables customers to save an average of 5% on applicable metal and plastic parts, facilitating production scaling while adhering to strict budgets, thus enhancing market adaptability.
- CMMC Certification Strengthening: Achieving CMMC Level 2 certification in early 2025 bolsters Xometry's ability to support defense customers, allowing them to select CMMC-compliant manufacturing options during the quoting process, which enhances market trust and compliance capabilities.
See More
