XMTRXometry, Inc.
Services-Business Services, NEC
- Revenue
- $687M
- 26% YoY
- Operating margin
- -6.6%
- 36% YoY
- EBITDA
- −$27M
- 38% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear5% of revenueOver 10% of revenue
- Payouts exceed cash flowFired133% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear25% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $218M | $381M | $463M | $546M | $687M | 26% |
| Operating income | −$59M | −$77M | −$74M | −$56M | −$46M | 19% |
| Net income | −$61M | −$79M | −$68M | −$50M | −$62M | 22% |
| Operating cash flow | −$69M | −$63M | −$30M | −$15M | $6M | 140% |
| Capex | $6M | $14M | $18M | $18M | $30M | 67% |
| Stock-based comp | $7M | $19M | $22M | $29M | $36M | 24% |
| Buybacks | — | — | $0 | $0 | $8M |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $5M · 40
- Net
- −$5M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $5M | $14M | 68 | 55 |
| FY2024 | $4M | $7M | 49 | 58 |
| FY2023 | $1M | $2M | 41 | 55 |
| FY2022 | $4M | $1M | 37 | 39 |
| FY2021 | $3M | $16M | 59 | 78 |