This update covers two primary-source items dated 3 November 2026, both from digital-manufacturing service companies: Xometry’s third-quarter results and a Multi Jet Fusion capacity expansion at Protolabs. Both companies are tracked in the Addithive Company Database.
Demand and capacity
Xometry: Q3 2026 revenue $252 million, up 40%; full-year growth outlook raised to at least 37%
Xometry reported record third-quarter 2026 revenue of $252 million, up 40% year over year, and said it passed a $1 billion revenue run rate. Marketplace revenue rose 43% to $238 million, with a record marketplace gross margin of 36.0% (up 30 basis points). Adjusted EBITDA was $21.4 million, an 8.5% margin (up 510 basis points), and net income attributable to common stockholders was $1.9 million. Active buyers rose 20% to 93,812 and accounts with at least $50,000 of trailing-twelve-month spend rose 26% to 2,172. It raised its full-year 2026 revenue growth outlook to at least 37% (previously 33–34%), with about 41% marketplace growth and adjusted EBITDA of $68–68.5 million; for Q4 it guided to revenue of $254–256 million. Cash, cash equivalents and marketable securities were $505 million at 30 September.
Why it matters: for a marketplace, the constraint is matching buyer demand with qualified supplier capacity at a margin, not owning machines. Q3 showed both faster growth and operating leverage, a demand read for outsourced custom parts across processes. The release does not split out additive manufacturing. See our Xometry profile.
Protolabs: HP Jet Fusion 5600 capacity up 50% on drone, aerospace and defense demand
Protolabs said on 3 November 2026 that it has increased its HP Jet Fusion 5600 series capacity by 50% because of rising demand from aerospace, defense and drone companies. It said Multi Jet Fusion revenue through its U.S. factories grew more than 40% year over year through Q3 2026, driven in part by drone customers. It serves more than 100 drone manufacturers, and revenue from that segment is up more than 90% since 2023 (a compound annual growth rate of nearly 40%). The parts are made in PA-12 nylon at its North Carolina 3D printing factory, which holds ITAR registration and AS9100D and ISO 9001:2015 certifications.
Why it matters: in polymer powder-bed production, the constraint is certified capacity close to defense customers, not printer availability. Protolabs added machines where it already holds ITAR and AS9100D credentials. The release gives growth rates but no revenue amounts or capital cost. See our Protolabs profile.
Sources: Xometry Q3 2026 results, Form 8-K Ex. 99.1 (3 Nov 2026) · Protolabs release, “Protolabs Expands Multi Jet Fusion 3D Printing Capacity to Meet Growing Demand for Drone Development” (3 Nov 2026)
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