Q2 2026 DMC Global Inc Earnings Call Transcript

Jul 29, 2026 / 09:00 PM GMT

Release Date Price: $5.42 (-0.73%)

Transcript 10-Q8-K

Key Points

Positve

Consolidated sales of $157 million were at the high end of the forecasted range, and adjusted EBITDA of $10.7 million exceeded the high end of the range.
Arcadia's sales increased 9% year-over-year and 19% sequentially, marking its strongest quarterly sales performance since Q2 2024 and best EBITDA in over a year.
Arcadia's adjusted EBITDA margin improved to 13.6% from 10.9% a year ago, driven by better fixed cost absorption and successful right-sizing of residential offerings.
DynaEnergetics completed its first shipment for enhanced geothermal systems (EGS), a potentially significant new market for baseload electricity.
NobelClad maintains a healthy backlog, with increased shipments expected in the second half of the year as customer-related delivery delays ease.

Negative

The commercial construction market remains 'horrible,' with the AIA billing index showing 41 consecutive months without majority growth, the longest downturn in 30 years.
DynaEnergetics' adjusted EBITDA margin fell to 8.4% from 13.4% last year due to unfavorable pricing, mix, and higher input costs, despite a $1.5 million tariff refund.
NobelClad sales were down 17% year-over-year due to lower activity in the global oil and gas market.
The company faces ongoing volatility from aluminum input costs at Arcadia and potential supply chain disruptions from Middle East hostilities.
The potential exercise of the put option on Arcadia's non-controlling interest introduces complexity and uncertainty regarding future cash obligations and dilution.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BOOM.OQ - DMC Global Inc
Q2 2026 DMC Global Inc Earnings Call
Jul 29, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings.

Welcome to the DMC Globallo.

Second quarter earnings call.

At this time, all participants are in a listen-only mode.

A question-and-answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press 0 on your telephone keypad.

Please note this conference is being recorded.

I will now turn the conference over to Jeff High, VP of Investor Relations at DMC Global.

Thank you, Jeff, you may begin.

Hello and welcome to DMC second quarter conference call.

Presenting today our President and CEO Jim O'Leary and Chief Financial Officer Eric Walter.

I'd like to remind

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