DHI Group Inc (NYSE:DHX)

Q2 2026 DHI Group Inc Earnings Call Transcript

Aug 5, 2026 / 09:00 PM GMT

Release Date Price: $4.18 (+0.97%)

Transcript 10-Q8-K

Key Points

Positve

ClearanceJobs delivered strong performance with bookings up 24% year-over-year, including 7% organic growth, and new business sales increased approximately 75%.
ClearanceJobs surpassed 2 million cleared candidate profiles and achieved a record retention rate of 110%, demonstrating strong customer value and platform stickiness.
The company is benefiting from secular tailwinds, including increased defense spending and a growing number of new defense tech companies (e.g., Shield AI), expanding its addressable market.
DICE is showing encouraging signs of recovery, with technology job postings up 30% year-over-year and approximately 75% of new postings requiring AI-related skills, positioning the platform for future growth.
The company maintains a strong financial position with healthy free cash flow, reduced debt, and an active share repurchase program, returning capital to shareholders.
The Point Solutions Group (PSG) acquisition exceeded expectations, contributing $2 million in revenue and expanding customer relationships into adjacent defense workforce solutions.

Negative

Total company revenue declined year-over-year, primarily due to a 14% decrease in DICE revenue and bookings, reflecting the continued soft tech hiring environment.
DICE's customer count fell 15% year-over-year, with significant churn among smaller customers spending less than $15,000 annually, and its revenue renewal rate dropped to 66%.
The company does not anticipate DICE bookings growth resuming in 2026, with expectations only for the rate of decline to improve.
ClearanceJobs' customer count decreased 7% year-over-year, and its adjusted EBITDA margin declined to 39% from 45% in the prior year period.
Total committed contract backlog decreased 9% year-over-year, and deferred revenue was down 12%, indicating potential headwinds for future revenue recognition.
Gross margin was negatively impacted by the PSG acquisition, which includes higher labor costs, and the company expects this to be a run rate for the second half of the year.

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

DHX.N - DHI Group Inc
Q2 2026 DHI Group Inc Earnings Call
Aug 05, 2026 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon and welcome to the DHI Group Second Quarter 2026 Financial Results Conference Call.

All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero.

After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press then 1 on your telephone keypad.

To withdraw your question, please press then 2.

Please note, this event is being recorded.

I would now like to turn the conference over to Todd Curley, Pondell Wilkinson Investor Relations. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.