Q1 2026 DMC Global Inc Earnings Call Transcript

Apr 30, 2026 / 09:00 PM GMT

Release Date Price: €5.25 (-1.87%)

Transcript 10-Q8-K

Key Points

Positve

DMC Global Inc (BOOM) delivered financial results within their moderated expectation range despite macroeconomic challenges.
Order backlog at NobleClad increased 12% sequentially to $70.3 million, marking the highest level in more than 15 years.
Dyna Energetics is seeing stronger order activity developing in both international and North American markets.
Arcadia is tracking positive trends in the Architectural Billings Index, indicating potential improvement in commercial construction activity.
The company is experiencing early indications of improving demand in key markets, including oil and gas, and enhanced geothermal systems.

Negative

First quarter consolidated sales were down 15% from the previous year and 6% sequentially.
Adjusted EBITDA attributable to DMC was significantly lower at $3.9 million compared to $14.4 million in the previous year's first quarter.
Arcadia's sales were down 14% year-over-year, with high aluminum prices and interest rates impacting demand.
Dyna Energetics faced declines in sales due to lower product sales in North America and delayed shipments to the Middle East.
NobleClad experienced a 31% year-over-year decline in sales, primarily due to the timing of large project shipments and reduced bookings.

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

BOOM.OQ - DMC Global Inc
Q1 2026 DMC Global Inc Earnings Call
Apr 30, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings, and welcome to the DMC Global First 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 your host, Jeff Hyde. Please go ahead.

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Unidentified_2 [2]
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Hello, and welcome to DMC's first-quarter conference call. Presenting

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