BOOM
DMC Global Inc.6.18
-0.21-3.29%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
127.25MP/E (TTM)
-Basic EPS (TTM)
-0.47Dividend Yield
0%Recent Filings
8-K
DMC appoints finance expert to board
DMC Global expanded its board to seven members and appointed Sharon S. Spurlin, 60, effective September 25, 2025, to bolster financial and governance expertise amid growth strategies. With over 30 years in energy and industrials, including her current role as senior vice president and treasurer at Plains All American Pipeline, Spurlin joins the Audit and Risk Committees. She brings public company board experience from AdvanSix and Smart Sand. This addition sharpens oversight for shareholder value.
8-K
Q2 sales down 9%, EBITDA beats
DMC Global reported Q2 sales of $155.5 million, down 9% year-over-year, with adjusted EBITDA attributable to DMC at $13.5 million, beating guidance amid tough markets. Arcadia's sales fell 11% on weak high-end residential demand, prompting cost cuts; DynaEnergetics dipped 12% but lifted EBITDA via lower costs; NobelClad rose 6% yet faced tariff-driven delays. Debt dropped 17% year-to-date. Q3 sales guidance: $142-150 million; adjusted EBITDA $8-12 million. Markets stay volatile.
10-Q
Q2 FY2025 results
DMC Global's Q2 revenue fell 9% year-over-year to $155.5M, driven by 11% and 12% drops at Arcadia Products and DynaEnergetics from softer commercial and oilfield demand, yet NobelClad rose 6% on backlog shipments. Gross margins slipped to 23.6% from 27.1% due to lower fixed cost absorption, while operating income plunged 67% to $3.9M amid restructuring charges; net income attributable to stockholders turned to a $4.8M loss after redeemable noncontrolling interest adjustments, yielding $(0.24) diluted EPS versus $0.24 last year—anti-dilution excluded potential shares. Cash from operations hit $19.7M year-to-date, funding $6.7M capex for $13.0M free cash flow (derived), with debt down to $58.7M and $12.4M cash against a $187.1M redeemable interest floor. Restructuring trimmed headcount across segments. Tariffs cloud international bookings.
8-K
DMC appoints experienced director
DMC Global expanded its board to six members and appointed John R. 'Jay' Doubman, 53, as an independent director effective June 25, 2025. Doubman, CEO of ICP Group, brings over 30 years in industrial and building products, including turnarounds and M&A expertise that aligns with DMC's portfolio. His addition bolsters strategic oversight for growth. Forward-looking plans hinge on uncertain market factors.
8-K
O'Leary named permanent CEO
DMC Global Inc. appointed James O'Leary as permanent President and CEO effective July 1, 2025, after his interim role since November 2024, while retaining his Executive Chairman position. The new agreement sets his base salary at $800,000 annually, a target bonus of 125% of base, and long-term incentives worth at least $3.7 million yearly, split between time-based RSUs and performance-based PSUs tied to Adjusted EBITDA and Free Cash Flow over 2025-2027. This locks in leadership stability amid deleveraging efforts and a potential Arcadia acquisition. Yet risks linger in volatile markets.
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