DMC Global sees Q2 revenue $149M-$157M, consensus $153.25M

Sees Q2 adjusted EBITDA $10M-$13M. The company said, “Lower project billings are anticipated in the second quarter at Arcadia, which recently completed a substantial portion of a large mixed-use project in California. Additionally, Arcadia’s results are expected to be below the year-ago second quarter, which benefitted from very strong demand for high-end residential and commercial exterior products. Since last year, demand in the luxury residential market has declined significantly, driven by persistently high interest rates, renewed inflation concerns, and broader macroeconomic uncertainty. At DynaEnergetics, second quarter guidance assumes sequentially stable well completion activity in its core U.S. onshore oil and gas markets. Finally, NobelClad’s sales are expected to be lower sequentially as customers seek clarity on evolving U.S. and reciprocal tariff policies. The above guidance is heavily influenced by macroeconomic concerns, volatility and visibility issues created by current tariff policies and the current level of energy prices. It is subject to change either upward or downward as greater clarity emerges.”