The earnings call highlighted significant debt reduction and notable achievements such as Arcadia's improved performance and a record order for NobelClad. However, these positives were offset by declines in overall sales, challenges in DynaEnergetics and NobelClad, and continued market difficulties. The sentiment is therefore mixed with both positive progress and ongoing challenges.
Company Guidance
During DMC's third quarter earnings call, the company provided guidance for the fourth quarter of 2025, expecting sales to range between $140 million and $150 million, with adjusted EBITDA attributable to DMC projected to be between $5 million and $8 million. The guidance reflects the delayed conversion of record bookings at NobelClad into sales, anticipated to occur in 2026, as well as ongoing challenges in DynaEnergetics' core North American market due to tariffs and declining well completion activity. The company also noted the possibility of a seasonal slowdown in the energy sector late in the quarter. Despite these challenges, Arcadia is expected to show year-over-year profitability improvements due to better operational execution, although a normal seasonal slowdown is anticipated. The guidance is influenced by macroeconomic concerns, market volatility, and tariff policies, and is subject to change as conditions evolve.
Significant Debt Reduction
Net debt was reduced to $30.1 million, down 47% since the start of the year, marking the lowest level since acquiring Arcadia in 2021.
Arcadia's Improved Performance
Arcadia's third quarter sales increased by 7% year-over-year, with adjusted EBITDA more than doubling to $5.1 million, reflecting better operational performance.
Record Order for NobelClad
NobelClad secured a $20 million order, the largest in its 60-year history, boosting its backlog by 53% from the second quarter.
DMC Global (BOOM) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BOOM Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 04, 2025
$7.68
$6.25
-18.62%
Aug 05, 2025
$8.19
$6.65
-18.80%
May 01, 2025
$6.45
$7.38
+14.42%
Feb 24, 2025
$8.31
$9.06
+9.03%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does DMC Global Inc (BOOM) report earnings?
DMC Global Inc (BOOM) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
What is DMC Global Inc (BOOM) earnings time?
DMC Global Inc (BOOM) earnings time is at Feb 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.