Education
About Us
Working with TipRanks
Follow Us
DHI Group Inc (DHX)
NYSE:DHX
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.02Last Year’s EPS
-0.21Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced. The call highlights meaningful operational improvements: ClearanceJobs returning to bookings growth, strong CJ margins and retention, successful integration and early revenue growth from Agile ATS, improved adjusted EBITDA and materially stronger free cash flow, and active share repurchases. However, these positives are offset by significant top-line pressure driven by Dice (17% revenue decline), total revenue down 10% YoY, recurring revenue down 12%, contraction in deferred revenue and backlog, customer churn among smaller accounts, and some one-time impairments. Management provided constructive guidance for CJ but does not expect Dice bookings growth until the commercial tech hiring market recovers, leaving a mixed near-term outlook.Company Guidance
ClearanceJobs Bookings and Revenue Inflection
ClearanceJobs (CJ) bookings returned to positive year-over-year growth in Q4 (+3% YoY). CJ revenue was $13.9M, up 1% YoY and flat sequentially, indicating an inflection after prior quarter declines.
Higher Average Revenue per CJ Customer and Strong CJ Retention
Average annual revenue per CJ recruitment package customer rose to $27,246, up 8% YoY and 2% sequentially. CJ revenue renewal rate was 90% and reported retention was 109%, reflecting expansion within existing customers.
Agile ATS Acquisition Integration and Early Revenue Wins
Agile ATS was integrated into ClearanceJobs and its revenue doubled in less than six months, demonstrating successful M&A execution and expansion of CJ's product offering.
Company-Level Profitability and Margin Improvement
Adjusted EBITDA for the quarter was $9.4M, a 30% margin versus $9.2M and a 26% margin a year ago, showing improved profitability despite revenue headwinds.
Strong Free Cash Flow and Operating Cash Flow Improvement
Operating cash flow was $7.2M (Q4) vs $4.4M prior year. Free cash flow was $5.7M in Q4 vs $1.6M prior year; full-year free cash flow was $13.8M vs $7.1M, indicating materially improved cash generation.
Expense Reductions and Efficiency Gains
Operating expenses decreased $5.3M to $27.7M YoY; excluding a $1.4M impairment, OpEx declined $6.7M (20%). Management says annual operating expenses and capitalized development costs were reduced by approximately $35M over the past period.
Product Innovation and Monetization Tests
CJ piloted a premium candidate subscription (small test pool), achieving a ~1.5% take rate in early rollout. Management identified an effective price point (~$12.99) and plans phased rollout to the broader candidate base in 2026.
Strategic Capital Allocation and Share Repurchases
The company repurchased 2.9M shares for $5.2M in the quarter and 5.5M shares ($11.4M) for the year; board authorized a new $10M buyback program, signaling confidence and returning capital to shareholders.
Dice Positioning Around AI Skills
Dice shows strong momentum in AI-related hiring: 55% of Dice job postings required AI-related skills at year-end 2025 (up from 28% a year earlier). Dice's AI skills taxonomy covers 360+ distinct AI skills, positioning the brand for AI talent demand.
DHX Earnings History
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
DHX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $1.66 | ― | ― |
Nov 10, 2025 | $1.69 | $1.74 | +2.96% |
Aug 06, 2025 | $2.71 | $2.49 | -8.12% |
May 07, 2025 | $1.36 | $1.74 | +27.94% |
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 DHI Group Inc (DHX) report earnings?
DHI Group Inc (DHX) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is DHI Group Inc (DHX) earnings time?
DHI Group Inc (DHX) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DHX EPS forecast?
DHX EPS forecast for the fiscal quarter 2026 (Q1) is 0.02.