Doman Building Materials Group (TSE:DBM)
TSX:DBM
Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.16Last Year’s EPS
0.27Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong year-over-year financial improvements—17.1% revenue growth, 33.4% EBITDA growth, and a significant rise in net earnings—driven primarily by full-year contributions from 2024 acquisitions and margin initiatives (lumber buying discipline, freight optimization). Management maintained a dividend, strengthened the balance sheet, generated positive operating cash flow, and highlighted clear strategic investments in value-added products (fencing) with expected revenue contributions in mid-2026. Offsetting these positives are persistent macro and industry headwinds: volatile lumber pricing, elevated finance costs related to acquisition financing, higher depreciation and absolute expense growth, and weather/seasonality risks. Overall, highlights outweigh the lowlights given the substantial profitability and cash-flow gains and successful integration of acquisitions.Company Guidance
Revenue Growth Driven by Acquisitions
Full-year revenues of $3.12 billion in 2025, up $456 million or 17.1% versus 2024, largely due to the full-year contribution of 2024 acquisitions (Doman Tucker Lumber and Southeast Forest Products).
Strong EBITDA and Net Earnings Improvement
EBITDA rose to $256.4 million in 2025 from $192.2 million in 2024, an increase of $64.2 million or 33.4%. Net earnings increased to $80.3 million from $54.2 million, up $26.1 million (~48.2%).
Gross Margin Expansion and Stability
Gross margin increased to $505.5 million from $424.8 million (+$80.7 million) and gross margin rate improved slightly to 16.2% from 16.0%, with Q4 gross margin at 16.6% ($107.2 million).
Operational Cash Generation and Balance Sheet Strengthening
Operating cash flows before noncash working capital of $163.6 million (versus $148.7 million in 2024). Management emphasized debt reduction, paid down debt (financing activities consumed $235.7M), remained compliant with lending covenants and declared/maintained a quarterly dividend of $0.14 per share (annual $0.56).
Successful Integration and Margin Enhancement Initiatives
Successful full-year integration of 2024 acquisitions contributed to results. Margin enhancement activities (improved lumber buying and freight optimization tech rollout) materially supported margins; freight optimization is early-stage with rollout in 2 divisions and further runway expected.
Investments in Value-Added and Specialty Products (Fencing)
CapEx increased to $29 million for 2025 (versus $14.2M in 2024) with investments in fencing equipment and sawmill upgrades (Gilmer) and new operations in the Carolinas. Fencing currently represents ~5–10% of product mix and is rapidly growing; management expects meaningful production ramp and revenue contribution starting Q2–Q3 2026.
Improved Investing Cash Position
Investing activities generated $45.6 million in 2025 versus consuming $474.3 million in 2024, aided by sale of timber loans for $75.2 million and reduced acquisition spending.
Doman Building Materials Group (TSE:DBM) Earnings, Revenues Date & History
TSE:DBM 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
TSE:DBM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | C$10.24 | C$9.85 | -3.81% |
Nov 06, 2025 | C$8.84 | C$8.83 | -0.11% |
Aug 06, 2025 | C$8.55 | C$9.08 | +6.22% |
May 08, 2025 | C$6.92 | C$7.84 | +13.31% |
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 Doman Building Materials Group (TSE:DBM) report earnings?
Doman Building Materials Group (TSE:DBM) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Doman Building Materials Group (TSE:DBM) earnings time?
Doman Building Materials Group (TSE:DBM) earnings time is at May 07, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is TSE:DBM EPS forecast?
TSE:DBM EPS forecast for the fiscal quarter 2026 (Q1) is 0.16.