DMC Global Q4 revenue falls

Dmc Global

23/02/2026 21:21

Overview

Asset-light manufacturer DMC Global's Q4 revenue falls

Company's adjusted EBITDA was negative, impacted by charges in oilfield products division

Company reduced net debt by 67% to $18.7 mln, lowest since 2021 acquisition

Outlook

DMC Global expects Q1 sales between $132 mln and $138 mln

Adjusted EBITDA for Q1 expected between $2 mln and $4 mln

Arcadia Products to face challenges from high interest rates and project deferrals

Result Drivers

DYNAENERGETICS CHALLENGES - DynaEnergetics faced declining activity and competitive pricing in the U.S. unconventional market, leading to accounts receivable charges

ARCADIA SALES DECLINE - Arcadia Products' sales were impacted by high interest rates and reduced activity in the construction sector, further pressured by rising aluminum prices

NOBELCLAD SALES IMPACT - NobelClad's sales were affected by reduced bookings and tariff-related uncertainties, but a significant order increased its backlog

Company press release: ID:nGNX4GRXfg

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Slight Beat*
$143.50 mln
$143.20 mln (2 Analysts)
Q4 EPS
-$0.59


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction supplies & fixtures peer group is "buy."

Wall Street's median 12-month price target for DMC Global Inc is $10.00, about 17% above its February 20 closing price of $8.55

The stock recently traded at 428 times the next 12-month earnings vs. a P/E of 20 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)