DMC Global Inc. (BOOM) Earnings Call Transcripts
DMC Global Inc.'s Latest Earnings Call - Q1 FY2026
In the first quarter of 2026, DMC Global Inc. reported consolidated sales of $135.6 million, a decline of 15% year-over-year and 6% sequentially. Adjusted EBITDA attributable to DMC was $3.9 million, significantly down from $14.4 million in the same quarter last year. Management provided guidance for the second quarter, expecting sales between $148 million and $158 million and adjusted EBITDA in the range of $6 million to $8 million, signaling potential recovery driven by demand growth across all business segments.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $135.6 million (miss) |
| Adjusted EBITDA | $3.9 million (miss) |
| Adjusted EBITDA Margin | 4% (negative) |
| Sales Guidance Q2 2026 | $148 million to $158 million (positive) |
| Adjusted EBITDA Guidance Q2 2026 | $6 million to $8 million (positive) |
| Order Backlog | $70.3 million (positive) |
Guidance from management
Management expects Q2 2026 sales to be between $148 million and $158 million, with adjusted EBITDA projected to be in the range of $6 million to $8 million, indicating a potential recovery in demand across all business segments.
What management said
Yes, Ken, I think just looking at each one of the businesses, we do expect that there's going to be improvements quarter-over-quarter at all 3 of those, like we said. The NobelClad business is expecting to have a pretty significant ramp-up in the second quarter for this international petrochemical project. So that's where you're going to see a lot of the increase for Q2.
What analysts pressed on
Analysts expressed concerns regarding the ongoing pressures from high aluminum costs and competitive pricing impacting margins. There were also questions about the timing of potential improvements in oil and gas activity and how quickly DMC could respond to increased demand.
Main topics on the call
- Revenue Decline — DMC's first quarter sales decreased by 15% year-over-year, attributed to macroeconomic challenges and a decline in construction and energy markets. CEO Jim O'Leary noted, 'The macroeconomic challenges that persisted thro...
- Adjusted EBITDA Performance — Adjusted EBITDA for the first quarter was $3.9 million, down from $14.4 million a year ago. This decline reflects ongoing pressures from high aluminum costs and competitive pricing, as stated by CFO Eric Walter, 'Continu...
- Guidance for Q2 2026 — Management expects second quarter sales to range from $148 million to $158 million, with adjusted EBITDA projected between $6 million and $8 million. This guidance indicates a recovery, with O'Leary mentioning, 'We expec...
- Order Backlog Improvement — DMC reported a 12% sequential increase in order backlog to $70.3 million, the highest level in over 15 years. This increase is seen as a positive indicator for future revenue growth, as noted by O'Leary, 'NobelClad's ord...
Read the full DMC Global Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About DMC Global Inc.
DMC Global Inc. (BOOM) is a publicly listed company in the Energy Equipment and Services industry, within the Energy sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 48 calls on record spanning February 20, 2020 to July 29, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 48 DMC Global Inc. earnings call transcripts on record, spanning February 20, 2020 to July 29, 2026. Based on this history, DMC Global Inc. reports quarterly. The most recent call on file is dated July 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- BOOM
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Energy
- Industry
- Energy Equipment and Services
- Calls on record
- 48
- First call
- February 20, 2020
- Most recent
- July 29, 2026
- Reporting cadence
- quarterly