DHI Group beats Q4 revenue expectations, launches $10 mln buyback program

DHI

04/02/2026 21:24

Overview

AI-powered career marketplace's Q4 revenue beat analyst expectations despite a 10% decline

Company repurchased 2.9 mln shares for $5.2 mln in Q4

Company launches new $10 mln share repurchase program effective through February 2027

Outlook

DHI Group expects Q1 2026 revenue between $28M and $30M

Company targets FY 2026 revenue of $118M to $122M

DHI Group aims for 2026 Adjusted EBITDA margin of 25%

Result Drivers

CLEARANCEJOBS GROWTH - ClearanceJobs revenue and bookings increased, driven by defense hiring trends and strategic platform expansions

DICE CHALLENGES - Dice revenue and bookings declined due to a challenging commercial tech hiring environment

STRONG MARGINS - Company maintained strong margins and recurring revenue, supporting long-term growth strategies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$31.38 mln
$30.36 mln (3 Analysts)
Q4 EPS
$0.03
Q4 Net Income
$1.35 mln
Q4 Adjusted EBITDA
$9.4 mln
Q4 Adjusted EBITDA Margin
30.00%
Q4 Operating income
$3.66 mln
Q4 Pretax Profit
$2.15 mln


Analyst Coverage

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

The average consensus recommendation for the employment services peer group is "buy"

Wall Street's median 12-month price target for DHI Group Inc is $3.88, about 129.3% above its February 3 closing price of $1.69

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nBw8bflB3a

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(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.)