DHI Group Q2 revenue slightly beats estimates helped by defense contractors demand

DHI

05/08/2026 21:38

Overview
US tech job marketplace's Q2 revenue fell 2% but slightly beat analyst expectations
Non-GAAP EPS rose to $0.09 from $0.07 yr/yr; no consensus comparison available
Company reaffirmed full-year revenue guidance and raised Dice margin outlook

Outlook
DHI reaffirms full-year 2026 revenue guidance of $124 mln-$128 mln
Company raises full-year 2026 Dice Adjusted EBITDA margin outlook to 24% from 22%
Company expects Q3 2026 revenue of $30 mln-$32 mln

Result Drivers
CLEARANCEJOBS GROWTH - Co said ClearanceJobs revenue and bookings rose due to improving demand from defense contractors and more commercial firms pursuing government work
DICE WEAKNESS - Dice revenue and bookings declined, which co attributed to continued softness in the broader technology hiring market
EXPENSE MANAGEMENT - Co said profitability was supported by balancing investments with disciplined expense management

Company press release: ID:nBw47r8SLa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Slight Beat*
$31.34 mln
$31.17 mln (3 Analysts)
Q2 EPS
 
$0.06
 
Q2 Net Income
 
$2.60 mln
 
Q2 Adjusted EBITDA
 
$8.30 mln
 
Q2 Adjusted EBITDA Margin
 
27.00%
 
Q2 Operating income
 
$3.81 mln
 
Q2 Pretax Profit
 
$3.11 mln
 
*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 "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 $4.75, about 14.7% above its August 4 closing price of $4.14
The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 11 three months ago

Reuters Recommended Reads
Aug 4 - Alight Q2 revenue falls on lower commercial activity, but beats analyst expectations
Aug 4 - Paylocity Q4 adjusted EBITDA beats estimates, forecasts 2027 revenue growth
Aug 5 - Wolters Kluwer reports 5% organic revenue rise as clients adopt AI tools

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.)